THE JAMES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES FOUNDATION (EIN 75-6306453)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202441209349101089
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T09:11:28-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752718764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAGE & COMPANY CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Village Dr Suite 410 | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756306453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL TR ASSET MGT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FIRST FINANCIAL TR A | PersonFirstNm |
| Person Last | MGT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MITCH LEMEN CPA | PreparerPersonNm |
| PTIN | P01266235 | PTIN |
| Phone | 3256700888 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $557,852 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,432 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,432 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,430 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $224,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,485 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$891 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,862 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,135 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,135 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $279 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,862 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,721 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $960 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $734 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $734 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $26,467 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $58,426 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,794 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $223,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $183,766 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,585 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,786 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $452,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $557,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $427,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $404,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $452,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $429,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $452,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $429,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $452,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,034 | ExcessRevenueOverExpensesAmt |
| Subtotal | $429,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $429,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FFIN TRUST ST COV | P | 2023-01-01 | 2023-06-30 | $15,607 | $16,226 | -$619 | -$619 |
| FFIN TRUST LT COV | P | 2022-01-01 | 2023-12-31 | $203,894 | $201,751 | $2,143 | $2,143 |
| 24 SH WALT DISNEY | P | 2008-07-23 | 2023-05-11 | $2,218 | $748 | $1,470 | $1,470 |
| FG U80181 3% 1.1.33 | P | 2018-04-23 | 2023-01-01 | $1,375 | $1,356 | $19 | $19 |
| 5 SH ISHARES CORE S & P MIDCAP ETF | P | 2008-10-31 | 2023-12-26 | $1,401 | $282 | $1,119 | $1,119 |
| Capital Gain Dividends | $353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,485 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$619 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $151 | SubtotalAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $734 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $734 | TotalPaymentsAndCreditsAmt |
| Overpayment | $583 | OverpaymentAmt |
| Applied To ES Tax | $583 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST FINANCIAL TR & ASSET MGT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256277000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | 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 |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL TR ASSET MGT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,135 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $547,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $560,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $560,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $552,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151 | TotalTaxAmt |
| Distributable Before Adj | $27,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,398 | UndistributedIncomePYAmt |
| Qualifying Distributions | $33,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,398 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,602 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $11,866 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JAMES FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256277100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MEALS ON WHEELS | ||||||
| 949 MESQUITE ST | ABILENE | TX | 79601 | NONE | OPERATIONS | $3,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 3300 S 14TH STE 204 | ABILENE | TX | 79605 | NONE | OPERATIONS | $1,000 |
| BOBS AKA BREAKFAST ON BEECH STREET | ||||||
| BEECH ST | ABILENE | TX | 79601 | NONE | OPERATIONS | $3,000 |
| NOAH PROJECT | ||||||
| 1636 N 20TH STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $2,000 |
| BOYS GIRLS CLUB OF ABILENE | ||||||
| 709 N 2ND STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $2,000 |
| DAY NURSERY OF ABILENE | ||||||
| 650 CEDAR | ABILENE | TX | 79601 | NONE | OPERATIONS | $2,000 |
| UNIVERSITY OF TEXAS EL PASO | ||||||
| 500 WEST UNIVERSITY AVENUE | EL PASO | TX | 79968 | NONE | OPERATIONS | $10,000 |
| SERENITY FOUNDATION OF TEXAS | ||||||
| 1546 N 2ND STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| FOOD BANK OF ABILENE | ||||||
| 5505 N 1ST STREET | ABILENE | TX | 79603 | NONE | OPERATIONS | $4,000 |
| LOVE AND CARE MINISTRIES | ||||||
| 233 FANNIN STREET | ABILENE | TX | 79603 | NONE | OPERATIONS | $2,000 |
| GROVER NELSON PARK ZOOLOGICAL FOUND | ||||||
| 3301 S 14TH ST STE 16 | ABILENE | TX | 79605 | NONE | OPERATIONS | $1,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 547 CHESTNUT STREET | ABILENE | TX | 79602 | NONE | OPERATIONS | $1,000 |
| FAITH WORKS OF ABILENE INC | ||||||
| 1229 N MOCKINGBIRD LN | ABILENE | TX | 79603 | NONE | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,432 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,485 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RETURN OF CAPITAL | -$1,056 |
| NON DIVIDEND DISTRIBUTION | $165 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,594 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,456 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSE | $90 | $90 |
| FOREIGN TAX ON DIVIDENDS | $189 | $189 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $165 |
| RETURN OF CAPITAL | -$1,056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $226 | Amt |
| Net Investment Income | $226 | NetInvestmentIncomeAmt |