JEAN AND AL CARRELL FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEAN AND AL CARRELL FOUNDATION INC (EIN 46-1403244)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201823179349101422
Schema version
2017v2.3
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)
Return2018-11-13T13:47:59-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134255527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALVETTI FERGUSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18226 DOUGLAS AVE SUITE 655AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461403244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEAN AND AL CARRELL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone9725308821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15714 FIRECRESTAddressLine1Txt
CityGARLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY DAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9725308821PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENDALL R HOLDEN CPAPreparerPersonNm
PTINP01296859PTIN
Phone7139572300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.155.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm12:56:52IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEBEF24D2448C63F11B49DB71B5C13E4C578E3D73AtSubmissionCreationDeviceId
At Submission Filing Device IdD6B7F482A001E2568308091B881E0C3563E39FFDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,208,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$119,666ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$46,904DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,904DividendsNetInvstIncmAmt
Dividends Adj Net Incm$92DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$42,152NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$220,390GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,152CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$255OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$255OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$255OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$208,977TotalRevAndExpnssAmt
Total Net Invst Incm$89,311TotalNetInvstIncmAmt
Total Adj Net Incm$347TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,711OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,711OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,012TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,012TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$620OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,343TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,723TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$98,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$95,634ExcessRevenueOverExpensesAmt
Net Investment Income$74,588NetInvestmentIncomeAmt
Adjusted Net Income$347AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$161,678CashBOYAmt
Cash EOY$172,921CashEOYAmt
Cash EOYFMV$172,921CashEOYFMVAmt
Corporate Stock BOY$1,088,781CorporateStockBOYAmt
Corporate Stock EOY$1,214,174CorporateStockEOYAmt
Corporate Stock EOYFMV$2,035,804CorporateStockEOYFMVAmt
Total Assets BOY$1,250,459TotalAssetsBOYAmt
Total Assets EOY$1,387,095TotalAssetsEOYAmt
Total Assets EOYFMV$2,208,725TotalAssetsEOYFMVAmt
Accounts Payable BOY$57,000AccountsPayableBOYAmt
Accounts Payable EOY$98,000AccountsPayableEOYAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$57,001TotalLiabilitiesBOYAmt
Total Liabilities EOY$98,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,193,458UnrestrictedBOYAmt
Unrestricted EOY$1,289,095UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,193,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,289,095TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,250,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,387,095TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,193,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$95,634ExcessRevenueOverExpensesAmt
Other Increases$3OtherIncreasesAmt
Subtotal$1,289,095SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,289,095TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTCB 7629 LTPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$220,390GrossSalesPriceAmt
Cost Or Other Basis$178,238CostOrOtherBasisAmt
Gain Or Loss$42,152GainOrLossAmt
Gains Minus Excess Or Losses$42,152GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$42,152CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$75,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,377,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054451DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,376,008NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043604DistributionYr2Rt
Adjusted Qlfy Distri Yr3$65,708AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,403,587NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046814DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,157,763NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051824DistributionYr4Rt
Total Distribution0.196693TotalDistributionRt
Average Distribution0.049173AverageDistributionRt
Net Vl Noncharitable Assets$1,938,550NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$95,324AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$746NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$96,070AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$98,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$746InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$746SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$746TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,703EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,703TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$957OverpaymentAmt
Applied To ES Tax$957AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKELLY CARRELL DAYIndividualWithBooksNm
Phone9725308821PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15714 FIRECRESTAddressLine1Txt
CityGARLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75044ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN F CARRELL
3517 POTOMACDALLASTX75205DIRECTOR0.00$0$0$0
MEG CARRELL WELLS
3502 HARVARDDALLASTX75205SECRETARY0.00$0$0$0
KELLY CARRELL DAY
5714 FIRECRESTGARLANDTX75044PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,877,672AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,968,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,968,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,521CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,938,550NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,928MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,928MinimumInvestmentReturnAmt
Tax Based On Investment Income$746TaxBasedOnInvestmentIncomeAmt
Total Tax$746TotalTaxAmt
Distributable Before Adj$96,182DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$96,182DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$96,182DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$746PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$97,254AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,182DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$98,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,182AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,818RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,818TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,818ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,818ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOR THE NATIONS REGUGEE OUTREACH
PO BOX 850064RICHARDSONTX75085N/APUBLICGENERAL OPERATIONS$2,500
HABITAT FOR HUMANITY OF SOUTH COLLIN COU
1400 SUMMIT AVE STE D4PLANOTX75074N/APUBLICGENERAL OPERATIONS$10,000
NORTHPARK PRESBYTERIAN CHURCH
9555 N CENTRAL EXPYDALLASTX75231N/APUBLICGENERAL OPERATIONS$15,000
OPERATION KINDNESS
3201 EARHART DRCARROLLTONTX75006N/APUBLICGENERAL OPERATIONS$30,000
PARKINSON VOICE PROJECT
646 N COIT ROAD SUITE 2250RICHARDSONTX75080N/APUBLICGENERAL OPERATIONS$10,000
TEXAS SCOTTISH RITE
2222 WELBORN STREETDALLASTX75219N/APUBLICGENERAL OPERATIONS$18,000
PARENT COMPASS
6125 LUTHER LANE 213DALLASTX75225N/APUBLICGENERAL OPERATIONS$2,500
PATRIOT PAWS
254 RANCH TRAILROCKWALLTX75032N/APUBLICGENERAL OPERATIONS$5,000
HUNT COUNTY SHARED MINISTRIES
2805 KING STREETGREENVILLETX75401N/APUBLICGENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,904ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$255ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,152ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,311ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,311TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS FOR REINVESTMENT
7NONDIVIDEND DISTRIBUTION FOR REINVEMENTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JEAN CARRELL
15714 FIRECRESTGARLANDTX75044$70,000Yes (X)
JEAN CARRELL
25714 FIRECRESTGARLANDTX75044$101,939Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property542 SHARES OF HOME DEPOT STOCKNoncashPropertyDesc
Fair Market Value$101,939FairMarketValueAmt
Received2017-12-28ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$1,069,590$1,735,968
HOME DEPOT STOCK (STEP UP IN BASIS)$144,584$299,836

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSEDesc
Revenue And Expenses Per Books$620RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$255RevenueAndExpensesPerBooksAmt
Net Investment Income$255NetInvestmentIncomeAmt
Adjusted Net Income$255AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
BOY Book Value$1BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMONEY MANAGEMENTCategoryTxt
Amt$13,711Amt
Net Investment Income$13,711NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,012Amt
Net Investment Income$1,012NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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