CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAROL K ENGLER FOUNDATION (EIN 75-2403435)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-03
- IRS object ID
- 201421549349100002
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-03T06:48:30-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J DAVID JACKSON LC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200-D WESTGATE PKWY | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79121 | 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 | 752403435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL K ENGLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 8064671048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 GUNN COURT | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 791064158 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL K ENGLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8064671048 | PhoneNum |
| Signature | 2014-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J DAVID JACKSON CPA | PreparerPersonNm |
| Phone | 8064688500 | PhoneNum |
| Preparation | 2014-06-03 | 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 | $1,020,723 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,946 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,946 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $26,635 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17,355 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,582 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,302 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $20,181 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,006 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $18,006 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $404 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,204 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $169 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $169 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,379 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,379 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,923 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,123 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $749,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $783,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $989,600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $819,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,020,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $819,600 | UnrestrictedBOYAmt |
| Unrestricted EOY | $814,328 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $819,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $819,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $819,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,635 | OtherIncreasesAmt |
| Subtotal | $814,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $814,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (127 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLERGAN INC | P | 2012-12-31 | 2013-01-23 | $3,362 | $0 | $2,904 | $458 | $0 | $0 | $0 | $458 |
| APPLE INC | P | 2012-12-31 | 2013-01-29 | $13,832 | $0 | $15,375 | -$1,543 | $0 | $0 | $0 | -$1,543 |
| LAS VEGAS SANDS | P | 2012-12-31 | 2013-01-22 | $7,857 | $0 | $6,929 | $928 | $0 | $0 | $0 | $928 |
| APPLE INC | P | 2012-12-31 | 2013-02-06 | $4,518 | $0 | $5,125 | -$607 | $0 | $0 | $0 | -$607 |
| ABBOTT LABS ABBVIE | P | 2013-01-18 | 2013-02-08 | $4,447 | $0 | $4,157 | $290 | $0 | $0 | $0 | $290 |
| ABBOTT LABS ABBVIE | P | 2013-01-23 | 2013-02-12 | $4,130 | $0 | $3,921 | $209 | $0 | $0 | $0 | $209 |
| COSTCO WSL CORP NEW | P | 2011-10-06 | 2013-03-19 | $4,241 | $0 | $3,396 | $845 | $0 | $0 | $0 | $845 |
| EXPRESS SCRIPTS | P | 2012-12-31 | 2013-03-01 | $25,289 | $0 | $24,390 | $899 | $0 | $0 | $0 | $899 |
| ORACLE CORP | P | 2012-12-31 | 2013-03-27 | $10,531 | $0 | $11,022 | -$491 | $0 | $0 | $0 | -$491 |
| ABBOTT LABS ABBVIE | P | 2013-01-18 | 2013-03-15 | $3,751 | $0 | $3,413 | $338 | $0 | $0 | $0 | $338 |
| ABBOTT LABS ABBVIE | P | 2013-01-23 | 2013-03-16 | $7,685 | $0 | $6,997 | $688 | $0 | $0 | $0 | $688 |
| APPLE INC | P | 2012-12-31 | 2013-04-29 | $7,640 | $0 | $9,737 | -$2,097 | $0 | $0 | $0 | -$2,097 |
| COLGATE | P | 2012-12-31 | 2013-04-09 | $3,634 | $0 | $3,239 | $395 | $0 | $0 | $0 | $395 |
| GENERAL ECLECTRIC | P | 2012-12-31 | 2013-04-26 | $8,933 | $0 | $8,540 | $393 | $0 | $0 | $0 | $393 |
| PHILIP MORIS | P | 2012-12-31 | 2013-04-23 | $4,751 | $0 | $4,310 | $441 | $0 | $0 | $0 | $441 |
| SCHULMBERGER | P | 2012-12-31 | 2013-04-24 | $4,086 | $0 | $3,999 | $87 | $0 | $0 | $0 | $87 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-05-21 | $4,892 | $0 | $4,272 | $620 | $0 | $0 | $0 | $620 |
| EMC CORP | P | 2012-12-31 | 2013-05-17 | $4,858 | $0 | $5,330 | -$472 | $0 | $0 | $0 | -$472 |
| PHILIP MORRIS | P | 2012-12-31 | 2013-05-31 | $4,403 | $0 | $3,896 | $507 | $0 | $0 | $0 | $507 |
| QUALCOMM | P | 2012-12-31 | 2013-05-02 | $5,075 | $0 | $5,039 | $36 | $0 | $0 | $0 | $36 |
| SCHULUMBERGER | P | 2012-12-31 | 2013-05-03 | $9,492 | $0 | $8,826 | $666 | $0 | $0 | $0 | $666 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-06-07 | $4,163 | $0 | $3,829 | $334 | $0 | $0 | $0 | $334 |
| COCA COLA | P | 2012-12-31 | 2013-06-18 | $3,433 | $0 | $3,121 | $312 | $0 | $0 | $0 | $312 |
| COSTCO WHSL CORP NEW | P | 2011-10-06 | 2013-06-05 | $4,010 | $0 | $2,981 | $1,029 | $0 | $0 | $0 | $1,029 |
| MCDONALDS CORP | P | 2012-12-31 | 2013-06-03 | $14,014 | $0 | $12,484 | $1,530 | $0 | $0 | $0 | $1,530 |
| MONDELEZ INTL | P | 2012-12-31 | 2013-06-25 | $3,689 | $0 | $3,272 | $417 | $0 | $0 | $0 | $417 |
| ORACLE CORP | P | 2012-12-31 | 2013-06-26 | $7,869 | $0 | $8,651 | -$782 | $0 | $0 | $0 | -$782 |
| QUALCOMM | P | 2012-12-31 | 2013-06-21 | $7,326 | $0 | $7,191 | $135 | $0 | $0 | $0 | $135 |
| WELLS FARGO | P | 2012-12-31 | 2013-06-25 | $4,787 | $0 | $4,072 | $715 | $0 | $0 | $0 | $715 |
| AMERICAN EXPRESS CO | P | 2013-02-04 | 2013-06-18 | $4,018 | $0 | $3,209 | $809 | $0 | $0 | $0 | $809 |
| ACCENTURE PLC | P | 2012-12-31 | 2013-07-15 | $11,328 | $0 | $10,539 | $789 | $0 | $0 | $0 | $789 |
| AMERISOURCEBERGEN CORP | P | 2012-12-31 | 2013-07-29 | $4,122 | $0 | $3,107 | $1,015 | $0 | $0 | $0 | $1,015 |
