CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAROL K ENGLER FOUNDATION (EIN 75-2403435)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201533149349100103
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T05:27:13-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J DAVID JACKSON LC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200-D WESTGATE PKWY | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79121 | 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 | 752403435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL K ENGLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 5123693334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BARTON CREEK BLVD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL K ENGLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123693334 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J DAVID JACKSON CPA | PreparerPersonNm |
| Phone | 8064688500 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,037,771 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,032 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,032 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $99,446 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,296 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,480 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,330 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $23,507 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,177 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,330 | AccountingFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,330 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,330 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,075 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $783,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $830,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,015,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $814,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $852,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,037,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $814,328 | UnrestrictedBOYAmt |
| Unrestricted EOY | $852,456 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $814,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $814,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $852,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $814,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $101,701 | OtherIncreasesAmt |
| Subtotal | $852,456 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $852,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER - SHORT TERM | P | 2014-01-01 | 2014-12-31 | $136,210 | $0 | $134,914 | $1,296 | $0 | $0 | $0 | $1,296 |
| OPPENHEIMER - LONG TERM | P | 2013-12-31 | 2014-12-31 | $392,950 | $0 | $305,511 | $87,439 | $0 | $0 | $0 | $87,439 |
| MERRILL LYNCH - LONG TERM | P | 1999-12-31 | 2014-09-30 | $16,092 | $0 | $5,381 | $10,711 | $0 | $0 | $0 | $10,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,446 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,296 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $813,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $725,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $607,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $58,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.397140 | DistributionYr5Rt |
| Total Distribution | 0.575462 | TotalDistributionRt |
| Average Distribution | 0.115092 | AverageDistributionRt |
| Net Investment Income Pct | $933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,866 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,866 | SubtotalAmt |
| Tax Based On Investment Income | $1,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,540 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,540 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,540 | OriginalReturnOverpaymentAmt |
| Overpayment | $674 | OverpaymentAmt |
| Applied To ES Tax | $674 | 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 |
| 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 | 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 |
| Individual With Books | CAROL K ENGLER | IndividualWithBooksNm |
| Phone | 8064671048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BARTON CREEK BLVD 2510 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | 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 |
| 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 |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL K ENGLER | ||||||||
| 2500 BARTON CREEK BLVD 2510 | AUSTIN | TX | 78735 | PRES/TREAS | 0 | $0 | $0 | $0 |
| MATTHEW P ENGLER | ||||||||
| 6841 VIRGINIA PKWY SUITE 103-171 | MCKINNEY | TX | 75071 | DIRECTOR | 0 | $0 | $0 | $0 |
| JENNIFER L ENGLER | ||||||||
| PO BOX 1866 | SILVERTHORNE | CO | 80498 | DIRECTOR | 0 | $0 | $0 | $0 |
| MICHAEL J ENGLER | ||||||||
| 16 EDGEWATER DRIVE | AMARILLO | TX | 79106 | DIRECTOR | 0 | $0 | $0 | $0 |
| TERESA E RAIZEN | ||||||||
| 55 NORFOLD ROAD | ARLINGTON | MA | 02476 | DIRECTOR | 0 | $0 | $0 | $0 |
| SARA E CADY | ||||||||
| 2519 BEACON ST | NEWPORT BEACH | CA | 92663 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARK A ENGLER | ||||||||
| 1 PINECREST | AMARILLO | TX | 79106 | DIRECTOR | 0 | $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 | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,866 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,240 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $23,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,895 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $146,175 | TotalExcessDistributionCyovAmt |
| Total Corpus | $146,175 | TotalCorpusAmt |
| Taxable2 | $40,240 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,100 | ExcessFromYear4Amt |
| Excess From Year3 | $39,800 | ExcessFromYear3Amt |
| Excess From Year2 | $52,895 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL K ENGLER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED CATHOLIC APPEAL | ||||||
| PO BOX 5644 | AMARILLO | TX | 79117 | N/A | GEN. CONTRIBUTION | $1,000 |
| AMARILLO AREA CASA | ||||||
| PO BOX 691 | AMARILLO | TX | 79105 | N/A | GEN. CONTRIBUTION | $5,000 |
| AMARILLO MUSEUM OF ART | ||||||
| 2200 S VANBUREN | AMARILLO | TX | 79109 | N/A | GEN. CONTRIBUTION | $3,000 |
| CITY CHURCH OUTREACH MINISTRY | ||||||
| 205 S POLK STREET | AMARILLO | TX | 79101 | N/A | GEN. CONTRIBUTION | $1,000 |
| GODS LEARNING CHANNEL | ||||||
| 12706 W HWY 8 EAST | ODESSA | TX | 79765 | N/A | GEN. CONTRIBUTION | $1,000 |
| MARCH OF DIMES | ||||||
| 104 WEST 6TH ST STE 301 | AMARILLO | TX | 79101 | N/A | GEN. CONTRIBUTION | $3,500 |
| MEALS ON WHEELS | ||||||
| 219 W 7TH AVE | AMARILLO | TX | 79101 | N/A | GEN. CONTRIBUTION | $3,000 |
| OLIVIA'S ANGELS | ||||||
| PO BOX 950 | AMARILLO | TX | 79105 | N/A | GEN. CONTRIBUTION | $2,000 |
| PREPARING THE WAYDIOCESE CAPITAL CAMPAIGN | ||||||
| BOX 5644 | AMARILLO | TX | 79117 | N/A | GEN. CONTRIBUTION | $20,000 |
| AUSTIN WALDORF SCHOOL | ||||||
| 8700 SOUTH VIEW ROAD | AUSTIN | TX | 78737 | N/A | GEN. CONTRIBUTION | $10,000 |
| DIOCESE OF AMARILLO SEMINARY BURSE FUND | ||||||
| PO BOX 5644 | AMARILLO | TX | 79117 | N/A | GEN. CONTRIBUTION | $1,500 |
| CHAMPIONS OF BREAST HEALTH | ||||||
| PO BOX 1400 | AMARILLO | TX | 79105 | N/A | GEN. CONTRIBUTION | $1,500 |
| HIGH PLAINS FOOD BANK | ||||||
| 815 ROSS STREET | AMARILLO | TX | 79102 | N/A | GEN. CONTRIBUTION | $2,000 |
| MARTHAS HOME | ||||||
| 1204 SW 18TH AVE | AMARILLO | TX | 79102 | N/A | GEN. CONTRIBUTION | $1,000 |
| ALZHEIMER'S DISEASE RESEARCH | ||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | N/A | GEN. CONTRIBUTION | $500 |
| AMARILLO AREA FOUNDATION | ||||||
| 801 S FILLMORE ST STE 700 | AMARILLO | TX | 79101 | N/A | GEN. CONTRIBUTION | $7,000 |
| PANHANDLE PBS | ||||||
| PO BOX 447 | AMARILLO | TX | 79178 | N/A | GEN. CONTRIBUTION | $800 |
| SUSAN G KOMENRACE FOR THE CURE | ||||||
| PO BOX 50610 | AMARILLO | TX | 79159 | N/A | GEN. CONTRIBUTION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,034 | 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 |
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 | LANYAP LTD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BARTON CREEK BLVD 2510 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| J. DAVID JACKSON, LC TAX SERVICES | $3,330 | |
| OPPENHEIMER INVESTMENT EXPENSES | $20,177 | $20,177 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OPPEN #5606 | CategoryOrItemTxt |
| Book Value | $830,381 | BookValueAmt |
| EOYFMV | $1,015,696 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO FMV OF CONTRIBUTED STOCK | Desc |
| Amt | $101,701 | Amt |
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