MARCH FOUNDATION 11131998: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARCH FOUNDATION 11131998 (EIN 23-7989378)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349101302
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T10:25:17-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 LBJ FRWY STE 401 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237989378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 9724031907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KENNETH B JARVIS PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC LEUFROY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9724031907 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E DAIS | PreparerPersonNm |
| PTIN | P00200296 | PTIN |
| Phone | 9724905275 | PhoneNum |
| 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 | $1,042,417 | 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 | $143,851 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,646 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,646 | DividendsAdjNetIncmAmt |
| 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 | $170,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,646 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,646 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $6,480 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $225 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $225 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $9,725 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $9,725 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $7,835 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $24,765 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $24,765 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,881 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,706 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $789,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $807,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $928,711 | CorporateStockEOYFMVAmt |
| 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 | $844,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $921,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,042,417 | TotalAssetsEOYFMVAmt |
| 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 |
| Capital Stock BOY | $844,079 | CapitalStockBOYAmt |
| Capital Stock EOY | $921,210 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $844,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $921,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $844,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $921,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $844,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,130 | ExcessRevenueOverExpensesAmt |
| Subtotal | $922,209 | SubtotalAmt |
| Other Decreases | $999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $921,210 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $857,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $820,964 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $757,744 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,491 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $762,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.180340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $747,244 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079760 | DistributionYr5Rt |
| Total Distribution | 0.466467 | TotalDistributionRt |
| Average Distribution | 0.093293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $919,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,602 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $533 | 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 |
| 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 | www.marchfoundation.org | WebsiteAddressTxt |
| Individual With Books | ERIC LEUFROY TREASURER | IndividualWithBooksNm |
| Phone | 4043867853 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8250 DUTCH HARBOR | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89113 | 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 |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| NORM CARMICHAEL | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| MEL SMITH | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| KENNETH B JARVIS | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | FOUNDER/CHR EMERITUS | 3.00 | $0 | $0 | $0 |
| ERIC LEUFROY | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | TREASURER | 5.00 | $0 | $0 | $0 |
| WILLIAM H LEWIS | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DENNIS OBREGON | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGLAS T SMALLS | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAMES WINESTOCK | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DON B WOFFORD | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | SECRETARY | 2.00 | $0 | $0 | $0 |
| KEITH JONES | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | PAST VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JAMES E CASTILLO | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | FOUNDING MEMBER | 1.00 | $0 | $0 | $0 |
