JEAN AND AL CARRELL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEAN AND AL CARRELL FOUNDATION INC (EIN 46-1403244)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-25
- IRS object ID
- 201712689349100101
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-25T07:23:21-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holden & Parker PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 Douglas Avenue Suite 655 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255946 | 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 | 461403244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean and Al Carrell Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 9725308821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5714 Firecrest | AddressLine1Txt |
| City | Garland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly Day | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kendall R Holden | PreparerPersonNm |
| PTIN | P01296859 | PTIN |
| Phone | 2149658544 | 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 | $1,714,467 | 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 | $165,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,215 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,550 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $226,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,529 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,673 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,090 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,090 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $135,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,744 | CashBOYAmt |
| Cash EOY | $161,678 | CashEOYAmt |
| Cash EOYFMV | $161,678 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,017,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,088,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,552,789 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,058,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,250,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,714,467 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $57,000 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $57,001 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,058,355 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,193,458 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,058,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,058,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,250,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,058,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $135,103 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,193,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TCB 7629 ST A | P | 2011-01-01 | 2016-01-01 | $52,064 | $50,701 | $1,363 | $1,363 |
| TCB 7629 LT D | P | 2011-01-01 | 2016-01-01 | $109,215 | $89,363 | $19,852 | $19,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,215 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,376,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,708 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,403,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04681 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,157,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05182 | DistributionYr3Rt |
| Total Distribution | 0.142242 | TotalDistributionRt |
| Average Distribution | 0.047414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,377,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,000 | 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 | $433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $433 | SubtotalAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,136 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,136 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,703 | OverpaymentAmt |
| Applied To ES Tax | $1,703 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | 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 | Kelly Carrell Day | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9725308821 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5714 Firecrest | AddressLine1Txt |
| City | Garland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75044 | 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 |
|---|---|---|---|---|---|---|
| Jean F Carrell | ||||||
| 3517 Potomac | Dallas | TX | 75205 | Director | 0.00 | $0 |
| Meg Carrell Wells | ||||||
| 3502 Harvard | Dallas | TX | 75205 | Secretary | 0.00 | $0 |
| Kelly Carrell Day | ||||||
| 5714 Firecrest | Garland | TX | 75044 | President | 0.00 | $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 | $1,331,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,398,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,398,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,377,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $433 | TotalTaxAmt |
| Distributable Before Adj | $68,436 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,436 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,436 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,414 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,564 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,978 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,414 | ExcessFromYear3Amt |
| Excess From Current Year | $6,564 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jean F Carrell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Parkinson Voice Project | |||||||
| 646 N Coit Road Suite 2250 | Richardson | TX | 75080 | N/A | Public | General Operations | $10,000 |
| For the Nations | |||||||
| PO Box 850064 | Richardson | TX | 75085 | N/A | Public | General Operations | $2,500 |
| City Square | |||||||
| 409 N Haskell Ave | Dallas | TX | 75246 | N/A | Public | General Operations | $10,000 |
| Operation Kindness | |||||||
| 3201 Earhart Dr | Carrollton | TX | 75006 | N/A | Public | General Operations | $22,000 |
| Texas Baptist Men | |||||||
| 5351 Catron | Dallas | TX | 75227 | N/A | Public | General Operations | $2,500 |
| Texas Scottish Rite | |||||||
| 2222 Welborn Street | Dallas | TX | 75219 | N/A | Public | General Operations | $10,000 |
| Susan G Komen Dallas County | |||||||
| 5310 Harvest Hill Suite 120 | Dallas | TX | 75230 | N/A | Public | General Operations | $3,000 |
| Habitat for Humanity of South Colli | |||||||
| 1400 Summit Ave Ste D4 | Plano | TX | 75074 | N/A | Public | General Operations | $5,000 |
| NorthPark Presbyterian Church | |||||||
| 9555 N Central Expy | Dallas | TX | 75231 | N/A | PC | General Operations | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,314 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,079 | 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 |
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 Person | Jean Carrell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3517 Potomac | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,650 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1040 shs Home Depot stock | NoncashPropertyDesc |
| Fair Market Value | $140,650 | FairMarketValueAmt |
| Received | 2016-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| Equities | $993,732 |
| 1040 shares Home Depot Stock | $95,049 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expense | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | 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 | $1,550 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Money Management | CategoryTxt |
| Amt | $11,673 | Amt |
| Net Investment Income | $11,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $1,409 | $1,409 |
| Foreign Taxes | $681 | $681 |
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