SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-09-06
- IRS object ID
- 201712499349100421
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-06T15:13:37-06:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742277149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTTERWORTH & MACIAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR 2-300 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUES | BusinessNameControlTxt |
| Phone | 9157605551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GUERRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9155812648 | PhoneNum |
| Signature | 2017-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA L MACIAS CPA | PreparerPersonNm |
| PTIN | P00771317 | PTIN |
| Phone | 9155846000 | PhoneNum |
| Preparation | 2017-09-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A1783CF8B9A8837D7251867CF3389A0D2B913842 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8060B16957A5DA6273AF424D2E36A652D2080725 | 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 | $1,366,155 | 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 |
| Dividends Rev And Expnss | $25,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,027 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,027 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $366,448 | GrossSalesPriceAmt |
| Total Rev And Expnss | $126,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,027 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,027 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,050 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $13,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,453 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $616 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $180 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,413 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,413 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,027 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $932,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,159,465 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,790 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $199 | LandBOYAmt |
| Land EOY | $18 | LandEOYAmt |
| Land EOYFMV | $18 | LandEOYFMVAmt |
| Total Assets BOY | $967,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $985,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,366,155 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $545 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $545 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $967,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $985,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $967,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $985,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $967,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $985,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $967,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,048 | OtherIncreasesAmt |
| Subtotal | $994,140 | SubtotalAmt |
| Other Decreases | $9,108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $985,032 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,699 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,362,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,550,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,423,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,638 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,231,520 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045178 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,915 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,246,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056095 | DistributionYr5Rt |
| Total Distribution | 0.246776 | TotalDistributionRt |
| Average Distribution | 0.049355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,334,515 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,865 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,132 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | SUSAN H GUERRA | IndividualWithBooksNm |
| Phone | 9157605551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 5.00 | $7,500 | $0 | $0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 5140 SILVERBELL LN | EL PASO | TX | 79932 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 7220 SIDEWINDER | ALBUQUERQUE | NM | 87113 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,272,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,354,838 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,354,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,334,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,726 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $66,726 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,726 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,132 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,132 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $68,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,132 | UndistributedIncomePYAmt |
| Qualifying Distributions | $68,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,132 | AppliedToYear1Amt |
| Undistributed Income CY | $66,726 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 500 E SAN ANTONIO ST STE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $7,500 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $10,000 |
| ARC DEL PASO | |||||||
| 3431 PERSHING D-1 | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS | EL PASO | TX | 79930 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $3,132 |
| EL PASO SYMPHONY ORCHESTRA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| EL PASO COMM FDN DOWN SYNDROME | |||||||
| 333 NORTH OREGON 2D FL | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSE OF ORGANI | $5,000 |
| GIGI'S PLAY HOUSE EL PASO | |||||||
| 960 CHELSEA ST | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $1,000 |
| MIRACLE LEAGUE OF EL PASO | |||||||
| 7499 VISCOUNT BLVD | EL PASO | TX | 79925 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $3,000 |
| CREATIVE KIDS | |||||||
| 504 W SAN FRANCISCO AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $2,500 |
| PASO DEL NORTE CHILDREN'S DEVELOPME | |||||||
| 1101 SCHUSTER AVE | EL PASO | TX | 79902 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,000 |
| OPPORTUNITY CENTER FOR THE HOMELESS | |||||||
| 1208 MYRTLE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| OPERATION NOEL EL PASO | |||||||
| 201 E MAIN DR STE 160 | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL PURPOSES OF THE ORGANIZATION | $5,000 |
| EL PASO COMM FDN PROJECT COMBINA | |||||||
| 333 NORTH OREGON 2ND FL | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL PURPOSES OF THE ORGANIZATION | $2,500 |
| REYNOLDS HOME | |||||||
| 8023 SAN JOSE | EL PASO | TX | 79915 | NONE | PUBLIC CHARI | GENERAL PURPOSES OF THE ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,132 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,027 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $101,852 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $126,879 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,879 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO |
| 4 | FURTHER THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY |
| 4 | BENEFIT INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 4 | PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT |
| 8 | INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 8 | PHYSICALLY DISABLED. |
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 EXPENSE | CategoryTxt |
| Amt | $6,050 | Amt |
| Net Investment Income | $6,050 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | $2,514 | $2,514 | 200DB | 5.0000 | |
| DELL COMPUTER - (4) | 2004-10-01 | $4,867 | $4,867 | 200DB | 5.0000 | |
| OFFICE DESK | 2008-11-17 | $4,121 | $4,121 | 200DB | 7.0000 | |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | $1,191 | $1,093 | S/L | 15.0000 | $79 |
| COMPUTER | 2012-03-23 | $2,115 | $2,014 | 200DB | 5.0000 | $101 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 500SH HOME DEPOT, INC. | PURCHASE | 2016-11 | $64,181 | $56,623 | $7,558 | |
| 1,230SH ISHARES MSCI EMERGING MKTS | PURCHASE | 2016-11 | $43,466 | $50,484 | -$7,018 | 2009-10 |
| 278SH REAL ESTATE SLCT SEC SPDR ETF | PURCHASE | 2016-12 | $8,511 | $9,049 | -$538 | 2016-09 |
| 2,567.394SH RYDEX/SGI FUNDS S&P MID | PURCHASE | 2017-03 | $128,703 | $100,000 | $28,703 | 2010-12 |
| 1,000SH UNITED THERAPEUTICS CORP COM | PURCHASE | 2017-04 | $121,587 | $48,440 | $73,147 | 2012-03 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN CORPORATE STOCK | StockNm |
| EOY Book Value | $778,887 | EOYBookValueAmt |
| EOYFMV | $1,159,465 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $14,808 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $14,790 | AccumulatedDepreciationAmt |
| Book Value | $18 | BookValueAmt |
| EOYFMV | $18 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY BASIS ADJ BY INVESTMENT ADVISORY FIRM | Desc |
| Amt | $9,108 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/WIRE TRANSFER FEES | $25 | $25 |
| PENALTIES | $7 | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS FROM GRANTOR | Desc |
| Amt | $9,048 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,453 | Amt |
| Net Investment Income | $13,453 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES-PAYROLL | CategoryTxt |
| Amt | $616 | Amt |
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