SSA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SSA FOUNDATION (EIN 47-4123600)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349109136
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T18:15:13-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300660100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoops & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 East 95th St Suite 29-K | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 | 474123600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SSAF | BusinessNameControlTxt |
| Phone | 9564678360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 NORTH FIRST LANE 845 | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUBHASH BOSE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUBHASH | PersonFirstNm |
| Person Last | BOSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carl E Stoops | PreparerPersonNm |
| PTIN | P01050797 | PTIN |
| Phone | 2127356590 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $9,831,309 | 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 | $2,698,207 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,235 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$351,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,764,786 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $43,600 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,535,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,365 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,205 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,919 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $16,226 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,319 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,222,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,439 | CashBOYAmt |
| Cash EOY | $1,028,827 | CashEOYAmt |
| Cash EOYFMV | $1,028,827 | CashEOYFMVAmt |
| Other Investments BOY | $7,188,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,151,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,151,705 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $744,498 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,221 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $650,503 | LandBOYAmt |
| Land EOY | $634,277 | LandEOYAmt |
| Land EOYFMV | $634,277 | LandEOYFMVAmt |
| Other Assets BOY | $16,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,987,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,831,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,831,309 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,985,684 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,829,809 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,985,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,829,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,987,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,831,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,985,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,222,121 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,207,805 | SubtotalAmt |
| Other Decreases | $377,996 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,829,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN | P | 2022-01-15 | 2022-12-15 | $297,339 | $349,019 | -$51,680 | -$51,680 |
| JP MORGAN | P | 2020-01-15 | 2022-12-15 | $256,345 | $300,417 | -$44,072 | -$44,072 |
| LSNB 0036 | P | 2022-01-15 | 2022-05-06 | $695,257 | $773,619 | -$78,362 | -$78,362 |
| LSNB 0036 | P | 2021-01-15 | 2022-08-15 | $172,218 | $187,766 | -$15,548 | -$15,548 |
| LSNB 0036 | P | 2022-01-15 | 2022-08-10 | $1,244,228 | $1,390,281 | -$146,053 | -$146,053 |
| LSNB 0036 | P | 2021-01-15 | 2022-08-10 | $5,583 | $6,772 | -$1,189 | -$1,189 |
| LSNB 0043 | P | 2022-01-15 | 2022-12-15 | $91,663 | $108,503 | -$16,840 | -$16,840 |
| Capital Gain Dividends | $2,153 | ||||||
| Wash Sale | $1,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$350,544 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$291,888 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,143 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,143 | SubtotalAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $666 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBHASH BOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9564678360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 NORTH FIRST LANE | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAROJINI BOSE | ||||||
| 7007 NORTH FIRST LANE | MCALLEN | TX | 78504 | Director | 0.00 | $0 |
| SUBHASH BOSE | ||||||
| 7007 NORTH FIRST LANE | MCALLEN | TX | 78504 | OFFICER | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,271,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $634,277 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,240,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,240,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,116,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $405,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $405,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,143 | TotalTaxAmt |
| Distributable Before Adj | $404,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $404,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $404,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,903 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $225,903 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,700 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $225,903 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,903 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $178,797 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAROJINI BOSE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUBHASH BOSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 N 1ST LN | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9564678360 | RecipientPhoneNum |
| Recipient Email Address | scbose7007@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Formal letter outlining organization request of contribution & add'l information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No Submission Deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions or limitations on awards. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bala Murali Krishna | |||||||
| 515 S SUGAR RD APT 66 | EDINBURG | TX | 78542 | None | I | Tuition Assistance -(UTRGV) | $12,500 |
| DIVINE CHILDREN INC | |||||||
| 3127 S SUGAR RD | EDINBURG | TX | 78539 | Donation to a Non-profit 501c3 Organization | $50,000 | ||
| M Subbulaksmi | |||||||
| 1414 Canton | Edinburg | TX | 78539 | None | Tuition Assistance | $7,004 | |
| MELINDA VEL | |||||||
| 8203 TYNDAL COVE | AUSTIN | TX | 78733 | None | Tuition Assistance | $20,000 | |
| UNIV OF TEXAS - RIO GRAND VALLEY | |||||||
| 1201 W UNIVERSITY DR | EDIBNURG | TX | 78539 | None | DONATION FOR RESEARCH AND EDUCATION | $92,080 | |
| JASON VEL | |||||||
| 8203 TYNDAL COVE | AUSTIN | TX | 78733 | None | Tuition Assistance | $20,000 | |
| MARK RADBOURNE | |||||||
| 6038 NORRIS ROAD | NOWTHEN | MN | 55303 | None | I | PURCHASE OF MEDICAL EQUIPT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,584 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,130 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $143,235 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $35,393 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$351,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,393 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$206,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$170,833 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SUBHASH BOSE | ||||||
| 1 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $740,000 | Yes (X) |
| SAROJINI BOSE MD PA | ||||||
| 2 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $1,550,000 | Yes (X) |
| SSA LABS | ||||||
| 3 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $100,000 | Yes (X) |
| ASHLEY BOSE | ||||||
| 4 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $632,823 | $110,221 | $522,602 | $522,602 |
| Land | $111,675 | $111,675 | $111,675 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCES-ASHLEY PEDIATRICS | Desc |
| BOY Book Value | $16,500 | BOYBookValueAmt |
| EOY Book Value | $16,500 | EOYBookValueAmt |
| EOYFMV | $16,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGES IN UNRESTRICTED ASSETS | Desc |
| Amt | $377,996 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Charges | $7 | $7 |
| Other Grants | $9,312 | $9,312 |
| Rental Expenses | $8,207 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $43,600 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $1,500 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHASE 8623 MGMT FEE | $31,424 | $31,424 | $0 | $0 |
| LSNB 0036 TRUST DEPT FEE | $26,757 | $26,757 | $0 | $0 |
| LSNB 0043 | $3,024 | $3,024 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $1,901 | $1,901 |
| LSNB 0043 FOREIGN TAX PAID | $18 | $18 |
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