T-LOT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- T-LOT FOUNDATION INC (EIN 80-0075919)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-31
- IRS object ID
- 202620909349100827
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-31T16:31:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800075919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T-Lot Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tony Bartel | InCareOfNm |
| Business Name Control | T-LO | BusinessNameControlTxt |
| Phone | 9727276118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road STE 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY BARTEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9727276118 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,085,756 | 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 | $11,442 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $660,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,795,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $660,059 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $145,426 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $706,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $695,222 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $145,426 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,283 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $228 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,827 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,382 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,382 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,441 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,244 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,953 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,027 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $84 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $84 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,286 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $341 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $201 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $181 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,042 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $66,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $510,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $145,426 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $253,266 | CashBOYAmt |
| Cash EOY | $130,672 | CashEOYAmt |
| Cash EOYFMV | $130,672 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,024,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,651,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,955,084 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,277,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,782,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,085,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $500 | CapitalStockBOYAmt |
| Capital Stock EOY | $500 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,277,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,781,742 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,277,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,782,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,277,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,782,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,277,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $510,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,788,109 | SubtotalAmt |
| Other Decreases | $5,867 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,782,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Long Term - See Attached | P | 2024-01-01 | 2025-07-01 | $758,914 | $244,281 | $514,633 | $514,633 |
| Short Term - See Attached | P | 2025-01-01 | 2025-07-01 | $1,036,176 | $890,750 | $145,426 | $145,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $660,059 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $145,426 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $137 | EsPenaltyAmt |
| Tax Due | $4,608 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tony D Bartel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727276118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Road | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||||
| 190 E Stacy Road STE 306-185 | Allen | TX | 75002 | President | 30.00 | $1,142 | $0 | $0 |
| DENISE R BARTEL | ||||||||
| 190 E Stacy Road STE 306-185 | Allen | TX | 75002 | Secretary | 30.00 | $1,142 | $0 | $0 |
| TERRY BUTLER | ||||||||
| 190 E Stacy Road STE 306-185 | Allen | TX | 75002 | Treasurer | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provide horse riding lessons to children with learning differences or emotional trauma and provide rescue for disabled horses | Description1Txt |
| Expenses1 | $136,488 | Expenses1Amt |
| Description2 | Assist in the care of the homeless community in Collin County Texas | Description2Txt |
| Expenses2 | $35,434 | Expenses2Amt |
| Description3 | Provide Mentoring relationships to individuals in North Texas | Description3Txt |
| Expenses3 | $4,047 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,809,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,987,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,987,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,957,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,471 | TotalTaxAmt |
| Distributable Before Adj | $88,392 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,392 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,968 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $175,968 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,392 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $55,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,968 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $175,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $88,392 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $88,392 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,355 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $269,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $93,387 | ExcessFromYear1Amt |
| Excess From Current Year | $175,968 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONY BARTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONY BARTEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Stacy Rd Ste 306-185 | AddressLine1Txt |
| City | Allen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727276118 | RecipientPhoneNum |
| Recipient Email Address | hebrewten@dfwair.net | RecipientEmailAddressTxt |
| Form And Info And Materials | Not Applicable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | Not Applicable | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Horse Therapy Clients | |||||||
| City Center | Allen | TX | 75002 | No Relationship | I | Horse Therapy | $108,612 |
| North Texas Indigent | |||||||
| City Center | Allen | TX | 75002 | No Relationship | I | Care and Support | $19,450 |
| North Texas Mentees | |||||||
| City Center | Allen | TX | 75002 | No Relationship | I | Mentoring | $2,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,284 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TONY D BARTEL | ||||||
| 1 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $9,817 | Yes (X) |
| TONY BARTEL | ||||||
| 2 | 190 E Stacy Road Ste 306-185 | Allen | TX | 75002 | $1,624 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 16 shares of SPY | $9,817 | 2025-06-27 |
| 2 | Home Appliances | $1,624 | 2025-11-22 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | See Attached | AssetDesc |
| Acquired | 2024-01 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2025-07 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 07012025 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,795,090 | GrossSalesPriceAmt |
| Basis | $1,135,031 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $660,059 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE SP 500 ETF IV | $1,647,353 | $1,944,173 |
| SPDR SP 500 ETF TRUST | $4,217 | $10,911 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donation FMV vs Book | Desc |
| Amt | $5,867 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administration | Desc |
| Revenue And Expenses Per Books | $1,042 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trade Fees | CategoryTxt |
| Amt | $6,027 | Amt |
| Net Investment Income | $6,027 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Tax | $2,243 | $2,243 | |
| Payroll Tax | $280 | $28 | $224 |
| Property tax | $147 | $15 | $117 |
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