SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-09-29
- IRS object ID
- 201102729349100500
- Schema version
- 2010v3.4
- 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
- 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 | 2011-09-29T09:39:12-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | 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 DRIVE 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 | 2010-06-01 | 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 FOUNDATION | 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 | PRESIDENT | Title |
| Phone | 9157605551 | Phone |
| Date Signed | 2011-09-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W WEATHERLEY | Name |
| Phone | 9155846000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1422171 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 22451 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22451 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -127802 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 646276 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -105351 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22451 | 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 |
| Accounting Fees Rev And Expnss | 3900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14011 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14011 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1670 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1670 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 400 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 12656 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 12656 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21874 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 21874 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 54511 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 54111 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 71917 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 71917 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 126428 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 54111 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 71917 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -231779 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 379790 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 261501 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 261501 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1119320 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1006230 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1159273 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 12693 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 11296 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1797 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1397 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1397 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1500907 | TotalAssetsBOY |
| Total Assets EOY | 1269128 | TotalAssetsEOY |
| Total Assets EOYFMV | 1422171 | 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 | 1500907 | RetainedEarningsBOY |
| Retained Earnings EOY | 1269128 | RetainedEarningsEOY |
| Total Net Assets BOY | 1500907 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1269128 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1500907 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1269128 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1500907 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -231779 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1269128 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1269128 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 3268 SH AMEX SPDR MATERIALS SELECT | 2009-09-09 | 2010-07-19 | 97272 | 100020 | -2748 | -2748 |
| 9973 SH MUNDER FDS INC SMALL CAP | 2008-03-28 | 2010-07-19 | 167351 | 212298 | -44947 | -44947 |
| 5086 SH INVESCO BASIC VALUE | 2010-03-03 | 2010-10-05 | 97253 | 100000 | -2747 | -2747 |
| 3349 SH CGM TR FOCUS FUND | 2008-05-20 | 2010-10-07 | 97269 | 200834 | -103565 | -103565 |
| 492 SH SPDR TR S&P ETF TR | 2009-08-13 | 2010-10-08 | 57111 | 49949 | 7162 | 7162 |
| 868 SH ISHARES RUSSELL 2000 INDEX | 2009-08-13 | 2010-10-08 | 59816 | 49996 | 9820 | 9820 |
| 700 SH TPC GROUP | 2010-10-28 | 2011-04-11 | 27288 | 20263 | 7025 | 7025 |
| 1500 SH BRISTOL-MYERS SQUIBB | 2010-05-10 | 2011-05-12 | 42916 | 40718 | 2198 | 2198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -127802 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88203 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1422433 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062009 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 111730 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1639034 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068168 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9710 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2319594 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.004186 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 928 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 513860 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.001806 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.136169 | TotalDistributionRatio |
| Average Distribution Ratio | 0.027234 | AverageDistributionRatio |
| Net Noncharitable Assets | 1388559 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37816 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 37816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 71917 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | OK | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN H GUERRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | 1409705 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1409705 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1409705 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21146 | CashDeemedCharitable |
| Net Noncharitable Assets | 1388559 | NetNoncharitableAssets |
| Minimum Investment Return | 69428 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69428 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 69428 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 69428 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 69428 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 71917 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 71917 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 71917 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69428 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 69922 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 71917 | QualifyingDistributions |
| Applied To Year1 | 69922 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1995 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 67433 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS STREET | EL PASO | TX | 79930 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $15,400 |
| EL PASO SYMPHONY FOR KIDS PALOOZA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $5,000 |
| FEMAP FOUNDATION | |||||||
| 1400 HARDAWAY STREET | EL PASO | TX | 79903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $1,500 |
| FIX THE HURTORG | |||||||
| PO BOX 1106 | MESA | AZ | 85211 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $1,000 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $16,450 |
| MIRACLE LEAGUE OF EL PASO | |||||||
| 7500 WH BURGES | EL PASO | TX | 79925 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $8,000 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $5,022 |
| YWCA OF EL PASO DEL NORTE REGION | |||||||
| 1918 TEXAS AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $7,000 |
| PASO DEL NORTE CHIDLREN'S DEVELOPMENT CENTER | |||||||
| 1101 E SCHUSTER AVE | EL PASO | TX | 79902 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $6,545 |
| EL PASO CHILD GUIDANCE CENTER | |||||||
| 2701 EAST YANDELL | EL PASO | TX | 79903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $1,000 |
| COURT APPOINTED SPECIAL ADVOCATES OF EL PASO | |||||||
| 500 E SAN ANTONIO ST STE 312 | EL PASO | TX | 79901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $2,500 |
| OPERATION NOEL | |||||||
| PO BOX 981021 | EL PASO | TX | 799981021 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES OF ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 71917 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 22451 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -127802 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | -105351 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -105351 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4,8 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO FURTHER THE |
| 4,8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT INDIVIDUALS WHO ARE |
| 4,8 | MENTALLY RETARDED AND/OR PHYSICALLY DISABLED. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,900 | Amount |
| Net Investment Income | 3900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | 2514 | 1760 | 200DB | 5.000000000000 | 0 | 0 |
| DELL COMPUTER-(4) | 2004-10-01 | 4867 | 2433 | 200DB | 5.000000000000 | 0 | 0 |
| OFFICE DESK | 2008-11-17 | 4121 | 798 | 200DB | 7.000000000000 | 360 | 0 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | 1191 | 60 | SL | 15.000000000000 | 40 | 0 |
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 | 1006230 | EOYBookValue |
| EOYFMV | 1159273 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|---|
| COMPUTER | 2514 | 2514 | 0 | |
| DELL COMPUTER-(4) | 4867 | 4867 | 0 | |
| OFFICE DESK | 4121 | 3219 | 0 | 902 |
| LEASEHOLD IMPROVEMENTS | 1191 | 696 | 0 | 495 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS FROM PARTNERSHIPS | Description |
| Revenue And Expenses Per Books | 21874 | RevenueAndExpensesPerBooks |
| Net Investment Income | 21874 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $14,011 | Amount |
| Net Investment Income | 14011 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $1,670 | Amount |
| Net Investment Income | 1670 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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