SEVEN CITIES FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SEVEN CITIES FOUNDATION (EIN 32-0181077)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-29
- IRS object ID
- 201911499349100421
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-29T12:14:43-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alvarado CPA Firm Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 Orchid Avenue | AddressLine1Txt |
| City | McAllen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320181077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVEN CITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEVE | BusinessNameControlTxt |
| Phone | 9566885757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E THOMPSON JR | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 9566885757 | PhoneNum |
| Signature | 2019-05-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FIDEL ALVARADO JR | PreparerPersonNm |
| PTIN | P01378373 | PTIN |
| Phone | 9566822884 | PhoneNum |
| Preparation | 2019-05-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.48.144.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-29 | IPDt |
| IP Tm | 12:14:21 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1207B01D93A3B64453573F3B65EA51177D69907E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1207B01D93A3B64453573F3B65EA51177D69907E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,625,147 | 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 | $40,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,036 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,685 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,235 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,235 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $71,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,956 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $139 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,176,621 | CashBOYAmt |
| Cash EOY | $369,595 | CashEOYAmt |
| Cash EOYFMV | $369,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $203,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $391,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $391,930 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $429,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,131,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,131,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,032,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $843,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $732,122 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,841,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,736,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,625,147 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,841,567 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,736,924 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,841,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,841,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,736,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,841,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,601 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,768,966 | SubtotalAmt |
| Other Decreases | $32,042 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY SHORT TERM CAPITAL LOSSES | P | 2017-10-10 | 2018-03-08 | $91,038 | $0 | $99,550 | -$8,512 | $0 | $0 | $0 | -$8,512 |
| FIDELITY LONG TERM CAPITAL LOSSES | P | 2016-08-19 | 2018-03-02 | $99,220 | $0 | $122,750 | -$23,530 | $0 | $0 | $0 | -$23,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,042 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,512 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $194,014 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,309,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,525,771 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,234,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060616 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,181 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,309,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054747 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,163 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,358,201 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066453 | DistributionYr5Rt |
| Total Distribution | 0.322292 | TotalDistributionRt |
| Average Distribution | 0.064458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,722,793 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $694 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $143,407 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,516 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,516 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,516 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $117 | OverpaymentAmt |
| Applied To ES Tax | $117 | 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 | 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 | CHARLES E THOMPSON JR | IndividualWithBooksNm |
| Phone | 9566885757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785012822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E THOMPSON JR | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JONATHAN BEVIL | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARLA LUCE | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,752,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,011,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,764,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,764,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,722,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,388 | TotalTaxAmt |
| Distributable Before Adj | $134,752 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,752 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,752 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,407 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,752 | 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 | $68,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,407 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $68,796 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $68,796 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,451 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,451 | 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 | $77,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES E THOMPSON JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES E THOMPSON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9566885757 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| P O BOX 261288 | CORPUS CHRISTI | TX | 78426 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| AMERICAN CANCER SOCIETY | ||||||
