SARA SCHWARZAUER JESUS LOVES YOU FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SARA SCHWARZAUER JESUS LOVES YOU FAMILY FOUNDATION (EIN 41-2128499)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-21
- IRS object ID
- 201921419349100427
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T13:48:50-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262058745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J EDGAR AKRIDGE JR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1018 Thomasville Rd Suite 200-D | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32303 | 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 | 412128499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sara Schwarzauer - Jesus Loves You | BusinessNameLine1Txt |
| Business Name Line2 | Family Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 3347493659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Camelot Way | AddressLine1Txt |
| City | Opelika | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne W Schwarzauer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Edgar Akridge Jr | PreparerPersonNm |
| PTIN | P00939567 | PTIN |
| Phone | 8508941031 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $63,137 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $471 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $471 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,478 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,478 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,949 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,243 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $267 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,949 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,658 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $94,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,505 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,974 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $117,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $117,660 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,680 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,769 | ExcessRevenueOverExpensesAmt |
| Subtotal | $89,891 | SubtotalAmt |
| Other Decreases | $57,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 Seadrill | P | 2018-01-02 | 2018-07-09 | $18 | $18 | ||
| 77 Comerica Incorporated | P | 1951-01-01 | 2018-08-23 | $7,430 | $65 | $7,365 | $7,365 |
| 250 Conoco Phillips | P | 2015-04-21 | 2018-08-23 | $17,478 | $17,275 | $203 | $203 |
| 188 Equifax Inc. | P | 1991-07-31 | 2018-08-23 | $24,941 | $811 | $24,130 | $24,130 |
| 500 Seadrill | P | 2014-07-02 | 2018-07-02 | $38 | $20,392 | -$20,354 | -$20,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,344 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,659 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $9,429 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $72,849 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $11,802 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $16,967 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,378 | 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 | $133 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $133 | SubtotalAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $133 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | 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 | Lynne W Schwarzauer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3347493659 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Camelot Way | AddressLine1Txt |
| City | Opelika | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Lynne W Schwarzauer | ||||||
| 516 Camelot Way | Opelika | AL | 36801 | President | 0.50 | $0 |
| Gerald L Schwarzauer | ||||||
| 516 Camelot Way | Opelika | AL | 36801 | Treasurer | 0.10 | $0 |
| J William White | ||||||
| 2600 Rocky Brook Road | Opelika | AL | 36801 | Director | 0.10 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,378 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,059 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,378 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $64,378 | RemainingDistriFromCorpusAmt |
| Total Corpus | $187,201 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,059 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $170,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,890 | ExcessFromYear4Amt |
| Excess From Year3 | $73,404 | ExcessFromYear3Amt |
| Excess From Year2 | $9,550 | ExcessFromYear2Amt |
| Excess From Year1 | $10,920 | ExcessFromYear1Amt |
| Excess From Current Year | $64,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lynne W Schwarzauer | ContributingManagerNm |
| Contributing Manager | Gerald L Schwarzauer | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Opelika High School | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Lafayette Pkwy | AddressLine1Txt |
| City | Opelika | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3347459715 | RecipientPhoneNum |
| Form And Info And Materials | Application provided by high school financial aid counselor | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Before end of school year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Opelika High School graduating seniors | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jean Dean RIF | |||||||
| PO Box 848 | Opelika | AL | 36803 | None | Public | Charitable | $2,000 |
| The Way Ministries | |||||||
| PO Box 1665 | Opelika | AL | 36803 | None | Public | Charitable | $1,000 |
| Youth For Christ | |||||||
| 467 North Dean Road | Auburn | AL | 36830 | None | Public | Charitable | $51,020 |
| The Compassionate Friends | |||||||
| 900 Jorie Blvd Suite 78 | Oak Brook | IL | 60523 | None | Public | Charitable | $1,000 |
| Fellowship of Christian Atheletes | |||||||
| 211 Samford Avenue | Opelika | AL | 36801 | None | Public | Charitable | $3,000 |
| Alabama Forestry Commission - Log A | |||||||
| 555 Alabama Street | Montgomery | AL | 36104 | None | Public | Charity | $1,400 |
| Russell Johnson | |||||||
| 900 2nd Avenue | Opelika | AL | 36801 | None | Charitable | $150 | |
| Casa MAMI MX | |||||||
| 2000 S McColl Suite B 130 | McAllen | TX | 78503 | None | PC | Charitable | $4,000 |
| Victory Designs | |||||||
| 900 2nd Avenue | Opelika | AL | 36801 | None | Charitable | $658 | |
| Daniel Wells | |||||||
| 902 Second Avenue | Opelika | AL | 36801 | None | Charitable | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,378 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $471 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,478 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,344 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,293 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,293 | 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 | 347 | LineNumberTxt |
| Relationship Statement | Dividends,capital gains, and interest earned on investment funds increases the amount available for distribution. This provides additional support for the foundation's charitable cause. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gerald L Lynne W Schwarzauer | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Camelot Way | AddressLine1Txt |
| City | Opelika | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,976 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 188 Shares of Equifax Incorporated | NoncashPropertyDesc |
| Fair Market Value | $24,976 | FairMarketValueAmt |
| Received | 2018-08-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J Edgar Akridge Jr | CategoryTxt |
| Amt | $1,243 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Australian NT 5.75% 07/15/22 | BondNm |
| EOY Book Value | $11,274 | EOYBookValueAmt |
| EOYFMV | $7,974 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Boeing Company | $18,632 | $48,375 |
| SeaDrill Ltd | $1 | $9 |
| Conoco Phillips | ||
| Comerica Incorporated | $115 | $4,121 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjusted basis of assets sold | $38,544 |
| Net unrealized gains and losses on Investments | $18,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment expenses | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $267 | Amt |
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