MELOVEE WHITE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MELOVEE WHITE TRUST (EIN 45-3245404)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-27
- IRS object ID
- 201700869349100400
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-27T10:17:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742730109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGE POTEET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 12199 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453245404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELOVEE WHITE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELO | BusinessNameControlTxt |
| Phone | 2108282058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2108282058 | PhoneNum |
| Signature | 2017-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M GHRIST JR | PreparerPersonNm |
| PTIN | P00659861 | PTIN |
| Phone | 2107356181 | PhoneNum |
| Preparation | 2017-03-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.168.167.70 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-10 | IPDt |
| IP Tm | 15:37:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8ED558F36B090AFC0B66A4E4C8AB12B73A1D4359 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8ED558F36B090AFC0B66A4E4C8AB12B73A1D4359 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,620,515 | 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 | $1,064,560 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,555,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,128,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,960 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,640 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $488 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,345 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,897 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $213 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $931 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $93 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $570 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $57 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $513 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,075,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,075,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,149,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,113,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $256,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,096,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,087,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,169,542 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,242,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,244,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,203,425 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,682 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,904 | LandBOYAmt |
| Land EOY | $973 | LandEOYAmt |
| Land EOYFMV | $973 | LandEOYFMVAmt |
| Other Assets BOY | $2,855 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,717 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,717 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,600,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,579,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,620,515 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,600,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,579,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,600,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,579,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,600,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,579,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,600,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,579,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,579,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 290 COHEN & STEERS | P | 2016-01-21 | 2016-05-17 | $13,630 | $12,415 | $1,215 | $1,215 |
| 11841.5733 SDIT ULTRA SHORT DURATION BD FD | P | 2015-12-14 | 2016-02-24 | $109,890 | $110,008 | -$118 | -$118 |
| 3588.8707 SDIT ULTRA SHORT DURATION BD FD | P | 2015-12-14 | 2016-02-24 | $33,305 | $33,305 | $0 | $0 |
| 4562.011 SDIT ULTRA SHORT DURATION BD FD | P | 2015-12-14 | 2016-05-06 | $42,472 | $42,381 | $91 | $91 |
| 2660 SPDR BLOOMBERG BARCLAYS INTL | P | 2016-10-07 | $75,069 | $74,726 | $343 | $343 | |
| 1175 T ROWE PRICE INTL DISCOVERY | P | 2015-12-17 | 2016-05-13 | $62,087 | $62,522 | -$435 | -$435 |
| 380 VANGUARD 500 INDEX FD | P | 2015-12-17 | 2016-05-17 | $71,961 | $71,934 | $27 | $27 |
| 4128.561 FROST CREDIT FD | P | 2014-03-18 | 2016-03-02 | $36,414 | $42,524 | -$6,110 | -$6,110 |
| 249.103 FROST TOTAL RETURN BD FD | P | 2012-02-17 | 2016-03-02 | $2,526 | $2,638 | -$112 | -$112 |
| 6550.144 FROST TOTAL RETURN BD FD | P | 2016-06-17 | $68,449 | $70,159 | -$1,710 | -$1,710 | |
| 16852.689 HARTFORD FLOATING RATE FD | P | 2016-01-21 | $134,822 | $151,595 | -$16,773 | -$16,773 | |
| 28467.798 HARTFORD FLOATING RATE FD | P | 2014-02-26 | 2016-03-02 | $226,888 | $256,624 | -$29,736 | -$29,736 |
| 2400 JHANCOCK DISC VALUE MID CAP | P | 2013-03-26 | 2016-05-16 | $46,992 | $35,664 | $11,328 | $11,328 |
| 10764.263 SDIT ULTRA SHORT DURATION BD FD | P | 2014-11-20 | 2016-02-09 | $99,892 | $99,892 | $0 | $0 |
| 16897.142 SDIT ULTRA SHORT DURATION BD FD | P | 2014-11-20 | 2016-02-24 | $156,805 | $156,805 | $0 | $0 |
| 27661.405 SDIT ULTRA SHORT DURATION BD FD | P | 2016-05-06 | $257,528 | $257,528 | $0 | $0 | |
| 10729.614 SDIT ULTRA SHORT DURATION BD FD | P | 2014-12-09 | 2016-08-29 | $100,000 | $100,107 | -$107 | -$107 |
| 12889.366 SDIT ULTRA SHORT DURATION BD FD | P | 2016-12-01 | $120,000 | $120,258 | -$258 | -$258 | |
| 9340 T ROWE PRICE GROWTH STOCK FD | P | 2016-05-16 | $474,752 | $433,356 | $41,396 | $41,396 | |
| 845.405 T ROWE PRICE GROWTH STOCK FD | P | 2014-02-26 | 2016-06-17 | $42,625 | $45,846 | -$3,221 | -$3,221 |
| 7326.982 TEMPLETON GLOBAL BOND FD | P | 2016-01-20 | $80,597 | $94,068 | -$13,471 | -$13,471 | |
| 736.979 TEMPLETON GLOBAL BOND FD | P | 2014-09-09 | 2016-03-02 | $8,276 | $9,784 | -$1,508 | -$1,508 |
| 6025.87 TEMPLETON GLOBAL BOND FD | P | 2014-09-09 | 2016-05-12 | $68,333 | $79,606 | -$11,273 | -$11,273 |
| 480 VANGUARD SMALL CAP GROWTH | P | 2016-01-19 | $51,184 | $44,050 | $7,134 | $7,134 | |
| 475 VANGUARD SMALL CAP GROWTH | P | 2014-02-26 | 2016-05-05 | $56,383 | $60,749 | -$4,366 | -$4,366 |
