MARCH FOUNDATION 11131998: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARCH FOUNDATION 11131998 (EIN 23-7989378)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-23
- IRS object ID
- 202612049349100406
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T08:44:56-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364587691 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28170 N ALMA SCHOOL PKWY STE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237989378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELZE EPPS | InCareOfNm |
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4043459434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELZE EPPS | PersonNm |
| Person Title | TREASRER | PersonTitleTxt |
| Phone | 4043459434 | PhoneNum |
| Signature | 2026-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E DAIS | PreparerPersonNm |
| PTIN | P00200296 | PTIN |
| Phone | 9724905275 | PhoneNum |
| Preparation | 2026-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,282,630 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $155,453 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,823 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,823 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,410 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,233 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,823 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,893 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $8,893 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,986 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $11,986 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $463 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $463 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $12,488 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $52,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $52,492 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $86,322 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $86,322 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,621 | CashBOYAmt |
| Cash EOY | $184,780 | CashEOYAmt |
| Cash EOYFMV | $184,780 | CashEOYFMVAmt |
| Corporate Stock BOY | $971,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $892,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,097,850 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,079,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,076,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,282,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,079,249 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,076,924 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,079,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,079,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,076,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,079,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,503 | OtherIncreasesAmt |
| Subtotal | $1,076,924 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NT1375 STC TRANSACTIONS | P | 2024-09-19 | 2025-06-18 | $13,434 | $14,039 | -$605 | -$605 |
| NT1375 LTC TRANSACTIONS | P | 2020-01-09 | 2025-06-18 | $274,893 | $265,878 | $9,015 | $9,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,410 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$605 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $559 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MARCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELZE EPPS | IndividualWithBooksNm |
| Phone | 4043459434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELZE EPPS | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | TREAS | 3.00 | $0 | $0 | $0 |
| MEL SMITH | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| BRUCE TROTTER | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| DON WOFFORD | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES CASTILLO | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | FOUNDING MEMBER | 1.00 | $0 | $0 | $0 |
| JAMES WINESTOCK | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| WILLIAM LEWIS | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MORMAN CARMICHAEL | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | PAST CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ERIC LEUFROY | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGLAS SMALLS | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MYRON WILLIAMS | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GARY MAYS | ||||||||
| PO BOX 261936 | PLANO | TX | 750261936 | ASST SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,060,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,231,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,231,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,212,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $559 | TotalTaxAmt |
| Distributable Before Adj | $60,091 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,091 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,091 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,192 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,192 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,091 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,252 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $679,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,192 | QualifyingDistributionsAmt |
