REDMAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REDMAN FOUNDATION INC (EIN 75-2617664)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-15
- IRS object ID
- 201631369349100413
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-15T15:10:23-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W A Vandiver & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16475 Dallas Parkway Ste 218 | AddressLine1Txt |
| City | Addison | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750016255 | 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 | 752617664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDM | BusinessNameControlTxt |
| Phone | 2142215999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 38567 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANEY BILLS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDALL A VANDIVER | PreparerPersonNm |
| PTIN | P00186012 | PTIN |
| Phone | 9724600096 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,903,643 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44,820 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,820 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $531,832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,640,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $531,832 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $727,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $727,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,476 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,435 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,041 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,740 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $592 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,148 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,053 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,945 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,304 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,929 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,910 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,582 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $674,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,866 | CashBOYAmt |
| Cash EOY | $10,199 | CashEOYAmt |
| Cash EOYFMV | $10,199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $422,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $517,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $517,762 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,044 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $4,073,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,293,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,400,997 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,067,503 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,061,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,964,685 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,593,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,893,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,903,643 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,203 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,592,059 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,893,025 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,592,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,893,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,593,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,893,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,592,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,893,025 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,893,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PDF ATTACHED LONG-TERM CAP GAIN DISTRIBUTIONS | P | 2014-01-01 | 2015-12-31 | $6,280 | $6,280 | $6,280 | |
| PDF ATTACHED LONG-TERM NON-COVERED | P | 2014-01-01 | 2015-12-31 | $1,204,465 | $429,189 | $429,189 | $775,276 |
| PDF ATTACHED LONG-TERM COVERED | P | 2014-01-01 | 2015-12-31 | $945,337 | $113,462 | $113,462 | $831,875 |
| PDF ATTACHED SHORT-TERM COVERED | P | 2015-06-30 | 2015-12-31 | $484,252 | -$17,163 | -$17,163 | $501,415 |
| PDF ATTACHED SHORT-TERM CAP GAIN DISTRIBUTIONS | P | 2015-06-30 | 2015-12-31 | $2 | $2 | $2 | |
| PDF ATTACHED SECTION 1250 GAIN DISTRIBUTION | P | 2015-06-30 | 2015-12-31 | $62 | $62 | $62 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $531,832 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,099 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $416,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,285,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $390,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,887,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04954 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $422,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,330,260 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05758 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,112,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $282,197 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,334,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04455 | DistributionYr5Rt |
| Total Distribution | 0.250199 | TotalDistributionRt |
| Average Distribution | 0.050040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,014,419 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $407,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $373,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,492 | SubtotalAmt |
| Tax Based On Investment Income | $13,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,692 | TaxDueAmt |
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 |
| 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 | WWW.REDMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTI ROYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142215999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38567 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL MARTIN | ||||||
| P O BOX 38567 | DALLAS | TX | 752380567 | Trustee | 1.00 | $0 |
| JANEY BILLS | ||||||
| PO BOX 38567 | DALLAS | TX | 752380567 | President | 1.00 | $0 |
| KAY CHAFIN | ||||||
| PO BOX 38567 | DALLAS | TX | 752380567 | Vice President | 1.00 | $0 |
| MARTI ROYER | ||||||
| PO BOX 38567 | DALLAS | TX | 752380567 | Executive Direc | 16.00 | $0 |
| AMY WILLIAMS GETZOFF | ||||||
