MELOVEE WHITE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MELOVEE WHITE TRUST (EIN 45-3245404)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-28
- IRS object ID
- 201620889349100707
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-28T13:20:36-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742730109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGE POTEET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 12199 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | 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 | 453245404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELOVEE WHITE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELO | BusinessNameControlTxt |
| Phone | 2108282058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2108282058 | PhoneNum |
| Signature | 2016-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M GHRIST JR | PreparerPersonNm |
| PTIN | P00659861 | PTIN |
| Phone | 2107356181 | PhoneNum |
| Preparation | 2016-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,541,755 | 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 | $231,804 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,516,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,593 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,240 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,518 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,542 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,231 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $239 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $931 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $93 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $831 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $83 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $748 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,497,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,497,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,584,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,536,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,103,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $200,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $256,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $256,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,394,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,096,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,190,649 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,098,495 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,242,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,090,318 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,751 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,835 | LandBOYAmt |
| Land EOY | $1,904 | LandEOYAmt |
| Land EOYFMV | $1,904 | LandEOYFMVAmt |
| Other Assets BOY | $4,464 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,855 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,855 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,701,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,600,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,541,755 | 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 | $5,701,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,600,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,701,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,600,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,701,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,600,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,701,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,103,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,532 | OtherIncreasesAmt |
| Subtotal | $3,600,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,600,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1127.439 COHEN & STEERS INSTL REALTY FD | P | 2014-10-24 | 2015-07-07 | $51,411 | $54,895 | -$3,484 | -$3,484 |
| 5557.452 JPMORGAN VALUE ADVANTAGE FD | P | 2015-12-17 | $156,831 | $166,834 | -$10,003 | -$10,003 | |
| 24110.037 PIMCO FOREIGN BD (USD HEDGED) | P | 2015-02-13 | 2015-07-07 | $254,602 | $261,835 | -$7,233 | -$7,233 |
| 69667.738 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-02-26 | 2015-02-19 | $650,000 | $652,090 | -$2,090 | -$2,090 |
| 15096.147 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-11-20 | 2015-08-28 | $140,545 | $140,998 | -$453 | -$453 |
| 21482.277 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-11-20 | 2015-09-01 | $200,000 | $200,644 | -$644 | -$644 |
| 7278.392 TEMPLETON GLOBAL BD FD | P | 2014-03-18 | 2015-02-12 | $90,325 | $93,309 | -$2,984 | -$2,984 |
| 4353.578 THORNBURG INTL VALUE FD I | P | 2015-12-17 | $106,706 | $133,691 | -$26,985 | -$26,985 | |
| 5666.692 AMERICAN BEACON LG CAP VALUE FD | P | 2014-05-13 | 2015-08-07 | $165,467 | $169,944 | -$4,477 | -$4,477 |
| 19342.052 HARTFORD FLOATING RATE FD I | P | 2015-02-12 | $168,276 | $174,296 | -$6,020 | -$6,020 | |
