PENROSE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PENROSE FOUNDATION (EIN 75-2456902)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349104116
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T17:35:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752795393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JTAYLOR & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 OVERTON PLAZA SUITE 360 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761094430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752456902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENROSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENR | BusinessNameControlTxt |
| Phone | 6828991315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 910 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P SCHIEFFER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8173321328 | PhoneNum |
| Signature | 2025-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J COLE HADLEY | PreparerPersonNm |
| PTIN | P02309801 | PTIN |
| Phone | 8179245900 | PhoneNum |
| Preparation | 2025-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,784,935 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $423 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $423 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,927 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $114,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,918 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,918 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,954 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $295 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,488 | CashBOYAmt |
| Cash EOY | $12,370 | CashEOYAmt |
| Cash EOYFMV | $12,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,807 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,343,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,137,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,579,620 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,723 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $138 | LandEOYAmt |
| Land EOYFMV | $138 | LandEOYFMVAmt |
| Total Assets BOY | $1,380,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,784,935 | 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 | $1,380,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,342,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,342,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,342,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,962 | 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 |
|---|---|---|---|---|
| UBS FINANCIALS SERVICES #0038 - SEE ATTACHMENT | $38,456 | $35,071 | $3,385 | $3,385 |
| UBS FINANCIALS SERVICES #0038 - SEE ATTACHMENT | $689,052 | $609,510 | $79,542 | $79,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,927 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $925 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $925 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $432 | TaxDueAmt |
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 |
| Individual With Books | PATRICIA P SCHIEFFER | IndividualWithBooksNm |
| Phone | 8173321328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 910 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA P SCHIEFFER | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR/PRES | 0.00 | $0 | $0 | $0 |
| SHARON SCHIEFFER MAYES | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR/VP | 10.00 | $12,918 | $0 | $0 |
| YOLANDA CORNEJO GARCIA | ||||||||
| 1001 NW 15TH STREET | FORT WORTH | TX | 76106 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT P EVANS | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN N SCHIEFFER | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHARON S BAIRD | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| J THOMAS SCHIEFFER | ||||||||
| PO BOX 910 | FORT WORTH | TX | 76101 | DIRECTOR | 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 |
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 | $2,618,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,810,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,810,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,768,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,357 | TotalTaxAmt |
| Distributable Before Adj | $137,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,928 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,928 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,162 | 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 | $127,912 | 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) |
