CARL E KESSLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARL E KESSLER FAMILY FOUNDATION (EIN 75-2567397)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-07
- IRS object ID
- 202331589349100003
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-07T08:46:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832960772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J A Garrison & Co CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6912 NE Loop 820 | AddressLine1Txt |
| City | N Richland Hills | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752567397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carl E Kessler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KESS | BusinessNameControlTxt |
| Phone | 9403255629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 121579 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761211579 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carla Kessler | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 9403255629 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carla | PersonFirstNm |
| Person Last | Kessler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JA Garrison CPA | PreparerPersonNm |
| PTIN | P00218920 | PTIN |
| Phone | 8173323921 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,148,962 | 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 | $65,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,197 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,540 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,540 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$66,421 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $453,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,003,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $453,273 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$817 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$817 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $572,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,961 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,981 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,186 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,320 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,460 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,043 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $455 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $424 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $240,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $344,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,304,830 | CashBOYAmt |
| Cash EOY | $2,316,967 | CashEOYAmt |
| Cash EOYFMV | $2,316,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,972,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,255,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,255,656 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $5,458 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,458 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $342,741 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $161,434 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $186,646 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $181,307 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $221,258 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,877,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,400,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,400,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $176,010 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $482,060 | LandBOYAmt |
| Land EOY | $176,010 | LandEOYAmt |
| Land EOYFMV | $949,478 | LandEOYFMVAmt |
