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ESTRELLA CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ESTRELLA CHARITABLE TRUST (EIN 74-2858545)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-09-28
IRS object ID
202112719349100306
Schema version
2020v4.1
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)
Return2021-09-28T10:48:41-04:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742858545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Estrella Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlESTRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1929 E ContourAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLeonard Cockerill TrusteePersonNm
Person TitleTrusteePersonTitleTxt
Phone2108248360PhoneNum
Signature2021-09-28SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLeonardPersonFirstNm
Person LastCockerillPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,573FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,571ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,571ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,571TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,570ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,143CashBOYAmt
Cash EOY$10,573CashEOYAmt
Cash EOYFMV$10,573CashEOYFMVAmt
Total Assets BOY$15,143TotalAssetsBOYAmt
Total Assets EOY$10,573TotalAssetsEOYAmt
Total Assets EOYFMV$10,573TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$15,143AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$10,573AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$15,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,570ExcessRevenueOverExpensesAmt
Subtotal$10,573SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,573TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksLeonard CockerillIndividualWithBooksNm
Phone2108248360PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1929 Contour DrAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Leonard Cockerill Trustee
929 contourSan AntonioTX78212Trustee1.00$0$0$0
Margaret Netemeyer
929 E ContourSan AntonioTX78212Trustee0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1noneDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,259TotalFMVOfUnusedAssetsAmt
Reduction Claimed$13,259ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,259AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,060NetVlNoncharitableAssetsAmt
Minimum Investment Return$653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$653MinimumInvestmentReturnAmt
Distributable Before Adj$653DistributableBeforeAdjAmt
Distributable Before Ded$653DistributableBeforeDedAmt
Distributable As Adjusted$653DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,571ExpensesAndContributionsAmt
Qualifying Distributions$4,571QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,571AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$653DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$2,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,175ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,421ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,891TotalExcessDistributionCyovAmt
Qualifying Distributions$4,571QualifyingDistributionsAmt
Applied To Current Year$653AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,918RemainingDistriFromCorpusAmt
Total Corpus$13,809TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,809ExcessDistriCyovToNextYrAmt
Excess From Year3$2,292ExcessFromYear3Amt
Excess From Year2$3,178ExcessFromYear2Amt
Excess From Year1$2,421ExcessFromYear1Amt
Excess From Current Year$3,921ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonOur Lady of Grace Catholic ChurchRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1223 E SummitAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipnoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposedonationGrantOrContributionPurposeTxt
Amt$4,571Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,571TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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