SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2020-11-14
- IRS object ID
- 202023199349100522
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T11:34:38-08:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Annette Gobel CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 S Mesa Hills Bld 2 Ste 1 | AddressLine1Txt |
| City | El Paso | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUES | BusinessNameControlTxt |
| Phone | 9157605551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GUERRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9157605551 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Annette M Gobel | PreparerPersonNm |
| PTIN | P00361665 | PTIN |
| Phone | 9155385001 | PhoneNum |
| Preparation | 2020-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 54.185.63.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 11:34:29 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5FFB285204858E94978146009BC9046ECD7449D6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5FFB285204858E94978146009BC9046ECD7449D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,437,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,969 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,969 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,127 | GrossSalesPriceAmt |
| 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 | $36,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,993 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,264 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,263 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $3 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $10,625 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,625 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,044 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,993 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,173 | CashBOYAmt |
| Cash EOY | $6,708 | CashEOYAmt |
| Cash EOYFMV | $6,708 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,349,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,430,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,430,855 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,808 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $14,799 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $15 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9 | LandBldgInvestmentsEOYFMVAmt |
| 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 | $1,361,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,437,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,437,572 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| 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 |
| Retained Earning BOY | $1,361,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,437,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,361,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,361,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,437,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,361,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $178,555 | OtherIncreasesAmt |
| Subtotal | $1,437,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,572 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,601 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,380,237 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,126 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,407,551 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048400 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,132 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,334,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,699 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,362,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,550,782 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043688 | DistributionYr5Rt |
| Total Distribution | 0.242606 | TotalDistributionRt |
| Average Distribution | 0.048521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,401,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,486 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | SUSAN H GUERRA | IndividualWithBooksNm |
| Phone | 9157605551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 5.00 | $16,500 | $0 | $0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 108 RANCHOS DEL RIO | SANTA TERESA | NM | 88008 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 11520 WOODMORE | ALBUQUERQUE | NM | 87111 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,410,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,422,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,422,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,401,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $70,064 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,064 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,486 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,064 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $19,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $70,064 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $19,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KIDS EXCEL | ||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $10,000 |
| CENTER AGAINST SEXUAL AND FAMILY VIOLENCE | ||||||
| 3800 N PIEDRAS | EL PASO | TX | 79930 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $4,000 |
| PROJECT VIDA | ||||||
| 3607 RIVERA | EL PASO | TX | 79905 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $5,000 |
| OPPORTUNITY CENTER FOR THE HOMELESS | ||||||
| 1208 Myrtle Ave | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $3,500 |
| CHRIST CHAVEZ PHOTOGRAPHY | ||||||
| 1002 Arizona Ave 1 | EL PASO | TX | 79902 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $482 |
| PASO DEL NORTE CHILDRENS DEVELOPMENT CENTER | ||||||
| 1101 E Schuster Ave | EL PASO | TX | 79915 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $5,000 |
| CHILDRENS COAT FUND | ||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $1,500 |
| MIRACLE LEAGUE OF EL PASO | ||||||
| 7499 VISCOUNT BLVD | EL PASO | TX | 79925 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $2,000 |
| PASO DEL NORTE CHARITABLE FUND | ||||||
| 221 N Kansas St 1900 | EL PASO | TX | 79903 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $50,000 |
| CREATIVE KIDS | ||||||
| 504 W SAN FRANCISCO AVE | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $1,004 |
| DOWN SYNDROME COALITION | ||||||
| 333 N Oregon St | EL PASO | TX | 79901 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OFORGANIZATION | $5,000 |
| MIRACLE LEAGUE EL PASO | ||||||
| 7499 Viscount Blvd | EL PASO | TX | 79925 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OF ORGANIZATION | $1,500 |
| GIGI'S PLAYHOUSE | ||||||
| 960 Chelsea St | EL PASO | TX | 79903 | PUBLICCHARITY | GENERAL CHARITABLEPURPOSES OF | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,486 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,969 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,306 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,299 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,299 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO FURTHER |
| 4 | THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT INDIVIDUALS |
| 4 | WHO ARE MENTALLY AND / OR PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT INDIVIDUALS |
| 8 | WHO ARE MENTALLY AND / OR PHYSICALLY DISABLED. |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | $2,514 | $2,514 | 200DB | 5.000000000000 | $0 |
| DELL COMPUTERS (4) | 2004-10-01 | $4,867 | $4,867 | 200DB | 5.000000000000 | $0 |
| OFFICE DESK | 2008-11-17 | $4,121 | $4,121 | 200DB | 7.000000000000 | $0 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | $1,191 | $1,178 | SL | 15.000000000000 | $3 |
| COMPUTER | 2012-03-23 | $2,115 | $2,115 | 200DB | 5.000000000000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| 25 VANGUARD MCAP GR ICXVIP | 2018-06 | Purchased | 2020-03 | $3,153 | $3,484 | Cost | $0 | -$331 |
| 500 SELECT SECTOR SPDR TRUST SBI INT-FINL | 2012-03 | Purchased | 2020-03 | $10,470 | $6,234 | Cost | $0 | $4,236 |
| 2000 SIRIUX XM HOLDINGS INC COM | 2005-05 | Purchased | 2019-11 | $12,862 | $10,289 | Cost | $0 | $2,573 |
| 500 FIRST TRUST EXCHANGE TRADES FU NY ARCA BIO | 2015-04 | Purchased | 2019-11 | $65,502 | $60,405 | Cost | $0 | $5,097 |
| 100 ISHARES TRUST RUSSELL 3000 | 2018-06 | Purchased | 2019-06 | $17,140 | $16,394 | Cost | $15 | $731 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,044 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $178,555 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AMERITRADE INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,264 | Amt |
| Net Investment Income | $7,264 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,263 | Amt |
Comments