| Total Assets BOY | $7,823,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,335,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,148,962 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,962 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,091 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,091 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $6,499,481 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,499,481 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,317,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $818,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,816,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,318,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,823,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,335,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,816,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,785 | OtherIncreasesAmt |
| Subtotal | $7,707,267 | SubtotalAmt |
| Other Decreases | $388,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,318,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | 2022-11-14 | 2022-12-28 | $1,572,941 | $1,649,771 | -$76,830 | -$76,830 | |
| Publicly Traded Securities | 2021-05-27 | 2022-12-19 | $18,421 | $67,932 | -$49,511 | -$49,511 | |
| Publicly Traded Securities | 2022-08-12 | 2022-10-07 | $208,619 | $216,669 | -$8,050 | -$8,050 | |
| Publicly Traded Securities | 2020-08-06 | 2022-08-12 | $252,639 | $268,336 | -$15,697 | -$15,697 | |
| Sale of Land Held for Investment | 2008-12-31 | 2022-09-09 | $950,000 | $347,252 | $602,748 | $602,748 | P |
| Capital Gains Dividends | $613 | $613 | $613 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $453,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $892 | OverpaymentAmt |
| Applied To ES Tax | $892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Carla Kessler | IndividualWithBooksNm |
| Phone | 8177931951 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 121579 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| David R Kessler | ||||||||
| 13 Cliff Drive | Mineral Wells | TX | 76067 | Vice President | 20.00 | $50,000 | $0 | $2,877 |
| Carla K Kessler | ||||||||
| PO Box 123212 | Fort Worth | TX | 76121 | Secretary/Treasurer | 20.00 | $55,000 | $0 | $2,037 |
| Karen Garrison | ||||||||
| PO Box 121579 | Fort Worth | TX | 76121 | President | 20.00 | $10,000 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,332,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,572,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $455,764 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,361,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,361,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,250,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,784 | TotalTaxAmt |
| Distributable Before Adj | $357,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $453,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,128 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $453,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,128 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,611 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,611 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,611 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A Chance in Life | ||||||
| 250 E 63rd St Suite 204 | New York | NY | 10065 | Human service. | $1,500 | |
| A Place Called Home | ||||||
| 2830 South Central Avenue | Los Angeles | CA | 90011 | Human service | $1,500 | |
| Action Against HungerACF-USA | ||||||
| 247 West 37th St 10 floor | New York | NY | 10018 | Human service | $1,500 | |
| African Wildlife Foundation | ||||||
| 1100 New Jersey Ave SE 900 | Washington | DC | 20003 | Service to animals. | $1,500 | |
| Air Warrior Courage Foundation | ||||||
| PO Box 877 | Silver Spring | MD | 20918 | Veterans welfare | $1,000 | |
| All Gods Children | ||||||
| PO Box 5909 | Villa Park | IL | 60181 | Child welfare | $1,500 | |
| All Hands and Hearts | ||||||
| 6 County Rd Ste 6 | Mattapoisett | MA | 027391565 | Human service | $5,000 | |
| Alliance For Children | ||||||
| 908 Southland Ave | Fort Worth | TX | 76104 | Human service | $1,500 | |
| Amazon Conservation Association | ||||||
| 1822 R St NW Fourth Floor | Washington | DC | 20009 | Conservation. | $1,500 | |
| American Refugee Committee International | ||||||
| 615 First Avenue NE Suite 500 | Minneapolis | MN | 55413 | Human Service | $2,500 | |
| Americares | ||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | Human service | $1,000 | |
| Animal Welfare Institute | ||||||