|---|---|---|
| Contributing Manager | PATRICIA P SCHIEFFER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTENTION SHARON S MAYES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 910 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173321328 | RecipientPhoneNum |
| Form And Info And Materials | TRANSCRIPT (WITH S.A.T. &/OR A.C.T. SCORES), THREE (3) LETTERS OF RECOMMENDATION, COPY OF PARENT'S LAST THREE (3) INCOME TAX RETURNS, AND AN ESSAY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 OF THE APPLICABLE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANTS MUST BE OF HISPANIC DESCENT AND MUST MAINTAIN A 3.0 GRADE AVERAGE EACH SEMESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABEL HERNANDEZ-MORENO | ||||||||
| 1040 E LOWDEN ST | FORT WORTH | TX | 76104 | NONE | I | EDUCATIONAL | $6,000 | |
| ACADEMY 4 | ||||||||
| 685 JOHN B SIAS MEMORIAL PARKWAY | FORT WORTH | TX | 76134 | NONE | NC | EDUCATIONAL | $2,500 | SUITE 215 |
| ALEJANDRA SPECIA | ||||||||
| 3509 STONE CREEK LANE SOUTH | FORT WORTH | TX | 76137 | NONE | I | EDUCATIONAL | $6,000 | |
| BENJAMIN DALTON | ||||||||
| 2648 CORAL COVE DR | GRAND PRAIRIE | TX | 75054 | NONE | I | EDUCATIONAL | $6,000 | |
| CRYSTAL VEGA | ||||||||
| 5717 BURTON AVE | FORT WORTH | TX | 76119 | NONE | I | EDUCATIONAL | $6,000 | |
| ELIJAH MHROUS | ||||||||
| 7863 PARK DOWNS CT | FORT WORTH | TX | 76137 | NONE | I | EDUCATIONAL | $6,000 | |
| GIRLS INC OF TARRANT COUNTY | ||||||||
| 304 EAST VICKERY BLVD | FORT WORTH | TX | 76104 | NONE | NC | EDUCATIONAL | $2,500 | |
| JENNIFER RIVERA | ||||||||
| 409 STONECREEK DR | ARLINGTON | TX | 76014 | NONE | I | EDUCATIONAL | $6,000 | |
| LAURA CRUZ | ||||||||
| 501 ISBELL RD | FORT WORTH | TX | 76114 | NONE | I | EDUCATIONAL | $6,000 | |
| MARK SMITH | ||||||||
| 1312 CHESTNUT ROAD | MANSFIELD | TX | 76063 | NONE | I | EDUCATIONAL | $6,000 | |
| PHOENIX SAAVEDRA | ||||||||
| 609 COTTONWOOD TRAIL | KELLER | TX | 76248 | NONE | I | EDUCATIONAL | $6,000 | |
| RAUL SALAS | ||||||||
| 4709 ALMENA RD | RIVER OAKS | TX | 76114 | NONE | I | EDUCATIONAL | $6,000 | |
| SALVADOR JIMENEZ | ||||||||
| 1016 SCHIEFFER AVE | FORT WORTH | TX | 76110 | NONE | I | EDUCATIONAL | $6,000 | |
| SAMUEL TAMAYO | ||||||||
| 6705 FRIENDSWAY DR | FORT WORTH | TX | 76137 | NONE | I | EDUCATIONAL | $6,000 | |
| TARRANT AREA FOOD BANK | ||||||||
| 2600 CULLEN STREET | FORT WORTH | TX | 76107 | NONE | NC | EDUCATIONAL | $2,500 | |
| UNITED COMMUNITY CENTERS INC | ||||||||
| 3900 MEADOWBROOK DRIVE 122 | FORT WORTH | TX | 76103 | NONE | NC | EDUCATIONAL | $2,500 | |
| DERECK HERNANDEZ-CONTRERAS | ||||||||
| 3813 PERIWINKLE DRIVE | FORT WORTH | TX | 76137 | NONE | I | EDUCATIONAL | $6,000 | |
| EMMANUEL MHROUS | ||||||||
| 7863 PARK DOWNS CT | FORT WORTH | TX | 76137 | NONE | I | EDUCATIONAL | $6,000 | |
| EMILY PACHECO | ||||||||
| 2721 NW 20TH STREET | FORT WORTH | TX | 76106 | NONE | I | EDUCATIONAL | $6,000 | |
| MALENA RAMIREZ | ||||||||
| 10105 ROLLING HILLS COURT | BENBROOK | TX | 76126 | NONE | I | EDUCATIONAL | $6,000 | |
| MIGUEL ROCHA | ||||||||
| 6460 WESTRIDGE DRIVE | WATAUGA | TX | 76148 | NONE | I | EDUCATIONAL | $6,000 | |
| SHERLYN SANCHEZ | ||||||||
| 5001 MARKS PLACE | FORT WORTH | TX | 76116 | NONE | I | EDUCATIONAL | $6,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 6300 RIDGLEA PL 400 | FORT WORTH | TX | 76116 | NONE | NC | EDUCATIONAL | $10 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,010 | 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 | $423 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,927 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,632 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $2,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| DELL AIO 24-I7 COMPUTER | 2021-10-29 | $1,428 | 200DB | 5.000000000000 | $0 | $0 |
| EPSON PRINTER | 2024-04-04 | $433 | 200DB | 5.000000000000 | $295 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHED | StockNm |
| EOY Book Value | $1,137,647 | EOYBookValueAmt |
| EOYFMV | $2,579,620 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DELL AIO 24-I7 COMPUTER | $1,428 | $1,428 | $0 | $0 |
| EPSON PRINTER | $433 | $295 | $138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $1,424 | $0 | $0 |
| OFFICE SUPPLIES | $826 | $0 | $0 |
| LICENSES & FEES | $5 | $0 | $0 |
| POSTAGE & MAILING FEES | $103 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES | $12,354 | $12,354 | $0 |
| MANAGEMENT FEES | $3,600 | $3,600 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $56 | Amt |
| Net Investment Income | $56 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |