MELOVEE WHITE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MELOVEE WHITE TRUST (EIN 45-3245404)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-16
- IRS object ID
- 202212289349100306
- Schema version
- 2021v4.2
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-16T09:17:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742730109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGE POTEET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 12199 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453245404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELOVEE WHITE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELO | BusinessNameControlTxt |
| Phone | 2104719055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARENCE V BRAY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2104719055 | PhoneNum |
| Signature | 2022-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARENCE | PersonFirstNm |
| Person Last | BRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M GHRIST JR | PreparerPersonNm |
| PTIN | P00659861 | PTIN |
| Phone | 2107356181 | PhoneNum |
| Preparation | 2022-07-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $467,568 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,528 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $512,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,213 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,021 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,192 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $107 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $107 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $997,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $984,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$485,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $225,544 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $86,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $172,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $242 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $219 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $485,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $485,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$485,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $129,458 | $118,471 | $10,987 | $10,987 | ||
| PUBLICLY TRADED SECURITIES | $255,862 | $231,266 | $24,596 | $24,596 | ||
| JUNKED EQUIPMENT | $4,560 | -$135 | -$135 | P | $4,425 | |
| CAPITAL GAINS DIVIDENDS | $2,227 | $2,227 | $2,227 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $410 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (1) | 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 | CLARENCE V BRAY | IndividualWithBooksNm |
| Phone | 2108282058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARENCE V BRAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,213 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $984,792 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $984,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $954,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,166,656 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $753,531 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $806,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $460,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,140,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $984,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $984,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,125,144 | 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 | $954,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,171,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,166,656 | ExcessFromYear4Amt |
| Excess From Year3 | $753,531 | ExcessFromYear3Amt |
| Excess From Year2 | $806,039 | ExcessFromYear2Amt |
| Excess From Year1 | $460,100 | ExcessFromYear1Amt |
| Excess From Current Year | $984,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ENOCH SAYS | ||||||||
| 429 EVANS | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT THE MEN'S WORKSHOP TAUGHT BY INMATES TO INMATES PRESENTLY IN TEXAS PRISONS | $10,000 | |
| HARVEST REGIONAL FOOD BANK | ||||||||
| 120 E 19TH ST | TEXARKANA | AR | 71854 | N/A | PC | SUPPORT FOOD DISTRIBUTION IN LAFAYETTE COUNTY, ARKANSAS | $30,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1218 ARION PARKWAY SUITE 102 | SAN ANTONIO | TX | 78216 | N/A | PC | SUPPORT 2021 CAMPAIGN | $40,000 | |
| ALAMO HEIGHTS UNITED METHODIST CHURCH | ||||||||
| 825 BASSE ROAD | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT OF PERSONS WHOSE LIVES HAVE BEEN DISRUPTED BY NATURAL DISASTERS | $100,000 | |
| BLESSED SACRAMENT ACADEMY | ||||||||
| 1135 MISSION ROAD | SAN ANTONIO | TX | 78210 | N/A | PC | NEW ROOF FOR CHILD DEVELOPMENT CENTER | $50,000 | |
| CHOSEN CARE INC | ||||||||
| 16170 JONES MALTSBERGER RD SUITE | SAN ANTONIO | TX | 78247 | N/A | PC | PROVIDE RESOURCES, COUNSELING, THERAPEUTIC SERVICES FOR FAMILIES IN THE CHILD WELFARE SYSTEM | $40,000 | 102 |
