ROBERT S DINSMORE FOUNDATION OF TEXAS: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT S DINSMORE FOUNDATION OF TEXAS (EIN 47-3045568)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-05
IRS object ID
202531569349101113
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-05T16:29:31-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760689865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABIP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17330 SAN PEDRO AVE SUITE 901AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473045568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT S DINSMORE FOUNDATION OFBusinessNameLine1Txt
Business Name Line2TEXASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9167093892PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH GALLARDOPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9167093892PhoneNum
Signature2025-06-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAYLE L HAVELPreparerPersonNm
PTINP00162033PTIN
Phone2103412581PhoneNum
Preparation2025-06-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$842,060FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,924InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,924InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,398DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,398DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,261NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$12,071TotalRevAndExpnssAmt
Total Net Invst Incm$24,332TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,820AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,887TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,887TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,804ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,804ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,887TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,804TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,620ExcessRevenueOverExpensesAmt
Net Investment Income$22,445NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,790CashBOYAmt
Cash EOY$42,139CashEOYAmt
Cash EOYFMV$42,139CashEOYFMVAmt
Corporate Stock BOY$509,391CorporateStockBOYAmt
Corporate Stock EOY$443,502CorporateStockEOYAmt
Corporate Stock EOYFMV$799,921CorporateStockEOYFMVAmt
Total Assets BOY$520,181TotalAssetsBOYAmt
Total Assets EOY$485,641TotalAssetsEOYAmt
Total Assets EOYFMV$842,060TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$520,181CapitalStockBOYAmt
Capital Stock EOY$485,641CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$520,181TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$485,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$520,181TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$485,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$520,181TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,620ExcessRevenueOverExpensesAmt
Other Increases$802OtherIncreasesAmt
Subtotal$487,363SubtotalAmt
Other Decreases$1,722OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$485,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PER MORGAN STANLEY STMT ON FILEP2022-08-042024-12-31$39,153$51,414-$12,261-$12,261
PER MORGAN STANLEY STMT ON FILEP2023-12-202024-12-26$35,000$35,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,261CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$12,261NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$312TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELIZABETH FEELEYIndividualWithBooksNm
Phone9167093892PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH FEELEY
723 RUIDOSA DOWNSHELOTESTX78023DIRECTOR1.00$0$0$0
MATTHEW GALLARDO
723 RUIDOSA DOWNSHELOTESTX78023DIRECTOR0.00$0$0$0
SALLY BRADDOCK DINSMORE BOYCE
16211 SHOOTING STARSAN ANTONIOTX78255DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$635,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,986AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$809,054TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$809,054AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$796,918NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,846MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,846MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$39,534DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,534DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,534DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,804ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$43,804QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,534DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,563ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$782ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,136ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,549ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,380TotalExcessDistributionCyovAmt
Qualifying Distributions$43,804QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,270RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,650TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,563ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,087ExcessDistriCyovToNextYrAmt
Excess From Year4$6,350ExcessFromYear4Amt
Excess From Year3$782ExcessFromYear3Amt
Excess From Year2$8,136ExcessFromYear2Amt
Excess From Year1$10,549ExcessFromYear1Amt
Excess From Current Year$4,270ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONE501(C)(3)MEDICAL RESEARCH$2,638
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202NONE501(C)(3)MEDICAL RESEARCH$2,102
AMERICAN HEART ASSOCIATION
7272 GREENVILE AVEDALLASTX75231NONE501(C)(3)CHARITABLE CONTRIBUTION$126
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONE501(C)(3)TO PROVIDE COMFORT AND HOPE TO SO MANY DURING THEIR TIMES OF NEED.$3,075
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PARKWAY SUITE 410ROCKVILLEMD20852NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,531
GOD'S DOGS RESCUE
12750 TRAWALTER LNVON ORMYTX78073NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242NONE501(C)(3)EDUCATIONAL DONATION$500
LOUIS D BRANDEIS HIGH SCHOOL
13011 KYLE SEAL PKWYSAN ANTONIOTX78249NONE501(C)(3)CHARITABLE CONTRIBUTION$1,000
MAKE A WISH SAN ANTONIO
1931 NW MILITARY HIGHWAY 210SAN ANTONIOTX78213NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,575
NATIONAL ALLIANCE ON MENTALL ILLNESS
6800 PARK TEN BLVDSAN ANTONIOTX78213NONE501(C)(3)CHARITABLE CONTRIBUTIONS$2,044
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365NONE501(C)(3)CHARITABLE CONTRIBUTION.$1,000
SAMMINISTRIES
1919 NW LOOP 410 100SAN ANTONIOTX78213NONE501(C)(3)CHARITABLE CONTRIBUTION$2,000
SAN ANTONIO FOOD BANK
5200 HISTORIC OLD HIGHWAY 90SAN ANTONIOTX78227NONE501(C)(3)CHARITABLE CONTRIBUTIONS$3,240
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)(3)MEDICAL RESEARCH$3,000
ST MARY'S UNIVERSITY
ONE CAMINO SANTA MARIASAN ANTONIOTX78228NONE501(C)(3)CHARITABLE CONTRIBUTIONS$3,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUEWASHINGTONDC20002NONE501(C)(3)CHARITABLE CONTRIBUTION$500
THE SALVATION ARMY
1221 RIVER BEND DRDALLASTX75247NONE501(C)(3)CHARITABLE CONTRIBUION$1,040
TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,548
USO OF SAN ANTONIO
PO BOX 96860WASHINGTONDC20077NONE501(C)(3)TO ASSIST TROOPS AND THEIR FAMILY MEMBERS STAY CONNECTED.$2,000
WARRIOR DOG FOUNDATION
5930 ROYAL LANE STE E 355DALLASTX75230NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,010
WREATHS ACROSS AMERICA
PO BOX 279COLUMBIA FALLSME04623NONE501(C)(3)CHARITABLE CONTRIBUTION$6,375
OMAHA ZOO FOUNDATION
3701 SOUTH 10TH STRRETOMAHANE68107NONE501(C)(3)CHARITABLE CONTRIBUTIONS$1,500
CHRISTUS CHILDREN'S FOUNDATION
PO BOX 1661SAN ANTONIOTX78296NONE501(C)(3)CHARITABLE CONTRIBUTIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,804TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,924ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,398ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,261ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,071ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,071TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,820Amt
Net Investment Income$1,820NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$443,502EOYBookValueAmt
EOYFMV$799,921EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCY & PY TAX PAYMENTSDesc
Amt$1,722Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY - OTHER INCOMEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Amt$802Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$67Amt
Net Investment Income$67NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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