SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349102051
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T17:15:17-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742911747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEATHERLEY BUTTERWORTH MACIAS & GRAVES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR 2-300 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUES | BusinessNameControlTxt |
| Phone | 9157605551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79901 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GUERRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9157605551 | PhoneNum |
| Signature | 2014-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W WEATHERLEY CPA | PreparerPersonNm |
| PTIN | P01014505 | PTIN |
| Phone | 9155846000 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| 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 | $1,497,587 | 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 |
| Dividends Rev And Expnss | $43,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,655 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,655 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,359 | GrossSalesPriceAmt |
| Total Rev And Expnss | $39,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,655 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,655 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,286 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,286 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $504 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,159 | OccupancyNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,655 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,019,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,026,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,495,983 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,914 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,399 | LandBOYAmt |
| Land EOY | $894 | LandEOYAmt |
| Land EOYFMV | $894 | LandEOYFMVAmt |
| Total Assets BOY | $1,086,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,027,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,497,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,086,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,027,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,086,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,027,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,086,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,027,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,086,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,029,025 | SubtotalAmt |
| Other Decreases | $1,169 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,027,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,244 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,231,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,246,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056095 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,388,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051793 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,203 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,422,433 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062009 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,730 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,639,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068168 | DistributionYr5Rt |
| Total Distribution | 0.283243 | TotalDistributionRt |
| Average Distribution | 0.056649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,423,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,614 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,731 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,795 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $234 | SubtotalAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $234 | AppliedToEsTaxAmt |
| Total Payments And Credits | $234 | TotalPaymentsAndCreditsAmt |
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 | OK | OrgReportOrRegisterStateCd |
| 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 | SUSAN H GUERRA | IndividualWithBooksNm |
| Phone | 9157605551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79901 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 5140 SILVERBELL LN | EL PASO | TX | 79932 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 7220 SIDEWINDER | ALBUQUERQUE | NM | 87113 | TRUSTEE | 2.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,444,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,444,709 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,444,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,423,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,152 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,152 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234 | TotalTaxAmt |
| Distributable Before Adj | $70,918 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,918 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,795 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,795 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,576 | UndistributedIncomePYAmt |
| Qualifying Distributions | $64,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,576 | AppliedToYear1Amt |
| Applied To Current Year | $3,219 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $67,699 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 500 E SAN ANTONIO ST STE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $16,000 |
| FEMAP FOUNDATION | |||||||
| 1400 HARDAWAY STREET | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,750 |
| YWCA OF EL PASO NORTE REGION | |||||||
| 1918 TEXAS AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| ARC DEL PASO | |||||||
| 3431 PERSHING D-1 | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,045 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS | EL PASO | TX | 79930 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $7,500 |
| EL PASO SYMPHONY ORCHESTRA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| GIGI'S PLAYHOUSE | |||||||
| 2350 WEST HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES ORGANIZA | $2,000 |
| MIRACLE LEAGUE OF EL PASO | |||||||
| PO BOX 972508 | EL PASO | TX | 79997 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES ORGANIZA | $5,000 |
| OPERATION NOEL | |||||||
| 201 E MAIN STE 1603 | ELPASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES ORGANIZA | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,795 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,655 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,244 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,411 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,411 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO |
| 4 | FURTHER THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY |
| 4 | BENEFIT INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 4 | PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT |
| 8 | INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 8 | PHYSICALLY DISABLED. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| SUSAN H GUERRA |
| STEVEN T HARRISON |
| MICHAEL E GUERRA |
| GAIL K GUERRA-BEAVER |
| STEPHANIE L GUERRA-DEL CAMPO |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | $2,514 | $2,514 | 200DB | 5.0000 | |
| DELL COMPUTER - (4) | 2004-10-01 | $4,867 | $4,867 | 200DB | 5.0000 | |
| OFFICE DESK | 2008-11-17 | $4,121 | $3,661 | 200DB | 7.0000 | $184 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | $1,191 | $855 | S/L | 15.0000 | $79 |
| COMPUTER | 2012-03-23 | $2,115 | $1,512 | 200DB | 5.0000 | $241 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| POWER-ONE INC | 2011-02 | PURCHASE | 2013-07 | $31,750 | $44,164 | -$12,414 |
| CLOROX COMPANY | 2013-08 | PURCHASE | 2013-12 | $46,474 | $41,570 | $4,904 |
| JOHNSON & JOHNSON | 2013-08 | PURCHASE | 2014-01 | $47,135 | $43,869 | $3,266 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN CORPORATE STOCK | StockNm |
| EOY Book Value | $1,026,252 | EOYBookValueAmt |
| EOYFMV | $1,495,983 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $14,808 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $13,914 | AccumulatedDepreciationAmt |
| Book Value | $894 | BookValueAmt |
| EOYFMV | $894 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $1,169 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,286 | Amt |
| Net Investment Income | $14,286 | NetInvestmentIncomeAmt |
Comments