T-LOT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- T-LOT FOUNDATION INC (EIN 80-0075919)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349101247
- Schema version
- 2019v5.0
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T18:18:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800075919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T-Lot Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tony Bartel | InCareOfNm |
| Business Name Control | T-LO | BusinessNameControlTxt |
| Phone | 9727276118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY BARTEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9727276118 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,621,120 | 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 | $21,543 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $324 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,972 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $116,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,734 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,723 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,537 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,766 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,308 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,582 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,856 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $706 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,571 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,163 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,597 | CashBOYAmt |
| Cash EOY | $145,329 | CashEOYAmt |
| Cash EOYFMV | $145,329 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $810,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $898,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,475,791 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| 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 | $1,057,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,043,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,621,120 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $500 | CapitalStockBOYAmt |
| Capital Stock EOY | $500 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,056,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,043,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,057,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,057,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,043,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,057,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,051,315 | SubtotalAmt |
| Other Decreases | $7,602 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,972 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,552 | SubtotalAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $88 | OverpaymentAmt |
| Applied To ES Tax | $88 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tony D Bartel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727276118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| TONY D BARTEL | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | President | 30.00 | $8,617 | $9,383 |
| DENISE R BARTEL | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Secretary | 30.00 | $16,117 | $9,383 |
| TERRY BUTLER | |||||||
| 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | Treasurer | 2.000 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Run a horse therapy clinic for emotionally andor physicallychallenged minors and adults | Description1Txt |
| Expenses1 | $55,879 | Expenses1Amt |
| Description2 | Directly assist the homeless population of Collin County assisting over 100 individuals with clothing food houshold items mental health and lodging | Description2Txt |
| Expenses2 | $36,328 | Expenses2Amt |
| Description3 | Mentor adults in leadership and emotional maturity | Description3Txt |
| Expenses3 | $343 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,389,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,525,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,525,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,502,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,552 | TotalTaxAmt |
| Distributable Before Adj | $73,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,550 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $92,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,581 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,550 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,914 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,945 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,945 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,914 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,914 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONY BARTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONY BARTEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Rd Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727276118 | RecipientPhoneNum |
| Form And Info And Materials | NA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREUNA E | |||||||
| 222 N Tennessee St | Mckinney | TX | 75069 | None | I | Financial Assistance | $10,291 |
| Condren Tree | |||||||
| 5209 E Parker Rd 6251 | Allen | TX | 75002 | NA | NC | Prepare arena pasture for horse therapy | $6,788 |
| Champs Outreach | |||||||
| 222 N Tennessee St | Mckinney | TX | 75069 | None | NC | Homeless assistance during Holiday | $2,000 |
| Plano ISD | |||||||
| 2700 W 15h St | Plano | TX | 75075 | NA | NC | School Back Packs | $939 |
| Brittney | |||||||
| 2700 W 15th St | Plano | TX | 75075 | None | I | Baby Supplies for Inmate | $1,019 |
| Numerous Indigent Homeless | |||||||
| 2700 W 15th St | Plano | TX | 75075 | NA | I | Financial Support for Homeless | $5,965 |
| Mentoring Individuals | |||||||
| 2700 W 15th St | Plano | TX | 75075 | None | I | Leadership and Emotional Maturity | $343 |
| Horse Therapy Business | |||||||
| 190 E Stacy Rd Ste 306-185 | Allen | TX | 75002 | None | I | Horse Therapy Lessons | $20,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,110 | TotalGrantOrContriPdDurYrAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||
| 1 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $1,099 | Yes (X) |
| TONY BARTEL | ||||||
| 2 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $19,811 | Yes (X) |
| TONY BARTEL | ||||||
| 3 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $632 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Household Items | $1,099 | 2019-02-01 |
| 2 | 167 Shares of PG | $19,811 | 2019-10-15 |
| 3 | Washer and Dryer | $632 | 2019-12-04 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| TONY D BARTEL |
| Salary for corporation management and running the homeless programs |
| DENISE R BARTEL |
| Manage Horse Therapy Program |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 03192019 | |||||||
| 667 Shares of FoxA | 2019-03 | Donation | 2019-03 | $27 | $27 | Cost | |
| 03192019 | |||||||
| 667 Shares of Fox | 2019-03 | Donation | 2019-03 | $26 | $27 | Cost | -$1 |
| 11042019 | |||||||
| Growth Fund of America | 2018-11 | Donation | 2019-11 | $68,764 | $60,561 | Cost | $8,203 |
| 04242019 | |||||||
| 35 Shares of BDX | 2017-12 | Donation | 2019-04 | $7,999 | $7,501 | Cost | $498 |
| 03212019 | |||||||
| Disney Corp | 2027-10 | Donation | 2019-03 | $10,219 | $4,825 | Cost | $5,394 |
| 04242019 | |||||||
| 150 Shares of MSFT | 2016-12 | Donation | 2019-04 | $18,791 | $9,481 | Cost | $9,310 |
| 03212019 | |||||||
| Twentyfirst Centy Fox | 2017-10 | Donation | 2019-03 | $42,221 | $21,677 | Cost | $20,544 |
| 03212019 | |||||||
| Twenty First Centy Fox | 2017-10 | Donation | 2019-03 | $22,045 | $10,977 | Cost | $11,068 |
| 06302019 | |||||||
| Capital Gain Distribution | 2018-01 | Purchased | 2019-06 | $6,876 | Cost | $6,876 | |
| 11042019 | |||||||
| Growth Fund of America | 2017-10 | Donation | 2019-11 | $103,678 | $93,598 | Cost | $10,080 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAS CAR MART INC | $4,112 | $19,958 |
| ANTHEM INC | $13,229 | $37,754 |
| BANK OF NEW YORK MELLON CORP | $7,562 | $12,331 |
| CISCO SYSTEMS | $28,998 | $59,710 |
| CLOROX CO | $2,674 | $4,606 |
| COCACOLA CO | $36,116 | $51,476 |
| CONOCO PHILLIPS | $12,732 | $16,583 |
| CORNING INC | $2,708 | $5,240 |
| FOX CORP CL A | $11,089 | $10,083 |
| FOX CORP CL B | $15,808 | $14,305 |
| INVESCO QQQ TRUST ETF | $76,930 | $81,855 |
| JOHNSON JOHNSON | $23,268 | $38,656 |
| MICROSOFT CORP | $33,255 | $126,949 |
| OPPENHEIMER DEVELOPING MARKETS CLASS Y | $248,695 | $402,506 |
| ORACLE CORP | $30,500 | $46,093 |
| PEPSICO INC | $54,059 | $90,202 |
| PROCTER GAMBLE CO | $82,441 | $135,142 |
| STRYKER CORP | $6,882 | $19,944 |
| SYSCO CORP | $55,467 | $113,683 |
| US BANCORP DEL | $15,736 | $26,088 |
| VANGUARD SMALLCAP VALUE ETF | $120,889 | $124,734 |
| WALT DISNEY CO | $15,234 | $37,893 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HRA | Desc |
| Revenue And Expenses Per Books | $8,130 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $566 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $12,856 | Amt |
| Net Investment Income | $12,856 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $1,892 | $132 | $1,571 |
| Federal Income Tax | $2,890 | ||
| Foreign Tax | $574 | $574 |
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