| 2345.786 JHANCOCK DISCPLNED VALUE MID CAP | P | 2015-08-17 | $49,707 | $29,750 | $19,957 | $19,957 | |
| 1281.443 JHANCOCK DISCPLNED VALUE MID CAP | P | 2015-08-18 | $27,090 | $17,560 | $9,530 | $9,530 | |
| 1635.403 JHANCOCK DISCPLNED VALUE MID CAP | P | 2013-03-26 | 2015-08-31 | $32,528 | $24,302 | $8,226 | $8,226 |
| 53533.191 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-02-26 | 2015-04-30 | $499,465 | $501,071 | -$1,606 | -$1,606 |
| 32154.341 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-02-26 | 2015-06-23 | $299,678 | $300,965 | -$1,287 | -$1,287 |
| 22556.391 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-02-26 | 2015-08-17 | $210,000 | $211,128 | -$1,128 | -$1,128 |
| 3700.845 SDIT ULTRA SHORT DURATION BD FD A | P | 2014-02-26 | 2015-08-28 | $34,455 | $34,640 | -$185 | -$185 |
| 317.179 T ROWE PRICE GROWTH STOCK FD | P | 2012-08-29 | 2015-08-31 | $17,454 | $11,875 | $5,579 | $5,579 |
| 375.0 VANGUARD SMALL CAP GROWTH ETF | P | 2012-08-29 | 2015-08-17 | $49,507 | $32,413 | $17,094 | $17,094 |
| 115.0 VANGUARD SMALL CAP GROWTH ETF | P | 2012-08-29 | 2015-08-31 | $14,426 | $9,940 | $4,486 | $4,486 |
| 1288.881 T ROWE PRICE GROWTH STOCK FD | P | 2015-08-18 | $75,412 | $44,582 | $30,830 | $30,830 | |
| 2579.217 T ROWE PRICE GROWTH STOCK FD | P | 2015-08-31 | $141,934 | $81,901 | $60,033 | $60,033 | |
| CAPITAL GAINS DIVIDENDS | P | $80,643 | $80,643 | $80,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,888,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,279,390 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.300800 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,038,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,021,365 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.343661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $664,497 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,113,275 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.314439 | DistributionYr3Rt |
| Total Distribution | 0.958900 | TotalDistributionRt |
| Average Distribution | 0.319633 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,459,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,425,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,064 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,427,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,536,405 | 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 | $2,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,376 | OverpaymentAmt |
| Applied To ES Tax | $1,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALICE CLARE | IndividualWithBooksNm |
| Phone | 2108282058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $37,800 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,208,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,678 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,527,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,527,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,459,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,064 | TotalTaxAmt |
| Distributable Before Adj | $220,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $220,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $220,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,536,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,536,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,064 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,534,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $597,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $887,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,578,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,063,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,536,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,315,506 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,378,720 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,378,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $597,040 | ExcessFromYear3Amt |
| Excess From Year2 | $887,866 | ExcessFromYear2Amt |
| Excess From Year1 | $1,578,308 | ExcessFromYear1Amt |
| Excess From Current Year | $2,315,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HAVEN FOR HOPE | |||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | N/A | PC | TRANSFORMATIONAL SERVICES FOR MEN, WOMEN AND FAMILIES EXPERIENCING HOMELESSNESS PROGRAM. | $150,000 |
| CHAPEL OF GOD'S COUNTRY MINISTIRES INC | |||||||
| 1502 32ND STREET | HONDO | TX | 78861 | N/A | PC | BUILDING OF A CHAPEL AT THE TORRES UNIT IN HONDO, TX. | $132,904 |
| KINETIC KIDS | |||||||
| PO BOX 690993 | SAN ANTONIO | TX | 78269 | N/A | PC | SPORTS AND RECREATION FOR ALL ABILITIES PROGRAM. | $75,000 |
| ASSISTANCE LEAGUE OF SAN ANTONIO | |||||||
| PO BOX 13130 | SAN ANTONIO | TX | 78213 | N/A | PC | SIX PHILANTHROPIC PROGRAMS BENEFITING SAN ANTONIO CHILDREN WHO RECEIVE BASIC NEED ITEMS. | $175,000 |
| SARA MICHELLE STREY MEMORIAL FUND | |||||||
