SCMCAFEE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCMCAFEE FAMILY FOUNDATION (EIN 47-5618773)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100708
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T08:25:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742533381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNES REITMEIER BOYD & THERRELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 BOSQUE BLVD STE 600 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767104459 | 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 | 475618773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCAFEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCAF | BusinessNameControlTxt |
| Phone | 9496449761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 527 | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT A MCAFEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9496449761 | PhoneNum |
| Signature | 2024-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY A LIVINGSTON | PreparerPersonNm |
| PTIN | P00044678 | PTIN |
| Phone | 2547764190 | PhoneNum |
| Preparation | 2024-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,129,443 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,312 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $959 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $959 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,396 | CashBOYAmt |
| Cash EOY | $5,402 | CashEOYAmt |
| Cash EOYFMV | $5,402 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,227 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $287,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $287,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $468,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $488,389 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $237,018 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $237,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $995,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,129,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $995,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $974,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $995,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $974,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $995,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $995,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $974,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $974,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $19,875 | $23,905 | -$4,030 | -$4,030 | |
| CAPITAL GAINS DIVIDENDS | $6,342 | $6,342 | $6,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $275 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $224 | OverpaymentAmt |
| Applied To ES Tax | $224 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9496449761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 527 | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT A MCAFEE | ||||||||
| PO BOX 527 | CLIFTON | TX | 76634 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CYNTHIA N MCAFEE | ||||||||
| PO BOX 527 | CLIFTON | TX | 76634 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOUGLAS F MCAFEE | ||||||||
| 45 HARVEST MOON TRAIL | SILVERTHORNE | CO | 80498 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $798,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,120,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,120,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,104,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $54,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,326 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,326 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,979 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYLOR SCOTT & WHITE CENTRAL TEXAS FOUNDATION | |||||||
| 2401 S 31ST ST | TEMPLE | TX | 76508 | NONE | PC | GENERAL FUND | $1,000 |
| BOSQUE COUNTY RURAL FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 218 | CRANFILLS GAP | TX | 76637 | NONE | PC | GENERAL FUND | $1,000 |
| BOSQUE MUSEUM | |||||||
| 301 S AVE Q | CLIFTON | TX | 76634 | NONE | PC | GENERAL FUND | $1,500 |
| CHORDOMA FOUNDATION | |||||||
| 2525 MERIDAN PARKWAY | DUNHAM | NC | 27713 | NONE | PC | GENERAL FUND | $1,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTOM | MA | 02215 | NONE | PC | GENERAL FUND | $2,000 |
| GOODALL WITCHER FOUNDATION | |||||||
| 101 POSEY AVE | CLIFTON | TX | 76634 | NONE | PC | GENERAL FUND | $1,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVE 100 | NEWPORT BEACH | CA | 92663 | NONE | PC | GENERAL FUND | $7,500 |
| LUTHERAN SUNSET MINISTRIES | |||||||
| 413 SUNSET AVE | CLIFTON | TX | 76634 | NONE | PC | GENERAL FUND | $1,000 |
| MIKE ROWE WORKS FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL FUND | $1,000 |
| MOFFITT CANCER CENTER | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | GENERAL FUND | $1,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE ST STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL FUND | $7,500 |
| SILO PROJECT DEB TOLMAN | |||||||
| 2136 WINIFRED ST | SIMI VALLEY | CA | 93063 | NONE | PC | GENERAL FUND | $1,000 |
| SUMMIT COUNTY RESCUE GROUP | |||||||
| 0225 COUNTY SHOPS ROAD | BRECKENRIDGE | CO | 80424 | NONE | PC | GENERAL FUND | $2,500 |
| THE CATHOLIC FOUNDATION | |||||||
| 6160 S SYRACUSE WAY STE 111 | GREENWOOD VLG | CO | 80111 | NONE | PC | GENERAL FUND | $500 |
| TURNING POINT USA | |||||||
| 756 N MAIN ST STE C | CROWN POINT | IN | 46307 | NONE | PC | GENERAL FUND | $1,000 |
| USC CARUSO CATHOLIC CENTER | |||||||
| UNIVERSITY PARKS | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL FUND | $500 |
| USC CREW | |||||||
| UNIVERSITY PARKS | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL FUND | $1,000 |
| WREATHS ACROSS AMERICA | |||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | NONE | PC | GENERAL FUND | $85 |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | |||||||
| 615 CHESNUT ST 17TH FLOOR | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $5,000 |
| HONOR HEALTH FOUNDATION | |||||||
| 8125 HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | NONE | PC | GENERAL FUND | $5,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PC | GENERAL FUND | $3,000 |
| UT SOUTHWESTERN PANCREATIC FOUNDATION | |||||||
| 3889 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | NONE | PC | GENERGAL FUND | $3,000 |
| CHURCH ON THE GO LAHAINA | |||||||
| 181 LAHAINALUNA ROAD | LAHAINA | HI | 96761 | NONE | PC | GENERAL FUND | $4,000 |
| MARY CROWLEY CANCER RESEARCH | |||||||
| 7777 FOREST LANE 707 BUILDING C | DALLAS | TX | 75230 | NONE | PC | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,085 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,263 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,263 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONOCOPHILLIPS | $33,426 | $63,839 |
| VERIZON COMMUNICATION | $59,395 | $41,470 |
| CENTERPOINT ENERGY | $25,308 | $31,427 |
| DOW INC | $53,590 | $54,840 |
| PFIZER INC | $44,655 | $37,427 |
| QUALCOMM INC | $43,398 | $43,389 |
| COMCAST CORP | $23,253 | $17,540 |
| JACOBS SOLUTIONS INC | $53,174 | $51,920 |
| MERCK & CO. INC. | $80,768 | $114,471 |
| T-MOBILE US INC | $28,113 | $32,066 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA SELIGMAN COMM FUND | FMV | $46,149 | $122,907 |
| SCHWAB US DIVIDEND EQUITY ETF | FMV | $64,072 | $89,833 |
| SPDR FUND CONSUMER STAPLES ETF | FMV | $16,232 | $21,609 |
| SPDR COMMUNICATIONS SELECT SECTOR (XLC) | FMV | $81,237 | $79,926 |
| SPDR INDUSTRIAL SELECT SECTOR ETF (XLI) | FMV | $29,328 | $34,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR ONLINE TRANSFERS | Desc |
| Revenue And Expenses Per Books | $959 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $215 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |