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MARATHON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARATHON FOUNDATION (EIN 27-3518399)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-18
IRS object ID
202542619349100114
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-18T16:57:52-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814756062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLLIE & COMPANY CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120742 STONE OAK PARKWAY SUITE 107AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782587478ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273518399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARATHON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARABusinessNameControlTxt
Phone2108281505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120742 STONE OAK PARKWAY SUITE 107AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78258ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIA HUNTINGTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2108281505PhoneNum
Signature2025-07-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRAD T COLLIEPreparerPersonNm
PTINP01379718PTIN
Phone2108281505PhoneNum
Preparation2025-07-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$480,343FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$62,850ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,937DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,048NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,477GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,568CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,835TotalRevAndExpnssAmt
Total Net Invst Incm$25,505TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$16,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$16,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$506TaxesRevAndExpnssAmt
Taxes Net Invst Incm$506TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,574OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,733OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,239TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,257TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,897ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,897ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,239TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,154TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,642ExcessRevenueOverExpensesAmt
Net Investment Income$23,266NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,103CashBOYAmt
Cash EOY$40,960CashEOYAmt
Cash EOYFMV$40,960CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,052SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,025SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,025SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$310AcctRcvblAmt
Acct Rcvbl BOY$322AcctRcvblBOYAmt
Acct Rcvbl EOY$310AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$310AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$160PrepaidExpensesBOYAmt
Prepaid Expenses EOY$29PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$29PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$322,734CorporateStockBOYAmt
Corporate Stock EOY$319,274CorporateStockEOYAmt
Corporate Stock EOYFMV$425,019CorporateStockEOYFMVAmt
Total Assets BOY$378,371TotalAssetsBOYAmt
Total Assets EOY$374,598TotalAssetsEOYAmt
Total Assets EOYFMV$480,343TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$378,371RetainedEarningBOYAmt
Retained Earning EOY$374,598RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$378,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$374,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$378,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$374,598TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$378,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,642ExcessRevenueOverExpensesAmt
Subtotal$374,729SubtotalAmt
Other Decreases$131OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$374,598TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$15,568CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$323InvestmentIncomeExciseTaxAmt
Subtotal$323SubtotalAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$329TotalPaymentsAndCreditsAmt
Overpayment$6OverpaymentAmt
Applied To ES Tax$6AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEMARATHONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksCOLLIE COMPANY PLLCIndividualWithBooksNm
Phone2108281505PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120742 STONE OAK PARKWAY SUITE 107AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78258ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIA HUNTINGTON
20742 STONE OAK PARKWAY SUITE 107SAN ANTONIOTX78258PRESIDENT3.00$0$0$0
MARSHALL B MILLER JR
20742 STONE OAK PARKWAY SUITE 107SAN ANTONIOTX78258VICE PRES/SE1.00$0$0$0
BRUCE A BLAKEMORE
20742 STONE OAK PARKWAY SUITE 107SAN ANTONIOTX78258VICE PRES/TR1.00$0$0$0
PRENTICE MILLER
20742 STONE OAK PARKWAY SUITE 107SAN ANTONIOTX78258BOARD MEMBER1.00$0$0$0
PAIGE SHAFER
20742 STONE OAK PARKWAY SUITE 107SAN ANTONIOTX78258EXECUTIVE DI1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE MARATHON FOUNDATION WAS ESTABLISHED TO SUPPORT AND SUSTAIN THE CITY OF MARATHON TEXAS AND SURROUNDING RANCH AREAS. THE FOUNDATION'S PRIMARY ACTIVITY IS TO PROVIDE GRANTS TO INSTITUTIONS WHICH HAVE AN IRS DESIGNATION OF 501(C)(3). AS OF 12/31/24 THE FOUNDATION SUPPORTED FIVE (5) ORGANIZATIONS IN THE MARATHON TEXAS AREA.Description1Txt
