SEVEN CITIES FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SEVEN CITIES FOUNDATION (EIN 32-0181077)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349100938
- 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
- All Oth Prog Rltd Investments Sch
- Investments Land Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T07:25:45-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alvarado CPA Firm Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 Orchid Avenue | AddressLine1Txt |
| City | McAllen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78504 | 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 | 320181077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVEN CITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEVE | BusinessNameControlTxt |
| Phone | 9566885757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E THOMPSON JR | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 9566885757 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FIDEL ALVARADO JR | PreparerPersonNm |
| Phone | 9566822884 | PhoneNum |
| Preparation | 2016-05-16 | 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 | $3,117,006 | 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 | $5,076 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,076 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,432 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,508 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,701 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $30 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $30 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $444,054 | CashBOYAmt |
| Cash EOY | $293,373 | CashEOYAmt |
| Cash EOYFMV | $293,373 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,351,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,048,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,048,654 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $429,724 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,445,784 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $429,724 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $455,784 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $318,130 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $318,130 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $318,130 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $361 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,242,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,090,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,117,006 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,242,125 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,090,946 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,242,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,242,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,090,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,242,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,179 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,090,946 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,090,946 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $181,181 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,309,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054747 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,163 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,358,201 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066453 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,043,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,774 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,940,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,932,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037491 | DistributionYr5Rt |
| Total Distribution | 0.253376 | TotalDistributionRt |
| Average Distribution | 0.050675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,234,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,585 | 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 | $535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $535 | SubtotalAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,600 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,065 | OverpaymentAmt |
| Applied To ES Tax | $1,065 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES E THOMPSON JR | IndividualWithBooksNm |
| Phone | 9566885757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785012822 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E THOMPSON JR | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JONATHAN BEVIL | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARLA LUCE | ||||||||
| 314 S 11TH ST | McALLEN | TX | 78501 | SECRETARY | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,534,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $748,919 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,283,554 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,283,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,234,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $161,180 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $161,180 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $161,180 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,585 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $196,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $535 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,835 | UndistributedIncomePYAmt |
| Qualifying Distributions | $196,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,835 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $125,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $125,750 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $125,750 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $35,430 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES E THOMPSON JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES E THOMPSON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 S 11TH STREET | AddressLine1Txt |
| City | McALLEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9566885757 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEXAS MILITARY INSTITUTE | ||||||
| 20955 TEJAS TRAIL | SAN ANTONIO | TX | 78257 | PUBLIC CHARITY | GENERAL OPERATING FUNDCHAPEL ORGAN FUNDSCHOLARSHIP FUND | $5,000 |
| EPISCOPAL DIOCESE OF WEST TEXAS | ||||||
| P O BOX 6685 | SAN ANTONIO | TX | 78209 | PUBLIC CHARITY | GOOD SAM RGV&SANEBBI,MISSIONS | $8,000 |
| EPISCOPAL DIOCES OF WEST TEXAS | ||||||
| P O BOX 6685 | SAN ANTONIO | TX | 78209 | PUBLIC CHARITY | CLERGY STUDENTSBISHOP'S FUND FORAT TMI | $10,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| P O BOX 261288 | CORPUS CHRISTI | TX | 78426 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 5413 S MCCOLL ROAD | EDINBURG | TX | 78539 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AURORA HOUSE | ||||||
| 2646 W 18TH ST | WESLACO | TX | 78599 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| BOYS & GIRLS CLUB OF MCALLEN | ||||||
