LONGAKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LONGAKER FOUNDATION (EIN 76-0664608)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-04
- IRS object ID
- 202312169349100701
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-04T08:03:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010685388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valhalla Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 S Voss Rd Suite 850 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 | 760664608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Longaker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7135153032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Cypress Ridge Lane | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77479 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce F Longaker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7135153032 | PhoneNum |
| Signature | 2023-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce | PersonFirstNm |
| Person Last | Longaker | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Balliet | PreparerPersonNm |
| PTIN | P01478768 | PTIN |
| Phone | 7139828555 | PhoneNum |
| Preparation | 2023-08-03 | PreparationDt |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $206,230 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$110,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,361 | CashBOYAmt |
| Cash EOY | $28,692 | CashEOYAmt |
| Cash EOYFMV | $28,692 | CashEOYFMVAmt |
| Corporate Stock BOY | $414,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $177,538 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $449,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $206,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $449,260 | CapitalStockBOYAmt |
| Capital Stock EOY | $277,634 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $449,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $277,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $449,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $277,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $449,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $277,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $277,634 | 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 |
|---|---|---|---|---|---|---|
| SeaDrill Ltd | 2013-12-02 | 2022-02-23 | $1 | $83,057 | -$83,056 | -$83,056 |
| Quicksilver Resources Inc | 2008-10-09 | 2022-07-18 | $11,573 | -$11,573 | -$11,573 | |
| LinnCo LLC | 2013-12-17 | 2022-08-10 | $28 | $28,192 | -$28,164 | -$28,164 |
| General Electric Co | 2015-01-27 | 2022-09-30 | $11,628 | $36,830 | -$25,202 | -$25,202 |
| WABTech Corp | 2019-02-25 | 2022-09-30 | $647 | $624 | $23 | $23 |
| Schlumberger Ltd | 1997-07-31 | 2022-10-26 | $26,724 | $5,682 | $21,042 | $21,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$126,930 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,097 | 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 | $1,097 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,005 | OverpaymentAmt |
| Applied To ES Tax | $1,005 | 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 | Yes (1) | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Bruce F Longaker | IndividualWithBooksNm |
| Phone | 7135153032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Cypress Ridge Lane | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77479 | 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 |
|---|---|---|---|---|---|---|---|---|
| Bruce F Longaker | ||||||||
| 12 Cypress Ridge Lane | Sugar Land | TX | 77479 | President & Director | 3.00 | $0 | $0 | $0 |
| Jennifer Maxheimer | ||||||||
| 5002 Cypress Spring Drive | Missouri City | TX | 77459 | Director | 1.00 | $0 | $0 | $0 |
| Sherri Loeffelholz | ||||||||
| 5600-A Kingfisher Drive | Lutz | FL | 33549 | Secretary & Director | 1.00 | $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 |
| 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 | $180,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $200,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92 | TotalTaxAmt |
| Distributable Before Adj | $9,786 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,786 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,786 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,786 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,948 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,541 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,786 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,501 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,752 | 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 | $5,948 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $131,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,830 | ExcessFromYear4Amt |
| Excess From Year3 | $51,134 | ExcessFromYear3Amt |
| Excess From Year2 | $9,798 | ExcessFromYear2Amt |
| Excess From Year1 | $8,541 | ExcessFromYear1Amt |
| Excess From Current Year | $49,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bruce F Longaker | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| Child Advocates of Fort Bend County | |||||||
| 5403 Avenue N | Rosenberg | TX | 77471 | PC | Exempt function | $4,887 | |
| Exchange Club of Sugar Land | |||||||
| 420 Sugar Creek Blvd | Sugar Land | TX | 77487 | PC | Exempt function | $200 | |
| Spirit Golf Association | |||||||
| 2441 High Timbers Suite 430 | The Woodlands | TX | 77380 | PC | Exempt function | $9,000 | |
| Fort Bend Senior Meals on Wheels | |||||||
| 1330 Band Road | Rosenberg | TX | 77471 | PC | Exempt function | $200 | |
| Alma Armendariz | |||||||
| 9061 Butterwick Street | Fort Worth | TX | 76134 | I | Exempt function | $6,500 | None |
| Jolynn Benavidez | |||||||
| 1720 S Walnut | Pearsall | TX | 78061 | I | Exempt function | $1,500 | None |
| Michelle Cruz | |||||||
| 1979 Pueblo Street | Dallas | TX | 75212 | I | Exempt function | $1,500 | None |
| Christina Morato | |||||||
| 917 North A Street | Harlingen | TX | 78550 | I | Exempt function | $1,500 | None |
| Latoria Amantine | |||||||
| 6804 Henneman Way Apt 3067 | McKinney | TX | 75070 | I | Exempt function | $1,500 | None |
| Addison Ford | |||||||
| 128 Verna Trail Lane | Fort Worth | TX | 76108 | I | Exempt function | $1,500 | None |
| Sarah Perez | |||||||
| 2803 Ferncircle Drive | San Antonio | TX | 78224 | I | Exempt function | $1,500 | None |
| Earlisha Hayes | |||||||
| 1136 Radio Lane 302 | Rosenberg | TX | 77471 | I | Exempt function | $1,500 | None |
| Jackelyn Santana | |||||||
| 2001 Beatrice Avenue | Edinburg | TX | 78539 | I | Exempt function | $1,500 | None |
| Theresa Hall | |||||||
| 11604 Barrington Way | Austin | TX | 78759 | I | Exempt function | $1,500 | None |
| Rocio Narez | |||||||
| 2200 San Jose Drive | Fort Worth | TX | 76112 | I | Exempt function | $1,500 | None |
| Jasmyn Jimenez | |||||||
| 2929 Hayes Road Apt 1404 | Houston | TX | 77082 | I | Exempt function | $1,500 | None |
| Rut Lemagne | |||||||
| 1138 Babcock Road | San Antonio | TX | 78201 | I | Exempt function | $1,500 | None |
| Sache Heath | |||||||
| 701 Fairmont Parkway Apt 320 | Pasadena | TX | 77504 | I | Exempt function | $1,500 | None |
| Ashley Cedillo | |||||||
| 14106 Forest Knoll | Houston | TX | 77049 | I | Exempt function | $1,500 | None |
| Tryston McManamon | |||||||
| 1413 Egypt Street Unit A | Houston | TX | 77009 | I | Exempt function | $1,500 | None |
| Jessica Cabral | |||||||
| 2420 Hackett Drive 99 | Houston | TX | 77008 | I | Exempt function | $1,500 | None |
| Sindy Lopez | |||||||
| 1044 Norwood Park Blvd Apt 10301 | Austin | TX | 78753 | I | Exempt function | $1,500 | None |
| Shanna Stewart | |||||||
| 9606 West Pedernales River Drive | Cypress | TX | 77433 | I | Exempt function | $1,500 | None |
| Gladis Reyes | |||||||
| 6020 Danny Kaye Drive Apt 102 | San Antonio | TX | 78240 | I | Exempt function | $1,500 | None |
| Claudia Hinojosa | |||||||
| 4215 Wyoming Street 215 | Dallas | TX | 75211 | I | Exempt function | $5,000 | None |
| Ericka Lopez | |||||||
| 202 Pima Drive | Roswell | NM | 88203 | I | Exempt function | $5,000 | None |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,287 | 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 | $6,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$120,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$120,332 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Investment income excluded by Sec 512, 513 or 514 | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bruce Longaker | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Cypress Ridge Lane | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Public securities | StockNm |
| EOY Book Value | $248,942 | EOYBookValueAmt |
| EOYFMV | $177,538 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management fees | CategoryTxt |
| Amt | $2,007 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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