MELOVEE WHITE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MELOVEE WHITE TRUST (EIN 45-3245404)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202131379349100128
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)
Return2021-05-17T09:01:49-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742730109PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANGE POTEET & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 12199AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453245404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELOVEE WHITE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELOBusinessNameControlTxt
Phone2104719055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 315AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLARENCE V BRAYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2104719055PhoneNum
Signature2021-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLARENCEPersonFirstNm
Person LastBRAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M GHRIST JRPreparerPersonNm
PTINP00659861PTIN
Phone2107356181PhoneNum
Preparation2021-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$513,497FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,893DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,464NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$679,343GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,464CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$128,387TotalRevAndExpnssAmt
Total Net Invst Incm$28,366TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,600CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$631LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$189LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$442LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$988AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,307AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,953OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,953OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$107DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$107DeprecAndDpltnNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$24,018TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,669TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,349TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$475,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$475,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,669TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$490,349TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$370,631ExcessRevenueOverExpensesAmt
Net Investment Income$19,697NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$87,625SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$225,544SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$225,544SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$245,277CorporateStockBOYAmt
Corporate Stock EOY$86,612CorporateStockEOYAmt
Corporate Stock EOYFMV$116,694CorporateStockEOYFMVAmt
Other Investments BOY$522,203OtherInvestmentsBOYAmt
Other Investments EOY$172,587OtherInvestmentsEOYAmt
Other Investments EOYFMV$171,017OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,560LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,318LandBldgEquipAccumDeprecAmt
Land BOY$349LandBOYAmt
Land EOY$242LandEOYAmt
Land EOYFMV$242LandEOYFMVAmt
Other Assets BOY$381OtherAssetsBOYAmt
Other Assets EOY$219OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$855,835TotalAssetsBOYAmt
Total Assets EOY$485,204TotalAssetsEOYAmt
Total Assets EOYFMV$513,497TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$855,835RetainedEarningBOYAmt
Retained Earning EOY$485,204RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$855,835TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$485,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$855,835TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$485,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$855,835TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$370,631ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$485,204SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$485,204TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$109,274$107,529$1,745$1,745
PUBLICLY TRADED SECURITIES$563,721$559,350$4,371$4,371
CAPITAL GAINS DIVIDENDS$6,348$6,348$6,348P
FieldValueIRS element (for citing)
Capital Gain Net Income$12,464CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$274InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$274SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$274TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,771EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,771TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,497OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,497RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksCLARENCE V BRAYIndividualWithBooksNm
Phone2108282058PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 315AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
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

FieldValueIRS element (for citing)
PersonCLARENCE V BRAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 315AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$14,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$513,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$105,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$242FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$619,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$619,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,296CashDeemedCharitableAmt
Net Vl Noncharitable Assets$610,462NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,523MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,523MinimumInvestmentReturnAmt
Tax Based On Investment Income$274TaxBasedOnInvestmentIncomeAmt
Total Tax$274TotalTaxAmt
Distributable Before Adj$30,249DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,249DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,249DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$490,349ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$490,349QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$490,349AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,249DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,315,506ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$954,026ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,166,656ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$753,531ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$806,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,995,758TotalExcessDistributionCyovAmt
Qualifying Distributions$490,349QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,249AppliedToCurrentYearAmt
Remaining Distri From Corpus$460,100RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,455,858TotalCorpusAmt
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$2,315,506ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,140,352ExcessDistriCyovToNextYrAmt
Excess From Year4$954,026ExcessFromYear4Amt
Excess From Year3$1,166,656ExcessFromYear3Amt
Excess From Year2$753,531ExcessFromYear2Amt
Excess From Year1$806,039ExcessFromYear1Amt
Excess From Current Year$460,100ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEUKEMIA & LYMPHOMA SOCIETY
1218 ARION PARKWAY SUITE 102SAN ANTONIOTX78216N/APCSUPPORT 2020 CAMPAIGN$40,000
MARFA LIVE ARTS
PO BOX 1365MARFATX79843N/APCSUPPORT SCHOLARSHIPS FOR EIGHT 2020 GRADUATES OF MARFA HIGH SCHOOL TEXAS$50,000
THE WINSTON SCHOOL SAN ANTONIO
8565 EWING HALSELL DRIVESAN ANTONIOTX78229N/APCSUPPORT LET'S SOAR! CAMPAIGN FOR WINSTON, TUITION ASSISTANCE, TECHNOLOGY, INTERN PROGRAM$25,000
SAMMINISTRIES
1919 NW LOOP 410 SUITE 100SAN ANTONIOTX78213N/APCSUPPORT TRANSFORMING LIVES AT THE TRANSITIONAL LIVING AND LEARNING CENTER$100,000
HOPE HOUSE OF AUSTIN
1705 COUNTY ROAD 285LIBERTY HILLTX78642N/APCSUPPORT 2020 CAMPAIGN$30,000
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX78227N/APCSUPORT MISSION TO FIGHT HUNGER AND FEED HOPE$100,000
HARVEST REGIONAL FOOD BANK
3120 E 19TH STTEXARKANAAR71854N/APCSUPPORT FOOD DISTRIBUTION IN LAFAYETTE COUNTY, ARKANSAS$30,000
MORNINGSIDE MINITRIES
7550 W INTERSTATE 10 SUITE 210SAN ANTONIOTX78229N/APCSUPPORT LEGACY OF GRACE LUNCHEON "CHARITABLE CARE"$25,000
TEXAS BURN SURVIVOR SOCIETY
8531 N NEW BRAUNFELS SUITE 204SAN ANTONIOTX78217N/APCSUPPORT 2020 CAMP DAVID$50,000
ENOCH SAYS
429 EVANSSAN ANTONIOTX78209N/APCSUPPORT 2020 CAMPAIGN$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$475,000TotalGrantOrContriPdDurYrAmt
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$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,893ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,464ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,387ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,387TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ESTATE OF MELOVEE WHITEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 315AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,295Amt
Net Investment Income$988NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,307DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER EQUIPMENT2012-12-10$3,183$3,183SL5.000000000000$0$0
I-PAD & ACCESSORIES2013-06-19$841$841SL5.000000000000$0$0
COMPUTER EQUIPMENT - HP PRINTER2018-03-30$536$187SL5.000000000000$107$107

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES - DETAIL ON REQUESTStockNm
EOY Book Value$86,612EOYBookValueAmt
EOYFMV$116,694EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED INCOME - DETAIL ON REQUESTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$172,587BookValueAmt
EOYFMV$171,017EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMPUTER EQUIPMENT$3,183$3,183$0
I-PAD & ACCESSORIES$841$841$0
COMPUTER EQUIPMENT - HP PRINTER$536$294$242$242

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$631LegalFeesAmt
Net Investment Income$189NetInvestmentIncomeAmt
Disbursements Charitable Prps$442DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$381BOYBookValueAmt
EOY Book Value$219EOYBookValueAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$21AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,953Amt
Net Investment Income$5,953NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$32Amt
Net Investment Income$32NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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