| BIOGEN IDEC INC | P | 2012-08-09 | 2013-07-29 | $5,144 | $0 | $3,349 | $1,795 | $0 | $0 | $0 | $1,795 |
| ORACLE CORP | P | 2012-12-31 | 2013-07-08 | $8,932 | $0 | $9,919 | -$987 | $0 | $0 | $0 | -$987 |
| QUALCOMM | P | 2012-12-31 | 2013-07-18 | $4,341 | $0 | $4,364 | -$23 | $0 | $0 | $0 | -$23 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-08-12 | $4,163 | $0 | $4,050 | $113 | $0 | $0 | $0 | $113 |
| COSTCO WHSL CORP NEW | P | 2011-10-06 | 2013-08-01 | $3,386 | $0 | $2,402 | $984 | $0 | $0 | $0 | $984 |
| MONSANTO CO | P | 2012-09-10 | 2013-08-27 | $7,153 | $0 | $6,547 | $606 | $0 | $0 | $0 | $606 |
| STRYKER CORP | P | 2012-12-31 | 2013-08-14 | $5,323 | $0 | $4,154 | $1,169 | $0 | $0 | $0 | $1,169 |
| UNILEVER | P | 2012-12-31 | 2013-08-20 | $4,339 | $0 | $4,231 | $108 | $0 | $0 | $0 | $108 |
| UNITED PARCEL SERVICE | P | 2012-12-31 | 2013-08-20 | $4,983 | $0 | $4,299 | $684 | $0 | $0 | $0 | $684 |
| SANOFI | P | 2013-01-09 | 2013-08-28 | $4,455 | $0 | $4,284 | $171 | $0 | $0 | $0 | $171 |
| SANOFI | P | 2013-01-11 | 2013-08-28 | $2,703 | $0 | $2,614 | $89 | $0 | $0 | $0 | $89 |
| ABBOTT LABS | P | 2012-12-31 | 2013-09-20 | $5,860 | $0 | $5,485 | $375 | $0 | $0 | $0 | $375 |
| ACCENTURE PLC | P | 2012-12-31 | 2013-09-18 | $2,607 | $0 | $2,320 | $287 | $0 | $0 | $0 | $287 |
| ALLERGAN INC | P | 2012-12-31 | 2013-09-20 | $357 | $0 | $363 | -$6 | $0 | $0 | $0 | -$6 |
| AMERISOURCEBERGEN CORP | P | 2012-12-31 | 2013-09-20 | $122 | $0 | $86 | $36 | $0 | $0 | $0 | $36 |
| BED BATH & BEYOND | P | 2012-12-31 | 2013-09-12 | $6,586 | $0 | $5,042 | $1,544 | $0 | $0 | $0 | $1,544 |
| BIOGEN IDEC INC | P | 2012-08-09 | 2013-09-20 | $477 | $0 | $291 | $186 | $0 | $0 | $0 | $186 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-09-20 | $118 | $0 | $110 | $8 | $0 | $0 | $0 | $8 |
| COCA COLA | P | 2012-12-31 | 2013-09-20 | $38 | $0 | $36 | $2 | $0 | $0 | $0 | $2 |
| COLGATE | P | 2012-12-31 | 2013-09-20 | $239 | $0 | $209 | $30 | $0 | $0 | $0 | $30 |
| COSTCO WHSL CORP NEW | P | 2011-10-06 | 2013-09-20 | $592 | $0 | $414 | $178 | $0 | $0 | $0 | $178 |
| EBAY INC | P | 2012-08-09 | 2013-09-20 | $384 | $0 | $312 | $72 | $0 | $0 | $0 | $72 |
| EMC CORP | P | 2012-12-31 | 2013-09-20 | $216 | $0 | $202 | $14 | $0 | $0 | $0 | $14 |
| GENERAL ELECTRIC | P | 2012-12-31 | 2013-09-20 | $342 | $0 | $290 | $52 | $0 | $0 | $0 | $52 |
| JOHNSON CTLS | P | 2012-01-09 | 2013-09-20 | $428 | $0 | $326 | $102 | $0 | $0 | $0 | $102 |
| JUNIPER NETWORKS | P | 2012-12-31 | 2013-09-20 | $382 | $0 | $359 | $23 | $0 | $0 | $0 | $23 |
| MONDELEZ INTL | P | 2012-12-31 | 2013-09-20 | $479 | $0 | $381 | $98 | $0 | $0 | $0 | $98 |
| MONSANTO CO | P | 2012-09-10 | 2013-09-20 | $209 | $0 | $174 | $35 | $0 | $0 | $0 | $35 |
| NIKE INC | P | 2012-12-31 | 2013-09-20 | $477 | $0 | $359 | $118 | $0 | $0 | $0 | $118 |
| OCCIDENTAL PETE CORP | P | 2012-12-31 | 2013-09-20 | $364 | $0 | $308 | $56 | $0 | $0 | $0 | $56 |
| PHILIP MORRIS | P | 2012-12-31 | 2013-09-20 | $263 | $0 | $248 | $15 | $0 | $0 | $0 | $15 |
| PROCTER & GAMBLE | P | 2012-12-31 | 2013-09-20 | $399 | $0 | $338 | $61 | $0 | $0 | $0 | $61 |
