CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR (EIN 58-6469140)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-21
- IRS object ID
- 201512949349100701
- Schema version
- 2014v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-21T07:47:07-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cameron Hines & Company APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2474 | AddressLine1Txt |
| City | West Monroe | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 712942474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586469140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMILLA CARTER COX AND CARTER COX JR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMI | BusinessNameControlTxt |
| Phone | 3182817330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6506 OLD MONROE RD | AddressLine1Txt |
| City | BASTROP | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CARTER COX | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2015-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D CAMERON CPA | PreparerPersonNm |
| PTIN | P00029739 | PTIN |
| Phone | 3183231717 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,633,761 | 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 | $344,546 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,600 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $755,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,959 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $539,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,631 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,470 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,091 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $389,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,575 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $123,846 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $106,202 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $111,837 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,349,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,466,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,692,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $183,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $209,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $221,165 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $291,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $293,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $290,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,005,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,394,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,633,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,005,130 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,394,746 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,005,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,005,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,394,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,005,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $389,616 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,394,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,959 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,779,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05057 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,456,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04969 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,477 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,202,369 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $976,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05110 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $749,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05641 | DistributionYr5Rt |
| Total Distribution | 0.26223 | TotalDistributionRt |
| Average Distribution | 0.05245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,328,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,301 | SubtotalAmt |
| Tax Based On Investment Income | $3,301 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $74 | EsPenaltyAmt |
| Tax Due | $3,375 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CAMERON CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3183231717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 REGENCY PLACE | AddressLine1Txt |
| City | WEST MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID CARTER COX | ||||||
| 115 BRIARCLIFF DRIVE | WEST MONROE | LA | 71291 | CO-TRUSTEE | 2.00 | $0 |
| MARTHA DENISE COX SILMON | ||||||
| 12820 LONG RIDGE RD | KNOXVILLE | TN | 37922 | CO-TRUSTEE | 10.00 | $0 |
| STEPHEN CARTER COX | ||||||
| 6318 OLD MONROE RD | BASTROP | LA | 71220 | CO-TRUSTEE | 10.00 | $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 | $2,002,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $286,776 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,364,078 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,364,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,328,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,301 | TotalTaxAmt |
| Distributable Before Adj | $113,130 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,130 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $120,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,130 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $747 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,867 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,433 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,870 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,257 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,266 | ExcessFromYear4Amt |
| Excess From Year3 | $5,867 | ExcessFromYear3Amt |
| Excess From Year2 | $74 | ExcessFromYear2Amt |
| Excess From Year1 | $5,433 | ExcessFromYear1Amt |
| Excess From Current Year | $6,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA BAPTIST CHILDRENS HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4196 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $120,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,600 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,072 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,959 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $194,631 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,631 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 4 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 8 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | STATE DOES NOT REQUIRE FILING OF RETURN | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $24,091 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,091 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR CARTER COX JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6506 OLD MONROE RD | AddressLine1Txt |
| City | BASTROP | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71220 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $4,512 | $4,512 |
| FOREIGN TAX PAID | $958 | $958 |
Comments