| 900 Pennsylvania Avenue SE | Washington | DC | 20003 | Service to animals. | $1,500 | |
| Azle Animal Shelter | ||||||
| P O Box 1378 | Azle | TX | 76098 | Service to animals. | $1,500 | |
| Baitulmaal AHED | ||||||
| 2300 Valley View Lane | Irving | TX | 75062 | Human service. | $1,000 | |
| Best Foot Forward Foundation Inc | ||||||
| 9080 Kimberly Blvd Suite 10 | Boca Raton | FL | 33434 | Human Service. | $2,500 | |
| Big Shoulders Fund | ||||||
| 309 W Washington | Chicago | IL | 60606 | Human service | $1,500 | |
| Blessings in a Backpack | ||||||
| PO Box 1628 | Louisville | KY | 40201 | Community Service | $1,500 | |
| Blue Mountain Humane Society | ||||||
| 7 East George Street | Walla Walla | WA | 99362 | Service to animals. | $500 | |
| Boca Helping Hands | ||||||
| 1500 NW 1st Court | Boca Raton | FL | 33432 | Human Service | $1,000 | |
| Books for Africa | ||||||
| 253 East Fourth Street Suite 200 | St Paul | MN | 55101 | Human Service | $2,000 | |
| Brazos Foundation | ||||||
| PO Box 901 | Mineral Wells | TX | 76068 | Education | $1,500 | |
| Brazos Valley Food Bank | ||||||
| 1501 Independence Ave | Bryan | TX | 77803 | Community service. | $500 | |
| Bridge2Rwanda | ||||||
| 1818 N Taylor St Ste B 322 | Little Rock | AR | 72207 | Education | $5,000 | |
| Careity Foundation | ||||||
| PO Box 126038 | Fort Worth | TX | 76126 | Human Service. | $10,000 | |
| Center for Disaster Philanthropy | ||||||
| One Thomas Circle NW | Washington | DC | 20005 | Human welfare | $5,000 | |
| Center for International Environl Law | ||||||
| 1101 15th st Nw 11th floor | Washington | DC | 20005 | Animal welfare | $1,500 | |
| Chapman Partnership | ||||||
| 1550 N Miami Ave | Miami | FL | 33136 | Human welfare. | $1,000 | |
| Charity Navigator | ||||||
| 139 Harristown Road Suite 101 | Glen Rock | NJ | 07452 | Human service. | $1,000 | |
| Chef's to End Hunger | ||||||
| 13527 Orden Drive | Santa Fe Springs | CA | 90670 | Human welfare | $2,500 | |
| Classroom Central | ||||||
| 2116 Wilkinson Blvd | Charlotte | NC | 28208 | Education. | $2,500 | |
| Clean Ocean Action | ||||||
| 49 Avenet Blvd | Long Branch | NJ | 07740 | Animal welfare | $2,500 | |
| COA Youth & Family Centers | ||||||
| 909 East North Ave | Milwaukee | WI | 53212 | Child welfare. | $1,500 | |
| Communities in Schools Greater Tarrant C | ||||||
| 5601 Bridge Street Suite 501 | Fort Worth | TX | 76112 | Education | $2,500 | |
| Community Renewal International | ||||||
| 838 Margaret Place | Shreveport | LA | 71101 | Human service. | $20,000 | |
| Concern Worldwide US | ||||||
| 355 Lexington Ave 19th ST | NY | NY | 10017 | Human Service. | $1,500 | |
| Conservation Land Foundation | ||||||
| 835 E Second Ave 314 | Durango | CO | 81301 | Support of US troops. | $1,500 | |
| Cradles to Crayons | ||||||
| 155 N Beacon Street | Brighton | MA | 02135 | Human service | $1,500 | |
| Crisis Aid International | ||||||
| 5427 Telegraph Rd | St Louis | MO | 63129 | Child welfare. | $5,000 | |
| Cure Alzheimer's Fund | ||||||
| 34 Washington Street Suite 310 | Wellesley Hills | MA | 02481 | Human welfare. | $1,000 | |
| Dare to Care Food Bank | ||||||
| 5803 Fern Valley Road | Louisville | KY | 40228 | Human Service | $2,500 | |
| Deki Inc | ||||||
| 634 Quail Run Dr | Murphy | TX | 75094 | Human service. | $10,000 | |
| Design That Matters | ||||||
| 17725 NE 65th St B-275 | Redmond | WA | 980524989 | Human service | $2,500 | |
| Direct Relief International | ||||||
| 27 South La Patera Lane | Santa Barbara | CA | 93117 | Human service. | $5,000 | |
| Divine Water | ||||||
| 143 Oak Bend TRL | City | TX | 764624519 | Human service | $2,500 | |
| Doctors Without Borders | ||||||
| PO Box 5030 | Hagerstown | MD | 21741 | Human service. | $2,500 | |
| Dogs for Better Lives | ||||||
| 10175 Wheeler Rd | Central Point | OR | 97502 | Animal welfare. | $1,500 | |
| Ducks Unlimited Inc | ||||||
| One Waterfowl Way | Memphis | TN | 38120 | Animal welfare. | $1,500 | |
| Dwell with Dignity | ||||||
| 1127 Conveyor Lane | Dallas | TX | 75247 | Human service. | $2,500 | |
| Earth Share Texas | ||||||
