T-LOT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- T-LOT FOUNDATION INC (EIN 80-0075919)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-05
- IRS object ID
- 202330959349100133
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-05T16:36:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-04-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONY | PersonFirstNm |
| Person Last | BARTEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,510,081 | 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 | $31,959 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,358 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $127,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,684 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,938 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,502 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $411 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $411 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,663 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $633 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,064 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,645 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,696 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $373 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,248 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $124 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,118 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $68,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,003 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $903,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $905,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,442,078 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $984,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,510,081 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| 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 | $984,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $984,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $984,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $984,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $984,527 | SubtotalAmt |
| Other Decreases | $10,790 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,358 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,177 | SubtotalAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,203 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,203 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 Ste 306-185 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | President | 30.00 | $209 |
| DENISE R BARTEL | ||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Secretary | 30.00 | $3,729 |
| TERRY BUTLER | ||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Treasurer | 0.000 | $0 |
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 | Description1Txt |
| Expenses1 | $74,505 | Expenses1Amt |
| Description2 | Assist in the care of the homeless community in Collin County Texas | Description2Txt |
| Expenses2 | $31,582 | Expenses2Amt |
| Description3 | Provide mentoring relationships to adults in North Texas | Description3Txt |
| Expenses3 | $2,354 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,550,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,620,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,620,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,596,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $78,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,640 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,441 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $108,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,640 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $87,841 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,441 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $108,441 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $78,640 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $78,640 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,642 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $117,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,201 | ExcessFromYear1Amt |
| Excess From Current Year | $108,441 | 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 |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| 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 Road 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 | NA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NA | RestrictionsOnAwardsTxt |
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 | Horse Therapy | $38,423 |
| North Texas Indigent | |||||||
| City Center | Plano | TX | 75093 | None | I | Personal Care | $11,674 |
| North Texas Adults | |||||||
| City Center | Plano | TX | 75093 | None | I | Mentoring | $870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,967 | TotalGrantOrContriPdDurYrAmt |
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 | $30,044 | Yes (X) |
| TONY BARTEL | ||||||
| 2 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $1,915 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 67 Shares of SPY | $30,044 | 2022-02-07 |
| 2 | 4 mattresses 3 box springs bedding | $1,915 | 2022-09-12 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 06072022 | |||||||
| 25 of ANTM | 2013-05 | Donated | 2022-06 | $12,426 | $1,936 | Cost | $10,490 |
| 06072022 | |||||||
| 50 of QQQ | 2019-11 | Donated | 2022-06 | $15,467 | $9,991 | Cost | $5,476 |
| 06072022 | |||||||
| 35 of MSFT | 2013-10 | Donated | 2022-06 | $9,515 | $1,182 | Cost | $8,333 |
| 06072022 | |||||||
| 10 of PEP | 2013-05 | Donated | 2022-06 | $1,661 | $832 | Cost | $829 |
| 08082022 | |||||||
| 150 of PEP | 2013-05 | Donated | 2022-08 | $26,104 | $12,483 | Cost | $13,621 |
| 06072022 | |||||||
| 17 of PG | 2013-10 | Donated | 2022-06 | $2,489 | $1,284 | Cost | $1,205 |
| 08082022 | |||||||
| 150 of PG | 2013-10 | Donated | 2022-08 | $21,843 | $11,556 | Cost | $10,287 |
| 06072022 | |||||||
| 129 of SYSCO | 2013-10 | Donated | 2022-06 | $10,933 | $4,051 | Cost | $6,882 |
| 08082022 | |||||||
| 200 of SYY | 2014-04 | Donated | 2022-08 | $17,458 | $6,813 | Cost | $10,645 |
| 06072022 | |||||||
| 12 of DIS | 2017-10 | Donated | 2022-06 | $1,284 | $694 | Cost | $590 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Americas Car Mart | $3,095 | $10,044 |
| Anthem Inc | $11,293 | $51,297 |
| Bank of NY Mellon | $7,562 | $11,152 |
| CISCO Systems | $28,998 | $59,312 |
| Clorox | $2,674 | $4,210 |
| Conoco Phillips | $12,732 | $30,090 |
| Corning Inc | $2,708 | $5,749 |
| CVS Health Corp | $30,624 | $27,957 |
| Fox Corp CL A | $11,089 | $8,261 |
| Fox Copr Cl B | $15,808 | $11,181 |
| Invesco QQQ Trust ETF | $66,939 | $89,204 |
| Johnson Johnson | $23,268 | $46,812 |
| Microsoft Corp | $21,902 | $107,919 |
| Oppenheiver Developing Markets Class Y | $259,500 | $301,959 |
| Oracle Corp | $30,500 | $71,114 |
| PepsiCo Inc | $41,610 | $90,330 |
| Procter Gamble Co | $49,583 | $98,514 |
| SPDR SP 500 ETF Trust | $18,386 | $25,623 |
| Stryker Corp | $6,882 | $23,227 |
| Sysco Corp | $44,728 | $76,450 |
| The CocaCola Co | $36,116 | $59,157 |
| US Bancorp DEL | $15,736 | $19,188 |
| Vanguard Smallcap Growth Index Fund ETF | $16,193 | $21,057 |
| Vanguard Smallcap Value Index Fund ETF | $133,268 | $170,551 |
| Walt Disney Co | $14,540 | $21,720 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV vs basis Donated Stoc | Desc |
| Amt | $10,790 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Quarterly Investment Fees | CategoryTxt |
| Amt | $8,645 | Amt |
| Net Investment Income | $8,645 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $333 | $4 | $296 |
| Property Tax | $87 | $1 | $77 |
| Federal Tax | $1,691 | $1,691 |
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