MARCH FOUNDATION 11131998: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARCH FOUNDATION 11131998 (EIN 23-7989378)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-17
- IRS object ID
- 202421389349101212
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-17T14:38:50-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 852628090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KENNETH B JARVIS PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELZEE EPPS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4043459434 | PhoneNum |
| Signature | 2024-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELZEE | PersonFirstNm |
| Person Last | EPPS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E DAIS | PreparerPersonNm |
| PTIN | P00200296 | PTIN |
| Phone | 9724905275 | PhoneNum |
| Preparation | 2024-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,187,793 | 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 | $310,334 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,676 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,676 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,141 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $589 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $589 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $345,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,265 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $15,162 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $602 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $19,563 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $19,563 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $326 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $326 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $46,348 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $82,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,889 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,847 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,847 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,889 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,376 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $223,726 | CashBOYAmt |
| Cash EOY | $211,560 | CashEOYAmt |
| Cash EOYFMV | $211,560 | CashEOYFMVAmt |
| Corporate Stock BOY | $902,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $943,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $976,233 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,126,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,155,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,187,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,126,505 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,155,020 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,126,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,155,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,126,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,155,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,126,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $623 | OtherIncreasesAmt |
| Subtotal | $1,155,020 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,155,020 | 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 |
|---|---|---|---|---|---|---|---|
| 35 SHS VANGUARD INTL EQTYIDX FTSE | P | 2022-08-18 | 2023-08-17 | $1,404 | $1,469 | -$65 | -$65 |
| VARIOUS LT SECURITIES SALES | P | 2021-01-15 | 2023-12-31 | $122,039 | $116,833 | $5,206 | $5,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,141 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$65 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $484 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Website Address | WWW.MARCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELZE EPPS TREASURER | IndividualWithBooksNm |
| Phone | 4043459434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KENNETH B JARVIS 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (11 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 TREASURER | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | TREASURER | 3.00 | $0 | $0 | $0 |
| MEL SMITH | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| BRUCE TROTTER | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DON WOFFORD | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNETH JARVIS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | CHAIRMAN EMERITUS | 0.00 | $0 | $0 | $0 |
| JAMES CASTILLO | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | FOUNDING MEMBER | 0.00 | $0 | $0 | $0 |
| JAMES WINESTOCK | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| WILLIAM LEWIS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MORMAN CARMICHAEL | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ERIC LEUFROY | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DOUGLAS SMALLS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $911,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,118,356 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,118,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,101,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $484 | TotalTaxAmt |
| Distributable Before Adj | $54,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,847 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $235,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,595 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $58,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,917 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,847 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,252 | RemainingDistriFromCorpusAmt |