| CONGO INITIATIVE USA INC | ||||||||
| 702 SADDLEBROOK LANE | CHERRYVILLE | NC | 28021 | N/A | PC | SUPPORT THE CI JUSTICE INITIATIVE, WHICH IS THE LAW PROGRAM AT UNIVERSITE CHRETIENNE BILINGUE DU CONGO | $200,000 | |
| HFCC INC (HOUSING FIRST COMMUNITY COALITION) | ||||||||
| 1215 COLZONA RD | SAN ANTONIO | TX | 78219 | N/A | PC | HELP WITH THE SALARY AND BENEFITS FOR A NEW CASE MANAGER WHO WILL OUTREACH CHRONICALLY HOMELESS SENIORS AND HELP THEM ACCESS HOUSING | $56,400 | |
| SAN ANTONIO MENNONITE CHURCH | ||||||||
| 1443 S ST MARYS | SAN ANTONIO | TX | 78210 | N/A | PC | HELP CREATE AN APP FOR PRAYERS AND SPIRITUAL HEALING THAT FAMILIES CAN TAKE WITH THEM WHEN THEY MOVE FROM THE HOSPITALITY HOUSE | $45,000 | |
| MAKE WATER 4 AFRICA | ||||||||
| 201 W CRAIG PLACE | SAN ANTONIO | TX | 78212 | N/A | PC | PURCHASE OF HAUL TRUCK AND DOWN PAYMENT ON LARGER TRUCK WITH MOUNTED DRILL | $50,000 | |
| MORGAN'S WONDERLAND INCLUSION FOUNDATION | ||||||||
| 5223 DAVID EDWARDS DRIVE | SAN ANTONIO | TX | 78233 | N/A | PC | LET'S HELP SA, AN EMERGENCY FUND TO HELP NEIGHBORS IN NEED AFTER DEVASTATING WINTER STORMS | $20,000 | |
| REACHING MAXIMUM INDEPENDENCE INC | ||||||||
| 8242 VICAR DR | SAN ANTONIO | TX | 78218 | N/A | PC | SUPPORT RECONSTRUCTION OF BUILDING | $50,000 | |
| SMITH POINT VOLUNTEER FIRE DEPT & EMERGENCY CO | ||||||||
| 309 PLUMMER CAMP RD | ANAHAUC | TX | 77514 | N/A | PC | UPDATE AND OUTFIT TANKER PURCHASE | $10,000 | |
| SAN ANTONIO AREA FOUNDATION | ||||||||
| 303 PEARL PKWY | SAN ANTONIO | TX | 78215 | N/A | PC | SUPPORT OF SALSA (SUCCESSFULLY AGING AND LIVING IN SAN ANTONIO) | $190,000 | |
| SIGHT FOR LIFE FOUNDATION | ||||||||
| 311 CAMDEN SUITE 306 | SAN ANTONIO | TX | 78215 | N/A | PC | SUPPORT OPENING OPHTHOMOLGY CLINIC AT MULTI ASSISTANCE CENTER AT MORGAN'S WONDERLAND | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,532 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,757 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF MELOVEE WHITE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $467,568 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2012-12-10 | $3,183 | $3,183 | SL | 5.000000000000 | $0 | $0 |
| I-PAD & ACCESSORIES | 2013-06-19 | $841 | $841 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - HP PRINTER | 2018-03-30 | $536 | $294 | SL | 5.000000000000 | $107 | $107 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| ENOCH SAYS | |||||
| 429 EVANS | SAN ANTONIO | TX | 78209 | CASH DISTRIBUTED ON 08/03/2021 | $10,000 |
| HARVEST REGIONAL FOOD BANK | |||||
| 120 E 19TH ST | TEXARKANA | AR | 71854 | CASH DISTRIBUTED ON 05/21/2021 | $30,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 1218 ARION PARKWAY SUITE 102 | SAN ANTONIO | TX | 78216 | CASH DISTRIBUTED ON 02/03/2021 | $40,000 |
| ALAMO HEIGHTS UNITED METHODIST CHURCH | |||||
| 825 BASSE ROAD | SAN ANTONIO | TX | 78209 | CASH DISTRIBUTED ON 09/08/2021 | $100,000 |
| BLESSED SACRAMENT ACADEMY | |||||
| 1135 MISSION ROAD | SAN ANTONIO | TX | 78210 | CASH DISTRIBUTED ON 08/24/2021 | $50,000 |
| CHOSEN CARE INC | |||||
| 16170 JONES MALTSBERGER RD SUITE 10 | SAN ANTONIO | TX | 78247 | CASH DISTRIBUTED ON 02/10/2021 | $40,000 |
| CONGO INITIATIVE USA INC | |||||
| 702 SADDLEBROOK LANE | CHERRYVILLE | NC | 28021 | CASH DISTRIBUTED ON 03/15/2021 $100,000CASH DISTRIBTUED ON 12/01/2021 $100,000 | $200,000 |
| HFCC INC (HOUSING FIRST COMMUNITY COALITION) | |||||
| 1215 COLZONA RD | SAN ANTONIO | TX | 78219 | CASH DISTRIBUTED ON 09/08/2021 | $56,400 |
| SAN ANTONIO MENNONITE CHURCH | |||||
| 1443 S ST MARYS | SAN ANTONIO | TX | 78210 | CASH DISTRIBUTED ON 01/11/2022 | $45,000 |
| MAKE WATER 4 AFRICA | |||||
| 201 W CRAIG PLACE | SAN ANTONIO | TX | 78212 | CASH DISTRIBUTED ON 10/20/2021 | $50,000 |
| MORGAN'S WONDERLAND INCLUSION FOUNDATION | |||||
| 5223 DAVID EDWARDS DRIVE | SAN ANTONIO | TX | 78233 | CASH DISTRIBUTED ON 02/24/2021 | $20,000 |
| REACHING MAXIMUM INDEPENDENCE INC | |||||
| 8242 VICAR DR | SAN ANTONIO | TX | 78218 | CASH DISTRIBUTED ON 09/01/2021 | $50,000 |
| SMITH POINT VOLUNTEER FIRE DEPT & EMERGENCY CO | |||||
| 309 PLUMMER CAMP RD | ANAHAUC | TX | 77514 | CASH DISTRIBUTED ON 05/11/2021 | $10,000 |
| SAN ANTONIO AREA FOUNDATION | |||||
| 303 PEARL PKWY | SAN ANTONIO | TX | 78215 | CASH DISTRIBUTED ON 02/02/2022 | $190,000 |
| SIGHT FOR LIFE FOUNDATION | |||||
| 311 CAMDEN SUITE 306 | SAN ANTONIO | TX | 78215 | CASH DISTRIBUTED ON 02/02/2022 | $35,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE MELOVEE WHITE TRUST LIQUIDATED ALL OF ITS ASSETS AND DISTRIBUTED THE CASH TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $219 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF EXCISE TAXES | Desc |
| Revenue And Expenses Per Books | $2,528 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,528 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,791 | Amt |
| Net Investment Income | $4,791 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $3 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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