| STARBUCKS CORP | P | 2012-12-31 | 2013-09-20 | $456 | $0 | $318 | $138 | $0 | $0 | $0 | $138 |
| STRYKER CORP | P | 2012-12-31 | 2013-09-20 | $142 | $0 | $110 | $32 | $0 | $0 | $0 | $32 |
| TJX COS INC | P | 2012-12-31 | 2013-09-20 | $447 | $0 | $330 | $117 | $0 | $0 | $0 | $117 |
| UNILEVER | P | 2012-12-31 | 2013-09-20 | $13,291 | $0 | $13,494 | -$203 | $0 | $0 | $0 | -$203 |
| UNITED PARCEL SERVICE | P | 2012-12-31 | 2013-09-20 | $269 | $0 | $222 | $47 | $0 | $0 | $0 | $47 |
| VISA INC | P | 2012-07-12 | 2013-09-20 | $5,931 | $0 | $4,180 | $1,751 | $0 | $0 | $0 | $1,751 |
| WELLS FARGO | P | 2012-12-31 | 2013-09-20 | $470 | $0 | $376 | $94 | $0 | $0 | $0 | $94 |
| SANOFI | P | 2013-01-11 | 2013-09-20 | $491 | $0 | $484 | $7 | $0 | $0 | $0 | $7 |
| AMERICAN EXPRESS CO | P | 2013-02-04 | 2013-09-20 | $230 | $0 | $178 | $52 | $0 | $0 | $0 | $52 |
| ACCENTURE | P | 2013-05-01 | 2013-09-20 | $1,268 | $0 | $1,339 | -$71 | $0 | $0 | $0 | -$71 |
| STATE STR CORP | P | 2013-05-22 | 2013-09-20 | $345 | $0 | $325 | $20 | $0 | $0 | $0 | $20 |
| ABBOTT LABS | P | 2012-12-31 | 2013-10-14 | $302 | $0 | $280 | $22 | $0 | $0 | $0 | $22 |
| ALLEGAN INC | P | 2012-12-31 | 2013-10-14 | $270 | $0 | $272 | -$2 | $0 | $0 | $0 | -$2 |
| AMERISOURCEBERGEN CORP | P | 2012-12-31 | 2013-10-14 | $250 | $0 | $173 | $77 | $0 | $0 | $0 | $77 |
| BED BATH & BEYOND | P | 2012-12-31 | 2013-10-14 | $231 | $0 | $165 | $66 | $0 | $0 | $0 | $66 |
| BIOGEN IDEC INC | P | 2012-08-09 | 2013-10-14 | $4,751 | $0 | $2,911 | $1,840 | $0 | $0 | $0 | $1,840 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-10-14 | $126 | $0 | $111 | $15 | $0 | $0 | $0 | $15 |
| COCA COLA | P | 2012-12-31 | 2013-10-02 | $3,885 | $0 | $3,774 | $111 | $0 | $0 | $0 | $111 |
| COLGATE | P | 2012-12-31 | 2013-10-14 | $245 | $0 | $209 | $36 | $0 | $0 | $0 | $36 |
| COSTCO WHSL CORP NEW | P | 2011-10-06 | 2013-10-14 | $231 | $0 | $166 | $65 | $0 | $0 | $0 | $65 |
| EBAY INC | P | 2012-08-09 | 2013-10-14 | $217 | $0 | $178 | $39 | $0 | $0 | $0 | $39 |
| EMC CORP | P | 2012-12-31 | 2013-10-14 | $2,058 | $0 | $2,096 | -$38 | $0 | $0 | $0 | -$38 |
| GENERAL ELECTRIC | P | 2012-12-31 | 2013-10-14 | $266 | $0 | $228 | $38 | $0 | $0 | $0 | $38 |
| GOOGLE INC | P | 2012-12-31 | 2013-10-14 | $869 | $0 | $704 | $165 | $0 | $0 | $0 | $165 |
| JOHNSON CTLS | P | 2012-01-09 | 2013-10-14 | $210 | $0 | $163 | $47 | $0 | $0 | $0 | $47 |
| JUNIPER NETWORKS | P | 2012-12-31 | 2013-10-14 | $203 | $0 | $199 | $4 | $0 | $0 | $0 | $4 |
| MONDELEZ INTL | P | 2012-12-31 | 2013-10-14 | $275 | $0 | $228 | $47 | $0 | $0 | $0 | $47 |
| MONSANTO CO | P | 2012-09-10 | 2013-10-14 | $319 | $0 | $262 | $57 | $0 | $0 | $0 | $57 |
| NIKE INC | P | 2012-12-31 | 2013-10-14 | $294 | $0 | $206 | $88 | $0 | $0 | $0 | $88 |
| PEPSICO | P | 2012-12-31 | 2013-10-14 | $725 | $0 | $618 | $107 | $0 | $0 | $0 | $107 |
| PHILIP MORRIS | P | 2012-12-31 | 2013-10-14 | $343 | $0 | $331 | $12 | $0 | $0 | $0 | $12 |
| PROCTER & GAMBLE | P | 2012-12-31 | 2013-10-14 | $313 | $0 | $271 | $42 | $0 | $0 | $0 | $42 |
| QUALCOMM | P | 2012-12-31 | 2013-10-14 | $609 | $0 | $553 | $56 | $0 | $0 | $0 | $56 |
