LONGAKER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LONGAKER FOUNDATION (EIN 76-0664608)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-11
- IRS object ID
- 202521929349100702
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T09:08:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010685388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valhalla Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 S Voss Rd Suite 850 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760664608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Longaker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7135153032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Cypress Ridge Lane | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77479 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce F Longaker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7135153032 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Balliet | PreparerPersonNm |
| PTIN | P01478768 | PTIN |
| Phone | 7139828555 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $319,104 | 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 | $187,309 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,550 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $197,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,551 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,721 | CashBOYAmt |
| Cash EOY | $1,140 | CashEOYAmt |
| Cash EOYFMV | $1,140 | CashEOYFMVAmt |
| Corporate Stock BOY | $248,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $419,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,964 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $269,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $420,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $319,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $269,663 | CapitalStockBOYAmt |
| Capital Stock EOY | $420,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $420,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $420,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $420,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $420,819 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $903 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Bruce F Longaker | IndividualWithBooksNm |
| Phone | 7135153032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Cypress Ridge Lane | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Bruce F Longaker | ||||||||
| 12 Cypress Ridge Lane | Sugar Land | TX | 77479 | President & Director | 3.00 | $0 | $0 | $0 |
| Jennifer Maxheimer | ||||||||
| 5002 Cypress Spring Drive | Missouri City | TX | 77459 | Director | 1.00 | $0 | $0 | $0 |
| Sherri Loeffelholz | ||||||||
| 5600-A Kingfisher Drive | Lutz | FL | 33549 | Secretary & Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $223,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $234,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $230,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $11,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,719 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,541 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,501 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,323 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $157,585 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $51,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,798 | ExcessFromYear4Amt |
| Excess From Year3 | $8,541 | ExcessFromYear3Amt |
| Excess From Year2 | $49,501 | ExcessFromYear2Amt |
| Excess From Year1 | $6,288 | ExcessFromYear1Amt |
| Excess From Current Year | $32,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bruce F Longaker | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Child Advocates of Fort Bend County | ||||||||
| 5403 Avenue N | Rosenberg | TX | 77471 | PC | Exempt function | $4,150 | ||
| Spirit Golf Association | ||||||||
| 2441 High Timbers Suite 430 | The Woodlands | TX | 77380 | PC | Exempt function | $9,000 | ||
| Chinquapin School | ||||||||
| 2615 E Wallisville Road | Highlands | TX | 77562 | PC | Exempt function | $3,250 | ||
| Sandy Blackston | ||||||||
| 237 Frenchpark Drive | Haslet | TX | 76052 | Exempt function | $1,000 | None | ||
| Shaunta Bridges | ||||||||
| 1500 Sierra Estate Trail | Fort Worth | TX | 76119 | Exempt function | $277 | None | ||
| Ariyaan Butler | ||||||||
| 5102 Shadow Breeze Lane | Katy | TX | 77494 | Exempt function | $1,000 | None | ||
| Devin Corona | ||||||||
| 6300 Chaparral Drive | Needville | TX | 77461 | Exempt function | $347 | None | ||
| Chrystian Cunningham | ||||||||
| 4171 N Coral Springs Drive | Fort Worth | TX | 76123 | Exempt function | $1,000 | None | ||
| Susnica Fenelus | ||||||||