| 707 West Avenue Suite 203 | Austin | TX | 78701 | Conservation. | $2,500 | |
| Echo | ||||||
| 17391 Durrance Road | North Fort Myers | FL | 33917 | Human service. | $2,500 | |
| Education First Steps | ||||||
| 2815 Gaston Ave | Dallas | TX | 75226 | Education. | $1,500 | |
| Equal Justice Initiative | ||||||
| 122 Commerce Street | Montgomery | AL | 36104 | Human service | $1,000 | |
| Eva's Village | ||||||
| 393 Main Street | Paterson | NJ | 07501 | Human service | $1,500 | |
| Family Health Partnership Clinic | ||||||
| 401 Congress Parkway | Crystal Lake | IL | 60014 | Human Service | $1,000 | |
| Feed My Starving Children | ||||||
| 401 93rd Ave NW | Coon Rapids | MN | 55433 | Child welfare. | $1,000 | |
| Feed the Children | ||||||
| PO Box 36 | Oklahoma City | OK | 73101 | Child welfare | $1,000 | |
| Feeding America | ||||||
| 161 North Clark St 700 | Chicago | IL | 60601 | Human welfare | $1,500 | |
| Ferst Readers | ||||||
| PO Box 1327 | Madison | GA | 30650 | Education | $1,000 | |
| First Nations Development Institute | ||||||
| 2432 Main Street 2nd Floor | Longmont | CO | 80501 | Education | $2,500 | |
| Fort Worth Hope Center | ||||||
| 3625 E Loop 820 S | Fort Worth | TX | 76119 | Human Welfare | $1,500 | |
| Foster & Adoptive Care Coalition | ||||||
| 1750 S Brentwood Blvd Ste 210 | Saint Louis | MO | 63144 | Human Service | $2,500 | |
| Foster Care to Success | ||||||
| 23811 Chagrin Blvd Suite 210 | Cleveland | OH | 44122 | Human service | $2,500 | |
| Free the Kids | ||||||
| 2303 West Market St | Akron | OH | 44313 | Human service | $2,500 | |
| Gary Sinise Foundation | ||||||
| 21700 Oxnard St | Woodland Hills | CA | 91367 | Human welfare | $1,000 | |
| Gleaners Com Food Bank of SE Michigan | ||||||
| 2131 Beaufait St | Detroit | MI | 48207 | Human welfare | $1,500 | |
| Global Sanctuary for Elephants | ||||||
| PO Box 2426 | Brentwood | TN | 37024 | Animal welfare. | $1,000 | |
| GlobalGiving | ||||||
| 1 Thomas NW | Washington | DC | 20001 | Education. | $7,500 | |
| Globus Relief | ||||||
| 1775 West 1500 South | Salt Lake City | UT | 84104 | Human welfare | $1,000 | |
| Guttmacher Institute | ||||||
| 125 Maiden Lane 7 | New York | NY | 10038 | Education. | $1,000 | |
| Haitian Health Foundation | ||||||
| 97 Sherman St | Norwish | CT | 06360 | Human Service. | $5,000 | |
| Heart to Heart International | ||||||
| 401 South Clairborne | Olathe | KS | 66062 | Human service | $7,500 | |
| Helping Hand for Relief & Development | ||||||
| 12541 McDougall St Suite 100 | Detroit | MI | 48212 | Human service. | $1,500 | |
| Himalayan Cataract Project | ||||||
| PO Box 55 | Waterbury | VT | 05676 | Human service. | $1,000 | |
| Homes for our Troops | ||||||
| 6 Main Street | Taunton | MA | 02780 | Veteran welfare. | $2,500 | |
| Hope Domestic Violence | ||||||
| PO Box 1650 | Mineral Wells | TX | 76068 | Human service. | $5,000 | |
| Hope for Haiti's Children | ||||||
| 12020 Southwick Lane | Cincinnati | OH | 45241 | Child education | $2,500 | |
| Hope for Haiti | ||||||
| 1021 5th Ave N | Naples | FL | 34201 | Human service. | $2,500 | |
| Hour Children | ||||||
| 36-11 A Twelfth St | New York | NY | 11106 | Human welfare | $500 | |
| Humane Society of North Texas | ||||||
| 1840 East Lancaster | Fort Worth | TX | 76103 | Animal welfare | $1,000 | |
| International Relief Teams | ||||||
| 4560 Alvarado Canyon Road Suite 2G | San Diego | CA | 92120 | Human service. | $5,000 | |
| Irving Cares | ||||||
| 440 South Nursery Road | Irving | TX | 75060 | Human Service. | $1,000 | |
| JOIN | ||||||
| PO Box 16490 | Portland | OR | 97292 | Human welfare | $3,500 | |
| Jonathan's Place | ||||||
| PO Box 140085 | Dallas | TX | 75214 | Child welfare | $1,000 | |
| Justice Defenders | ||||||
| 20093 Philadelphia Pike 6214 | Claymont | DE | 19703 | Social injustice. | $1,000 | |
| K9 for Warriors | ||||||
| 114 Camp K9 Road | St Johns County | FL | 32081 | Veteran welfare. | $1,000 | |
| Kinship United | ||||||
| 5101 Tollview Drive Juite 155 | Rolling Meadows | IL | 60008 | Human Service | $2,000 | |
| League for Animal Welfare | ||||||
| 4193 Taylor Road | Batavia | OH | 45103 | Animal welfare | $1,000 | |
