LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 33-1192125)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202231319349105048
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:51:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010560057 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGAR KIKER & CROSS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3440 EASTEX FWY | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777031896 | 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 | 331192125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA AND JAMES ROWE MEMORIAL SCHOL | BusinessNameLine1Txt |
| Business Name Line2 | SCHOLARSHIP FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 4099518087 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 ORLEANS | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA JENKINS | PersonNm |
| Person Title | SECRETARY & VP | PersonTitleTxt |
| Phone | 4099518087 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | JENKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERI K DELMAGE | PreparerPersonNm |
| PTIN | P00924012 | PTIN |
| Phone | 4098920233 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| 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 | $1,240,750 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,336 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,336 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,746 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,595 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $75,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,084 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,933 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,118 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,118 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,522 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,933 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,990 | CashBOYAmt |
| Cash EOY | $19,361 | CashEOYAmt |
| Cash EOYFMV | $19,361 | CashEOYFMVAmt |
| Corporate Stock BOY | $917,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $938,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,221,389 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $930,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $957,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,240,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $930,166 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $957,733 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $930,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $957,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $930,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $957,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $930,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,623 | OtherIncreasesAmt |
| Subtotal | $957,733 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $957,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST TRANSACTIONS | P | 2021-01-01 | 2021-12-31 | $24,401 | $21,806 | $2,595 | $2,595 |
| CHARLES SCHWAB LT TRANSACTIONS | P | 2021-01-01 | 2021-12-31 | $249,493 | $206,368 | $43,125 | $43,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,746 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,595 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $889 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $889 | SubtotalAmt |
| Tax Based On Investment Income | $889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $274 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $274 | TotalPaymentsAndCreditsAmt |
| Tax Due | $615 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 |
| Individual With Books | BRENDA JENKINS | IndividualWithBooksNm |
| Phone | 4099518087 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 CALDER | AddressLine1Txt |
| Address Line2 | SUITE 104 | AddressLine2Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77702 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EVA ROWE | |||||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| BRENDA JENKINS | |||||||||
| 2626 CALDER | BEAUMONT | TX | 77702 | SECRETARY & | 000.00 | $0 | $0 | $0 | SUITE 104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO AWARD SCHOLARSHIP TO HORNBECK HIGH SCHOOL TO PROVIDE THE FUNDING FOR THE EDUCATION PROGRAMS AND EQUIPMENT FOR THE ENGLISH AND MATH DEPARTMENTS AND TO ONCE AGAIN BE ABLE TO UNDERWRITE THE IREADY PROGRAM FOR THE 2021 SCHOOL YEAR. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,120,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,141,056 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,141,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,123,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $889 | TotalTaxAmt |
| Distributable Before Adj | $55,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,308 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $24,508 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,808 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,808 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,700 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,700 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRENT COON ASSOCIATES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 ORLEANS ST | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4099518080 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MUST SUBMIT AN APPLICATION FOR SCHOLARSHIP SUPPLEMENTED WITH AN ESSAY. THE ESSAY QUESTION IS AS FOLLOWS: JAMES AND LINDA ROWE WERE KILLED IN A TRAGIC AND SENSELESS ACCIDENT ON MARCH 23, 2005. GO ONLINE AND DO YOUR RESEARCH ON THIS TRAGEDY AND THEN ANSWER THIS QUESTION: "HOW COULD THIS TRAGEDY HAVE BEEN PREVENTED?" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 13, 2020 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATING SENIORS FROM HORNBECK HIGH SCHOOL IN LOUISIANA ARE ELIGIBLE FOR THE SCHOLARSHIP. SELECTION CRITERIA CONSISTS OF ACADEMIC PERFORMANCE, PERFORMANCE ON STANDARDIZED TESTS, FINANCIAL NEED, AND PERSONAL INTERVIEWS WITH THE SELECTION COMMITTEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLANAH WILLIAMS | |||||||
| 4020 BAILEY ROAD | LEESVILLE | LA | 71446 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| BAILEY DEO-FEHRING | |||||||
| 394 HAMMOND STREET | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| BRYLON EVANS | |||||||
| 546 OLD RIVER ROAD | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| CALEB BRITT | |||||||
| 3850 LAKESIDE LOOP | MANY | LA | 71449 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| CALLEE CORLEY | |||||||
| 132 BED AND BREAKFAST LN | LEESVILLE | LA | 71446 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| CAYDEN FOX | |||||||
| 228 PAT PATTERSON ROAD | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| CODY JARRELL | |||||||
| 478 NORTH LOOP | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| CODY JARRELL | |||||||
| 478 NORTH LOOP | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| GAVIN COOPER SMITH | |||||||
| 192 PARADISE COVE | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| GAVIN COOPER SMITH | |||||||
| 192 PARADISE COVE | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| GRADY MITCHAM | |||||||
| 641 GRADY KENNEDY RD | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| GRADY MITCHAM | |||||||
| 641 GRADY KENNEDY RD | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| HAILEE ADDISON | |||||||
| 854 CAMP BAKER TRACE | LEESVILLE | LA | 71446 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| JOSEPH NOLEN | |||||||
| 889 JETT ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| JOSHUA LANDEN CORLEY | |||||||
| 548 PLAINVIEW ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| JOSHUA LANDEN CORLEY | |||||||
| 548 PLAINVIEW ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| MADISON BEHAN | |||||||
| 296 CHARLES DOWDEN RD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| MADISYN COLE | |||||||
| 784 PLAINVIEW ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| MARK JONES | |||||||
| PO BOX 174 | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| MARK JONES | |||||||
| P O BOX 174 | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| OLIVIA BELL | |||||||
| 1139 MARTIN STREET | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| PEIGHTON RHODES | |||||||
| 10092 PLAINVIEW ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| PEIGHTON RHODES | |||||||
| 10092 PLAINVIEW ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| RODNEY NOLEN | |||||||
| 889 JETT ROAD | HORNBECK | LA | 71439 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| SHELBY MARTIN | |||||||
| 202 GILL HUNT ROAD | LEESVILLE | LA | 71446 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| WYATT WOODELL | |||||||
| 9474 HWY 111 | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| WYATT WOODELL | |||||||
| 9474 HWY 111 | ANACOCO | LA | 71403 | NONE | EXEMPT | SCHOLARSHIP | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,746 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $45,748 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,084 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $938,372 | EOYBookValueAmt |
| EOYFMV | $1,221,389 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $5,623 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $11,118 | Amt |
| Net Investment Income | $11,118 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $1,422 |
| TAXES | $100 |
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