| 2523 LInwood Drive | Mansfield | TX | 76084 | Exempt function | $957 | None | ||
| Jalencia Freeman | ||||||||
| 6117 Bianca Circle Apt 289 | Fort Worth | TX | 76132 | Exempt function | $870 | None | ||
| Arturo Garcia | ||||||||
| 1609 Tulipan Avenue | Mission | TX | 78572 | Exempt function | $206 | None | ||
| Kayla Garcia | ||||||||
| 3706 Carlos Circle | Mission | TX | 78574 | Exempt function | $276 | None | ||
| Alexa Gibbs | ||||||||
| 2202 West North Loop Blvd Apt 162 | Austin | TX | 78756 | Exempt function | $300 | None | ||
| Tierra Givens-Jones | ||||||||
| 1100 E Lamar Blvd Apt 52 | Arlington | TX | 76011 | Exempt function | $472 | None | ||
| Jaikendal Gooden | ||||||||
| 12326 Kings Chase Drive | Houston | TX | 77044 | Exempt function | $527 | None | ||
| Kristen Jackson | ||||||||
| 13455 Bill Hancock Road | Roanoke | TX | 76262 | Exempt function | $322 | None | ||
| Cassandra Lopez | ||||||||
| 650 E Vista Ridge Mall Drive Apt | Lewisville | TX | 75067 | Exempt function | $1,000 | None | 933 | |
| Kaeli Mayes | ||||||||
| 13922 Reo Street | Houston | TX | 77040 | Exempt function | $867 | None | ||
| Elizabeth Mercedes | ||||||||
| 3131 Hayes Road Apt 104 | Houston | TX | 77082 | Exempt function | $429 | None | ||
| Alexandria Miles | ||||||||
| 10301 Sandpiper Drive Apt 116 | Houston | TX | 77096 | Exempt function | $1,000 | None | ||
| Dreyanna Phillips | ||||||||
| 500 Airtex Drive Apt 2306 | Houston | TX | 77090 | Exempt function | $319 | None | ||
| Stefanie Reed | ||||||||
| 5604 Miles Drive Apt 1906 | Fort Worth | TX | 76132 | Exempt funciton | $1,000 | None | ||
| Annabelle Rivera | ||||||||
| 3533 Janrue Court | Haltom | TX | 76117 | Exempt function | $277 | None | ||
| Esmeralda Rojas | ||||||||
| 334 S Colorado Ave | Mercedes | TX | 78570 | Exempt function | $253 | None | ||
| Jasmine Shroff | ||||||||
| 8129 Hennessey Trail | Fort Worth | TX | 76131 | Exempt function | $276 | None | ||
| Kebria Topps | ||||||||
| 850 Lake Canyon Pkwy | Irving | TX | 75039 | Exempt function | $1,000 | None | ||
| Sierra Valadez | ||||||||
| 5807 Alvarado Drive | Houston | TX | 77035 | Exempt function | $347 | None | ||
| Kerbreil Vaughn | ||||||||
| 3822 Withering Elm Lane | Spring | TX | 77386 | Exempt function | $827 | None | ||
| Leslie Vidal | ||||||||
| 15011 Arizona Sky | Humble | TX | 77396 | Exempt function | $705 | None | ||
| Jessica Ytuarte | ||||||||
| 3035 Goose Creek | San Antonio | TX | 78211 | Exempt function | $752 | None | ||
| Rose Castrejon | ||||||||
| 852 Cats Eye Drive | Fort Worth | TX | 76179 | Exempt function | $1,000 | None | ||
| Shelby Detherage | ||||||||
| 232 Richard Lane | Azle | TX | 76020 | Exempt function | $1,000 | None | ||
| Precious Ekigwe | ||||||||
| 12806 Buffalo Speedway 8206 | Houston | TX | 77045 | Exempt function | $886 | None | ||
| Stefhani Flores | ||||||||
| 3513 Lulu Street | Fort Worth | TX | 76106 | Exempt function | $1,000 | None | ||
| Vivian Flores | ||||||||
| 4848 N Mesa Street | El Paso | TX | 79912 | Exempt function | $1,000 | None | ||
| Marilyn Galvan | ||||||||
| 404 Las Palmas Avenue | Hidalgo | TX | 78557 | Exempt function | $578 | None | ||
| Jessica Hughes | ||||||||
| 123 ACR 2104 | Palestine | TX | 75801 | Exempt function | $1,000 | None | ||
| Janea Jones | ||||||||
| 4612 Rawley Street | Houston | TX | 77020 | Exempt function | $73 | None | ||
| Jayda Jones | ||||||||
| 7609 Meadowlark Lane | Watauga | TX | 76148 | Exempt function | $1,000 | None | ||
| Kaylee Mask | ||||||||
| 2912 Cliffridge Lane Apt A | Fort Worth | TX | 76116 | Exempt function | $706 | None | ||
| Neida Munoz | ||||||||
| 6806 South Rivera Street | Pharr | TX | 78577 | Exempt function | $81 | None | ||
| Jonathan Petry | ||||||||
| 2626 Fountain View Drive | Houston | TX | 77057 | Exempt function | $691 | None | ||
| Bethany Rodriguez | ||||||||
| 3909 Burke Road Apt 5609 | Pasadena | TX | 77504 | Exempt function | $587 | None | ||
| Aliza Scott | ||||||||
| 3361 Harmon Road Unit 3310 | Mansfield | TX | 76063 | Exempt function | $183 | None | ||
| Katrese Smith | ||||||||
| 601 Cypress Station Drive Apt 405 | Houston | TX | 77090 | Exempt function | $212 | None | ||
| Casey Winston | ||||||||
| 8080 Creekbend Drive Apt 1116 | Houston | TX | 77071 | Exempt function | $716 | None | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,719 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,551 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Investment income excluded by Sec 512, 513 or 514 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Public securities | StockNm |
| EOY Book Value | $419,679 | EOYBookValueAmt |
| EOYFMV | $317,964 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management fees | CategoryTxt |
| Amt | $2,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments