ROBERT S DINSMORE FOUNDATION OF TEXAS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S DINSMORE FOUNDATION OF TEXAS (EIN 47-3045568)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349100708
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T06:41:24-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742619440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREHM HAVEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7809 BROADWAY ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782092558 | 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 | 473045568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT S DINSMORE FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | TEXAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9167093892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH GALLARDO | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYLE L HAVEL | PreparerPersonNm |
| PTIN | P00162033 | PTIN |
| Phone | 2108267000 | PhoneNum |
| 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 | $673,991 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,417 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,023 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,485 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,345 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,345 | TravConfMeetingNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,574 | CashBOYAmt |
| Cash EOY | $9,671 | CashEOYAmt |
| Cash EOYFMV | $9,671 | CashEOYFMVAmt |
| Corporate Stock BOY | $454,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $444,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $664,320 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $53 | OtherAssetsBOYAmt |
| Other Assets EOY | $316 | OtherAssetsEOYAmt |
| Total Assets BOY | $469,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $454,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,991 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,600 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $1,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $469,377 | CapitalStockBOYAmt |
| Capital Stock EOY | $452,421 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $469,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $469,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $454,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $469,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $452,920 | SubtotalAmt |
| Other Decreases | $499 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $452,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PER MORGAN STANLEY STMNT ON FILE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-06-09 | AcquiredDt |
| Sold | 2019-09-04 | SoldDt |
| Gross Sales Price | $18,870 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,417 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,417 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,417 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $419 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $419 | SubtotalAmt |
| Tax Based On Investment Income | $419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $704 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $704 | TotalPaymentsAndCreditsAmt |
| Overpayment | $285 | OverpaymentAmt |
| Applied To ES Tax | $285 | 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 | false | 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 | ELIZABETH GALLARDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9167093892 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH GALLARDO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $593,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $614,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $605,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $419 | TotalTaxAmt |
| Distributable Before Adj | $29,837 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,837 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,837 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,571 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,298 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,563 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,239 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,571 | ExcessFromYear4Amt |
| Excess From Year3 | $6,909 | ExcessFromYear3Amt |
| Excess From Year2 | $7,898 | ExcessFromYear2Amt |
| Excess From Year1 | $9,298 | ExcessFromYear1Amt |
| Excess From Current Year | $7,563 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACRAMENTO SPINAL FOUNDATION | |||||||
| 1420 MERKLEY AVENUE SUITE 3 | WEST SACRAMENTO | CA | 95691 | NONE | PC | MEDICAL RESEARCH | $4,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO ASSIST WOUNDED WARRIORS AS THEY UNDERGO REHABILATATION AND RETURN TO CIVILIAN LIFE. | $2,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PC | MEDICAL RESEARCH | $2,000 |
| COVENANT PRESBYTERIAN | |||||||
| 211 ROLETO DR | SAN ANTONIO | TX | 78213 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | EDUCATIONAL DONATION | $2,000 |
| USO OF SAN ANTONIO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | TO ASSIST TROOPS AND THEIR FAMILY MEMBERS STAY CONNECTED. | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | MEDICAL RESEARCH | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO PROVIDE COMFORT AND HOPE TO SO MANY DURING THEIR TIMES OF NEED. | $1,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | NONE | PC | CHARITABLE CONTRIBUTION. | $2,000 |
| DR HECTOR P GARCIA MIDDLE SCHOOL | |||||||
| 14900 KYLE SEALE PARKWAY | SAN ANTONIO | TX | 78255 | NONE | PC | EDUCATIONAL DONATION | $600 |
| SAMMINISTRIES | |||||||
| 1919 NW LOOP 410 100 | SAN ANTONIO | TX | 78213 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILE AVE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| THE SALVATION ARMY | |||||||
| 1221 RIVER BEND DR | DALLAS | TX | 75247 | NONE | PC | CHARITABLE CONTRIBUION | $1,020 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| LOUIS D BRANDEIS HIGH SCHOOL | |||||||
| 13011 KYLE SEAL PKWY | SAN ANTONIO | TX | 78249 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 279 | COLUMBIA FALLS | ME | 04623 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| SILVER BLACK GIVE BACK | |||||||
| 1 ATT CENTER PARKWAY | SAN ANTONIO | TX | 78219 | NONE | PC | CHARITABLE CONTRIBUTIONS | $500 |
| CHRIS KYLE FROG FOUNDATION | |||||||
| PO BOX 1337 | MIDLOTHIAN | TX | 76065 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,042 |
| THE CHILDREN'S HOSPITAL OF SAN ANTO | |||||||
| 100 NORTHEAST LOOP 410 706 | SAN ANTONIO | TX | 78216 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 |
| WARRIOR DOG FOUNDATION | |||||||
| 5930 ROYAL LANE STE E 355 | DALLAS | TX | 75230 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| MAKE A WISH CENTRAL SOUTH TEXAS | |||||||
| 1931 NW MILITARY HIGHWAY 210 | SAN ANTONIO | TX | 78213 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| UNIVERSITY FOUNDATION AT SACRAMENTO | |||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | NONE | PC | CHARITABLE CONTRIBUTIONS | $4,738 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,023 | 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 | $1,485 | Amt |
| Net Investment Income | $1,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $444,034 | EOYBookValueAmt |
| EOYFMV | $664,320 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOOK BASIS ADJUSTMENT | $53 | $315 |
| Rounding | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 ESTIMATED TAX PAYMENT | Desc |
| Amt | $499 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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