T-LOT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- T-LOT FOUNDATION INC (EIN 80-0075919)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-02-24
- IRS object ID
- 202230559349100208
- Schema version
- 2021v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-24T11:54:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800075919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T-Lot Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tony Bartel | InCareOfNm |
| Business Name Control | T-LO | BusinessNameControlTxt |
| Phone | 9727276118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY BARTEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9727276118 | PhoneNum |
| Signature | 2022-02-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONY | PersonFirstNm |
| Person Last | BARTEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,860,158 | 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 | $30,916 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,990 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $132,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,320 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,840 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $705 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $705 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,100 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $689 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,201 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,947 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $687 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $342 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,372 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $83,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,263 | CashBOYAmt |
| Cash EOY | $81,118 | CashEOYAmt |
| Cash EOYFMV | $81,118 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $894,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,779,040 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,016,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $984,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,860,158 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $500 | CapitalStockBOYAmt |
| Capital Stock EOY | $500 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,015,717 | RetainedEarningBOYAmt |
| Retained Earning EOY | $984,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,016,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $984,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,016,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $984,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,016,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $998,792 | SubtotalAmt |
| Other Decreases | $13,925 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $984,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,203 | SubtotalAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $715 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $715 | TotalPaymentsAndCreditsAmt |
| Tax Due | $488 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 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 | Not applicable | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tony D Bartel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727276118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|
| TONY D BARTEL | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | President | 30.00 | $240 | $21,364 |
| DENISE R BARTEL | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Secretary | 30.00 | $4,080 | $19,920 |
| TERRY BUTLER | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Treasurer | 1.000 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provide horse riding lessons to children with learning differences or emotional trauma | Description1Txt |
| Expenses1 | $80,011 | Expenses1Amt |
| Description2 | Assist in the care of the homeless community in Collin County Texas | Description2Txt |
| Expenses2 | $46,364 | Expenses2Amt |
| Description3 | Provide mentoring relationships to adults in North Texas | Description3Txt |
| Expenses3 | $621 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,824,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,948,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,948,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,203 | TotalTaxAmt |
| Distributable Before Adj | $94,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,855 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $126,855 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,741 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $55,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,855 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,841 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,727 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,727 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $87,841 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $87,841 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONY BARTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONY BARTEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727276118 | RecipientPhoneNum |
| Recipient Email Address | hebrewten@dfwair.net | RecipientEmailAddressTxt |
| Form And Info And Materials | NA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SARAH KATHLEEN | |||||||
| City Center | Plano | TX | 75093 | None | I | Legal expenses to leave abusive relationship | $8,590 |
| CLAUDETTE BLOT | |||||||
| City Center | Boston | MA | 02110 | None | I | Medical Expenses | $10,000 |
| INDIGENT INDIVIDUALS | |||||||
| City Center | Plano | TX | 75093 | none | I | Relief from homelessness | $5,799 |
| NORTH TEXAS ADULTS | |||||||
| City Center | Plano | TX | 75093 | none | I | Mentoring | $326 |
| HORSE THERAPY CLIENTS | |||||||
| City Center | Allen | TX | 75002 | none | I | Horse Therapy | $42,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,767 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TONY D BARTEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,916 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 105 Shares of VBK Toshiba Computer | NoncashPropertyDesc |
| Fair Market Value | $30,916 | FairMarketValueAmt |
| Received | 2021-01-22 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 10052021 | |||||||
| 1882 of ODVYX | 2019-12 | donated | 2021-10 | $971 | $978 | Cost | -$7 |
| 01282021 | |||||||
| 5 of CRMT | 2016-01 | donated | 2021-01 | $582 | $127 | Cost | $455 |
| 01282021 | |||||||
| 38 of CRMT | 2016-01 | donated | 2021-01 | $4,423 | $890 | Cost | $3,533 |
| 01282021 | |||||||
| 167 of MSFT | 2013-05 | donated | 2021-01 | $40,257 | $5,739 | Cost | $34,518 |
| 01282021 | |||||||
| 48 of MSFT | 2013-10 | donated | 2021-01 | $11,571 | $1,622 | Cost | $9,949 |
| 10052021 | |||||||
| 35 of MSFT | 2018-05 | donated | 2021-10 | $10,135 | $3,354 | Cost | $6,781 |
| 10052021 | |||||||
| 58 of VBR | 2019-04 | donated | 2021-10 | $9,988 | $7,734 | Cost | $2,254 |
| 10052021 | |||||||
| 174976 of ODVYX | 2018-05 | donated | 2021-10 | $9,029 | $7,568 | Cost | $1,461 |
| 12152021 | |||||||
| Capital Gain Distribuions | 2016-01 | purchased | 2021-12 | $19,046 | $19,046 | ||
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAS CAR MART INC | $3,095 | $14,234 |
| ANTHEM INC | $13,229 | $57,943 |
| BANK OF NEW YORK MELLON CORP | $7,562 | $14,230 |
| CISCO SYSTEMS INC | $28,998 | $78,896 |
| Clorox Co | $2,674 | $5,231 |
| CocaCola Co | $36,116 | $55,065 |
| Conoco Phillips | $12,732 | $18,406 |
| CORNING INC | $2,708 | $6,701 |
| FOX CORP CL A | $11,089 | $10,037 |
| FOX CORP CL B COM | $15,808 | $13,468 |
| INVESCO QQQ TRUST ETF | $76,930 | $153,003 |
| Johnson Johnson | $23,268 | $45,334 |
| MICROSOFT CORP | $23,085 | $163,115 |
| OPPENHEIMER DEVELOPING MARKETS CLASS Y | $256,695 | $402,443 |
| Oracle Corp | $30,500 | $75,873 |
| PepsiCo Inc | $54,059 | $114,649 |
| Procter Gamble Co | $62,422 | $133,645 |
| STRYKER CORP | $6,882 | $25,405 |
| SYSCO CORP | $55,467 | $104,393 |
| US BANCORP DEL | $15,736 | $24,715 |
| Vanguard SmallCap Growth Index Fund ETF Shares | $16,193 | $29,588 |
| VANGUARD SMALLCAP VALUE ETF | $133,268 | $192,085 |
| WALT DISNEY CO | $15,234 | $40,581 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV vs Basis of Donation | Desc |
| Amt | $13,925 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor | CategoryTxt |
| Amt | $13,947 | Amt |
| Net Investment Income | $13,947 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Tax | $232 | $232 | |
| Medicare | $73 | $1 | $65 |
| Social Security Tax | $311 | $3 | $277 |
| Foreign Tax | $451 | $451 |
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