T-LOT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- T-LOT FOUNDATION INC (EIN 80-0075919)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-04
- IRS object ID
- 202510949349100326
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T16:19:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800075919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T-Lot Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tony Bartel | InCareOfNm |
| Business Name Control | T-LO | BusinessNameControlTxt |
| Phone | 9727276118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road STE 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY BARTEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9727276118 | PhoneNum |
| Signature | 2025-04-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,991,391 | 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 | $30,807 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,183,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $364,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,428 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $123 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,962 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,708 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,103 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,734 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $904 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $462 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $541 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $67,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $225,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $327,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,609 | CashBOYAmt |
| Cash EOY | $253,266 | CashEOYAmt |
| Cash EOYFMV | $253,266 | CashEOYFMVAmt |
| Corporate Stock BOY | $989,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,024,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,738,125 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,069,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,277,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,991,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $500 | CapitalStockBOYAmt |
| Capital Stock EOY | $500 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,068,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,277,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,069,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,069,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,277,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,069,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $225,252 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,294,635 | SubtotalAmt |
| Other Decreases | $16,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 94 of QQQ | P | 2019-11-05 | 2024-02-02 | $40,401 | $18,783 | $21,618 | $21,618 |
| See attached schedule | P | 2024-04-28 | 2024-07-12 | $1,543,767 | $1,560,136 | -$16,369 | -$16,369 |
| See Attached Schedule | P | 2017-04-24 | 2024-05-10 | $599,026 | $300,319 | $298,707 | $298,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,956 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,369 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,549 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,316 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,316 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $2,242 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tony D Bartel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727276118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | President | 30.00 | $614 | $0 | $0 |
| DENISE R BARTEL | ||||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Secretary | 30.00 | $2,814 | $0 | $0 |
| TERRY BUTLER | ||||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Treasurer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provide horse riding lessons to children with learning differences or emotional trauma and provide rescue for disabled horses | Description1Txt |
| Expenses1 | $90,166 | Expenses1Amt |
| Description2 | Assist in the care of the homeless community in Collin County Texas | Description2Txt |
| Expenses2 | $28,263 | Expenses2Amt |
| Description3 | Provide Mentoring relationships to individuals in North Texas | Description3Txt |
| Expenses3 | $7,571 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,748,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,898,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,898,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,869,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,549 | TotalTaxAmt |
| Distributable Before Adj | $88,929 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,929 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,929 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $40,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,000 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $126,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $88,929 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $88,929 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,779 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $181,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $55,779 | ExcessFromYear1Amt |
| Excess From Current Year | $126,000 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONY BARTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONY BARTEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Rd Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727276118 | RecipientPhoneNum |
| Recipient Email Address | hebrewten@dfwair.net | RecipientEmailAddressTxt |
| Form And Info And Materials | Not Applicable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Horse Therapy Clients | |||||||
| City Center | Allen | TX | 75002 | None | I Individual person | Horse Therapy | $50,734 |
| North Texas Indigent | |||||||
| City Center | Allen | TX | 75002 | None | I Individual person | Care and Support | $11,860 |
| North Texas Mentees | |||||||
| City Center | Allen | TX | 75002 | None | I Individual person | Training and Support | $3,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,771 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||
| 1 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $1,500 | Yes (X) |
| TONY BARTEL | ||||||
| 2 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $28,606 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Furniture | $1,500 | 2024-01-17 |
| 2 | 168 Shares of AMAT | $28,606 | 2024-02-05 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 02022024 | |||||||
| 94 of QQQ | 2019-11 | Purchase | 2024-02 | $40,401 | $18,783 | Cost | $21,618 |
| 07122024 | |||||||
| See attached schedule | 2024-04 | Purchase | 2024-07 | $1,543,767 | $1,560,136 | Cost | -$16,369 |
| 05102024 | |||||||
| See attached schedule | 2017-04 | Purchased | 2024-05 | $599,026 | $300,319 | Cost | $298,707 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attached schedule | StockNm |
| EOY Book Value | $1,024,593 | EOYBookValueAmt |
| EOYFMV | $1,738,125 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contribution FMV Basis | Desc |
| Amt | $16,776 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Mailbox | $360 |
| Tax Software | $133 |
| Administrative | $48 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Financial Advisor | CategoryTxt |
| Amt | $904 | Amt |
| Net Investment Income | $904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Tax | $3,754 | $3,754 | |
| Medicare | $59 | $2 | $51 |
| Social Security | $251 | $9 | $217 |
| Property Tax | $225 | $8 | $194 |
Comments