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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-23T08:44:56-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364587691PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TPI & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128170 N ALMA SCHOOL PKWY STE 208AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237989378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ELZE EPPSInCareOfNm
Business Name ControlMARCBusinessNameControlTxt
Phone4043459434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 261936AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750261936ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELZE EPPSPersonNm
Person TitleTREASRERPersonTitleTxt
Phone4043459434PhoneNum
Signature2026-07-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E DAISPreparerPersonNm
PTINP00200296PTIN
Phone9724905275PhoneNum
Preparation2026-07-23PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,282,630FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$155,453ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,823DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,823DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,410NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$288,327GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,410CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,686TotalRevAndExpnssAmt
Total Net Invst Incm$40,233TotalNetInvstIncmAmt
Total Adj Net Incm$31,823TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$8,893AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$8,893AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$11,986OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$11,986OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$463TaxesRevAndExpnssAmt
Taxes Adj Net Incm$463TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$12,488TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$12,488TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$52,492OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$52,492OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$86,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$86,322TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,192ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,192ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$86,322TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$126,192TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,828ExcessRevenueOverExpensesAmt
Net Investment Income$40,233NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$107,621CashBOYAmt
Cash EOY$184,780CashEOYAmt
Cash EOYFMV$184,780CashEOYFMVAmt
Corporate Stock BOY$971,628CorporateStockBOYAmt
Corporate Stock EOY$892,144CorporateStockEOYAmt
Corporate Stock EOYFMV$1,097,850CorporateStockEOYFMVAmt
Total Assets BOY$1,079,249TotalAssetsBOYAmt
Total Assets EOY$1,076,924TotalAssetsEOYAmt
Total Assets EOYFMV$1,282,630TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,079,249CapitalStockBOYAmt
Capital Stock EOY$1,076,924CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,079,249TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,076,924TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,079,249TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,076,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,079,249TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,828ExcessRevenueOverExpensesAmt
Other Increases$14,503OtherIncreasesAmt
Subtotal$1,076,924SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,076,924TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NT1375 STC TRANSACTIONSP2024-09-192025-06-18$13,434$14,039-$605-$605
NT1375 LTC TRANSACTIONSP2020-01-092025-06-18$274,893$265,878$9,015$9,015
FieldValueIRS element (for citing)
Capital Gain Net Income$8,410CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$605NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$559InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$559SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$559TaxBasedOnInvestmentIncomeAmt
Tax Due$559TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MARCHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksELZE EPPSIndividualWithBooksNm
Phone4043459434PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 261936AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750261936ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELZE EPPS
PO BOX 261936PLANOTX750261936TREAS3.00$0$0$0
MEL SMITH
PO BOX 261936PLANOTX750261936PAST CHAIRMAN0.00$0$0$0
BRUCE TROTTER
PO BOX 261936PLANOTX750261936CHAIRMAN2.00$0$0$0
DON WOFFORD
PO BOX 261936PLANOTX750261936SECRETARY1.00$0$0$0
JAMES CASTILLO
PO BOX 261936PLANOTX750261936FOUNDING MEMBER1.00$0$0$0
JAMES WINESTOCK
PO BOX 261936PLANOTX750261936BOARD MEMBER1.00$0$0$0
WILLIAM LEWIS
PO BOX 261936PLANOTX750261936BOARD MEMBER1.00$0$0$0
MORMAN CARMICHAEL
PO BOX 261936PLANOTX750261936PAST CHAIRMAN1.00$0$0$0
ERIC LEUFROY
PO BOX 261936PLANOTX750261936BOARD MEMBER1.00$0$0$0
DOUGLAS SMALLS
PO BOX 261936PLANOTX750261936BOARD MEMBER1.00$0$0$0
MYRON WILLIAMS
PO BOX 261936PLANOTX750261936VICE CHAIRMAN1.00$0$0$0
GARY MAYS