| ELZE EPPS | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BRUCE TROTTER | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HENRY SHORT | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GARRETT WILSON | ||||||||
| PO BOX 261936 | PLANO | TX | 75026 | BOARD MEMBER | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $877,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $933,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $933,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $919,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $533 | TotalTaxAmt |
| Distributable Before Adj | $45,452 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,452 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,452 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,375 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,241 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $365,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,602 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $67,602 | RemainingDistriFromCorpusAmt |
| Total Corpus | $433,527 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,452 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $373,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,750 | ExcessFromYear4Amt |
| Excess From Year3 | $40,375 | ExcessFromYear3Amt |
| Excess From Year2 | $69,241 | ExcessFromYear2Amt |
| Excess From Year1 | $58,959 | ExcessFromYear1Amt |
| Excess From Current Year | $67,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH B JARVIS TRUSTEE CO THE MAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 261936 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750261936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9724031907 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL MINORITY JUNIOR GOLF | ||||||
| SCHOLARSHIP ASSOC INC | PHOENIX | AZ | 85034 | PUBLIC | GENERAL | $7,000 |
| CREATE YOUR DREAM INC | ||||||
| 887 W MARIETTA ST M 104 | ATLANTA | GA | 30318 | PUBLIC | GENERAL | $10,000 |
| THE FIRST TEE OF ATLANTA | ||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | PUBLIC | GENERAL | $6,500 |
| 100 ACADEMY OF EXCELLENCE | ||||||
| 2341 COMSTOCK DR | NORTH LAS VEGAS | NV | 89032 | PUBLIC | GENERAL | $10,410 |
| LEGACY LADIES CONTRIBUTION | ||||||
| 6709 LA TIJERA BLVD 555 | LOS ANGELES | CA | 90045 | PUBLIC | GENERAL | $1,500 |
| BRENAU UNIVERSITY | ||||||
| 500 W WASHINGTON ST SE | GAINESVILLE | GA | 30501 | PUBLIC | GENERAL | $13,700 |
| ROSS PEROT STEM PROGRAM | ||||||
| 4241 SUMMERHILL RD | TEXARKANA | TX | 75503 | PUBLIC | GENERAL | $8,492 |
| PINEY WOODS SCHOLARSHIP | ||||||
| PO BOX 100 | PINEY WOODS | MS | 39148 | PUBLIC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,602 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,646 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HAZEL PIERCE | |||||||
| 1 | P O BOX 261936 | PLANO | TX | 750261936 | $10,000 | Yes (X) | |
| HENRY CONSTANCE SHORT FDN | |||||||
| 2 | P O BOX 261936 | PLANO | TX | 750261936 | $5,000 | Yes (X) | |
| KEN PARKS | |||||||
| 3 | P O BOX 261936 | PLANO | TX | 750261936 | $12,825 | Yes (X) | |
| NORMAN CARMICHAEL | |||||||
| 4 | P O BOX 261936 | PLANO | TX | 750261936 | $8,500 | Yes (X) | |
| DENNIS OBREGON | |||||||
| 5 | P O BOX 261936 | PLANO | TX | 750261936 | $15,000 | Yes (X) | |
| DOUG SMALLS | |||||||
| 6 | P O BOX 261936 | PLANO | TX | 750261936 | $5,030 | Yes (X) | |
| BRUCE TROTTER | |||||||
| 7 | P O BOX 261936 | PLANO | TX | 750261936 | $8,500 | Yes (X) | |
| BILL LEWIS | |||||||
| 8 | P O BOX 261936 | PLANO | TX | 750261936 | $9,000 | Yes (X) | |
| J WINESTOCK | |||||||
| 9 | P O BOX 261936 | PLANO | TX | 750261936 | $6,000 | Yes (X) | |
| K JARVIS | |||||||
| 10 | P O BOX 261936 | PLANO | TX | 750261936 | $9,700 | Yes (X) | |
| M TURRENTINE | |||||||
| 11 | P O BOX 261936 | PLANO | TX | 750261936 | $6,098 | Yes (X) | |
| J CASTILLO | |||||||
| 12 | P O BOX 261936 | PLANO | TX | 750261936 | $10,200 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 6 | ContributorNum |
| Noncash Property | 42 SHARES OF UPS COMMON CONTRIBUTED & SOLD | NoncashPropertyDesc |
| Fair Market Value | $5,030 | FairMarketValueAmt |
| Received | 2019-09-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TPI & ASSOCIATES LLC PREPARATION OF FORM 990-PF, ETC | CategoryTxt |
| Amt | $500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK/SECURITIES NORTHERN TRUST ACCT | StockNm |
| EOY Book Value | $807,504 | EOYBookValueAmt |
| EOYFMV | $928,711 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILING ADJUSTMENT | Desc |
| Amt | $999 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BOARD INSURANCE EXPENSE | $1,032 | $1,032 |
| MISC OFFICE EXPENSE | $1,504 | $1,504 |
| RENT EXPENSE | $226 | $226 |
| SHIPPING & POSTAGE | $67 | $67 |
| STATIONERY & PRINTING | $285 | $285 |
| WEBSITE DEV & MTCE | $4,721 | $4,721 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NOTHERN TRUST INVESTMENT ADVISORY | CategoryTxt |
| Amt | $6,480 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $225 | Amt |
| Adjusted Net Income | $225 | AdjustedNetIncomeAmt |
Comments