| PO BOX 577 | MCALLEN | TX | 785070577 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 502 EAST STARR | NACOGDOCHES | TX | 75961 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| EASTER SEAL OF THE RGV | ||||||
| PO BOX 489 | MCALLEN | TX | 785050489 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| PO BOX 275 | EDCOUCH | TX | 785380275 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 3707 W UNIVERSITY | EDINBURG | TX | 78541 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FOOD BANK OF RGV | ||||||
| PO BOX 6251 | MCALLEN | TX | 78502 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRONTERA AUDUBON | ||||||
| 11001 SOUTH TEXAS BLVD | WESLACO | TX | 78599 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | ||||||
| 202 E MADISON AVE | HARLINGEN | TX | 78550 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INT'L MUSUEM OF ART & SCIENCE | ||||||
| 1900 NOLANA | MCALLEN | TX | 78504 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JUNIOR LEAGUE OF MCALLEN | ||||||
| PO BOX 3004 | MCALLEN | TX | 785023004 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| KVMV | ||||||
| POBOX 3333 | MCALLEN | TX | 78502 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| LOGHILL MESA FIRE PROTECTION DISTRIC | ||||||
| PO BOX 747 | RIDGWAY | CO | 814020747 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MUSEUM OF SOUTH TEXAS HISTORY HERITAGE ASSN | ||||||
| 200 N CLOSNER BLVD | MCALLEN | TX | 78541 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| MERCURY ONE INC- THE NAZAREME FUND | ||||||
| P O BOX 140489 | IRVING | TX | 75039 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NATCHEZ ADAMS COHUMANE SOCIETY | ||||||
| 392 LIBERTY ROAD | NATCHEZ | MS | 39121 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| NATCHEZ CHILDREN HOME SERVICES | ||||||
| 806 N UNION ST | NATCHEZ | MS | 39120 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| PALMER DRUG ABUSE PROGRAM | ||||||
| 115 N 9TH | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PINEY WOODS SCHOOL | ||||||
| PO BOX 57 | PINEY WOODS | MS | 391489989 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 772511892 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| RIO GRANDE CHILDREN'S HOME | ||||||
| 3780 N BENTSEN PALM DRIVE | MISSION | TX | 785748207 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SPECIAL OLYMPICS | ||||||
| 2708 D E GRIFFIN PARKWAY | MISSION | TX | 78572 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| ST JOHN'S DAY SCHOOL | ||||||
| 2500N TENTH ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ST JOHN'S EPIS CHURCH FOUNDATION INC | ||||||
| 2500 NORTH TENTH ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ST MATTEW BAPTIST CHURCH | ||||||
| HWY 33 SOUTH | GARDEN CITY | MS | 785748207 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| SALVATION ARMY | ||||||
| POST OFFICE BOX 4766 | MCALLEN | TX | 785024766 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| SPRINGHILL BAPTIST CHURCH | ||||||
| 430 FREEWOODS RD SW | KNOXVILLE | MS | 39661 | PUBLIC CHARITY | CHARITABLE | $4,000 |
| TRIPLE H EQUITHERAPY CENTER | ||||||
| 791 BACKHAUS RD | PIPE CREEK | TX | 78063 | PUBLIC CHARITY | CHARITABLE | $6,000 |
| TROOPS DIRECT | ||||||
| 2400 CAMINO RAMON SUITE 105 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | CHARITABLE | $6,000 |
| UNITED WAY OF SOUTH TEXAS | ||||||
| PO BOX 187 | MCALLEN | TX | 785050187 | PUBLIC CHARITY | CHARITABLE | $4,000 |
| UT FOUNDATION CHANCELLOR'S COUNCIL | ||||||
| 210 W 6TH STREET SUITE 1200 | AUSTIN | TX | 787019907 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| UT FOUNDATION COCKRELL SCHOOL OF ENGINEERING FRIENDS OF ALEC | ||||||
| PO BOX 7727 | AUSTIN | TX | 787079907 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| VALLEY SYMPHONY ORCHESTRA | ||||||
| PO BOX 2832 | MCALLEN | TX | 785022832 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| VANNIE E COOK JR CANCER FOUNDATION | ||||||
| 101 W EXPRESSWAY 83 | MCALLEN | TX | 78503 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ZETA TAU ALPHA FOUNDATION | ||||||
| 321 W TULIP AVENUE | MCALLEN | TX | 78504 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CAMP UNIVERSITY | ||||||
| PO BOX 2294 | MCALLEN | TX | 78502 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| CATHDRAL SCHOOL OF NATCHEZ | ||||||
| 701 N DR MARTIN LUTHER KING JR ST | NATCHEZ | MI | 39120 | PUBLIC CHARITY | CHARITABLE | $18,000 |
| HORIZON COMMUNITIES | ||||||
| 405 EL CAMINO REAL 106 | MENLO PARK | CA | 94025 | PUBLIC CHARITY | CHARITABLE | $11,000 |
| MUJERES UNIDAS | ||||||
| 511 N CYNTHIA ST | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VI | 23453 | PUBLIC CHARITY | CHARITABLE | $4,750 |
| PREGNANCY RESOURRCE CENTERS OF THE RGV | ||||||
| 216 EAST TOM LANDRY STREET | MISSION | TX | 78572 | PUBLIC CHARITY | CHARITABLE | $4,750 |
| THE FIRST IMPRESSION AND MORE | ||||||
| 403 N MAIN | MCALLEN | TX | 78501 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WOUNDER WARRIOR PROJECT | ||||||
| 2200 SPACE PARK DRIVE SUITE 100 | HOUSTON | TX | 77058 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| WYCLIFFE BIBLE TRANSLATORS | ||||||
| P O BOX 628200 | ORLANDO | FL | 32862 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WREATHS ACROSS AMERICA | ||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 046230249 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| UPBRING | ||||||
| 8305 CROSS PARK DR | AUSTIN | TX | 78754 | PUBLIC CHARITY | CHARITABLE | $14,000 |
| RED ARENA | ||||||
| 1601 BELL SPRINS RD | DRIPPING SPRINGS | TX | 75620 | PUBLIC CHARITY | CHARITABLE | $6,000 |
| UTPA FOUNDATIN-STT ENGINEERING X2 AND MUNN SC | ||||||
| 1201 W UNIVERSITY DR | EDINBURG | TX | 785392999 | PUBLIC CHARITY | CHARITABLE | $6,000 |
| COMFORT HOUSE | ||||||
| 617 W DALLAS AVE | MCALLEN | TX | 78505 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,076 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,508 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT LOT- KERRIA | CategoryOrItemTxt |
| Cost Or Other Basis | $318,130 | CostOrOtherBasisAmt |
| Book Value | $318,130 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRE-PAID EXCISE TAX | Desc |
| BOY Book Value | $361 | BOYBookValueAmt |
| EOY Book Value | $1,065 | EOYBookValueAmt |
| EOYFMV | $1,065 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRE-PAID EXCISE TAX | Desc |
| BOY Book Value | $361 | BOYBookValueAmt |
| EOY Book Value | $1,065 | EOYBookValueAmt |
| EOYFMV | $1,065 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRE-PAID EXCISE TAX | Desc |
| BOY Book Value | $361 | BOYBookValueAmt |
| EOY Book Value | $1,065 | EOYBookValueAmt |
| EOYFMV | $1,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $55 | $55 |
| INSURANCE | $1,102 | |
| SUBSCRIPTION | $49 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PE FUNDING LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $429,724 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $535 |
| PROPERTY TAX | $5,166 |
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