MELOVEE WHITE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MELOVEE WHITE TRUST (EIN 45-3245404)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201413149349100041
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T16:10:01-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 REUNION PLACE SUITE 400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782164137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453245404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Melovee White Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALICE CLARE | InCareOfNm |
| Business Name Control | MELO | BusinessNameControlTxt |
| Phone | 2108282058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE Loop 410 Ste 315 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice Clare | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2108282058 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lois E Place CPA | PreparerPersonNm |
| PTIN | P00104857 | PTIN |
| Phone | 2108282058 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,062,171 | 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 | $4,839,027 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,895,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,430 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,036 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $890 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $89 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $550 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $55 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $495 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,038,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,828,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $402,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,317,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,317,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $917,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $736,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,183 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,664,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,760,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,755,904 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $943 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,131 | LandBOYAmt |
| Land EOY | $3,713 | LandEOYAmt |
| Land EOYFMV | $3,713 | LandEOYFMVAmt |
| Other Assets BOY | $4,798 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,422 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,422 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,991,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,820,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,062,171 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,991,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,820,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,991,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,820,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,991,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,820,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,991,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,828,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,820,248 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,820,248 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT A-S/T, BOX A | P | 2012-11-30 | 2013-04-26 | $537,963 | $556,940 | -$18,977 | -$18,977 |
| SEE ATTACHMENT A-L/T, BOX D | P | 2012-11-27 | 2013-12-24 | $106,985 | $92,349 | $14,636 | $14,636 |
| SEE ATTACHMENT A-L/T 28%, BOX D | P | 2012-11-27 | 2013-12-24 | $29,035 | $27,930 | $1,105 | $1,105 |
| SEE ATTACHMENT A-S/T, BOX A | P | 2012-11-29 | 2013-12-31 | $3 | $3 | ||
| SEE ATTACHMENT A-L/T, BOX D | 2011-07-05 | 2013-04-26 | $341,312 | $337,637 | $3,675 | $3,675 | |
| SEE ATTACHMENT A-L/T 28%, BOX D | P | 2011-07-05 | 2013-12-31 | $10 | $9 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $664,497 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,113,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.314439 | DistributionYr1Rt |
| Total Distribution | 0.314439 | TotalDistributionRt |
| Average Distribution | 0.314439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,021,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $950,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $305 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $950,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,038,629 | 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 | $305 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $305 | SubtotalAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $895 | OverpaymentAmt |
| Applied To ES Tax | $895 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE CLARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2108282058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP STE 315 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| 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 | Yes (true) | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE Loop 410 Ste 315 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $36,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,639,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,067,376 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,067,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,021,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $305 | TotalTaxAmt |
| Distributable Before Adj | $150,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $150,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $150,763 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,038,629 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,038,629 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $305 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,038,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,763 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $597,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $597,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,038,629 | QualifyingDistributionsAmt |
| Applied To Current Year | $150,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $887,866 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,484,906 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,484,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $597,040 | ExcessFromYear1Amt |
| Excess From Current Year | $887,866 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSION ROAD DEVELOPMENTAL CENTER | |||||||
| 8706 MISSION ROAD | SAN ANTONIO | TX | 78216 | NONE | PC | FREE TO BE ADULT SERVICES PROGRAM | $100,000 |
| CONGO INITIATIVE | |||||||
| PO BOX 246 | GERMANTOWN | WI | 53022 | NONE | PC | CONSTRUCTION, TUITION, USA OPERATIONS | $100,000 |
| SETON HOME | |||||||
| 1115 MISSION ROAD | SAN ANTONIO | TX | 78210 | NONE | PC | SAFE SHELTER PROGRAM | $100,000 |
| ANY BABY CAN | |||||||
| 217 Howard | SAn Antonio | TX | 78212 | NONE | PC | REACHING FAMILIES FACING AUTISM PROGRAM, CRISIS ASSISTANCE | $150,000 |
| ST GEORGE EPISCOPAL SCHOOL | |||||||
| 6900 WEST AVENUE | SAN ANTONIO | TX | 78213 | NONE | PC | SEEDS OF THE FUTURE CAPITAL CAMPAIGN, FINANCIAL AID ASSISTANCE | $100,000 |
| SAN ANTONIO AREA FOUNDATION | |||||||
| 303 PEARL PARKWAY STE 114 | SAN ANTONIO | TX | 78215 | NONE | PC | SAN ANTONIO AREA AFRICAN AMERICAN COMMUNITY FUND | $100,000 |
| Ecumenical Center for Religion and Health | |||||||
| 8310 Ewing Halsell Drive | San Antonio | TX | 78229 | NONE | PC | SUPPORT THE PURPOSE OF PROVIDING COUNSELING, EDUCATION, AND CONSULTATION TO THOSE SEEKING ASSISTANCE | $100,000 |
| ANAHUAC EDUCATION FOUNDATION | |||||||
| 804 Mikhael Ricks Dr | Anahuac | TX | 77514 | NONE | PC | PROVIDE FUNDS FOR INSTRUCTION | $25,000 |
| Texas Burn Survivors Society | |||||||
| 8531 N New Braunfels Suite 102 | San Antonio | TX | 78217 | NONE | PC | CAMP DAVID GRANT, LEADERS IN FIRE EDUCATION PROGRAM SUPPORT | $50,000 |
| ALAMO HEIGHTS SCHOOL FOUNDATION | |||||||
| 7101 Broadway | San Antonio | TX | 78209 | NONE | PC | AHISD WELLNESS ENDOWNMENT PROGRAM | $25,000 |
| ST PETER - ST JOSEPH CHILDREN'S HOME | |||||||
| 919 MISSION RD | SAN ANTONIO | TX | 78210 | NONE | PC | DAILY OPERATIONS | $100,000 |
| RAINBOW HOUSE INC | |||||||
| 8915 NEW WORLD DR | SAN ANTONIO | TX | 78239 | NONE | PC | CLIENT CARE PROGRAM | $25,000 |
| Christian Senior Services | |||||||
| 4306 NW Loop 410 | San Antonio | TX | 78229 | NONE | PC | MEALS ON WHEELS OF SAN ANTONIO, GRACE PLACE ALZHEIMER'S ACTIVITY CENTERS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,316 | 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 Person | THE ESTATE OF MELOVEE WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1 |
| City | SAN ANTONIO TX | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,839,027 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - ATTACHMENT B | StockNm |
| EOY Book Value | $736,016 | EOYBookValueAmt |
| EOYFMV | $982,183 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME - ATTACHMENT B | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,760,148 | BookValueAmt |
| EOYFMV | $1,755,904 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,798 | BOYBookValueAmt |
| EOY Book Value | $2,422 | EOYBookValueAmt |
| EOYFMV | $2,422 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $634 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,036 | Amt |
| Net Investment Income | $19,036 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $1,783 | |
| FOREIGN TAXES | $31 | $31 |
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