| Lena Pope Home Inc | ||||||
| 3131 Sanguinet Street | Fort Worth | TX | 76107 | Child welfare | $3,000 | |
| Lutheran Immigration & Refugee Services | ||||||
| PO Box 17467 | Baltimore | MD | 21297 | Human Service | $20,000 | |
| MADRE | ||||||
| 121 West 27th Street | New York | NY | 10001 | Human welfare. | $1,000 | |
| MAP International | ||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | Human welfare | $5,000 | |
| Meals on Wheels PP | ||||||
| 1410 SEMartin Luther King Jr St | Mineral Wells | TX | 76067 | Human service | $2,500 | |
| Meals on Wheels Inc of Tarrant County | ||||||
| 320 South Freeway | Fort Worth | TX | 76104 | Human Service | $2,500 | |
| Medical Benevolence Foundation | ||||||
| 9555 W Sam Houston Parkway South | Houston | TX | 77099 | Human service | $2,500 | Suite 17 |
| Meds and Food for Kids | ||||||
| 4488 Forest Park Ave Suite 230 | St Louis | MO | 63108 | Human Service | $4,000 | |
| MedShare International | ||||||
| 3240 Clifton Springs Rd | Decatur | GA | 30034 | Human welfare | $1,000 | |
| MEND | ||||||
| 10641 North San Fernando Road | Pacoima | CA | 91331 | Human welfare. | $3,500 | |
| Mercury One Inc | ||||||
| 350 E Royal Ln Ste 119 | Irving | TX | 75039 | Education | $2,500 | |
| Mercy Ships | ||||||
| 15862 State Hwy 110 North | Lindale | TX | 75771 | Human welfare. | $1,000 | |
| Mercy-USA for Aid and Development | ||||||
| 44450 Pinetree Drive Suite 201 | Plymouth | MI | 48170 | Human service. | $2,000 | |
| Michigan Anticruelty Society | ||||||
| 13569 Joseph Campau St | Detroit | MI | 48212 | Human service. | $2,000 | |
| Military Museum of Fort Worth | ||||||
| 1728 Green Oaks Road | Fort Worth | TX | 76116 | Veteran Support | $20,000 | |
| Mineral Wells Scholarship Fund | ||||||
| 3801 Ram Blvd | Mineral Wells | TX | 76067 | Education | $5,000 | |
| Mineral Wells Senior Center | ||||||
| 102 NW 6th Ave | Mineral Wells | TX | 76067 | Human welfare | $10,000 | |
| Miracle Foundation | ||||||
| 1506 W 6th St | Austin | TX | 78703 | Child education | $1,000 | |
| Missoula Food Bank | ||||||
| 1720 Wyoming St | Missoula | MT | 59801 | Human service | $3,000 | |
| Native American Advancement F Inc | ||||||
| PO Box 64877 | Tucson | AZ | 85728 | Education. | $2,500 | |
| Native Americans in Philanthropy | ||||||
| 1000 N Almeda St Ste 116 | Los Angeles | CA | 90012 | Human Welfare | $2,500 | |
| Natural Resources Defense Council | ||||||
| 40 West 20th Street | New York | NY | 10011 | Conservation.Conservation.Human welfare. | $1,000 | |
| North Texas Food Bank | ||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | Human service | $4,000 | |
| One Simple Wish | ||||||
| 1977 North Olden Ave Suite 292 | Trenton | NJ | 08618 | Education. | $2,500 | |
| Operation Breakthrough | ||||||
| 3039 Troost | Kansas City | MO | 64109 | Child welfare. | $1,500 | |
| Operation Second Chance | ||||||
| 20251 Century Boulevard Suite 130 | Germantown | MD | 20874 | Human service | $4,000 | |
| Operation Support Out Troops - America | ||||||
| 1807 S Washington ST | Naperville | IL | 60565 | Military welfare | $1,500 | |
| Orphan Grain Train | ||||||
| PO Box 1466 | Norfolk | NE | 08702 | Child Education | $2,500 | |
| Overture Outreach International | ||||||
| PO Box 16045 | High Point | NC | 27261 | Human welfare | $2,500 | |
| Palenstine Children's Relief Fund | ||||||
| PO Box 1926 | Kent | OH | 44240 | Child welfare | $1,000 | |
| Palo Pinto Humane Society | ||||||
| PO Box 1574 | Mineral Wells | TX | 76068 | Animal welfare. | $5,000 | |
| Partners in Health | ||||||
| 888 Commonwealth Ave 3rd Floor | Brookline | MA | 02215 | Human welfare | $1,000 | |
| PAWS Chicago | ||||||
| 1997 N Clybourn Ave | Chicago | IL | 60614 | Animal welfare | $3,000 | |
| Paws for Purple Hearts | ||||||
| 10201 Old Redwood Hwy | Penngrove | CA | 94951 | Support US troops. | $1,000 | |
| People's Resource Center | ||||||
| 201 South Naprville Road | Wheaton | IL | 60187 | Human Service | $1,000 | |
| Project Sanctuary | ||||||
| PO Box 1563 | Granby | CO | 80446 | Military service | $500 | |
| Public Employees f Envir Responsibility | ||||||