| Total Corpus | $636,409 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $58,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $577,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,602 | ExcessFromYear4Amt |
| Excess From Year3 | $98,917 | ExcessFromYear3Amt |
| Excess From Year2 | $112,325 | ExcessFromYear2Amt |
| Excess From Year1 | $117,354 | ExcessFromYear1Amt |
| Excess From Current Year | $181,252 | 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 | KENNETH B JARVIS TRUSTEE | 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 | 9724031907 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OPEN | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILL DICKEY SCHOLARSHIP ASSOC INC | |||||||
| P O BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $7,500 |
| NC AT STATE UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | NONE | PC | GENERAL | $5,000 |
| THE FIRST TEE OF ATLANTA | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL | $7,250 |
| ROSS PEROT STEM PROGRAM | |||||||
| 4241 SUMMERHILL RD | TEXARKANA | TX | 75503 | NONE | PC | GENERAL | $6,000 |
| BILL DICKEY 1ST GENERATION | |||||||
| P O BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $5,000 |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DR | FAIRFAX | VA | 22030 | NONE | PC | GENERAL | $5,000 |
| NORTH CAROLINA CENTRAL UNIVERSITY | |||||||
| 1801 FAYETTEVILLE ST | DURHAM | NC | 27707 | NONE | PC | GENERAL | $5,000 |
| FLORIDA AM UNIVERSITY | |||||||
| 1601 S MLK JR BLVD | TALLAHASSEE | FL | 32307 | NONE | PC | GENERAL | $5,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | NONE | PC | GENERAL | $17,263 |
| ANDREW J YOUNG FOUNDATION | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL | $5,000 |
| BOSS KIDZ INC | |||||||
| 3316 SOUTH COBB DR 415 | SMYRNA | GA | 30080 | NONE | PC | GENERAL | $3,500 |
| H KAY JARVIS ALZ RESEARCH ENDOWMENT | |||||||
| EMORY UNIV 1762 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL | $2,000 |
| PINEY WOODS SCHOLARSHIP | |||||||
| P O BOX 100 | PINEY WOODS | MS | 39148 | NONE | PC | GENERAL | $11,000 |
| JOHNSON WALES UNIVERSITY | |||||||
| 8 ABBOTT PARK PL | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $5,000 |
| HAMPTON UNIVERSITY | |||||||
| 100 E QUEEN ST | HAMPTON | VA | 23668 | NONE | PC | GENERAL | $10,000 |
| TENNESSEE STATE UNIVERSITY | |||||||
| 3500 JOHN A MERRITT BLVD | NASHVILLE | TN | 37209 | NONE | PC | GENERAL | $13,334 |
| ALBANY STATE UNIVERSITY | |||||||
| 504 COLLEGE DR | ALBANY | GA | 31705 | NONE | PC | GENERAL | $10,000 |
| ALABAMA STATE UNIVERSITY | |||||||
| 915 S JACKSON ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL | $10,000 |
| ELIZABETH CITY STATE UNIVERSITY | |||||||
| 1704 WEEKSVILLE RD | ELIZABETH CITY | NC | 27909 | NONE | PC | GENERAL | $100,000 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | NONE | PC | GENERAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,847 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH CITY STATE UNIVERSITY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 WEEKSVILLE RD | AddressLine1Txt |
| City | ELIZABETH CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,141 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY-BOOK SALES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $589 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,406 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MIKE ADAMS | ||||||
| 1 | P O BOX 261936 | PLANO | TX | 75026 | $10,500 | Yes (X) |
| KENNETH JARVIS | ||||||
| 2 | P O BOX 261936 | PLANO | TX | 75026 | $5,500 | Yes (X) |
| BILL LEWIS | ||||||
| 3 | P O BOX 261936 | PLANO | TX | 75026 | $7,500 | Yes (X) |
| DENNIS OBREGON | ||||||
| 4 | P O BOX 261936 | PLANO | TX | 75026 | $10,000 | Yes (X) |
| DON WOFFORD | ||||||
| 5 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| ZACHARY SCOTT | ||||||
| 6 | P O BOX 261936 | PLANO | TX | 75026 | $5,500 | Yes (X) |
| DOUGLAS SMALLS | ||||||
| 7 | P O BOX 261936 | PLANO | TX | 75026 | $5,500 | Yes (X) |
| ELZE EPPS | ||||||
| 8 | P O BOX 261936 | PLANO | TX | 75026 | $6,750 | Yes (X) |
| ERIC LEUFROY | ||||||
| 9 | P O BOX 261936 | PLANO | TX | 75026 | $7,250 | Yes (X) |
| MEL SMITH | ||||||
| 10 | P O BOX 261936 | PLANO | TX | 75026 | $10,250 | Yes (X) |
| NORM CARMICHAEL | ||||||
| 11 | P O BOX 261936 | PLANO | TX | 75026 | $8,500 | Yes (X) |
| KEN PARKS | ||||||
| 12 | P O BOX 261936 | PLANO | TX | 75026 | $12,500 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS ETC | StockNm |
| EOY Book Value | $943,460 | EOYBookValueAmt |
| EOYFMV | $976,233 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT & BANK SERVICE CHARGES | $291 | $0 | $0 | $0 |
| OFFICE EXP & SUPPLIES | $1,768 | $0 | $0 | $0 |
| BOARD INSURANCE EXPENSE | $1,543 | $0 | $0 | $0 |
| WEBSITE DEV & MTCE | $40,230 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $66 | $0 | $0 | $0 |
| NORTH METRO 100 | $1,250 | $0 | $0 | $0 |
| ADVERTISING & PROMOTIONAL | $1,200 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $589 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $589 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $623 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF ACCTG SERVICES | $4,500 | $0 | $0 | $0 |
| INVESTMENT ADV FEES | $10,662 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $602 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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