FELIX & ANGELA MORALES MEMORIAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FELIX & ANGELA MORALES MEMORIAL FOUNDATION (EIN 76-0428633)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349101658
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T14:13:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760225893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOMEZ & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5177 RICHMOND AVE STE 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566748 | 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 | 760428633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELIX AND ANGELA MORALES MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELI | BusinessNameControlTxt |
| Phone | 7132231167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CANAL ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MORALES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132231167 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN P GOMEZ | PreparerPersonNm |
| PTIN | P00840652 | PTIN |
| Phone | 7136665900 | PhoneNum |
| Preparation | 2020-07-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,222,048 | 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 | $53,504 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,783 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,783 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,211 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90,401 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $90,401 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $195,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,994 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $134,184 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,180 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,280 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,259 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $43,967 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $67,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,631 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,631 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134,184 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,189 | CashBOYAmt |
| Cash EOY | $282,074 | CashEOYAmt |
| Cash EOYFMV | $282,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,411 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,456,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,603,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,863,563 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,543,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,961,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,222,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,543,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,961,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,543,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,961,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,543,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,961,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,543,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $416,499 | OtherIncreasesAmt |
| Subtotal | $1,961,717 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,961,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,211 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,693,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,550,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069430 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,327 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,480,068 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,219 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.916108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,572 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $238,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.309104 | DistributionYr5Rt |
| Total Distribution | 3.422724 | TotalDistributionRt |
| Average Distribution | 0.684545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,106,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,441,820 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $520 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,442,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,631 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,040 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,040 | SubtotalAmt |
| Tax Based On Investment Income | $1,040 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $1,079 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINA MORALES | IndividualWithBooksNm |
| Phone | 7132231167 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CANAL STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77003 | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINA MORALES | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| ADRIAN NIETO | ||||||||
| 111 N ENNIS | HOUSTON | TX | 77005 | VICE PRESIDE | 20.00 | $0 | $0 | $0 |
| RICHARD C VARA | ||||||||
| 333 LOCKWOOD | HOUSTON | TX | 77001 | FOUNDING BOA | 20.00 | $0 | $0 | $0 |
| ANGELA KRASNICK | ||||||||
| 2901 CANAL ST | HOUSTON | TX | 77003 | FOUNDING BOA | 20.00 | $0 | $0 | $0 |
| CONCHITA REYES | ||||||||
| 2901 CANAL SR | HOUSTON | TX | 77003 | SECRETARY | 20.00 | $0 | $0 | $0 |
| JAMES LEE | ||||||||
| 2901 CANAL ST | HOUSTON | TX | 77003 | BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF EDUCATION | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,785,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,321 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,040 | TotalTaxAmt |
| Distributable Before Adj | $104,272 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,272 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,272 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,631 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,631 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $126,631 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,272 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $31,088 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,631 | QualifyingDistributionsAmt |
| Applied To Current Year | $104,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $263,668 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,169 | ExcessFromYear4Amt |
| Excess From Year2 | $31,088 | ExcessFromYear2Amt |
| Excess From Year1 | $57,731 | ExcessFromYear1Amt |
| Excess From Current Year | $22,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BACK TO SCHOOL GIVEAWAY | ||||||
| 305 HARRIS STREET | HOUSTON | TX | 77020 | PUBLIC EDUCATION | $31,829 | |
| HOUSTON ASSOCIATION OF HISPANIC MED | ||||||
| PO BOX 273394 | HOUSTON | TX | 77277 | PUBLIC EDUCATION | $5,000 | |
| HOUSTON COMMUNITY COLLEGE | ||||||
| 3100 MAIN STREET | HOUSTON | TX | 77002 | PUBLIC EDUCATION | $10,000 | |
| BARRIO DOGS | ||||||
| PO BOX 230677 | HOUSTON | TX | 77223 | CHARITABLE | $10,695 | |
| HOUSTON EAST END CHAMBER OF COMMERC | ||||||
| 5800 CLINTON DR | HOUSTON | TX | 77020 | CHARITABLE | $14,492 | |
| COMMUNITY FAMILY CENTERS | ||||||
| 7524 AVENUE E | HOUSTON | TX | 77012 | CHARITABLE | $11,500 | |
| AAMA | ||||||
| 6001 GULF FREEWAY | HOUSTON | TX | 77023 | CHARITABLE | $5,000 | BUILDING E |
| LATINOS FOR EDUCATION | ||||||
| PO BOX 27 | BELMONT | MA | 02478 | CHARITABLE | $10,015 | |
| TEACH FOR AMERICA | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | CHARITBALE | $6,000 | |
| UNIVERSITY OF HOUSTON | ||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,531 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,211 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORALES RANCH- ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $90,401 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,395 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,280 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMEGY 5821 | FMV | $1,155,588 | $1,329,198 |
| US CAPITAL | FMV | $447,528 | $534,249 |
| FIDELITY | FMV | $116 | $116 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,180 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK SERVICE FEES | $3,097 |
| INVESTMENT FEES | $10,541 |
| INSURANCE | $1,158 |
| OFFICE EXPENSE | $20,313 |
| PRINTING AND COPYING | $94 |
| FUNDRAISING EXPENSE | $8,764 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORALES RANCH- ROYALTIES | Desc |
| Revenue And Expenses Per Books | $90,401 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $90,401 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MORALES RANCH RE | $274,756 |
| UNREALIZED G-L EQUITY PY | $141,743 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPETY TAX EXPENSE | CategoryTxt |
| Amt | $9,259 | Amt |
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