| 962 Wayne Ave Suite 610 | Silver Spring | MD | 20910 | Environmental | $500 | |
| Puppies Behind Bars | ||||||
| 263 West 38 St 4th Floor | NEw York | NY | 10018 | Animal welfare | $2,500 | |
| Rainforest Trust | ||||||
| 25 Horner St | Warrenton | VA | 20186 | Conservation. | $5,000 | |
| Recovery Resource Center | ||||||
| 2700 Airport Fwy Ft Worth TX | Ft Worth | TX | 761112332 | Human service | $1,500 | 76111-2332 |
| Refugees International | ||||||
| 2001 S Street NW Suite 700 | Washington | DC | 20009 | Human welfare. | $5,000 | |
| Rewild (fka Global Wildlife Conserv) | ||||||
| PO Box 129 | Austin | TX | 78767 | Conservation. | $1,500 | |
| Safe Haven Home | ||||||
| 1010 N Center St | Arlington | TX | 76011 | Human service | $1,000 | |
| Salvation Army Mabee Center | ||||||
| 1855 E Lancaster Ave | Fort Worth | TX | 76103 | Human service | $10,000 | |
| Salvation Army Women's Auxillery | ||||||
| 3408 East Hwy 377 | Granbury | TX | 76049 | Human service | $5,000 | |
| Salvation Army | ||||||
| 1855 East Lancaster Ave | Fort Worth | TX | 76103 | Human service | $5,000 | |
| Sankara Eye Foundation USA | ||||||
| 1900 McCarthy Blvd Suite 302 | Milpitas | CA | 95035 | Human welfare | $2,500 | |
| Sea Shepherd Conservation Society | ||||||
| PO Box 2616 | Friday Harbor | WA | 98250 | Conservation | $1,500 | |
| Second Harvest Food Bank of NE Tennessee | ||||||
| 1020 Jericho Drive | Kingsport | TN | 37663 | Human welfare | $1,500 | |
| Semper Fi Fund | ||||||
| Santa Margarita Road | Camp Pendleton | CA | 92055 | Veteran welfare | $1,500 | |
| Sewa International Inc | ||||||
| 100 W Oaks Mall | Houston | TX | 77082 | Human service | $1,500 | |
| SIGN Fracture Care International | ||||||
| 451 Hills St Ste B | Richland | WA | 99354 | Education | $1,000 | |
| Stephen Siller Tunnel to Tower Foundation | ||||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | Veteran welfare | $1,000 | |
| Tarrant Area Food Bank | ||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | Human service | $3,500 | |
| Tarrant County Homeless Coalition | ||||||
| PO Box 471638 | Fort Worth | TX | 76105 | Human welfare | $1,000 | |
| Task Force Antal Inc | ||||||
| 523 E 14th ST Apt 5B | New York | NY | 10009 | Human welfare | $2,500 | |
| Texas Campaign for Environment | ||||||
| 3303 Lee Pkwy Ste 402 | Dallas | TX | 75219 | Conservation | $2,000 | |
| The Elephant Sanctuary | ||||||
| 27 E Main St | Hohenwald | TN | 38462 | Animal Welfare | $1,000 | |
| The Eli Home | ||||||
| 1175 N East St | Anaheim | CA | 92805 | Child welfare | $1,000 | |
| The HOPE Program | ||||||
| One Smith Street | Brooklyn | NY | 11201 | Education | $1,000 | |
| The Hunger Coalition | ||||||
| 110 Honeysuckle St | Bellevue | ID | 83313 | Human welfare. | $1,500 | |
| The Ocean Foundation | ||||||
| 1320 19th St NW 5th Floor | Washington | DC | 20036 | Conservation. | $1,000 | |
| The PRASAD Project | ||||||
| PO Box 576 | Ferndale | NY | 12734 | Education | $1,500 | |
| The Sunshine Kids Foundation | ||||||
| 2814 Virginia St | Houston | TX | 77098 | Child welfare. | $1,000 | |
| The Wild Animal Sanctuary | ||||||
| 1946 County Road 53 | Keenesburg | CO | 80643 | Animal welfare | $1,000 | |
| The Zakat Foundation of America | ||||||
| PO Box 639 | Worth | IL | 60482 | Human welfare | $1,000 | |
| Ticket to Dream Foundation | ||||||
| 1400 Rock Ridge Dr Ste 280 | Roseville | CA | 95661 | Child welfare | $2,500 | |
| Trenton Area Soup Kitchen | ||||||
| 72 1/2 Escher Street | Trenton | NJ | 08609 | Human service. | $1,500 | |
| Trinity Habitat for Humanity | ||||||
| 3345 S Jones ST | Fort Worth | TX | 76110 | Human welfare | $8,000 | |
| Upper Valley Haven | ||||||
| 713 Hartford Avenue | White River Junction | VT | 05001 | Human service | $1,000 | |
| Village Health Works | ||||||
| 45 West 36th Street | New York | NY | 10018 | Human welfare | $1,000 | |
| Vital Voices Global Partnership | ||||||
| 1625 Massachusetts Ave NW Ste 300 | Washington | DC | 20036 | Human services. | $1,000 | |
| Vitamin Angels | ||||||
| 111 West Micheltorena Street Suite | Santa Barbara | CA | 93101 | Child Welfare | $3,500 | 300 |