| STARBUCKS CORP | P | 2012-12-31 | 2013-10-14 | $4,662 | $0 | $3,132 | $1,530 | $0 | $0 | $0 | $1,530 |
| STRYKER CORP | P | 2012-12-31 | 2013-10-14 | $211 | $0 | $166 | $45 | $0 | $0 | $0 | $45 |
| TJX COS INC | P | 2012-12-31 | 2013-10-14 | $223 | $0 | $165 | $58 | $0 | $0 | $0 | $58 |
| UNITED PARCEL SERVICE | P | 2012-12-31 | 2013-10-14 | $271 | $0 | $222 | $49 | $0 | $0 | $0 | $49 |
| VISA INC | P | 2012-07-12 | 2013-10-14 | $192 | $0 | $122 | $70 | $0 | $0 | $0 | $70 |
| WELLS FARGO | P | 2012-12-31 | 2013-10-14 | $289 | $0 | $239 | $50 | $0 | $0 | $0 | $50 |
| SANOFI | P | 2013-01-11 | 2013-10-14 | $1,341 | $0 | $1,258 | $83 | $0 | $0 | $0 | $83 |
| SANOFI | P | 2013-01-15 | 2013-10-25 | $4,577 | $0 | $4,265 | $312 | $0 | $0 | $0 | $312 |
| AMERICAN EXPRESS CO | P | 2013-02-04 | 2013-10-14 | $150 | $0 | $118 | $32 | $0 | $0 | $0 | $32 |
| SANOFI | P | 2013-02-13 | 2013-10-25 | $2,705 | $0 | $2,391 | $314 | $0 | $0 | $0 | $314 |
| EMC CORP | P | 2013-02-26 | 2013-10-15 | $4,117 | $0 | $3,946 | $171 | $0 | $0 | $0 | $171 |
| EMC CORP | P | 2013-03-18 | 2013-10-22 | $3,573 | $0 | $3,697 | -$124 | $0 | $0 | $0 | -$124 |
| LAUDER ESTEE COS | P | 2013-04-19 | 2013-10-14 | $1,204 | $0 | $1,154 | $50 | $0 | $0 | $0 | $50 |
| ACCENTURE | P | 2013-05-01 | 2013-10-14 | $72 | $0 | $78 | -$6 | $0 | $0 | $0 | -$6 |
| STATE STR CORP | P | 2013-05-22 | 2013-10-14 | $133 | $0 | $129 | $4 | $0 | $0 | $0 | $4 |
| EMC CORP | P | 2013-06-20 | 2013-10-22 | $748 | $0 | $773 | -$25 | $0 | $0 | $0 | -$25 |
| TERADATA CORP DEL | P | 2013-09-19 | 2013-10-15 | $5,389 | $0 | $7,351 | -$1,962 | $0 | $0 | $0 | -$1,962 |
| ALLERGAN INC | P | 2012-12-31 | 2013-11-07 | $4,781 | $0 | $4,901 | -$120 | $0 | $0 | $0 | -$120 |
| CAMERON INTERNATIONAL | P | 2012-12-31 | 2013-10-29 | $10,237 | $0 | $10,320 | -$83 | $0 | $0 | $0 | -$83 |
| PHILIP MORRIS | P | 2012-12-31 | 2013-01-21 | $10,426 | $0 | $10,030 | $396 | $0 | $0 | $0 | $396 |
| SANOFI | P | 2013-02-13 | 2013-11-22 | $3,913 | $0 | $3,402 | $511 | $0 | $0 | $0 | $511 |
| SANOFI | P | 2013-02-15 | 2013-11-22 | $5,340 | $0 | $4,879 | $461 | $0 | $0 | $0 | $461 |
| SANOFI | P | 2013-02-27 | 2013-11-22 | $740 | $0 | $667 | $73 | $0 | $0 | $0 | $73 |
| F5 NETWORKS INC | P | 2013-09-17 | 2013-11-01 | $6,328 | $0 | $7,303 | -$975 | $0 | $0 | $0 | -$975 |
| JOHNSON CTLS | P | 2012-01-09 | 2013-12-19 | $4,677 | $0 | $3,029 | $1,648 | $0 | $0 | $0 | $1,648 |
| JOHNSON CTLS | P | 2012-04-10 | 2013-12-20 | $906 | $0 | $574 | $332 | $0 | $0 | $0 | $332 |
| NIKE INC | P | 2012-12-31 | 2013-12-11 | $5,380 | $0 | $3,549 | $1,831 | $0 | $0 | $0 | $1,831 |
| SANOFI | P | 2013-02-27 | 2013-12-02 | $2,769 | $0 | $2,526 | $243 | $0 | $0 | $0 | $243 |
| SANOFI | P | 2013-04-08 | 2013-12-02 | $3,761 | $0 | $3,741 | $20 | $0 | $0 | $0 | $20 |
| SANOFI | P | 2013-06-03 | 2013-12-02 | $3,187 | $0 | $3,306 | -$119 | $0 | $0 | $0 | -$119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,635 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,355 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $716,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $725,304 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $607,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.397140 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,358 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.438197 | DistributionYr5Rt |
