CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR (EIN 58-6469140)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-31
- IRS object ID
- 201701519349100205
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-31T09:01:29-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cameron Hines & Company APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2474 | AddressLine1Txt |
| City | West Monroe | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 712942474 | 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 | 586469140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMILLA CARTER COX AND CARTER COX JR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMI | BusinessNameControlTxt |
| Phone | 3182817330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6506 OLD MONROE RD | AddressLine1Txt |
| City | BASTROP | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CARTER COX | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2017-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D CAMERON CPA | PreparerPersonNm |
| PTIN | P00029739 | PTIN |
| Phone | 3183231717 | PhoneNum |
| 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 | $3,178,791 | 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 | $343,405 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $851 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $851 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $851 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,954 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,954 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$175,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,842,912 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $12,301 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $221,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,805 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,805 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,963 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,841 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,805 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $274,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,646,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,640,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,766,624 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $990,532 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,042,262 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,139,981 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $8,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,390 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,911,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,955,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,178,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,911,216 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,955,491 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,911,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,955,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,911,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,955,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,911,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,275 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,955,491 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,955,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - LONG TERM SALES | P | 2015-07-30 | 2016-09-30 | $842,802 | $910,500 | -$67,698 | -$67,698 |
| MERRILL LYNCH - SHORT TERM SALES | P | 2016-01-06 | 2016-04-28 | $448,880 | $470,712 | -$21,832 | -$21,832 |
| MERRILL LYNCH - LONG TERM SALES | P | 2015-04-13 | 2016-05-31 | $376,699 | $404,612 | -$27,913 | -$27,913 |
| MERRILL LYNCH - SHORT TERM SALES | P | 2016-08-12 | 2016-11-11 | $17,155 | $16,631 | $524 | $524 |
| MERRILL LYNCH - LONG TERM SALES | P | 2015-04-02 | 2016-05-24 | $67,479 | $77,046 | -$9,567 | -$9,567 |
| MERRILL LYNCH - SHORT TERM SALES | P | 2016-11-04 | 2016-12-27 | $19,233 | $18,022 | $1,211 | $1,211 |
| MERRILL LYNCH - LONG TERM SALES | P | 2015-01-13 | 2016-07-15 | $19,820 | $35,472 | -$15,652 | -$15,652 |
| MERRILL LYNCH - LONG TERM SALES | P | 2015-01-13 | 2016-02-17 | $50,844 | $85,699 | -$34,855 | -$34,855 |
| Wash Sale | $12,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$163,616 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,409 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,943,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,328,617 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05153 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,779,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05057 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,456,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,477 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,202,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05446 | DistributionYr5Rt |
| Total Distribution | 0.241922 | TotalDistributionRt |
| Average Distribution | 0.048384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,773,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $134,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,000 | 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 | $144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $144 | SubtotalAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,856 | OverpaymentAmt |
| Applied To ES Tax | $2,500 | AppliedToESTaxAmt |
| Refund | $2,356 | RefundAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CAMERON CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3183231717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 REGENCY PLACE | AddressLine1Txt |
| City | WEST MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71291 | 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 |
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 |
|---|---|---|---|---|---|---|
| DAVID CARTER COX | ||||||
| 115 BRIARCLIFF DRIVE | WEST MONROE | LA | 71291 | CO-TRUSTEE | 2.00 | $0 |
| MARTHA DENISE COX SILMON | ||||||
| 12820 LONG RIDGE RD | KNOXVILLE | TN | 37922 | CO-TRUSTEE | 10.00 | $0 |
| STEPHEN CARTER COX | ||||||
| 6318 OLD MONROE RD | BASTROP | LA | 71220 | CO-TRUSTEE | 10.00 | $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 | $2,656,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,815,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,815,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,773,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144 | TotalTaxAmt |
| Distributable Before Adj | $138,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $144 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,856 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,730 | UndistributedIncomePYAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,730 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,270 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,259 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA BAPTIST CHILDRENS HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4196 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $851 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,954 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,301 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$175,782 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$121,676 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$121,676 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 4 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 7 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 8 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,650 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $22,841 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,841 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $12,301 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR CARTER COX JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6506 OLD MONROE RD | AddressLine1Txt |
| City | BASTROP | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71220 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,963 | Amt |
| Net Investment Income | $1,963 | NetInvestmentIncomeAmt |
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