SSA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SSA FOUNDATION (EIN 47-4123600)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349110957
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:15:49-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300660100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoops & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 East 95th St Suite 29-K | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474123600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SSAF | BusinessNameControlTxt |
| Phone | 9564678360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 NORTH FIRST LANE 845 | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUBHASH BOSE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUBHASH | PersonFirstNm |
| Person Last | BOSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carl E Stoops | PreparerPersonNm |
| PTIN | P01050797 | PTIN |
| Phone | 2127356590 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $7,987,184 | 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 | $4,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,177,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,625 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,305,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,104 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,581 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $601 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $16,226 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,241 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $54,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,992,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,180,697 | CashBOYAmt |
| Cash EOY | $131,439 | CashEOYAmt |
| Cash EOYFMV | $131,439 | CashEOYFMVAmt |
| Other Investments EOY | $7,188,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,188,742 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $744,498 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,995 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $666,729 | LandBOYAmt |
| Land EOY | $650,503 | LandEOYAmt |
| Land EOYFMV | $650,503 | LandEOYFMVAmt |
| Other Assets EOY | $16,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,847,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,987,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,987,184 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,845,926 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,985,684 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,845,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,985,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,847,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,987,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,845,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,992,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $147,167 | OtherIncreasesAmt |
| Subtotal | $7,985,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,985,684 | 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 |
|---|---|---|---|---|---|---|---|
| LSNB 520000360 | P | 2021-04-15 | 2021-12-15 | $28,884 | $25,880 | $3,004 | $3,004 |
| JP MORGAN CHASE 8623 | P | 2021-09-15 | 2021-12-15 | $1,149,018 | $1,151,992 | -$2,974 | -$2,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $499 | SubtotalAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $499 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBHASH BOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9564678360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 NORTH FIRST LANE | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAROJINI BOSE | ||||||
| 7007 NORTH FIRST LANE | MCALLEN | TX | 78504 | Director | 0.00 | $0 |
| SUBHASH BOSE | ||||||
| 7007 NORTH FIRST LANE | MCALLEN | TX | 78504 | OFFICER | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,909,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,250,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,160,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,160,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,097,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $204,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $204,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $204,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $258,142 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,387 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $258,142 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,755 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,755 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $53,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $53,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAROJINI BOSE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUBHASH BOSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 N 1ST LN | AddressLine1Txt |
| City | MCALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9564678360 | RecipientPhoneNum |
| Recipient Email Address | scbose7007@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Formal letter outlining organization request of contribution & add'l information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No Submission Deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions or limitations on awards. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alejandro Lopez | |||||||
