SEVEN CITIES FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SEVEN CITIES FOUNDATION (EIN 32-0181077)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-03
IRS object ID
202432779349101003
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)
Return2024-10-03T09:48:00-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274460472PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alvarado CPA Firm IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12041 Orchid AvenueAddressLine1Txt
CityMcAllenCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78504ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320181077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEVEN CITIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEVEBusinessNameControlTxt
Phone9566885757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1314 S 11TH STREETAddressLine1Txt
CityMcALLENCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E THOMPSON JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9566885757PhoneNum
Signature2024-09-27SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFIDEL ALVARADO JRPreparerPersonNm
PTINP01378373PTIN
Phone9566822884PhoneNum
Preparation2024-10-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,494,035FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$72,221InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72,221InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,131DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,131DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$3,788OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3,788OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$103,564TotalRevAndExpnssAmt
Total Net Invst Incm$103,564TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,325TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,325TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Printing And Pub Rev And Expnss$30PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$30PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,555TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,155TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,555TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,591ExcessRevenueOverExpensesAmt
Net Investment Income$99,009NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$741,184CashBOYAmt
Cash EOY$445,049CashEOYAmt
Cash EOYFMV$445,049CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$737,720CorporateStockBOYAmt
Corporate Stock EOY$769,062CorporateStockEOYAmt
Corporate Stock EOYFMV$791,686CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,005,500OtherInvestmentsBOYAmt
Other Investments EOY$1,257,300OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,257,300OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,484,404TotalAssetsBOYAmt
Total Assets EOY$2,471,411TotalAssetsEOYAmt
Total Assets EOYFMV$2,494,035TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,484,404CapitalStockBOYAmt
Capital Stock EOY$2,471,411CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,484,404TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,471,411TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,484,404TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,471,411TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,484,404TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,591ExcessRevenueOverExpensesAmt
Other Increases$1,598OtherIncreasesAmt
Subtotal$2,471,411SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,471,411TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVERIZON COMMUNICASTIONS INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-06-24AcquiredDt
Sold2023-11-02SoldDt
Gross Sales Price$7,157GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$10,945CostOrOtherBasisAmt
Gain Or Loss-$3,788GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$3,788GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,788CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,376InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,376SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,585EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,585TotalPaymentsAndCreditsAmt
Original Return Overpayment-$4,585OriginalReturnOverpaymentAmt
Overpayment$3,209OverpaymentAmt
Applied To ES Tax$3,209AppliedToESTaxAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES E THOMPSON JRIndividualWithBooksNm
Phone9566885757PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1314 S 11TH STREETAddressLine1Txt
CityMcALLENCityNm
State AbbreviationTXStateAbbreviationCd
ZIP785012822ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES E THOMPSON JR
314 S 11TH STMcALLENTX78501PRESIDENT5.00$0$0$0
JONATHAN BEVIL
314 S 11TH STMcALLENTX78501VICE PRESIDENT1.00$0$0$0
CLAUDIA I PINON
314 S 11TH STMcALLENTX78501SECRETARY1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$778,199AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$680,478AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,131,400FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,590,077TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,590,077AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,851CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,551,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,376TaxBasedOnInvestmentIncomeAmt
Total Tax$1,376TotalTaxAmt
Distributable Before Adj$126,185DistributableBeforeAdjAmt
Distributable Before Ded$126,185DistributableBeforeDedAmt
Distributable As Adjusted$126,185DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,185DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,622ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,745ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,367TotalExcessDistributionCyovAmt
