MARCH FOUNDATION 11131998: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARCH FOUNDATION 11131998 (EIN 23-7989378)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-27
- IRS object ID
- 202311789349100716
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-27T19:05:03-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364587691 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28170 N ALMA SCHOOL PKWY STE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852628090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237989378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KENNETH B JARVIS PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELZE EPPS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4043459434 | PhoneNum |
| Signature | 2023-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELZE | PersonFirstNm |
| Person Last | EPPS | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E DAIS | PreparerPersonNm |
| PTIN | P00200296 | PTIN |
| Phone | 9724905275 | PhoneNum |
| Preparation | 2023-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $1,126,505 | 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 | $215,990 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,689 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,689 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,597 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $687 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $687 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $259,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,286 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,376 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $10,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $10,764 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $452 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $452 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,131 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $14,131 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $11,358 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $36,705 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $36,705 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,502 | CashBOYAmt |
| Cash EOY | $223,726 | CashEOYAmt |
| Cash EOYFMV | $223,726 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,006,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $902,779 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,226,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,127,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,126,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,226,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,127,116 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,226,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,127,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,226,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,127,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,226,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,388 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,275,536 | SubtotalAmt |
| Other Decreases | $148,420 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,127,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NORTHERN TRUST SEC1375 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-20 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $233,670 | GrossSalesPriceAmt |
| Cost Or Other Basis | $216,073 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,597 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,597 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,597 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $602 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| 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 | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MARCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELZE E EPPS TREASURER | IndividualWithBooksNm |
| Phone | 4043459434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KENNETH B JARVIS PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELZE E EPPS TREASURER | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | TREASURER | 3.00 | $0 | $0 | $0 |
| MEL SMITH | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| BRUCE TROTTER | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DON WOFFORD | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNETH JARVIS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | CHAIRMAN EMERITUS | 0.00 | $0 | $0 | $0 |
| JAMES CASTILLO | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | FOUNDING MEMBER | 0.00 | $0 | $0 | $0 |
| JAMES WINESTOCK | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| WILLIAM LEWIS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MORMAN CARMICHAEL | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ERIC LEUFROY | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DOUGLAS SMALLS | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| HENRY SHORT | ||||||||
| CO KENNETH B JARVIS PO BOX 261936 | PLANO | TX | 750261936 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $916,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,159,754 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,159,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,142,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $602 | TotalTaxAmt |
| Distributable Before Adj | $56,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,516 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $69,241 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $407,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,870 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,354 | RemainingDistriFromCorpusAmt |
| Total Corpus | $524,398 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $69,241 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,959 | ExcessFromYear4Amt |
| Excess From Year3 | $67,602 | ExcessFromYear3Amt |
| Excess From Year2 | $98,917 | ExcessFromYear2Amt |
| Excess From Year1 | $112,325 | ExcessFromYear1Amt |
| Excess From Current Year | $117,354 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH B JARVIS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9724031907 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OPEN | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILL DICKEY SCHOLARSHIP ASSOC INC | |||||||
| PO BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $11,800 |
| CREATE YOUR DREAM INC | |||||||
| 887 W MARIETTA ST STUDIO T108 | ATLANTA | GA | 30318 | NONE | PC | GENERAL | $10,000 |
| THE FIRST TEE OF ATLANTA | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL | $3,700 |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DR | FAIRFAX | VA | 22030 | NONE | PC | GENERAL | $5,000 |
| PAUL QUINN COLLEGE | |||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | NONE | PC | GENERAL | $50,000 |
| BILL DICKEY 1ST GENERATION | |||||||
| PO BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $10,000 |
| 100 ACADEMY OF EXCELLENCE CHAR SCH | |||||||
| 2341 COMSTOCK DR | NORTH LAS VEGAS | NV | 89032 | NONE | PC | GENERAL | $6,550 |
| PINEY WOODS SCHOLARSHIP | |||||||
| P O BOX 100 | PINEY WOODS | MS | 39148 | NONE | PC | GENERAL | $10,000 |
| H KAY JARVIS ALZ RESEARCH ENDOWMENT | |||||||
| EMORY UNIVERSITY 1762 CLFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL | $5,000 |
| NORTH CAROLINA AT STATE UNIV | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | NONE | PC | GENERAL | $5,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | NONE | PC | GENERAL | $12,987 |
| FLORIDA AM UNIVERSITY | |||||||
| 1601 S MLK JR BLVD | TALLAHASSEE | FL | 32307 | NONE | PC | GENERAL | $5,000 |
| NORTH CAROLINA CEN UNIVERSITY | |||||||
| 1801 FAYETTEVILLE ST | DURHAM | NC | 27707 | NONE | PC | GENERAL | $5,000 |
| TENNESSEE STATE UNIVERSITY | |||||||
| 3500 JOHN A MERRITT BLVD | NASHVILLE | TN | 37209 | NONE | PC | GENERAL | $13,333 |
| JOHNSON AND WALES UNIVERSITY | |||||||
| 8 ABBOTT PARK PL | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $5,000 |
| HAMPTON UNIVERSITY | |||||||
| 100 E QUEEN ST | HAMPTON | VA | 23668 | NONE | PC | GENERAL | $10,000 |
| UNIV OF CALIFORNIA-RIVERSIDE | |||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | PC | GENERAL | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,870 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH CITY STATE UNIVERSITY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 WEEKSVILLE RD | AddressLine1Txt |
| City | ELIZABETH CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,286 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MIKE ADAMS | ||||||
| 1 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| KENNETH JARVIS | ||||||
| 2 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| BILL LEWIS | ||||||
| 3 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| DENNIS OBREGON | ||||||
| 4 | P O BOX 261936 | PLANO | TX | 75026 | $8,631 | Yes (X) |
| GEORGE BROOKS | ||||||
| 5 | P O BOX 261936 | PLANO | TX | 75026 | $5,500 | Yes (X) |
| ZACHARY SCOTT | ||||||
| 6 | P O BOX 261936 | PLANO | TX | 75026 | $6,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS ETC | StockNm |
| EOY Book Value | $903,390 | EOYBookValueAmt |
| EOYFMV | $902,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $148,420 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT & PAYPAL EXPENSES | $232 | $0 | $232 | $0 |
| OFFICE EXP & SUPPLIES | $94 | $0 | $94 | $0 |
| BOARD INSURANCE EXPENSE | $1,532 | $0 | $1,532 | $0 |
| WEBSITE DEV & MTCE | $9,500 | $0 | $9,500 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $687 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $687 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES | CategoryTxt |
| Amt | $10,764 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,764 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $452 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $452 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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