HABERLING MCLEROY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HABERLING MCLEROY FAMILY FOUNDATION (EIN 84-3920145)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202142919349100414
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-18T14:06:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD SUITE 600W | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843920145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABERLING MCLEROY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HABE | BusinessNameControlTxt |
| Phone | 3615760178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3587 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH FRENCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3615760178 | PhoneNum |
| Signature | 2021-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | FRENCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON A DUFFNER | PreparerPersonNm |
| PTIN | P00632092 | PTIN |
| Phone | 9723835700 | PhoneNum |
| Preparation | 2021-09-04 | 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 |
| 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 | $483,134 | 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 | $90,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,575 | 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 |
| Legal Fees Rev And Expnss | $725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $725 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,462 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $913 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,045 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,000 | CashBOYAmt |
| Cash EOY | $19,615 | CashEOYAmt |
| Cash EOYFMV | $19,615 | CashEOYFMVAmt |
| US Government Obligations BOY | $247,258 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $135,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $226,123 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $134,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $237,396 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $400,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,134 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $913 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $913 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $400,711 | RetainedEarningBOYAmt |
| Retained Earning EOY | $398,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $400,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $398,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $400,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $400,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $407,375 | SubtotalAmt |
| Other Decreases | $8,599 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $398,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMERICAN GROWTH PORTFOLIO A/02630R781/GWPAX | D | 2020-01-03 | $10,602 | $10,037 | $565 | $565 |
| CHECK POINT SOFTWARE TECH LTD/M22465104/CHKP | P | 2020-07-01 | $10,428 | $10,981 | -$553 | -$553 |
| AMERICAN GROWTH PORTFOLIO A/02630R781/GWPAX | D | 2020-01-03 | $39,398 | $37,300 | $2,098 | $2,098 |
| KIRKLAND LAKE GOLD LTD/49741E100/KL | D | 2020-01-03 | $82,294 | $31,110 | $51,184 | $51,184 |
| CAPITAL GAINS DIVIDENDS | P | $4,444 | $4,444 | $4,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $793 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $793 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $991 | OverpaymentAmt |
| Applied To ES Tax | $991 | 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 | 0 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | KENNETH FRENCH SR | IndividualWithBooksNm |
| Phone | 3615760178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3587 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77903 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH FRENCH SR | ||||||||
| PO BOX 3587 | VICTORIA | TX | 77903 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TERESA FRENCH | ||||||||
| PO BOX 3587 | VICTORIA | TX | 77903 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KELLY FRENCH | ||||||||
| PO BOX 3587 | VICTORIA | TX | 77903 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KRISTY KIRKLAND | ||||||||
| PO BOX 3587 | VICTORIA | TX | 77903 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KENNETH FRENCH JR | ||||||||
| PO BOX 3587 | VICTORIA | TN | 77903 | TREASURER | 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 |
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 | $387,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $425,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $425,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $419,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $793 | TotalTaxAmt |
| Distributable Before Adj | $20,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $88 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,840 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,840 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $72,840 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH FRENCH SR | ContributingManagerNm |
| Contributing Manager | TERESA FRENCH | ContributingManagerNm |
| Contributing Manager | KELLY FRENCH | ContributingManagerNm |
| Contributing Manager | KENNETH FRENCH JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL FUND | $1,000 |
| FOOD BANK OF THE GOLDEN CRESCENT | ||||||
| 3809 E RIO GRANDE ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $5,000 |
| GABRIEL PROJECT | ||||||
| PO BOX 345 | VICTORIA | TX | 77902 | PC | GENERAL FUND | $1,000 |
| HOLY FAMILY CATHOLIC CHURCH | ||||||
| 704 MALLETTE DRIVE | VICTORIA | TX | 77904 | PC | GENERAL FUND | $16,000 |
| KNIGHTS OF SAINT GREGORY -DIOCESE OF VICTORIA | ||||||
| 1505 E MESQUITE LN | VICTORIA | TX | 77904 | PC | GENERAL FUND | $2,000 |
| NAZARETH ACADEMY FISHING TOUR | ||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $1,000 |
| OPRAH WINFREY CHARITABLE FOUNDATION | ||||||
| 1041 N FORMOSA AVE | WEST HOLLYWOOD | CA | 90046 | PC | GENERAL FUND | $5,000 |
| SAINT VINCENT DE PAUL | ||||||
| 1309 E MESQUITE LANE | VICTORIA | TX | 77901 | PC | GENERAL FUND | $30,000 |
| THEATER VICTORIA | ||||||
| 214 N MAIN ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $2,000 |
| UHV ATHLETICS | ||||||
| 3007 N BEN WILSON ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $5,000 |
| VICTORIA COLLEGE | ||||||
| 2200 E RED RIVER ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $15,000 |
| VICTORIA LIVESTOCK SHOW ASSOCIATION | ||||||
| PO BOX 2255 | VICTORIA | TX | 77902 | PC | GENERAL FUND | $2,000 |
| YMCA OF THE GOLDEN CRESCENT | ||||||
| 1806 N NIMITZ ST | VICTORIA | TX | 77901 | PC | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,694 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH FRENCH SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3587 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,925 | Amt |
| Net Investment Income | $4,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,462 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON | $11,213 | $19,542 |
| BERKSHIRE HATHAWAY CL B | $10,860 | $11,130 |
| $9,351 | $12,292 | |
| KIRKLAND LAKE GOLD | $78,940 | $20,387 |
| LINDE | $11,479 | $14,493 |
| LOWES | $10,887 | $14,606 |
| MCDONALDS | $10,990 | $11,802 |
| MEDTRONIC | $11,270 | $11,597 |
| MICROSOFT | $10,887 | $15,125 |
| NVIDIA | $10,921 | $24,021 |
| PAYPAL HOLDINGS | $5,224 | $7,026 |
| SALESFORCE.COM | $5,125 | $8,008 |
| THERMO FISHER SCIENTIFIC | $11,332 | $16,302 |
| ULTA BEAUTY INC | $10,755 | $12,348 |
| UNION PACIFIC CORP | $10,807 | $12,493 |
| VERIZON COMMUNICATIONS | $10,944 | $10,575 |
| VISA INC. CL A | $13,534 | $15,649 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $135,555 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $226,123 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $725 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $8,599 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $913 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $913 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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