BETA

ESTRELLA CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ESTRELLA CHARITABLE TRUST (EIN 74-2858545)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-07-17
IRS object ID
202441999349100304
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-17T10:43:58-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alexander Cockerill PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1929 Contour DriveAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742858545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Estrella Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlESTRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1929 E ContourAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLeonard Cockerill TrusteePersonNm
Person TitleTrusteePersonTitleTxt
Phone2108248360PhoneNum
Signature2024-07-17SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLeonardPersonFirstNm
Person LastCockerillPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard CockerillPreparerPersonNm
PTINP01288975PTIN
Phone2106939082PhoneNum
Preparation2024-07-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,131FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$305DividendsRevAndExpnssAmt
Dividends Net Invst Incm$305DividendsNetInvstIncmAmt
Dividends Adj Net Incm$305DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$226NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,915GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$226CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$531TotalRevAndExpnssAmt
Total Net Invst Incm$531TotalNetInvstIncmAmt
Total Adj Net Incm$305TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$49AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$49AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$49AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$49AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$49TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$49TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$49TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$299TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$49TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$299TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$232ExcessRevenueOverExpensesAmt
Net Investment Income$482NetInvestmentIncomeAmt
Adjusted Net Income$256AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,263CashBOYAmt
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Other Investments BOY$9,802OtherInvestmentsBOYAmt
Other Investments EOY$12,129OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,129OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,065TotalAssetsBOYAmt
Total Assets EOY$12,131TotalAssetsEOYAmt
Total Assets EOYFMV$12,131TotalAssetsEOYFMVAmt
Grants Payable BOY$300GrantsPayableBOYAmt
Total Liabilities BOY$300TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$11,065AdditionalPaidInCapitalBOYAmt
Retained Earning BOY-$300RetainedEarningBOYAmt
Retained Earning EOY$12,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$232ExcessRevenueOverExpensesAmt
Other Increases$1,134OtherIncreasesAmt
Subtotal$12,131SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,131TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyListed StockPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-02-06AcquiredDt
Sold2024-01-08SoldDt
Gross Sales Price$5,915GrossSalesPriceAmt
Cost Or Other Basis$5,689CostOrOtherBasisAmt
Gain Or Loss$226GainOrLossAmt
Gains Minus Excess Or Losses$226GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$226CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Tax Due$7TaxDueAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksLeonard CockerillIndividualWithBooksNm
Phone2108248360PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1929 Contour DrAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Margaret Netemeyer
929 E ContourSan AntonioTX78212Trustee0.00$0$0$0
Leonard Cockerill Trustee
929 E ContourSan AntonioTX78212Trustee2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1noneDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,256AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$188AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,444TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,272NetVlNoncharitableAssetsAmt
Minimum Investment Return$564MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$564MinimumInvestmentReturnAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Tax$7TotalTaxAmt
Distributable Before Adj$557DistributableBeforeAdjAmt
Distributable Before Ded$557DistributableBeforeDedAmt
Distributable As Adjusted$557DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$299ExpensesAndContributionsAmt
Qualifying Distributions$299QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$557DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$3,178ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,421ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,921ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$9,520TotalExcessDistributionCyovAmt
Qualifying Distributions$299QualifyingDistributionsAmt
Applied To Current Year$299AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$258ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$258ExcessDistributionCyovAppCYAmt
Total Corpus$9,262TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,920ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,342ExcessDistriCyovToNextYrAmt
Excess From Year4$2,421ExcessFromYear4Amt
Excess From Year3$3,921ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonArchdiocese of San AntonioRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12718 W Woodlawn AveAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78228ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposedonationGrantOrContributionPurposeTxt
Amt$250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$305UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$226UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$531UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$531TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFiling FeeCategoryTxt
Amt$49Amt
Net Investment Income$49NetInvestmentIncomeAmt
Adjusted Net Income$49AdjustedNetIncomeAmt
Disbursements Charitable Prps$49DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Book Value$12,129BookValueAmt
EOYFMV$12,129EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in Asset ValueDesc
Amt$1,134Amt

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