| PO BOX 174 | ST HEDWIG | TX | 78152 | N/A | PC | SARA MICHELLE STREY MEMORIAL FUND SCHOLARSHIP PROGRAM FOR COLLEGE. | $25,000 |
| TOWN EAST BAPTIST CHURCH | |||||||
| 5866 US HIGHWAY 87 E | SAN ANTONIO | TX | 78222 | N/A | PC | BUILDING THE FAMILY LIFE CENTER. | $150,000 |
| OPERATION COMFORT | |||||||
| 4900BROADWAY SUITE 100 | SAN ANTONIO | TX | 78209 | N/A | PC | PROGRAMS TO ASSIST OUR WOUNDED MILITARY HEROS. | $125,000 |
| ST DAVID'S EPISCOPAL CHURCH AND SCHOOL | |||||||
| 1300 WILTSHIRE AVENUE | SAN ANTONIO | TX | 78209 | N/A | PC | GROWING THE TRADITION CAMPAIGN PROGRAM. | $175,000 |
| SETON HOME | |||||||
| 1115 MISSION ROAD | SAN ANTONIO | TX | 78210 | N/A | PC | SETON HOME PROGRAM "BASIC NEEDS" FOR TEEN MOTHERS AND THEIR CHILDREN. | $150,000 |
| LOW VISION RESOURCE CENTER | |||||||
| 1250 NE LOOP 410 SUITE 300 | SAN ANTONIO | TX | 78209 | N/A | PC | THE "OWL RADIO UPGRADE" PROGRAM WHICH WILL PURCHASE EQUIPMENT AND SOFTWARE. | $50,000 |
| SLEW (SUPPORT LENDING FOR EMOTIONAL WELL-BEING) | |||||||
| 12521 NACOGDOCHES RD SUITE 101 | SAN ANTONIO | TX | 78217 | N/A | PC | SURVIVORSHIP/AFTERCARE SERVICES FOR LOW INCOME, ELDERLY AND DISABLED WOMEN WITH CANCER. | $100,000 |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | |||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | N/A | PC | EQUIPMENT PURCHASES FOR CHEMOTHERAPY INFUSION ROOM AT CANCER THERAPY & RESEARCH CENTER. | $275,000 |
| ANY BABY CAN OF SAN ANTONIO INC | |||||||
| 217 HOWARD | SAN ANTONIO | TX | 78212 | N/A | PC | REACHING FAMILIES FACING AUTISM (RFFA) PROGRAM. | $100,000 |
| TEXAS BURN SURVIVOR SOCIETY INC | |||||||
| 8531 N NEW BRAUNFELS SUITE 102 | SAN ANTONIO | TX | 78217 | N/A | PC | 2016 PEDIATRIC SUMMER BURN CAMP, LEADERS IN FIRE EDUCATION, 2015 TEEN/YOUNG ADULT BURN SURVIVOR RETREAT. | $60,000 |
| MORNINGSIDE MINITRIES | |||||||
| 700 BABCOCK ROAD | SAN ANTONIO | TX | 78201 | N/A | PC | READYING FOR THE BABY BOOMERS: PRESERVING NURSING CARE FACILITIES PROGRAM. | $200,000 |
| THE ECUMENICAL CENTER | |||||||
| 8310 EWING HALSELL DR | SAN ANTONIO | TX | 78229 | N/A | PC | PASTORAL AND COUNSELING PROGRAMS. | $125,000 |
| ACADEMY ADVISORY CORPORATE COUNCIL | |||||||
| 3736 PERRIN CENTRAL BLDG 2 | SAN ANTONIO | TX | 78217 | N/A | PC | COLLEGE SCHOLARSHIPS FOR GRADUATES OF ACADEMY FOR CREATIVE EDUCATION. | $100,000 |
| LUTHERAN HIGH SCHOOL OF SAN ANTONIO | |||||||
| 18104 BABCOCK RD | SAN ANTONIO | TX | 78255 | N/A | PC | SCHOLARSHIP PROGRAMS FOR STUDENTS THAT CANNOT AFFORD TO ATTEND. | $50,000 |
| CONGO INITIATIVE | |||||||
| PO BOX 246 | GERMANTOWN | WI | 53022 | N/A | PC | TUITION/SCHOLARSHIPS, PURCHASE A NEW BUS, CHAMPION CULTIVATION PROGRAM, SOLAR POWER PROJECT. | $130,000 |
| TEAMABILITY | |||||||
| 1711 NORTH TRINITY | SAN ANTONIO | TX | 78201 | N/A | PC | 2015 THERAPEUTIC SWIM PROGRAM, CORTICAL VISUAL IMPAIRMENT ASSESSMENT AND INTERVENTION PROGRAM. | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,497,904 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $167,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $248,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,593 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF MELOVEE WHITE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $231,804 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,060 | Amt |
| Net Investment Income | $1,518 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,542 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2012-12-10 | $3,183 | $1,326 | SL | 5.000000000000 | $637 | $0 |
| I-PAD & ACCESSORIES | 2013-06-19 | $841 | $252 | SL | 5.000000000000 | $168 | $0 |
| COMPUTER EQUIPMENT - PRINTER | 2013-02-12 | $631 | $242 | SL | 5.000000000000 | $126 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - DETAIL ON REQUEST | StockNm |
| EOY Book Value | $1,096,851 | EOYBookValueAmt |
| EOYFMV | $1,190,649 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME - DETAIL ON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,242,510 | BookValueAmt |
| EOYFMV | $2,090,318 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $3,183 | $1,963 | $1,220 | $1,220 |
| I-PAD & ACCESSORIES | $841 | $420 | $421 | $421 |
| COMPUTER EQUIPMENT - PRINTER | $631 | $368 | $263 | $263 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,240 | LegalFeesAmt |
| Net Investment Income | $3,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,464 | BOYBookValueAmt |
| EOY Book Value | $2,855 | EOYBookValueAmt |
| EOYFMV | $2,855 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $909 | $818 | $91 |
| COMPUTER REPAIRS | $460 | $414 | $46 |
| TELEPHONE | $536 | $482 | $54 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $2,532 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $31,491 | Amt |
| Net Investment Income | $31,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $239 | $239 | $0 |
| EXCISE TAXES PAID | $4,992 | $0 | $0 |
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