Qualifying Distributions$113,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,782RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$23,367ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,367ExcessDistributionCyovAppCYAmt
Total Corpus$10,782TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,782ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$10,782ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES E THOMPSON JRContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES E THOMPSON JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1314 S 11TH STREETAddressLine1Txt
CityMcALLENCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78501ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9566885757RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
P O BOX 261288CORPUS CHRISTITX78426PUBLIC CHARITYCHARITABLE$2,400
CAMP UNIVERSITY
P O BOX 2294MCALLENTX785022294PUBLIC CHARITYCHARITABLE$2,000
CHRIST EPISCOPAL CHURCH
502 EAST STARRNACOGDOCHESTX75961PUBLIC CHARITYCHARITABLE$2,000
EASTER SEAL OF THE RGV
PO BOX 489MCALLENTX785050489PUBLIC CHARITYCHARITABLE$2,000
EPISCOPAL DIOCESE OF WEST TEXAS
P O BOX 6685SAN ANTONIOTX782096885PUBLIC CHARITYCHARITABLE$2,500
FIRST UNITED METHODIST CHURCH
PO BOX 275EDCOUCHTX785380275PUBLIC CHARITYCHARITABLE$2,000
PINEY WOODS SCHOOL
PO BOX 57PINEY WODDSMS39148PUBLIC CHARITYCHARITABLE$1,500
FRONTERA AUDUBON SOCIETY
1101 SOUTH TEXAS BLVDWESLACOTX78596PUBLIC CHARITYCHARITABLE$2,400
GIRL SCOUTS OF THE GREATER SOUTH TEXAS
202 E MADISON AVEHARLINGENTX78550PUBLIC CHARITYCHARITABLE$2,000
INT'L MUSUEM OF ART & SCIENCE
1900 NOLANAMCALLENTX78504PUBLIC CHARITYCHARITABLE$1,700
ST JOHNS DAY SCHOOL
2500 NORTH TENTH STMCALLENTX78501PUBLIC CHARITYCHARITABLE$1,500
MUSEUM OF SOUTH TEXAS HISTORY HERITAGE ASSN
200 N CLOSNER BLVDMCALLENTX78541PUBLIC CHARITYCHARITABLE$3,000
OPERATION SMILE
3641 FAXULTY BOULEVARDVIGINIA BEACHVA23453PUBLIC CHARITYCHARITABLE$3,000
RICE UNIVERSITY
PO BOX 1892HOUSTONTX772511892PUBLIC CHARITYCHARITABLE$2,000
ST JOHN'S EPIS CHURCH FOUNDATION INC
2500 NORTH TENTH STMCALLENTX78501PUBLIC CHARITYCHARITABLE$2,000
ST MATTEW BAPTIST CHURCH
HWY 33 SOUTHGARDEN CITYMS785748207PUBLIC CHARITYCHARITABLE$2,500
SALVATION ARMY
POST OFFICE BOX 4766MCALLENTX785024766PUBLIC CHARITYCHARITABLE$3,000
SPRINGHILL BAPTIST CHURCH
430 FREEWOODS RD SWKNOXVILLEMS39661PUBLIC CHARITYCHARITABLE$2,500
UTRGV FOUNDATION
1201 W UNIVERSITY DREDINBURGTX78539PUBLIC CHARITYCHARITABLE$5,100
VANNIE E COOK JR CANCER FOUNDATION
101 W EXPRESSWAY 83MCALLENTX78503PUBLIC CHARITYCHARITABLE$2,000
WARRIOR CANINE CONNECTIOM
14934 SCHAFFER RDBOYDSMD20841PUBLIC CHARITYCHARITABLE$4,500
UPBRING
8305 CROSS PARK DRAUSTINTX78754PUBLIC CHARITYCHARITABLE$7,000
HORIZON COMMUNITIES CORP
405 EL CAMINO REAL 106MENLO PARKCA94025PUBLIC CHARITYCHARITABLE$6,500
RED ARENA
1601 BELL SPRINGS RDDIRPPING SPRINGSTX78620PUBLIC CHARITYCHARITABLE$5,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STSANTA MONICACA90401PUBLIC CHARITYCHARITABLE$1,000
RIO GRANDE CHILDREN'S HOME
3780 N BENTSEN PALM DRMISSIONTX785748207PUBLIC CHARITYCHARITABLE$1,500
HOPE PRENATAL SERVICES
4801 N CAGE BLVDPHARRTX78577PUBLIC CHARITYCHARITABLE$3,000
LONG LIVE 5 SCHOLARSHIP LIMITED
8302 ROBERTS COVE RDRAYNELA70578PUBLIC CHARITYCHARITABLE$2,000
CASA OF DALLAS
2757 SWISS AVEDALLASTX75204PUBLIC CHARITYCHARITABLE$10,000
MAKE A WISH FOUNDATION
607 HIGHLAND COLONY PARKWAY STE 100RIDGELANDMS39157PUBLIC CHARITYCHARITABLE$3,000
TRINITY EPISCOPAL CHURCH
305 SOUTH COMMERCE STNATCHEZMS39120PUBLIC CHARITYCHARITABLE$2,000
MIGHTY OAKS FOUNDATION
33134 MAGNOLIA CIRCLEMAGNOLIATX77354PUBLIC CHARITYCHARITABLE$1,000
TMI EPISCOPAL
20953 TEJAS TRAIL WESTSAN ANTONIOTX78257PUBLIC CHARITYCHARITABLE$4,000
THE INDEPENDENCE FUND
412 LOUISE AVECHARLOTTENC28204PUBLIC CHARITYCHARITABLE$3,000
WORCHESTER WREATH CO
4 POINT STREETCOLUMBIA FALLSME04623PUBLIC CHARITYCHARITABLE$2,000
MENTAL HEALTH AMERICA
500 MONTGOMERY ST SUITE 820ALEXANDRIAVA22314PUBLIC CHARITYCHARITABLE$2,000
TRIPLE H EQUITHERAPY CENTER
791 BACKHAUSE ROADPIPE CREEKTX78063PUBLIC CHARITYCHARITABLE$2,000
PTSD FOUNDATION OF AMERICA
9724 DERRINGTON RDHOUSTONTX77064PUBLIC CHARITYCHARITABLE$3,000
TURNING POINT USA
4940 EAST BEVERLY RDPHOENIXAZ85044PUBLIC CHARITYCHARITABLE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,221ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,131ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$0ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$107,352ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,352TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number0LineNumberTxt
Relationship StatementNONERelationshipStatementTxt

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)
CategoryALVARADO CPA FIRM ACCOUNTING/TAX SERVICECategoryTxt
Amt$2,200Amt
Net Investment Income$2,200NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTS STOCKS&FUNDSStockNm
EOY Book Value$769,062EOYBookValueAmt
EOYFMV$791,686EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPE FUNDING - LINE OF CREDITCategoryOrItemTxt
Book Value$1,257,300BookValueAmt
EOYFMV$1,257,300EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSALE OF STOCK LOSSDesc
Revenue And Expenses Per Books-$3,788RevenueAndExpensesPerBooksAmt
Net Investment Income-$3,788NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJDesc
Amt$1,598Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAYMENTSCategoryTxt
Amt$2,325Amt
Net Investment Income$2,325NetInvestmentIncomeAmt

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