ROBERT S DINSMORE FOUNDATION OF TEXAS: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S DINSMORE FOUNDATION OF TEXAS (EIN 47-3045568)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-10
- IRS object ID
- 201702229349100300
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-10T04:49:45-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREHM HAVEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7809 BROADWAY ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782092558 | 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 | 473045568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT S DINSMORE FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | TEXAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9167093892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH GALLARDO | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2017-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYLE L HAVEL | PreparerPersonNm |
| PTIN | P00162033 | PTIN |
| Phone | 2108267000 | 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 | $541,372 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,130 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,417 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,730 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $267 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,133 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,779 | CashBOYAmt |
| Cash EOY | $61,382 | CashEOYAmt |
| Cash EOYFMV | $61,382 | CashEOYFMVAmt |
| Corporate Stock BOY | $457,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $403,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $479,990 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $483,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $541,372 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,000 | GrantsPayableBOYAmt |
| Loans From Officers BOY | $1,230 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,280 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $3,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,280 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $480,437 | CapitalStockBOYAmt |
| Capital Stock EOY | $463,709 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $480,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $483,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $480,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $463,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $463,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PER MORGAN STANLEY STMNT ON FILE | P | 2010-10-10 | 2016-10-10 | $78,020 | $92,464 | -$14,444 | -$14,444 |
| PER MORGAN STANLEY STMNT ON FILE | P | 2010-10-10 | 2016-10-10 | $29,650 | $4,123 | $25,527 | $25,527 |
| Capital Gain Dividends | $47 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $325 | SubtotalAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,344 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,344 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,019 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $1,019 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH GALLARDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9167093892 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH GALLARDO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 RUIDOSA DOWNS | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $483,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $536,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $536,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $528,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $325 | TotalTaxAmt |
| Distributable Before Adj | $26,091 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,091 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,091 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,571 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,909 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,480 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,571 | ExcessFromYear1Amt |
| Excess From Current Year | $6,909 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACRAMENTO SPINAL FOUNDATION | |||||||
| 1420 MERKLEY AVENUE SUITE 3 | WEST SACRAMENTO | CA | 95691 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO ASSIST WOUNDED WARRIORS AS THEY UNDERGO REHABILATATION AND RETURN TO CIVILIAN LIFE. | $3,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | PC | MEDICAL RESEARCH | $2,000 |
| COVENANT PRESBYTERIAN | |||||||
| 3003 NORTHLAND DRIVE | AUSTIN | TX | 78757 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | EDUCATIONAL DONATION | $2,000 |
| USO OF SAN ANTONIO | |||||||
| 203 WEST MARKET STREET | SAN ANTONIO | TX | 78205 | NONE | PC | TO ASSIST TROOPS AND THEIR FAMILY MEMBERS STAY CONNECTED. | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | MEDICAL RESEARCH | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO PROVIDE COMFORT AND HOPE TO SO MANY DURING THEIR TIMES OF NEED. | $2,000 |
| FISHER HOUSE INCORPORATION | |||||||
| 7323 HIGHWAY 90 WEST SUITE 107 | SAN ANTONIO | TX | 78227 | NONE | PC | TO ASSIST IN PROVIDING LODGING, FOOD AND OTHER AMENITIES TO MILITARY FAMILIES AS THEY TEND TO THEIR FAMILY MEMBERS RECEIVING MEDICAL CARE. | $2,000 |
| DAUGHTERS OF CHARITY SERVICES OF SA | |||||||
| 7607 SOMERSET ROAD | SAN ANTONIO | TX | 78211 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 ENRIQUE BARRERA PARKWAY | SAN ANTONIO | TX | 78227 | NONE | PC | CHARITABLE CONTRIBUTIONS. | $1,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | NONE | PC | CHARITABLE CONTRIBUTION. | $2,000 |
| DR HECTOR P GARCIA MIDDLE SCHOOL | |||||||
| 14900 KYLE SEALE PARKWAY | SAN ANTONIO | TX | 78255 | NONE | PC | EDUCATIONAL DONATION | $300 |
| BOB BEARD ELEMENTARY PTA | |||||||
| SONOMA PARKWAY | SAN ANTONIO | TX | 78023 | NONE | PC | EDUCATIONAL CONTRIBUTION | $200 |
| SAMMINISTRIES | |||||||
| 5254 BLANCO ROAD | SAN ANTONIO | TX | 78216 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILE AVE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| THE SALVATION ARMY | |||||||
| 521 W ELMIRA | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE CONTRIBUION | $1,000 |
| MERCURY ONE TEAM | |||||||
| PO BOX 140489 | IRVING | TX | 75014 | NONE | PC | CHARITABLE CONTRIBUTON | $500 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| CSUS FOUNDATION | |||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $11,130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,417 | TotalIncomeProducingActyAmt |
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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,730 | Amt |
| Net Investment Income | $1,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $403,607 | EOYBookValueAmt |
| EOYFMV | $479,990 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARY OF STATE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $17 | $17 | $0 | $0 |
| PROFESSIONAL SERVICES | $250 | $250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $4,133 | Amt |
| Net Investment Income | $4,133 | NetInvestmentIncomeAmt |
Comments