| Water for People | ||||||
| 100 East Tennessee Ave | Denver | CO | 80209 | Human service | $1,000 | |
| Water for South Sudan | ||||||
| PO Box 25551 | Rochester | NY | 14625 | Human service | $3,500 | |
| Water Mission | ||||||
| 1150 Kinzer Street | North Charleston | NC | 29405 | Human Service | $4,000 | |
| Waterorg | ||||||
| 920 Main ST | Kansas City | MO | 64105 | Human service | $1,500 | |
| Waterkeeper Alliance | ||||||
| 180 Maiden Lane | New York | NY | 10038 | Human service | $1,000 | |
| WildAid | ||||||
| 333 Pine StreetSuite 300 | San Francisco | CA | 94104 | Animal welfare. | $2,000 | |
| Wildlife Conservation Network | ||||||
| 25745 Bassett Lane | Los Altos | CA | 94022 | Conservation. | $2,000 | |
| Windridge Theraputic Center | ||||||
| PO Box 5932 | Longview | TX | 756085932 | Animal welfare | $1,000 | |
| Wings of Hope | ||||||
| 18370 Wings of Hope Blvd | St Louis | MO | 63005 | Human service | $2,500 | |
| World Central Kitchen Inc | ||||||
| 200 Massachusetts Ave NW | Washington | DC | 20001 | Human welfare | $4,500 | |
| World Food Program | ||||||
| 1725 Eye St NW Suite 510 | Washington | DC | 20006 | Human welfare | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,920 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$66,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,273 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Investments-K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $431,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,920 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,232 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | The sale of the property contributed funds for investment to |
| 8 | accomplish its purposes. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Carla Kessler | ||||||
| 1 | PO Box 121127 | Fort Worth | TX | 76121 | $25,000 | Yes (X) |
| Pete Russey | ||||||
| 2 | 2151 Green Oaks Road Apt 3605 | Fort Worth | TX | 76116 | $40,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,610 | Amt |
| Net Investment Income | $4,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| 559 Grant Rd - Land | 2006-01-01 | $8,240 | L | $0 | $0 | ||
| 559 Grant Rd - Building | 2006-01-01 | $12,310 | SL | $316 | $316 | $5,056 | 39.000000000000 |
| 560 Grant Rd - Land | 2006-01-01 | $37,620 | L | $0 | $0 | ||
| 560 Grant Rd - Building | 2006-01-01 | $15,240 | SL | $391 | $391 | $6,256 | 39.000000000000 |
| Overhead door repair | 2006-06-26 | $6,000 | SL | $154 | $154 | $2,387 | 39.000000000000 |
| Building Improvements | 2006-09-28 | $18,170 | SL | $466 | $466 | $7,106 | 39.000000000000 |
| Building Improvements | 2006-11-10 | $12,340 | SL | $316 | $316 | $4,793 | 39.000000000000 |
| 558 Grant Rd. - Land | 2006-01-01 | $20,900 | L | $0 | $0 | ||
| 558 Grant Rd. - Building | 2006-01-01 | $64,600 | SL | $1,656 | $1,656 | $25,993 | 39.000000000000 |
| 553 Grant Rd. - Land | 2006-01-01 | $4,040 | L | $0 | $0 | ||
| 553 Grant Rd. - Building | 2006-01-01 | $26,140 | SL | $670 | $670 | $10,720 | 39.000000000000 |
| 300 Industrial, Bldg # 336 - Land | 2006-01-01 | $6,659 | L | $0 | $0 | ||
| 300 Industrial, Bldg # 336 - Building | 2006-01-01 | $11,291 | SL | $290 | $290 | $4,640 | 39.000000000000 |
| 2003 Chevy 1500 | 2006-12-13 | $16,114 | 200DB | $0 | $0 | $16,114 | 5.000000000000 |
| Fork Lift | 2006-03-07 | $4,000 | 200DB | $0 | $0 | $4,000 | 5.000000000000 |
| 18 ft Trailer - C&S Trailers | 2006-05-11 | $2,075 | 200DB | $0 | $0 | $2,075 | 5.000000000000 |
| CORDLESS PHONE | 2008-11-03 | $161 | 200DB | $0 | $0 | $80 | 7.000000000000 |
| 560 Bld Imprvmnts-Bathroom addn/rehab | 2011-10-05 | $3,394 | SL | $87 | $87 | $892 | 39.000000000000 |
| Tractor Implements-Equipment | 2012-08-18 | $13,000 | 200DB | $0 | $0 | $6,500 | 7.000000000000 |
| FILL TANK | 2014-09-13 | $2,369 | 200DB | $0 | $0 | $2,369 | 7.000000000000 |
| COMPUTER | 2014-10-23 | $1,033 | 200DB | $0 | $0 | $1,033 | 3.000000000000 |
| ROOF REPAIR | 2016-07-15 | $3,400 | 150DB | $201 | $227 | $1,493 | 15.000000000000 |
| REPAIR & SEAL ASPHALT | 2016-10-28 | $9,350 | 150DB | $552 | $623 | $4,106 | 15.000000000000 |