| 1200 E RIDGE RD SUITE 1 | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| AURORA HOUSE FOUNDATION | ||||||
| 2646 W 18TH ST | WESLACO | TX | 78599 | PUBLIC CHARITY | CHARITABLE | $2,534 |
| BOYS & GIRLS CLUB OF MCALLEN | ||||||
| PO BOX 577 | MCALLEN | TX | 785070577 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| CAMP UNIVERSITY | ||||||
| P O BOX 2294 | MCALLEN | TX | 785022294 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 502 EAST STARR | NACOGDOCHES | TX | 75961 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| COMFORT HOUSE | ||||||
| 617 W DAKKAS AVE | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| EASTER SEAL OF THE RGV | ||||||
| PO BOX 489 | MCALLEN | TX | 785050489 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| EPISCOPAL DIOCESE OF WEST TEXAS | ||||||
| P O BOX 6685 | SAN ANTONIO | TX | 782096885 | PUBLIC CHARITY | GOOD SAM RGV&SANEBBI,MISSIONS | $4,344 |
| FIRST UNITED METHODIST CHURCH | ||||||
| PO BOX 275 | EDCOUCH | TX | 785380275 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 3707 W UNIVERSITY | EDINBURG | TX | 78541 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| FOOD BANK OF RGV | ||||||
| PO BOX 6251 | MCALLEN | TX | 78502 | PUBLIC CHARITY | CHARITABLE | $724 |
| FRONTERA AUDUBON SOCIETY | ||||||
| 1101 SOUTH TEXAS BLVD | WESLACO | TX | 78596 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| GIRL SCOUTS OF THE GREATER SOUTH TEXAS | ||||||
| 202 E MADISON AVE | HARLINGEN | TX | 78550 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| INT'L MUSUEM OF ART & SCIENCE | ||||||
| 1900 NOLANA | MCALLEN | TX | 78504 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| JUNIOR LEAGUE OF MCALLEN | ||||||
| P O BOX 3004 | MCALLEN | TX | 785023004 | PUBLIC CHARITY | CHARITABLE | $1,810 |
| KVMV | ||||||
| POBOX 3333 | MCALLEN | TX | 78502 | PUBLIC CHARITY | CHARITABLE | $3,439 |
| LOGHILL MESA FIRE PROTECTION DISTRIC | ||||||
| PO BOX 747 | RIDGWAY | CO | 814020747 | PUBLIC CHARITY | CHARITABLE | $724 |
| MUJERES UNIDAS | ||||||
| 511 N CYNTHIA ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $724 |
| MUSEUM OF SOUTH TEXAS HISTORY HERITAGE ASSN | ||||||
| 200 N CLOSNER BLVD | MCALLEN | TX | 78541 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| OPERATION SMILE | ||||||
| 3641 FAXULTY BOULEVARD | VIGINIA BEACH | VA | 23453 | PUBLIC CHARITY | CHARITABLE | $3,439 |
| PALMER DRUG ABUSE PROGRAM | ||||||
| 115 N 9TH | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| PEDIATRIC CANCER FOUNDATION | ||||||
| P O BOX 785 | MAMARONECK | NY | 10543 | PUBLIC CHARITY | CHARITABLE | $6,800 |
| PINEY WOODS SCHOOL | ||||||
| PO BOX 57 | PINEY WOODS | MS | 391489989 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| PREGNANCY RESOURCE CENTERS OF THE RGV | ||||||
| 216 EAST TOM LANDRY STREET | MISSION | TX | 78575 | PUBLIC CHARITY | CHARITABLE | $3,439 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 772511892 | PUBLIC CHARITY | CHARITABLE | $3,620 |
| RIO GRANDE CHILDREN'S HOME | ||||||
| 3780 N BENTSEN PALM DRIVE | MISSION | TX | 785748207 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| ST JOHN'S DAY SCHOOL | ||||||
| 2500N TENTH ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| ST JOHN'S EPIS CHURCH FOUNDATION INC | ||||||
| 2500 NORTH TENTH ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| ST MATTEW BAPTIST CHURCH | ||||||
| HWY 33 SOUTH | GARDEN CITY | MS | 785748207 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| SALVATION ARMY | ||||||
| POST OFFICE BOX 4766 | MCALLEN | TX | 785024766 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| SPRINGHILL BAPTIST CHURCH | ||||||
| 430 FREEWOODS RD SW | KNOXVILLE | MS | 39661 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| TEAM JACK FOUNDATION | ||||||
| PO BOX 975 | BEEMER | NE | 68716 | PUBLIC CHARITY | CHARITABLE | $6,800 |
| TEXAS MILITARY INSTITUTE | ||||||
| 20955 TEJAS TRAIL WEST | SAN ANTONIO | TX | 78257 | PUBLIC CHARITY | CHARITABEL | $3,620 |
| THE COMING KING FOUNDATION | ||||||
| PO BOX 290555 | KERRVILLE | TX | 780290555 | PUBLIC CHARITY | CHARITABLE | $3,439 |
| UNITED WAY OF SOUTH TEXAS | ||||||
| PO BOX 187 | MCALLEN | TX | 785050187 | PUBLIC CHARITY | CHARITABLE | $2,896 |
| UT FOUNDATION CHANCELLOR'S COUNCIL | ||||||
| 210 W 6TH STREET SUITE 1200 | AUSTIN | TX | 787019907 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| UT FOUNDATION COCKRELL SCHOOL OF ENGINEERING FRIENDS OF ALEC | ||||||
| PO BOX 7727 | AUSTIN | TX | 787079907 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| UTRGV FOUNDATION | ||||||
| 1201 W UNIVERSITY DR | EDINBURG | TX | 78539 | PUBLIC CHARITY | CHARITABLE | $5,068 |
| VALLEY SYMPHONY ORCHESTRA | ||||||
| PO BOX 2832 | MCALLEN | TX | 785022832 | PUBLIC CHARITY | CHARITABLE | $2,896 |
| VANNIE E COOK JR CANCER FOUNDATION | ||||||
| 101 W EXPRESSWAY 83 | MCALLEN | TX | 78503 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| THE NAZARENE FUND | ||||||
| P O BOX 140489 | IRVING | TX | 75039 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| THE INDEPENDENE FUND | ||||||
| 9043 PERIMETER DRIVE SUITE E | CHARLOTTE | NC | 28216 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| WREATHS ACROSS AMERICA | ||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | PUBLIC CHARITY | CHARITABLE | $724 |
| WARRIOR CANINE CONNECTIOM | ||||||
| 14934 SCHAFFER RD | BOYDS | MD | 20841 | PUBLIC CHARITY | CHARITABLE | $2,172 |
| UPBRING | ||||||
| 8305 CROSS PARK DR | AUSTIN | TX | 78754 | PUBLIC CHARITY | CHARITABLE | $9,412 |
| ZETA TAU ALPHA FOUNDATION | ||||||
| 321 W TULIP AVENUE | MCALLEN | TX | 78504 | PUBLIC CHARITY | CHARITABLE | $1,448 |
| HORIZON COMMUNITIES CORP | ||||||
| 405 EL CAMINO REAL 106 | MENLO PARK | CA | 94025 | PUBLIC CHARITY | CHARITABLE | $7,240 |
| RED ARENA | ||||||
| 1601 BELL SPRINGS RD | DIRPPING SPRINGS | TX | 78620 | PUBLIC CHARITY | PUBLIC CHARITY | $3,620 |
| S A THREADS | ||||||
| 110 MCCULLOUGH AVE | SAN ANTONIO | TX | 78215 | PUBLIC CHARITY | PUBLIC CHARITY | $6,800 |
| TRIPLE H EQUITHERAPY | ||||||
| 791 BACKHAUS RD | PIPE CREEK | TX | 78063 | PUBLIC CHARITY | PUBLIC CHARITY | $6,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,868 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,036 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,721 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 0 | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LOSSES | Desc |
| Amt | $32,042 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DIVIDEND DISTRIBUTION | $235 | $235 |
| PARTNERSHIP INVESTMENT INCOME | $3,000 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,150 | $0 | |
| OFFICE EXPENSES | $139 | $139 | $139 |
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