PO BOX 261936PLANOTX750261936ASST SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,060,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,751AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,231,469TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,231,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,472CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,212,997NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$559TaxBasedOnInvestmentIncomeAmt
Total Tax$559TotalTaxAmt
Distributable Before Adj$60,091DistributableBeforeAdjAmt
Distributable Before Ded$60,091DistributableBeforeDedAmt
Distributable As Adjusted$60,091DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,192ExpensesAndContributionsAmt
Qualifying Distributions$126,192QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,091DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$98,917ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$112,325ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$117,354ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$181,252ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$169,418ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$679,266TotalExcessDistributionCyovAmt
Qualifying Distributions$126,192QualifyingDistributionsAmt
Applied To Current Year$60,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,101RemainingDistriFromCorpusAmt
Total Corpus$745,367TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$98,917ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$646,450ExcessDistriCyovToNextYrAmt
Excess From Year4$112,325ExcessFromYear4Amt
Excess From Year3$117,354ExcessFromYear3Amt
Excess From Year2$181,252ExcessFromYear2Amt
Excess From Year1$169,418ExcessFromYear1Amt
Excess From Current Year$66,101ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELZE EPPS TREASURERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 261936AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750261936ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4043459434RecipientPhoneNum
Recipient Email AddressELZEEJAZZ@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO SPECIFIC FORMSFormAndInfoAndMaterialsTxt
Submission DeadlinesOPENSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BILL DICKEY SCHOLARSHIP ASSOC 2025
P O BOX 67297PHOENIXAZ85082NONEPCGENERAL$7,500
FIRST TEE OF METRO ATLANTA
1053 CASCADE CIRCLE SWATLANTAGA30311NONEPCGENERAL$10,625
CREATE YOUR DREAMS 2026
887 W MARIETTA STATLANTAGA30318NONEPCGENERAL$10,000
EMORY ALZHEIMER DISEASE RESEARCH
EMORY UNIV 1762 CLIFTON RD NEATLANTAGA30322NNEPCGENERAL$1,000
ROSS PEROT STEM PROGRAM
4241 SUMMERHILL RDTEXARKANATX75503NONEPCGENERAL$8,625
LEGACY LADIES
26500 W AGAYRA DR 102-718CALABASASCA91302NONEPCGENERAL$3,000
HOWARD UNIVERSITY
2400 6TH ST SWWASHINGTONDC20059NONEPCGENERAL$2,992
MOREHOUSE COLLEGE
CLOSTER HALL 830 W VIEW DRATLANTAGA30314NONEPCGENERAL$10,000
H V HAWKINS JC JOHNSON FDN
PO BOX 249Byron CenterMI49315NONEPCGENERAL$1,300
GEORGE MASON UNIVERSITY
2005 MARKET ST 5TH FLPhiladelphiaPA19103NONEPCGENERAL$5,000
FLORIDA AM UNIVERSITY
1601 S MARTIN LUTHER KING JR BLVDTallahasseeFL32307NONEPCGENERAL$10,250
JOHNSON STEM ACTIVITY CTR INC
275 DECATUR ST SEAtlantaGA30312NONEPCGENERAL$5,000
BETHEL AME CHURCH
1528 UNIVERSITY AVEDes MoinesIA50314NONEPCGENERAL$1,000
FRONTLINE INNOVATION
927 S GOLDWYN AVE 220ORLANDOFL32805NONEPCGENERAL$13,750
ATLANTA PUBLIC SCHOOLS
130 TRINITY AVE SWATLANTAGA30303NONEPCGENERAL$1,150
OHIO STATE UNIVERSITY
PO BOX 183248COLUMBUSOH43218NONEPCGENERAL$5,000
PINEY WOODS SCHOLARSHIP
PO BOX 100PINEY WOODSMS39148NONEPCGENERAL$10,000
UNIVERSITY OF CA-RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521NONEPCGENERAL$5,000
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA30314NONEPCGENERAL$5,000
LOUISIANA STATE UNIVERSITY
125 THOMAS BOYD HALLBATON ROUGELA70803NONEPCGENERAL$5,000
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLEDENTONTX76203NONEPCGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,192TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,823ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,233ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,233TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DON WOFFORD
1P O BOX 261936PLANOTX75026$5,000Yes (X)
DENNIS OBREGON
2P O BOX 261936PLANOTX75026$10,000Yes (X)
ZACHARY SCOTT
3P O BOX 261936PLANOTX75026$5,000Yes (X)
SHELDEN ALLEN
4P O BOX 261936PLANOTX75026$7,000Yes (X)
MEL SMITH
5P O BOX 261936PLANOTX75026$9,200Yes (X)
NORM CARMICHAEL
6P O BOX 261936PLANOTX75026$7,000Yes (X)
MEDFORD TURRENTINE
7P O BOX 261936PLANOTX75026$7,900Yes (X)
GEORGE BROOKS
8P O BOX 261936PLANOTX75026$5,000Yes (X)
RAYMOND HILL
9P O BOX 261936PLANOTX75026$7,000Yes (X)
BILL LEWIS
10P O BOX 261936PLANOTX75026$8,000Yes (X)
ZACHARY SCOTT
11P O BOX 261936PLANOTX75026$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
StockCORPORATE STOCKS ETCStockNm
EOY Book Value$892,144EOYBookValueAmt
EOYFMV$1,097,850EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTSDesc
Amt$14,503Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADV FEESCategoryTxt
Amt$11,986Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$11,986AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$463Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$463AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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