| 8963.585 FROST TOTAL RETURN BD FD | P | 2011-07-05 | 2016-03-02 | $90,891 | $95,641 | -$4,750 | -$4,750 |
| CAPITAL GAINS DIVIDENDS | P | $23,263 | $23,263 | $23,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,534,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,459,251 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.568333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,888,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,279,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.300800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,038,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,021,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.343661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $664,497 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,113,275 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.314439 | DistributionYr4Rt |
| Total Distribution | 1.527233 | TotalDistributionRt |
| Average Distribution | 0.381808 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,207,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,224,797 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,225,189 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,113,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,615 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $815 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALICE CLARE | IndividualWithBooksNm |
| Phone | 2108282058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $39,600 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,949,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,690 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,256,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,256,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,207,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $785 | TotalTaxAmt |
| Distributable Before Adj | $159,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,113,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,113,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,113,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $597,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $887,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,578,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,315,506 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,378,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,113,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $954,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,332,746 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,332,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $597,040 | ExcessFromYear4Amt |
| Excess From Year3 | $887,866 | ExcessFromYear3Amt |
| Excess From Year2 | $1,578,308 | ExcessFromYear2Amt |
| Excess From Year1 | $2,315,506 | ExcessFromYear1Amt |
| Excess From Current Year | $954,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| THE EPISCOPAL DIOCESE OF WEST TEXAS | |||||||
| 111 TORCIDO DR | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT CAMP CAPERS DINING HALL PROJECT. | $100,000 |
| LINC SAN ANTONIO | |||||||
| 5323 BLANCO ROAD | SAN ANTONIO | TX | 78216 | N/A | PC | SUPPORT LATCH KEY KID, CHILDREN'S MUSIC ACADEMY,SPORTS CAMP & COMMUNITY OUTREACH PROGRAMS. | $75,000 |
| SAN ANTONIO METROPOLITAN MINISTRY INC | |||||||
| 5254 BLANCO ROAD | SAN ANTONIO | TX | 78216 | N/A | PC | SUPPORT TRANSITIONAL LIVING AND LEARNING CENTER FOR HOMELESS FAMILIES. | $100,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1218 ARION PKWY SUITE 102 | SAN ANTONIO | TX | 78216 | N/A | PC | SUPPORT BLOOD CANCER RESEARCH AND BLOOD CANCER PATIENTS OF SOUTH CENTRAL TEXAS. | $75,000 |
| CONGO INITIATIVE | |||||||
| PO BOX 246 | GERMANTOWN | WI | 53022 | N/A | PC | SUPPORT BRIDGING THE GAPS PROGRAM. | $130,000 |
| BLESSED SACRAMENT SOCIETY | |||||||
| 1135 MISSION RD | SAN ANTONIO | TX | 78210 | N/A | PC | SUPPORT SCHOOL. | $120,000 |
| ST PAUL UNITED METHODIST CHURCH | |||||||
| 508 N CENTER STREET | SAN ANTONIO | TX | 78202 | N/A | PC | SUPPORT SPUMC FOCUSED & BALANCED OUTREACH DEVELOPMENT. | $150,000 |
| TEXAS BURN SURVIVOR SOCIETY INC | |||||||
| 8531 N NEW BRAUNFELS SUITE 102 | SAN ANTONIO | TX | 78217 | N/A | PC | 2017 PEDIATRIC SUMMER BURN CAMP, LEADERS IN FIRE EDUCATION, 2016 TEEN/YOUNG ADULT BURN SURVIVOR RETREAT. | $50,000 |
| THE ECUMENICAL CENTER | |||||||
| 8310 EWING HALSELL DR | SAN ANTONIO | TX | 78229 | N/A | PC | SUPPORT THE EXPRESSIVE THERAPEUTIC ARTS & COUSELING PROGRAM. | $100,000 |
| TOWN EAST BAPTIST CHURCH | |||||||
| 5866 US HIGHWAY 87 E | SAN ANTONIO | TX | 78222 | N/A | PC | SUPPORT BUILDING THE CHURCH SCHOOL. | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,075,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,024 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF MELOVEE WHITE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,064,560 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,350 | Amt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,345 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2012-12-10 | $3,183 | $1,963 | SL | 5.000000000000 | $637 | $0 |
| I-PAD & ACCESSORIES | 2013-06-19 | $841 | $420 | SL | 5.000000000000 | $168 | $0 |
| COMPUTER EQUIPMENT - PRINTER | 2013-02-12 | $631 | $368 | SL | 5.000000000000 | $126 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - DETAIL ON REQUEST | StockNm |
| EOY Book Value | $1,087,697 | EOYBookValueAmt |
| EOYFMV | $1,169,542 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME - DETAIL ON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,244,053 | BookValueAmt |
| EOYFMV | $2,203,425 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $3,183 | $2,600 | $583 | $583 |
| I-PAD & ACCESSORIES | $841 | $588 | $253 | $253 |
| COMPUTER EQUIPMENT - PRINTER | $631 | $494 | $137 | $137 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $488 | LegalFeesAmt |
| Net Investment Income | $488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,855 | BOYBookValueAmt |
| EOY Book Value | $2,717 | EOYBookValueAmt |
| EOYFMV | $2,717 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $212 | $191 | $21 |
| COMPUTER REPAIRS | $255 | $229 | $26 |
| TELEPHONE | $895 | $805 | $90 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $26,897 | Amt |
| Net Investment Income | $26,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $213 | $213 | $0 |
| EXCISE TAXES PAID | $1,024 | $0 | $0 |
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