SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-10-11
- IRS object ID
- 202142849349100859
- 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
- Form 990-PF
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-11T12:52:04-07:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Annette Gobel CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 S Mesa Hills Bld 2 Ste 1 | AddressLine1Txt |
| City | El Paso | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUES | BusinessNameControlTxt |
| Phone | 9157605551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GUERRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9157605551 | PhoneNum |
| Signature | 2021-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | GUERRA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Annette M Gobel | PreparerPersonNm |
| PTIN | P00361665 | PTIN |
| Phone | 9155385001 | PhoneNum |
| Preparation | 2021-10-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,858,417 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,298 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,298 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $44,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,299 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,165 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,377 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $3 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,074 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,074 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,161 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,299 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,708 | CashBOYAmt |
| Cash EOY | $6,487 | CashEOYAmt |
| Cash EOYFMV | $6,487 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,430,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,851,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,851,924 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,808 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $14,802 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,437,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,858,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,858,417 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,437,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,858,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,437,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,858,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,437,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,858,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,437,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $496,133 | OtherIncreasesAmt |
| Subtotal | $1,858,417 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,858,417 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | SUSAN H GUERRA | IndividualWithBooksNm |
| Phone | 9157605551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 5.00 | $18,000 | $0 | $0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 108 RANCHOS DEL RIO | SANTA TERESA | NM | 88008 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 11520 WOODMORE | ALBUQUERQUE | NM | 87111 | TRUSTEE | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,666,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,675,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,675,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,650,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $82,531 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,531 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,531 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,031 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $19,422 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PASO DEL NORTE CHILDRENS DEVELOPMENT CENTER | ||||||
| 1101 E Schuster Ave | EL PASO | TX | 79915 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $500 |
| PASO DEL NORTE CHARITABLE FUND | ||||||
| 221 N Kansas St 1900 | EL PASO | TX | 79903 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $66,500 |
| DOWN SYNDROME COALITION | ||||||
| 333 N Oregon St | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,298 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,692 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,991 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,991 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO FURTHER |
| 4 | THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT INDIVIDUALS |
| 4 | WHO ARE MENTALLY AND / OR PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT INDIVIDUALS |
| 8 | WHO ARE MENTALLY AND / OR PHYSICALLY DISABLED. |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | $2,514 | $2,514 | 200DB | 5.000000000000 | $0 |
| DELL COMPUTERS (4) | 2004-10-01 | $4,867 | $4,867 | 200DB | 5.000000000000 | $0 |
| OFFICE DESK | 2008-11-17 | $4,121 | $4,121 | 200DB | 7.000000000000 | $0 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | $1,191 | $1,181 | SL | 15.000000000000 | $3 |
| COMPUTER | 2012-03-23 | $2,115 | $2,115 | 200DB | 5.000000000000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| 1000 INVESCO ECHANGE TRADED FUND T | 2017-01 | Purchased | 2020-08 | $35,399 | $43,283 | Cost | $0 | -$7,884 |
| 1500 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SEL IDX USD | 2012-03 | Purchased | 2020-08 | $36,479 | $18,703 | Cost | $17,776 | |
| 1050 INVESCO EXCHANGE TRADED FUND TS&P MIDCP LOW ETF | 2017-01 | Purchased | 2020-08 | $45,564 | $43,427 | Cost | $2,137 | |
| 1000 FIRST TRUST EXCHANGE-TRADED FUPFD SEXS INC ETF | 2015-11 | Purchased | 2020-09 | $18,944 | $19,363 | Cost | -$419 | |
| 100 ISHARES TRUST RUSSELL 3000 ETF | 2015-11 | Purchased | 2020-10 | $19,880 | $16,393 | Cost | $3,487 | |
| 2000 FIRST TRUST EXCHANGE-TRADED FUPFD SECS INC ETF | 2015-11 | Purchased | 2020-10 | $38,379 | $39,085 | -$706 | ||
| 50 INVESCO QQQ TRUST UNIT SER 1 ETF | 2012-05 | Purchased | 2021-02 | $16,650 | $3,348 | Cost | $13,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $16,161 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,161 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $496,133 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,377 | Amt |
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