Description2THE MARATHON FOUNDATION WAS ESTABLISHED TO SUPPORT AND SUSTAIN THE CITY OF MARATHON TEXAS AND SURROUNDING RANCH AREAS. THE FOUNDATION'S SECONDARY ACTIVITY IS TO PROVIDE GRANTS IN THE FORM OF SCHOLARSHIPS TO GRADUATES OF THE MARATHON INDEPENDANT SCHOOL DISTRICT WHO DEMONSTRATE A FINANCIAL NEED AND WILL BE ENROLLED IN A FOUR YEAR COLLEGE. DURING 2024 THE FOUNDATION GAVE SCHOLARSHIPS TO SEVEN(7)MARATHON HIGH SCHOOL GRADUATES.Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$465,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$33FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$513,541TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$513,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,703CashDeemedCharitableAmt
Net Vl Noncharitable Assets$505,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Total Tax$323TotalTaxAmt
Distributable Before Adj$24,969DistributableBeforeAdjAmt
Distributable Before Ded$24,969DistributableBeforeDedAmt
Distributable As Adjusted$24,969DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,154ExpensesAndContributionsAmt
Qualifying Distributions$96,154QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,969DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$41,975ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,381ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,722ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,537ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,661ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$204,276TotalExcessDistributionCyovAmt
Qualifying Distributions$96,154QualifyingDistributionsAmt
Applied To Current Year$24,969AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,185RemainingDistriFromCorpusAmt
Total Corpus$275,461TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$41,975ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$233,486ExcessDistriCyovToNextYrAmt
Excess From Year4$23,381ExcessFromYear4Amt
Excess From Year3$40,722ExcessFromYear3Amt
Excess From Year2$30,537ExcessFromYear2Amt
Excess From Year1$67,661ExcessFromYear1Amt
Excess From Current Year$71,185ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLAUDIA HUNTINGTONContributingManagerNm
Contributing ManagerMARSHALL B MILLER JRContributingManagerNm
Contributing ManagerBRUCE A BLAKEMOREContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCOLLIE COMPANY PLLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120742 STONE OAK PKWY SUITE 107AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78258ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2108281505RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR THE MARATHON FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR THSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR THE MARATHON FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
BEE BARLOW
PO BOX 416MARATHONTX79842NONESCHOLARSHIP PD TO UNIV OF TX$960
BIG BEND LIVESTOCK SHOW ASSOC
PO BOX 1342ALPINETX79831NONE4H LIVESTOCK SHOW$2,000PC
CAMPBELL WEST
PO BOX 424MARATHONTX79842NONESCHOLARSHIP PD TO WEST TX A&M$2,080
JACKSON BARLOW
PO BOX 416MARATHONTX79842NONESCHOLARSHIP PD TO UNIV OF TX$2,000
MARATHON PRIMARY CARE SERVICES INC
PO BOX 158MARATHONTX79842NONEOPERATING EXPENSES$15,000PC
ISAIAH BRIONES
PO BOX 223MARATHONTX79842NONESCHOLARSHIP TO TX A&M UNIVERSITY$960
CANDACE AGUILAR
PO BOX 266MARATHONTX79842NONESCHOLARSHIP TO ANGELO STATE UNI$2,160
TRISTYN GALINDO
PO BOX 279MARATHONTX79842NONESCHOLARSHIP TO WEST TX A&M UNIV$3,497
MARATHON PUBLIC LIBRARY
PO BOX 177MARATHONTX79845NONEKIDS CORNER$34,000PC
MARATHON PUBLIC LIBRARY
PO BOX 177MARATHONTX79845NONEHYDRONICS PROGRAM$3,200PC
MARATHON VOLUNTEER FIRE DEPARTMENT
PO BOX 365MARATHONTX79845NONEM2M RACE$2,000PC
SUNSHINE HOUSE
402 EAST HOLLAND AVEALPINETX79830NONEMEALS FOR SENIORS$10,000PC
MADELINE WEST
PO BOX 424MARATHONTX79842NONESCHOLARSHIP TO TEXAS A&M UNIVERSITY$1,040
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,897TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,937ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,011ExclusionAmt
Related Or Exempt Function Incm$8,037RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,948ExclusionAmt
Related Or Exempt Function Incm$8,037RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,985TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
BRUCE A BLAKEMORE
17373 BROADWAY SUITE 507SAN ANTONIOTX78209$25,000Yes (X)
GLENBROOK PARTNERS DE LP
220742 STONE OAK PKWY STE 107SAN ANTONIOTX78258$12,500Yes (X)
MBM RE DEVELOPMENT INVESTMENTS LLC
3319 LIMESTONE CREEKSAN ANTONIOTX78232$12,500Yes (X)
IVONNE DURANT
4C/O MARATHON ISDMARATHONTX79842$5,000Yes (X)PO BOX 416 109 N 5TH STREET

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PUBLICLY TRADED SECURITIESPURCHASE$11,528$11,802-$274
PUBLICLY TRADED SECURITIESPURCHASE$21,611$14,557$7,054
PUBLICLY TRADED SECURITIESPURCHASE$1,770$2,070-$300

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN HIGH INCOME TRUST FD A$57,295$52,429
AMCAP FUND A$49,966$94,580
CAPITAL WORLD BOND FUND A$43,881$35,694
CAPITAL WORLD GROWTH & INC FUND A$42,857$69,071
NEW WORLD FUND A$65,107$86,585
GLOBAL BALANCED FUND A$31,880$43,397
SMALLCAP WORLD FUND A$28,288$43,263

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXES PAIDDesc
Amt$131Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$1,514$757$757
BANK FEES$977$976
MISCELLANEOUS EXPENSE$83

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$16,500Amt
Disbursements Charitable Prps$16,500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX ON DIVIDENDSCategoryTxt
Amt$506Amt
Net Investment Income$506NetInvestmentIncomeAmt

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