| Applied To Current Year | $60,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,101 | RemainingDistriFromCorpusAmt |
| Total Corpus | $745,367 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $646,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,325 | ExcessFromYear4Amt |
| Excess From Year3 | $117,354 | ExcessFromYear3Amt |
| Excess From Year2 | $181,252 | ExcessFromYear2Amt |
| Excess From Year1 | $169,418 | ExcessFromYear1Amt |
| Excess From Current Year | $66,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELZE EPPS TREASURER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4043459434 | RecipientPhoneNum |
| Recipient Email Address | ELZEEJAZZ@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OPEN | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILL DICKEY SCHOLARSHIP ASSOC 2025 | |||||||
| P O BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $7,500 |
| FIRST TEE OF METRO ATLANTA | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL | $10,625 |
| CREATE YOUR DREAMS 2026 | |||||||
| 887 W MARIETTA ST | ATLANTA | GA | 30318 | NONE | PC | GENERAL | $10,000 |
| EMORY ALZHEIMER DISEASE RESEARCH | |||||||
| EMORY UNIV 1762 CLIFTON RD NE | ATLANTA | GA | 30322 | NNE | PC | GENERAL | $1,000 |
| ROSS PEROT STEM PROGRAM | |||||||
| 4241 SUMMERHILL RD | TEXARKANA | TX | 75503 | NONE | PC | GENERAL | $8,625 |
| LEGACY LADIES | |||||||
| 26500 W AGAYRA DR 102-718 | CALABASAS | CA | 91302 | NONE | PC | GENERAL | $3,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST SW | WASHINGTON | DC | 20059 | NONE | PC | GENERAL | $2,992 |
| MOREHOUSE COLLEGE | |||||||
| CLOSTER HALL 830 W VIEW DR | ATLANTA | GA | 30314 | NONE | PC | GENERAL | $10,000 |
| H V HAWKINS JC JOHNSON FDN | |||||||
| PO BOX 249 | Byron Center | MI | 49315 | NONE | PC | GENERAL | $1,300 |
| GEORGE MASON UNIVERSITY | |||||||
| 2005 MARKET ST 5TH FL | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $5,000 |
| FLORIDA AM UNIVERSITY | |||||||
| 1601 S MARTIN LUTHER KING JR BLVD | Tallahassee | FL | 32307 | NONE | PC | GENERAL | $10,250 |
| JOHNSON STEM ACTIVITY CTR INC | |||||||
| 275 DECATUR ST SE | Atlanta | GA | 30312 | NONE | PC | GENERAL | $5,000 |
| BETHEL AME CHURCH | |||||||
| 1528 UNIVERSITY AVE | Des Moines | IA | 50314 | NONE | PC | GENERAL | $1,000 |
| FRONTLINE INNOVATION | |||||||
| 927 S GOLDWYN AVE 220 | ORLANDO | FL | 32805 | NONE | PC | GENERAL | $13,750 |
| ATLANTA PUBLIC SCHOOLS | |||||||
| 130 TRINITY AVE SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL | $1,150 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | NONE | PC | GENERAL | $5,000 |
| PINEY WOODS SCHOLARSHIP | |||||||
| PO BOX 100 | PINEY WOODS | MS | 39148 | NONE | PC | GENERAL | $10,000 |
| UNIVERSITY OF CA-RIVERSIDE | |||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | PC | GENERAL | $5,000 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | NONE | PC | GENERAL | $5,000 |
| LOUISIANA STATE UNIVERSITY | |||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE | DENTON | TX | 76203 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,192 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,233 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DON WOFFORD | ||||||
| 1 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| DENNIS OBREGON | ||||||
| 2 | P O BOX 261936 | PLANO | TX | 75026 | $10,000 | Yes (X) |
| ZACHARY SCOTT | ||||||
| 3 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| SHELDEN ALLEN | ||||||
| 4 | P O BOX 261936 | PLANO | TX | 75026 | $7,000 | Yes (X) |
| MEL SMITH | ||||||
| 5 | P O BOX 261936 | PLANO | TX | 75026 | $9,200 | Yes (X) |
| NORM CARMICHAEL | ||||||
| 6 | P O BOX 261936 | PLANO | TX | 75026 | $7,000 | Yes (X) |
| MEDFORD TURRENTINE | ||||||
| 7 | P O BOX 261936 | PLANO | TX | 75026 | $7,900 | Yes (X) |
| GEORGE BROOKS | ||||||
| 8 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| RAYMOND HILL | ||||||
| 9 | P O BOX 261936 | PLANO | TX | 75026 | $7,000 | Yes (X) |
| BILL LEWIS | ||||||
| 10 | P O BOX 261936 | PLANO | TX | 75026 | $8,000 | Yes (X) |
| ZACHARY SCOTT | ||||||
| 11 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF ACCTG SERVICES | $6,850 | $0 | $6,850 | $0 |
| TAX RETURN PREPARATION | $500 | $0 | $500 | $0 |
| INSURANCE EXPENSE | $1,543 | $0 | $1,543 | $0 |
| TAX RETURN PREPARATION | $0 | $0 | $0 | $0 |
| ACCOUNTING SERVICES | $0 | $0 | $0 | $0 |
| WEBSITE DEV & MTCE | $0 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS ETC | StockNm |
| EOY Book Value | $892,144 | EOYBookValueAmt |
| EOYFMV | $1,097,850 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT | $256 | $0 | $256 | $0 |
| OFFICE EXPENSES | $3,128 | $0 | $3,128 | $0 |
| STATIONERY & PRINTING | $132 | $0 | $132 | $0 |
| WEBSITE DEV & MTCE | $48,872 | $0 | $48,872 | $0 |
| SHIPPING & POSTAGE | $104 | $0 | $104 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENTS | Desc |
| Amt | $14,503 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES | CategoryTxt |
| Amt | $11,986 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,986 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $463 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $463 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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