SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-12
- IRS object ID
- 201222869349100312
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-12T13:26:51-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEATHERLEY BUTTERWORTH MACIAS & GRAVES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUES | NameControl |
| Phone | 9157605551 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN H GUERRA | Name |
| Title | TRUSTEE | Title |
| Phone | 9157605551 | Phone |
| Date Signed | 2012-09-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W WEATHERLEY CPA | Name |
| Phone | 9155846000 | Phone |
| Date Prepared | 2012-10-11 | 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 | 1114819 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 27045 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27045 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 27045 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 61586 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 389873 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61586 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 88631 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88631 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27045 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3349 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3349 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 12738 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12738 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1511 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1511 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 1447 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 13506 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 13506 | OccupancyNetInvstIncm |
| Other Expenses Rev And Expnss | 8524 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8524 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 41075 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 39628 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 70405 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 70405 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 111480 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 39628 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 70405 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22849 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 49003 | NetInvestmentIncome |
| Adjusted Net Income | 27045 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 261501 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 75112 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 75112 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1006230 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1169103 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1037643 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 14808 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12744 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1397 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2064 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2064 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1269128 | TotalAssetsBOY |
| Total Assets EOY | 1246279 | TotalAssetsEOY |
| Total Assets EOYFMV | 1114819 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1269128 | RetainedEarningsBOY |
| Retained Earnings EOY | 1246279 | RetainedEarningsEOY |
| Total Net Assets BOY | 1269128 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1246279 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1269128 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1246279 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1269128 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22849 | ExcessOfRevenueOverExpenses |
| Subtotal | 1246279 | Subtotal |
| Total Net Assets Fund Balances EOY | 1246279 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| AMEX SPDR INDUSTRIAL SELECT INDEX | P | 2009-11-27 | 2011-08-08 | 55341 | 50055 | 5286 | 5286 |
| AMEX SPDR TECHNOLOGY SELECT INDEX | P | 2009-10-05 | 2011-08-08 | 56901 | 50018 | 6883 | 6883 |
| ISHARES RUSSELL 2000 IDX FUND | P | 2009-08-13 | 2011-08-04 | 65119 | 50053 | 15066 | 15066 |
| SPDR TR S&P 500 ETF TRUST | P | 2009-08-13 | 2011-08-02 | 62072 | 50050 | 12022 | 12022 |
| UNITED STATES NAT GAS FUND ETF CASH | P | 2009-06-02 | 2011-08-02 | 16 | 16 | 16 | |
| MFS UTILS FD CL A | P | 2010-07-22 | 2012-04-18 | 150424 | 128111 | 22313 | 22313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61586 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71917 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1388559 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051793 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 88203 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1422433 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062009 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 111730 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1639034 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068168 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9710 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2319594 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.004186 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 928 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 513860 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.001806 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.187962 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037592 | AverageDistributionRatio |
| Net Noncharitable Assets | 1246378 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 46854 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 490 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47344 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 70405 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 490 | InvestmentIncomeExciseTax |
| Subtotal | 490 | Subtotal |
| Tax Based On Investment Income | 490 | TaxBasedOnInvestmentIncome |
| Tax Due | 490 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN H GUERRA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9157605551 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1265358 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1265358 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1265358 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18980 | CashDeemedCharitable |
| Net Noncharitable Assets | 1246378 | NetNoncharitableAssets |
| Minimum Investment Return | 62319 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62319 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 490 | TaxBasedOnInvestmentIncome |
| Total Tax | 490 | TotalTax |
| Distributable Amount Before Adj | 61829 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 61829 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 61829 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 70405 | ExpensesAndContributions |
| Qualifying Distributions | 70405 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 490 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 69915 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61829 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 67433 | UndistributedIncomePriorYear |
| Qualifying Distributions | 70405 | QualifyingDistributions |
| Applied To Year1 | 67433 | AppliedToYear1 |
| Applied To Current Year | 2972 | AppliedToCurrentYear |
| Undistributed Income CY | 58857 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 500 E SAN ANTONIO ST STE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $2,500 |
| EL PASO SYMPHONY FOR KIDS PALOOZA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| PASO DEL NORTE CHILDREN'S DEVELOPME | |||||||
| 1101 E SCHUSTER AVE | EL PASO | TX | 79902 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $10,450 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $22,000 |
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS STREET | EL PASO | TX | 79930 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,955 |
| FEMAP FOUNDATION | |||||||
| 1400 HARDAWAY STREET | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $1,500 |
| YWCA OF EL PASO NORTE REGION | |||||||
| 1918 TEXAS AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $8,500 |
| ARC DEL PASO | |||||||
| 3431 PERSHING D-1 | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,000 |
| OPERATION NOEL | |||||||
| PO BOX 981021 | EL PASO | TX | 799981021 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $2,500 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 70405 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 27045 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 61586 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 88631 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88631 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (8 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $3,349 | Amount |
| Net Investment Income | 3349 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| SUSAN H GUERRA |
| STEVEN T HARRISON |
| MICHAEL E GUERRA |
| GAIL K GUERRA-BEAVER |
| STEPHANIE L GUERRA-DEL CAMPO |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | 2514 | 2514 | 200DB | 5.0000 | |
| DELL COMPUTER - (4) | 2004-10-01 | 4867 | 4867 | 200DB | 5.0000 | |
| OFFICE DESK | 2008-11-17 | 4121 | 3219 | 200DB | 7.0000 | 258 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | 1191 | 696 | S/L | 15.0000 | 79 |
| COMPUTER | 2012-03-23 | 2115 | 200DB | 5.0000 | 1110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT IN CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1169103 | EOYBookValue |
| EOYFMV | 1037643 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItem |
| Cost Or Other Basis | 14808 | CostOrOtherBasis |
| Accumulated Depreciation | 12744 | AccumulatedDepreciation |
| Book Value | 2064 | BookValue |
| EOYFMV | 2064 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 25 | 25 |
| LOSS FROM PARTNERSHIPS | 8499 | 8499 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $12,738 | Amount |
| Net Investment Income | 12738 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $1,511 | Amount |
| Net Investment Income | 1511 | NetInvestmentIncome |
Comments