MELOVEE WHITE TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MELOVEE WHITE TRUST (EIN 45-3245404)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-11
IRS object ID
202001329349100325
Schema version
2019v5.1
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)
Return2020-05-11T10:53:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonALICE CLAREPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2104719055PhoneNum
Signature2020-04-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M GHRIST JRPreparerPersonNm
PTINP00659861PTIN
Phone2107356181PhoneNum
Preparation2020-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$897,475FMVAssetsEOYAmt
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$77InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$77InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,640DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,920NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$746,858GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,920CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$36,642TotalRevAndExpnssAmt
Total Net Invst Incm$36,642TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$43,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,320CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$38,880CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,150LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$645LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,505LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,235OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,235OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,007TaxesRevAndExpnssAmt
Taxes Net Invst Incm$89TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$107DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$107DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$708OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$637OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$71OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,783TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,206TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$815,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$815,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$872,907TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,783TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$857,206TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$836,265ExcessRevenueOverExpensesAmt
Net Investment Income$22,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$322,452SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$87,625SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$87,625SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$419,240CorporateStockBOYAmt
Corporate Stock EOY$245,277CorporateStockEOYAmt
Corporate Stock EOYFMV$298,939CorporateStockEOYFMVAmt
Other Investments BOY$948,175OtherInvestmentsBOYAmt
Other Investments EOY$522,203OtherInvestmentsEOYAmt
Other Investments EOYFMV$510,562OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,560LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,211LandBldgEquipAccumDeprecAmt
Land BOY$456LandBOYAmt
Land EOY$349LandEOYAmt
Land EOYFMV$349LandEOYFMVAmt
Other Assets BOY$1,777OtherAssetsBOYAmt
Other Assets EOY$381OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,692,100TotalAssetsBOYAmt
Total Assets EOY$855,835TotalAssetsEOYAmt
Total Assets EOYFMV$897,475TotalAssetsEOYFMVAmt
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$1,692,100RetainedEarningBOYAmt
Retained Earning EOY$855,835RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,692,100TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$855,835TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,692,100TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$855,835TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,692,100TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$836,265ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$855,835SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$855,835TotNetAstOrFundBalancesEOYAmt

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$145,568$138,463$7,105$7,105
PUBLICLY TRADED SECURITIES$596,176$599,475-$3,299-$3,299
CAPITAL GAINS DIVIDENDS$5,114$5,114$5,114P
FieldValueIRS element (for citing)
Capital Gain Net Income$8,920CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$851,468AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,997,099NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.426352DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,301,435AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,765,742NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.470555DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,113,635AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,207,886NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.347155DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,534,341AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,459,251NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.568333DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,888,838AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,279,390NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.300800DistributionYr5Rt
Total Distribution2.113195TotalDistributionRt
Average Distribution0.422639AverageDistributionRt
Net Vl Noncharitable Assets$1,027,911NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$434,435AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$229NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$434,664AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$857,206QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$229InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$229SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$229TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,771OverpaymentAmt
Applied To ES Tax$1,771AppliedToESTaxAmt
Refund$0RefundAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALICE CLARE
1250 NE LOOP 410 SUITE 315SAN ANTONIOTX78209TRUSTEE20.00$43,200$0$0
CLARENCE V BRAY
1250 NE LOOP 410 SUITE 315SAN ANTONIOTX78209TRUSTEE20.00$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
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$867,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$349FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,043,564TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,043,564AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,653CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,027,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$229TaxBasedOnInvestmentIncomeAmt
Total Tax$229TotalTaxAmt
Distributable Before Adj$51,167DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,167DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,167DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$857,206ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$857,206QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$229PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$856,977AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,167DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,578,308ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,315,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$954,026ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,166,656ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$753,531ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,768,027TotalExcessDistributionCyovAmt
Qualifying Distributions$857,206QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,167AppliedToCurrentYearAmt
Remaining Distri From Corpus$806,039RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,574,066TotalCorpusAmt
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$1,578,308ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,995,758ExcessDistriCyovToNextYrAmt
Excess From Year4$2,315,506ExcessFromYear4Amt
Excess From Year3$954,026ExcessFromYear3Amt
Excess From Year2$1,166,656ExcessFromYear2Amt
Excess From Year1$753,531ExcessFromYear1Amt
Excess From Current Year$806,039ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BLESSED SACRAMENT ACADEMY
1135 MISSION ROADSAN ANTONIOTX78210N/APCSUPPORT OF THE FAMILY SUCCESS ACADEMY PROGRAM$40,000
LEUKEMIA & LYMPHOMA SOCIETY
1218 ARION PARKWAY SUITE 102SAN ANTONIOTX78216N/APCSUPPORT 2019 MWOY CAMPAIGN AND DR. MICHAEL MAGOON$200,000
MARFA LIVE ARTS
PO BOX 1365MARFATX79843N/APCSUPPORT EDUCATIONAL PROGRAMS AT MARFA SCHOOLS$25,000
SA LIFE ACADEMY
722 ROBINHOODSAN ANTONIOTX78209N/APCSCHOLARSHIPS FOR TUITION AND ACTIVITY FEES$50,000
SAN ANTONIO CHRISTIAN DENTAL CLINIC
1 HAVEN FOR HOPE WAY BLDG 1 SUITESAN ANTONIOTX78207N/APCCHARITABLE DENTAL CARE FOR LOW-INCOME ADULTS AND HOMELESS CHILDREN$50,000400
SHEPHERD OF THE HILLS LUTHERAN CHURCH
6914 WURZBACH RDSAN ANTONIOTX78240N/APCSUPPORT THE SHEPHERD @ 50 BUILDING PROJECT$100,000
THE ECUMENICAL CENTER
8310 EWING HALSELL DRIVESAN ANTONIOTX78229N/APCSUPPORT THE COUNSELING SPACE PURCHASE IN LA VERNIA, TEXAS$75,000
THE SPONSEL FOUNDATION
311 CAMDEN ST STE 306SAN ANTONIOTX78215N/APCTREATMENT OF OPHTHALMIC DISEASES AND OCULAR TRAUMA FOR POOR AND UNDERSERVED$125,000
THE WINSTON SCHOOL SAN ANTONIO
8565 EWING HALSELL DRIVESAN ANTONIOTX78229N/APCSUPPORT LET'S SOAR! CAMPAIGN FOR WINSTON, TUITION ASSISTANCE, TECHNOLOGY, INTERN PROGRAM$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$815,000TotalGrantOrContriPdDurYrAmt
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$77ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,640ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,920ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,642ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,642TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

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$80SL5.000000000000$107$107

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES - DETAIL ON REQUESTStockNm
EOY Book Value$245,277EOYBookValueAmt
EOYFMV$298,939EOYFMVAmt

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$522,203BookValueAmt
EOYFMV$510,562EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMPUTER EQUIPMENT$3,183$3,183$0$0
I-PAD & ACCESSORIES$841$841$0$0
COMPUTER EQUIPMENT - HP PRINTER$536$187$349$349

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,150LegalFeesAmt
Net Investment Income$645NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,505DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,777BOYBookValueAmt
EOY Book Value$381EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTELEPHONEDesc
Revenue And Expenses Per Books$708RevenueAndExpensesPerBooksAmt
Net Investment Income$637NetInvestmentIncomeAmt
Disbursements Charitable Prps$71DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND OF PROPERTY TAXESDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$5AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$7,235Amt
Net Investment Income$7,235NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$89$89$0
EXCISE TAX ON INVESTMENT INCOME (990PF)$959$0$0
ESTIMATED EXCISE TAX ON INVESTMENT INCOME (990PF)$959$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.