| PO BOX 38567 | DALLAS | TX | 75238 | Treasurer | 1.00 | $0 |
| JOY HENDERSON | ||||||
| PO BOX 38567 | DALLAS | TX | 75238 | Secretary | 1.00 | $0 |
| MEGAN FLOWERS | ||||||
| PO BOX 38567 | DALLAS | TX | 75238 | Trustee | 1.00 | $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 | $7,698,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,136,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,136,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,014,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,492 | TotalTaxAmt |
| Distributable Before Adj | $387,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $387,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $387,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,755 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $373,755 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $373,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,229 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $15,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $13,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,755 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,755 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,474 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,474 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,330 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,730 | ExcessFromYear3Amt |
| Excess From Year1 | $13,600 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTI ROYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38567 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142215999 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACRAMENTO FOOD BANK FAMILY SERVICE | |||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | N/A | PUBLIC | PURCHASE OF FOOD FOR LOW-INCOME INDIVIDUALS AND FAMILIES | $10,000 |
| LUMIN EDUCATION | |||||||
| 924 WAYNE STREET | DALLAS | TX | 75223 | N/A | PUBLIC | SUPPORT THE PREGNANCY TO AGE THREE PROGRAM | $15,000 |
| ALLIANCE FOR FREEDOM RESTORATION JU | |||||||
| 207 SERENITY PLACE | SMITHVILLE | TN | 37166 | N/A | PUBLIC | SUPPORT GENERAL OPERATIONS | $14,000 |
| AGAPE PREGNANCY RESOURCE CENTER | |||||||
| 104 E MAIN ST | ROUND ROCK | TX | 78664 | N/A | PUBLIC | TO SUPPORT PROGRAMS FOR PREGNANT WOMEN | $15,000 |
| MOBILE LOAVES FISHES | |||||||
| 903 S CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | N/A | PUBLIC | TO MAINTAIN AND RENOVATE RVS USED FOR HOMELESS INDIVIDUALS | $10,000 |
| HEALING HANDS MINISTRIES | |||||||
| PO BOX 741524 | DALLAS | TX | 75374 | N/A | PUBLIC | FUNDS TO PROVIDE MEDICAL AND DENTAL SERVICES FOR LOW-INCOME, UNINSURED FAMILIES | $8,000 |
| DALLAS AREA RAPE CRISES CENTER | |||||||
| PO BOX 796383 | DALLAS | TX | 75379 | N/A | PUBLIC | TO SUPPORT PROGRAMS FOR INDIVIDUALS IMPACTED BY SEXUAL VIOLENCE | $15,000 |
| LIGHTHOUSE CHRISTIAN CAMP | |||||||
| 205 SERENITY PLACE | SMITHVILLE | TN | 37166 | N/A | PUBLIC | TO PURCHASE A SHUTTLE BUS | $14,000 |
| RIDE TO WALK | |||||||
| 700 SUNRISE AVENUE SUITE O | ROSEVILLE | CA | 95661 | N/A | PUBLIC | TO SUPPORT THERAPEUTIC PROGRAMS FOR CHILDREN WITH DISABILITIES | $10,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 624 NORTH GOOD-LATIMER EXPY STE 100 | DALLAS | TX | 75204 | N/A | PUBLIC | TO SUPPORT EDUCATIONAL PROGRAMS | $500 |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | N/A | PUBLIC | TO SUPPORT THE CRISES NURSERY PROGRAM | $10,000 |
| SACRAMENTO VALLEY TEEN CHALLENGE | |||||||
| PO BOX 276737 | SACRAMENTO | CA | 95827 | N/A | PUBLIC | TO PURCHASE A USED 12-PASSENGER VAN | $10,000 |
| CHRYSALIS WOMEN'S TRANSITIONAL LIVI | |||||||
| PO BOX 7494 | BOISE | ID | 83707 | N/A | PUBLIC | TO SUPPORT THE RESIDENTIAL RECOVERY PROGRAMS | $17,500 |
| HOSANNA | |||||||
| 2421 AZTEC ROAD NE | ALBUQUERQUE | NM | 87107 | N/A | PUBLIC | CREATION OF AN AUDIO RECORDING OF THE NEW TESTAMENT IN NOGAI | $27,000 |
| CAFE MOMENTUM | |||||||
| PO BOX 190308 | DALLAS | TX | 75219 | N/A | PUBLIC | INTERNSHIPS FOR YOUTH | $20,000 |
| LOVE INC OF TREASURE VALLEY | |||||||
| PO BOX 3404 | NAMPA | ID | 83653 | N/A | PUBLIC | SUPPORT PROGRAMS OF LOVE INC. | $17,500 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BLVD | ARLINGTON | TX | 76011 | N/A | PUBLIC | TO SUPPORT THE ADOLESCENT SANE PROGRAM | $20,000 |
| SOWER MINISTRY | |||||||
| 14771 CR 424 | LINDALE | TX | 75771 | N/A | PUBLIC | TO SUPPORT GENERAL OPERATIONS | $2,000 |
| DEAF MISSIONS | |||||||
| 21199 GREENVIEW ROAD | COUNCIL BLUFFS | IA | 51503 | N/A | PUBLIC | EFFORTS TO TRANSLATE THE BIBLE INTO AMERICAN SIGN LANGUAGE | $20,000 |
| SALVATION ARMY AUSTIN METRO COMMAND | |||||||
| 10711 BURNET ROAD SUITE 231 | AUSTIN | TX | 78758 | N/A | PUBLIC | PROGRAMS FOR WOMEN AND CHILDREN | $30,000 |
| INSIGHT FOR LIVING | |||||||
| PO BOX 5000 | FRISCO | TX | 75034 | N/A | PUBLIC | SUPPORT FOR BROADCASTS OF CHUCK SWINDOLL | $20,000 |
| SIERRA FOREVER FAMILIES | |||||||
| 8929 VOLUNTEER LANE SUITE 100 | SACRAMENTO | CA | 95826 | N/A | PUBLIC | HELP CHILDREN AND YOUTH FIND PERMANENCY THROUGH ADOPTION | $15,000 |
| JONI AND FRIENDS | |||||||
| 2001 W PLANO PARKWAY SUITE 3402 | PLANO | TX | 75075 | N/A | PUBLIC | SUPPORT FOR PROGRAMS FOR DISADVANTAGED INDIVIDUALS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,820 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,926 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $110 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $531,832 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $195,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $531,942 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $727,688 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX PREPARATION | CategoryTxt |
| Amt | $3,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,050 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,220 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES AND MEMBERSHIPS | $750 | $750 | |
| INSURANCE | $1,323 | $1,323 | |
| INTERNET | $65 | $65 | |
| OTHER | $13 | $13 | |
| POSTAGE AND DELIVERY | $382 | $382 | |
| SUPPLIES | $169 | $169 | |
| TELEPHONE | $893 | $893 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $42,053 | Amt |
| Net Investment Income | $42,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME - 2015 | $5,759 | $5,759 | |
| PAYROLL TAX | $1,490 | $186 | $1,304 |
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