| 8116 DERBY AVE | EDINBURG | TX | 78542 | None | I | Living/Medical Assistance due to Covid. | $2,000 |
| NORMITA PATAG | |||||||
| 7004 1ST LANE | MCALLEN | TX | 78504 | I | Tuition Assistance (Paid to Arya Med Spa for Accupuncture Course Training) | $1,000 | |
| Bala Murali Krishna | |||||||
| 515 S SUGAR RD APT 66 | EDINBURG | TX | 78542 | None | I | Tuition Assistance -(UTRGV) | $5,600 |
| Claudia Navas | |||||||
| 1818 WOODS DRIVE WEST | EDINBURG | TX | 78542 | None | I | Living/Medical Assistance | $500 |
| Crystal Melendez | |||||||
| 610 F El Dora Rd Unit 197 | PHARR | TX | 78577 | None | I | Living/Medical Assistance | $250 |
| Daniel Cruz | |||||||
| 202 Cottonwood St | HARLINGER | TX | 78550 | None | I | FUNERAL ASSISTANCE | $500 |
| DIVINE CHILDREN INC | |||||||
| 3127 S SUGAR RD | EDINBURG | TX | 78539 | Donation to a Non-profit 501c3 Organization | $100,000 | ||
| Dora Santiago | |||||||
| 1957 Zenaida | McAllen | TX | 78504 | None | I | Funeral expense assistance. | $1,000 |
| Hari Namboothiri | |||||||
| 2516 Frontera Road | MCALLEN | TX | 78504 | None | I | Living/Medical Assistance | $500 |
| HEALING ADVOCATE | |||||||
| 2025 CANYONS RESORT DR G2 | PARKWAY CITY | UT | 84098 | None | Donation to 501c3Organization | $5,000 | |
| INDIA ASSOCIATION RGV | |||||||
| 415 W UNIVERSITY DR | EDINBURG | TX | 78539 | None | Religious Donation | $1,000 | |
| Irma Rios | |||||||
| 320 Ebony Ln | EDINBURG | TX | 78539 | None | I | Medical Assistance | $100 |
| Jim Dominguez | |||||||
| 11400 North 23rd Street | MCALLEN | TX | 78504 | None | I | Living/Medical Assistance | $200 |
| Kala Kasba | |||||||
| 2514 Sterling Ave | EDINBURG | TX | 78539 | None | I | Living/Medical Assistance | $100 |
| Kalyana Kumar | |||||||
| 2310 W TRENTON RD | EDINBURG | TX | 78539 | None | I | Donation to Temple | $750 |
| Kammavar Association of North Ameri | |||||||
| 2205 Harrisburg Ln | PLANO | TX | 75025 | None | Covid Relief Assistance | $1,000 | |
| LETICIA OCANAS | |||||||
| 8209 N 1ST | MCALLEN | TX | 78504 | I | Medical Expense Assistance | $500 | |
| M Subbulaksmi | |||||||
| 1414 Canton | Edinburg | TX | 78539 | None | Tuition Assistance | $5,000 | |
| MARV | |||||||
| PO BOX 6750 | MCALLEN | TX | 78502 | None | Donation | $250 | |
| MAYRA MARTINEZ | |||||||
| 7168 N BURHSLINE RD | MISSION | TX | 78573 | None | Sport Event Sponsorship | $575 | |
| Vanessa Rodriguez | |||||||
| 207 R MAEGHAN CIRCLE | EDCOUCH | TX | 78538 | None | MEDICAL EXPENSE ASSISTANCE | $874 | |
| MELINDA VEL | |||||||
| 8203 TYNDAL COVE | AUSTIN | TX | 78733 | None | Tuition Assistance | $20,000 | |
| Miranda Caquias | |||||||
| 140 ACACIA LAKE DR | BOWNSVILLE | TX | 78521 | None | MEDICAL EXPENSE ASSISTANCE | $5,000 | |
| Olana Gomez | |||||||
| 2701 PPARKER LN APT D2 | MCALLEN | TX | 78501 | None | LIVING & MEDICAL EXPENSE ASSISTANCE | $2,000 | |
| OLIVIA RODRIGUEZ | |||||||
| 202 S 48TH LANE | MCALLEN | TX | 78501 | None | SPORT TEAM SPONSOR | $100 | |
| Patricia Lamas | |||||||
| 2904 RICE AVE | MCALLEN | TX | 78504 | None | SPORT TEAM SPONSOR | $200 | |
| Prasanna Matala | |||||||
| 330 TRANQUIL OAK | SAN SANTONIO | TX | 78260 | None | TUITION ASSISTANCE | $1,000 | |
| SHIV SAKTHI TEMPLE | |||||||
| 2310 W TRENTON RD | EDINBURG | TX | 78539 | None | DONATION | $500 | |
| St Jude Children Hospital | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | None | DONATION | $50 | |
| Tara Persad | |||||||
| 1801 PARRALENA LN | AUSTIN | TX | 78725 | None | MEDICAL EXPENSE ASSISSTANCE | $1,000 | |
| UNIV OF TEXAS - RIO GRAND VALLEY | |||||||
| 1201 W UNIVERSITY DR | EDIBNURG | TX | 78539 | None | DONATION FOR RESEARCH AND EDUCATION | $100,868 | |
| Vasudevan Ayappan | |||||||
| 1913 CARDINAL LAKE DR | CHERRY HILL | NJ | 08003 | None | TEMPLE REPAIR | $250 | |
| YVONNE SALINAS | |||||||
| 909 ESPACIO SANTO DR | DONNA | TX | 78537 | None | DISASTER RELIEF DONATION | $225 | |
| DIENA SALINAS | |||||||
| 8117 DEBBY AVE | EDINBURG | TX | 78539 | None | I | COVID LIVING ASSISTANCE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,142 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $52,074 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,384 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,384 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SUBHASH BOSE | ||||||
| 1 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $850,000 | Yes (X) |
| SAROJINI BOSE MD PA | ||||||
| 2 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $3,000,000 | Yes (X) |
| SSA LABS | ||||||
| 3 | 7007 NORTH FIRST LANE | McALLEN | TX | 78504 | $350,000 | Yes (X) |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $632,823 | $93,995 | $538,828 | $538,828 |
| Land | $111,675 | $111,675 | $111,675 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCES-ASHLEY PEDIATRICS | Desc |
| EOY Book Value | $16,500 | EOYBookValueAmt |
| EOYFMV | $16,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $22,241 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $47,625 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $1,500 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHASE 8623 MGMT FEE | $10,960 | $10,960 | $0 | $0 |
| LSNB 0036 TRUST DEPT FEE | $4,621 | $4,621 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $601 | Amt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
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