| Total Distribution | 1.013659 | TotalDistributionRt |
| Average Distribution | 0.202732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $813,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $460 | SubtotalAmt |
| Tax Based On Investment Income | $460 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,540 | OverpaymentAmt |
| Applied To ES Tax | $2,540 | 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 | 2 GUNN COURT | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 791064158 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL K ENGLER | ||||||||
| 2 GUNN COURT | AMARILLO | TX | 79106 | 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 | $792,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,393 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $826,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $460 | TotalTaxAmt |
| Distributable Before Adj | $40,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,240 | 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 | $40,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,994 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $11,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,725 | TotalExcessDistributionCyovAmt |
| Total Corpus | $157,725 | TotalCorpusAmt |
| Taxable2 | $32,994 | Taxable2Amt |
| Undistributed Income CY | $40,240 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,175 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,380 | ExcessFromYear4Amt |
| Excess From Year3 | $30,100 | ExcessFromYear3Amt |
| Excess From Year2 | $39,800 | ExcessFromYear2Amt |
| Excess From Year1 | $52,895 | ExcessFromYear1Amt |
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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $3,500 |
| CITY CHURCH OUTREACH MINISTRY | ||||||
| 205 S POLK STREET | AMARILLO | TX | 79101 | N/A | GEN. CONTRIBUTION | $1,000 |
| KACV TV | ||||||
| BOX 447 | AMARILLO | TX | 79178 | N/A | GEN. CONTRIBUTION | $800 |
| 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 | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,947 | 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 | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 GUNN COURT | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| J. DAVID JACKSON, LC TAX SERVICES | $2,175 |
| OPPENHEIMER INVESTMENT EXPENSES | $18,006 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OPPEN #5606 | CategoryOrItemTxt |
| Book Value | $783,205 | BookValueAmt |
| EOYFMV | $989,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $169 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $169 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO FMV OF CONTRIBUTED STOCK | Description |
| Amount | $26,635 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,204 | Amt |
| Net Investment Income | $404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,204 | AdjustedNetIncomeAmt |
Comments