ST ALBERT THE GREAT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ST ALBERT THE GREAT FOUNDATION (EIN 27-2019814)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-20
- IRS object ID
- 201642949349100004
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-20T11:07:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 Lakeside Drive 3rd Floor | AddressLine1Txt |
| City | Bannockburn | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272019814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ALBERT THE GREAT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ROY V ROHTER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAL | BusinessNameControlTxt |
| Phone | 9722522712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY S ROHTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722522712 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Rakers | PreparerPersonNm |
| PTIN | P00024653 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2016-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,745 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,195 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,464 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,295 | CashBOYAmt |
| Cash EOY | $1,224 | CashEOYAmt |
| Cash EOYFMV | $1,224 | CashEOYFMVAmt |
| Corporate Stock BOY | $124,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $130,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $155,521 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $132,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $131,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,798 | 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 |
|---|---|---|---|---|---|---|---|
| Vanguard FTSE | P | 2013-07-31 | 2015-09-10 | $4,932 | $5,029 | -$97 | -$97 |
| Vanguard FTSE | P | 2014-06-10 | 2015-09-10 | $1,656 | $1,950 | -$294 | -$294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$391 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,872 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $162,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $163,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.165820 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $192,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.228480 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $190,141 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,349 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $193,321 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.151815 | DistributionYr5Rt |
| Total Distribution | 0.688233 | TotalDistributionRt |
| Average Distribution | 0.137647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $157,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,350 | 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 | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | saintalbertthegreatfoundation.org | WebsiteAddressTxt |
| Individual With Books | Roy Rohter | IndividualWithBooksNm |
| Phone | 9722522712 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Wingren Road | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ROY S ROHTER | ||||||||
| 108 FOX GLEN CIRCLE | IRVING | TX | 75062 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| THERESA ROHTER | ||||||||
| 108 FOX GLEN CIRCLE | IRVING | TX | 75062 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROY V ROHTER | ||||||||
| 3100 WINGREN ROAD | IRVING | TX | 75062 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARIA T AMREIN | ||||||||
| 564 GLEN ABBEY BLVD | KNOXVILLE | TN | 37934 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREA R KRAUTMAN | ||||||||
| 229 SAN CLEMENTE | SANTA BARBARA | CA | 93109 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $7,843 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,843 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,843 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $34,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,507 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,104 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,505 | ExcessFromYear3Amt |
| Excess From Year2 | $19,182 | ExcessFromYear2Amt |
| Excess From Year1 | $13,848 | ExcessFromYear1Amt |
| Excess From Current Year | $18,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIFE CENTERS OF VENTURA COUNTY | |||||||
| 600 NORTH A STREET SUITE A | OXNARD | CA | 93030 | NONE | 501(C)(3) | Support for the general operations of the recipient. | $350 |
| ST AUGUSTINE ACADEMY | |||||||
| 130 S WELLS ROAD | VENTURA | CA | 93004 | NONE | 501(C)(3) | Support for the general operations of the recipient. | $15,000 |
| ST MONICA ACADEMY | |||||||
| 5115 N MONT CLARE | CHICAGO | IL | 60656 | NONE | 501(C)(3) | Support for the general operations of the recipient. | $5,000 |
| OPTIONS UNITED | |||||||
| 225 S Lake Ave Suite 300 | Pasadena | CA | 91101 | NONE | 501(C)(3) | Support for the General Operations of the Recipient | $1,000 |
| ST THERESE CLASSICAL ACADEMY | |||||||
| 5679 Hollister Ave | Goleta | CA | 93117 | NonE | 501(C)(3) | Support for the General Operations of the Recipient. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,804 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROY and THERESA ROHTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 FOX GLEN CIRCLE | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded stock | StockNm |
| EOY Book Value | $130,574 | EOYBookValueAmt |
| EOYFMV | $155,521 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $1,731 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY THERESA ROHTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $123 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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