| 52" RAPTOR MOWER | 2016-09-11 | $2,272 | 200DB | $203 | $304 | $1,968 | 7.000000000000 |
| COMPUTER | 2016-11-04 | $649 | 200DB | $0 | $0 | $649 | 5.000000000000 |
| 6 x 10 Trailer | 2017-05-27 | $800 | 200DB | $36 | $114 | $311 | 7.000000000000 |
| 558 560 REPAIRS | 2021-12-17 | $19,921 | 150DB | $0 | $1,328 | 15.000000000000 | |
| 559-560 ROOF | 2021-12-03 | $3,380 | 150DB | $0 | $225 | 15.000000000000 | |
| FORK LIFT | 2021-10-15 | $10,494 | 200DB | $0 | $2,099 | 5.000000000000 | |
| CLUB CADET | 2021-10-15 | $1,500 | 200DB | $0 | $300 | 5.000000000000 | |
| CUB Cadet | 2022-10-18 | $2,381 | 200DB | $2,381 | $79 | 5.000000000000 | |
| Capitalized Repairs | 2022-04-22 | $6,998 | 150DB | $6,998 | $311 | 15.000000000000 | |
| Computer | 2022-09-22 | $1,743 | 200DB | $1,743 | $87 | 5.000000000000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 559 Grant Rd - Land | $8,240 | $0 | $8,240 |
| 559 Grant Rd - Building | $12,310 | $5,372 | $6,938 |
| 560 Grant Rd - Land | $37,620 | $0 | $37,620 |
| 560 Grant Rd - Building | $15,240 | $6,647 | $8,593 |
| Overhead door repair | $6,000 | $2,541 | $3,459 |
| Building Improvements | $18,170 | $7,572 | $10,598 |
| Building Improvements | $12,340 | $5,109 | $7,231 |
| 558 Grant Rd. - Land | $20,900 | $0 | $20,900 |
| 558 Grant Rd. - Building | $64,600 | $27,649 | $36,951 |
| 553 Grant Rd. - Land | $4,040 | $0 | $4,040 |
| 553 Grant Rd. - Building | $26,140 | $11,390 | $14,750 |
| 300 Industrial, Bldg # 336 - Land | $6,659 | $0 | $6,659 |
| 300 Industrial, Bldg # 336 - Building | $11,291 | $4,930 | $6,361 |
| 2003 Chevy 1500 | $16,114 | $16,114 | $0 |
| 18 ft Trailer - C&S Trailers | $2,075 | $2,075 | $0 |
| 560 Bld Imprvmnts-Bathroom addn/rehab | $3,394 | $979 | $2,415 |
| Tractor Implements-Equipment | $13,000 | $13,000 | $0 |
| FILL TANK | $2,369 | $2,369 | $0 |
| ROOF REPAIR | $3,400 | $1,694 | $1,706 |
| REPAIR & SEAL ASPHALT | $9,350 | $4,658 | $4,692 |
| 52" RAPTOR MOWER | $2,272 | $2,171 | $101 |
| 6 x 10 Trailer | $800 | $747 | $53 |
| 558 560 REPAIRS | $19,921 | $19,921 | $0 |
| 559-560 ROOF | $3,380 | $3,380 | $0 |
| FORK LIFT | $10,494 | $10,494 | $0 |
| CLUB CADET | $1,500 | $1,500 | $0 |
| CUB Cadet | $2,381 | $2,381 | $0 |
| Capitalized Repairs | $6,998 | $6,998 | $0 |
| Computer | $1,743 | $1,743 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Gold Coins | AT COST | $42,000 | $42,000 |
| Investment in UCM-Stone | FMV | $1,613,580 | $1,613,580 |
| Investment in Anthem Holdings | AT COST | $50,000 | $50,000 |
| Investment in Springer Fin | AT COST | $644,616 | $644,616 |
| Investment in UCM-Crownbits One LLC | AT COST | $25,220 | $25,220 |
| Investment in UCM-Particle Space, LLC, LLC | AT COST | $24,729 | $24,729 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains | $340,029 |
| Federal Excise Tax-2021 | $48,786 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage and Delivery | $630 | $0 | $0 |
| Dues & Subscriptions | $1,365 | $0 | $0 |
| Supplies | $126 | $0 | $0 |
| Bank Service Charges | $162 | $0 | $0 |
| Office Expense | $338 | $308 | $0 |
| Insurance | $1,155 | $1,155 | $0 |
| Miscellaneous | $5,177 | $4,973 | $0 |
| Repairs and Maintenance | $31,317 | $31,317 | $0 |
| Automobile & truck | $64 | $64 | $0 |
| Telephone | $0 | $0 | $0 |
| Utilities | $3,772 | $3,772 | $0 |
| Property Taxes | $11,068 | $11,068 | $0 |
| Contract Labor | $10,280 | $10,280 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Investments-K-1 | Desc |
| Revenue And Expenses Per Books | -$817 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$817 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distributions | Desc |
| Amt | $11,785 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Credit Cards Payable | $6,962 | $15,471 |
| Employee Loans | $0 | $522 |
| Payroll Liabilities | $0 | $1,098 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees - Other | CategoryTxt |
| Amt | $13,746 | Amt |
| Net Investment Income | $6,186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Property Taxes | $18,230 | $18,230 | $0 |
| Foreign Tax | $90 | $90 | $0 |
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