ST ALBERT THE GREAT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST ALBERT THE GREAT FOUNDATION (EIN 27-2019814)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-28
- IRS object ID
- 201202419349100705
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-28T15:18:29-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362929601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1 |
| City | BANNOCKBURN | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272019814 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ALBERT THE GREAT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAL | NameControl |
| Phone | 9722522712 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROY S ROHTER | Name |
| Title | PRESIDENT | Title |
| Phone | 9722522712 | Phone |
| Date Signed | 2012-08-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY MARKOWITZ | Name |
| PTIN | P00024635 | PTIN |
| Phone | 8473740400 | Phone |
| Date Prepared | 2012-08-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 188062 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 12000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 5431 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5431 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 67631 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17231 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5431 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3159 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3159 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2056 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2056 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5215 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5215 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6715 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5215 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10516 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 216 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2924 | CashBOY |
| Cash EOY | 1864 | CashEOY |
| Cash EOYFMV | 1864 | CashEOYFMV |
| Investments Corp Stock BOY | 169933 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 181509 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 186198 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 172857 | TotalAssetsBOY |
| Total Assets EOY | 183373 | TotalAssetsEOY |
| Total Assets EOYFMV | 188062 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 172857 | RetainedEarningsBOY |
| Retained Earnings EOY | 183373 | RetainedEarningsEOY |
| Total Net Assets BOY | 172857 | TotalNetAssetsBOY |
| Total Net Assets EOY | 183373 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 172857 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 183373 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 172857 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10516 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 183373 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 183373 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ISHARES S&P GLBL ENERGY SECTOR INDEX FUND | P | 2010-08-16 | 2011-05-20 | 6863 | 5246 | 1617 | 1617 |
| ISHARES BARCLAY 7-10 YEARS TREASURY BONDS | P | 2010-08-11 | 2011-05-25 | 5264 | 5384 | -120 | -120 |
| ISHARES RUSSELL 2000 INDEX FD | P | 2010-08-13 | 2011-05-20 | 4561 | 3374 | 1187 | 1187 |
| SPDR S&P 500ETIF TRUST | P | 2010-08-12 | 2011-05-18 | 1325 | 1088 | 237 | 237 |
| SEL SECT SPDR CONS DISCRETION CONSUMER | P | 2010-08-12 | 2011-04-01 | 6881 | 5438 | 1443 | 1443 |
| VANGUARD EMERGING MARKETS ETF | P | 2010-08-13 | 2011-02-16 | 5538 | 4964 | 574 | 574 |
| ISHARES S&P GLBL FINCLS SECT INDEX FUND | P | 2010-08-17 | 2011-10-27 | 3085 | 3219 | -134 | -134 |
| ISHARES TR S&P GLOBAL INDUSTRIES INDEX | P | 2010-08-16 | 2011-02-16 | 8838 | 6977 | 1861 | 1861 |
| ISHARES S&P GLBL ENERGY SECTOR INDEX FUND | P | 2010-08-16 | 2011-05-18 | 1026 | 795 | 231 | 231 |
| CALL TR UNIT SERIES 1 | P | 2011-11-19 | 988 | 7433 | -6445 | -6445 | |
| PROSHARE UL S&P 500 | P | 13123 | 13375 | -252 | -252 | ||
| PUT - SPDR TR UNIT SER 1 | P | 2011-11-19 | 4358 | 4944 | -586 | -586 | |
| RYDEX S & P EQUAL WEIGHT ETF | P | 5781 | 5594 | 187 | 187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -200 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29349 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 193321 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.151815 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.151815 | TotalDistributionRatio |
| Average Distribution Ratio | 0.151815 | AverageDistributionRatio |
| Net Noncharitable Assets | 190141 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 28866 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28868 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 457 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 457 | TotalCreditsAndPayments |
| Overpayment | 453 | Overpayment |
| Amount Credited To Next Year | 453 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | SAINTALBERTTHEGREATFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ROY ROHTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9722522712 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROY S ROHTER | ||||||||
| 391 E LAS COLINAS BLVD STE 130-539 | IRVING | TX | 750396291 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| THERESA ROHTER | ||||||||
| 391 E LAS COLINAS BLVD STE 130-539 | IRVING | TX | 750396291 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROY V ROHTER | ||||||||
| 3100 WINGREN ROAD | IRVING | TX | 75062 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MARIA T AMREIN | ||||||||
| 564 GLEN ABBEY BLVD | KNOXVILLE | TN | 37934 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ANDREA R KRAUTMAN | ||||||||
| 229 SAN CLEMENTE | SANTA BARBARA | CA | 93109 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 190987 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2050 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 193037 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 193037 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2896 | CashDeemedCharitable |
| Net Noncharitable Assets | 190141 | NetNoncharitableAssets |
| Minimum Investment Return | 9507 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9507 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 9503 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9503 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9503 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9503 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 23065 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 23065 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 8003 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 8003 | ExcessDistriCyovAppliedCY |
| Total Corpus | 15062 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15062 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 15062 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ST ROSE ACADEMY | ||||||
| PO BOX 1245 | DOUGLASVILLE | GA | 30133 | NONE | SUPPORT FOR THE GENERAL OPERATIONS OF THE RECIPIENT. | $1,000 |
| JDRF | ||||||
| 26TH BROADWAY - 14TH FLOOR | NEW YORK | NY | 10004 | NONE | SUPPORT FOR THE GENERAL OPERATIONS OF THE RECIPIENT. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,431 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$200 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,231 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5231 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROY THERESA ROHTER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 12000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PUBLICLY TRADED STOCK | NameOfStock |
| EOY Book Value | 181509 | EOYBookValue |
| EOYFMV | 186198 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE | Description |
| Revenue And Expenses Per Books | 2056 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2056 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROY THERESA ROHTER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WINGREN ROAD | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $159 | 159 | 0 |
| INCOME TAXES | $3,000 | 3000 | 0 |
Comments