PELTON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PELTON CHARITABLE FOUNDATION INC (EIN 20-3863708)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202321229349101032
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T13:24:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203863708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pelton Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PELT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | janet pelton camp | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | janet pelton | PersonFirstNm |
| Person Last | camp | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,427,028 | 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 | $90,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,133,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,589 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,639 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,433 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,578 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $24,686 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,718 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,961,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,016,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,127,736 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $69,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,996 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,268,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,316,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,427,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,268,310 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,316,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,268,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,268,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,316,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,268,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,316,417 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,133,119 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,028,530 | CostOrOtherBasisAmt |
| Gain Or Loss | $104,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $104,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,059 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,059 | SubtotalAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,622 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,622 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $437 | 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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Janet Pelton Camp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kathryn E Doane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,248,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,480,293 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,480,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,443,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,059 | TotalTaxAmt |
| Distributable Before Adj | $120,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $126,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,562 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $126,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,562 | AppliedToYear1Amt |
| Applied To Current Year | $8,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $111,522 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Janet Pelton Camp | ContributingManagerNm |
| Contributing Manager | Kathryn E Doane | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 20049 | N/A | PC | General & Unrestricted | $1,000 |
| ACLU FOUNDATION OF TEXAS INC | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | PC | General & Unrestricted | $300 |
| ALZHEIMERS TEXAS INC | |||||||
| 7000 N MOPAC EXPY STE 200 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | N/A | PC | General & Unrestricted | $1,300 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $750 |
| ARCHAEOLOGICAL CONSERVANCY | |||||||
| 1717 GIRARD BLVD NE | ALBUQUERQUE | NM | 87106 | N/A | PC | General & Unrestricted | $300 |
| AUSTIN REGION JFON | |||||||
| PO BOX 17516 | AUSTIN | TX | 78760 | N/A | PC | General & Unrestricted | $1,000 |
| BONEFISH & TARPON TRUST INC | |||||||
| 24 DOCKSIDE LN 83 | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $500 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| BREAST CANCER RESOURCE CENTER | |||||||
| 8127 MESA DR STE B206 131 | AUSTIN | TX | 78759 | N/A | PC | General & Unrestricted | $1,000 |
| BREAST CANCER RESOURCE CENTER | |||||||
| 8127 MESA DR STE B206 131 | AUSTIN | TX | 78759 | N/A | PC | For use with Metastatic Breast Cancer fighters | $500 |
| CAMP ALLEN-CAMP AND CONFERENCE CENTER | |||||||
| 18800 FM 362 RD | NAVASOTA | TX | 77868 | N/A | PC | General & Unrestricted | $750 |
| CAMP FIRE | |||||||
| PO BOX 303040 | AUSTIN | TX | 78703 | N/A | PC | General & Unrestricted | $250 |
| CAMP FIRE USA SOUTHEAST TEXAS COUNCIL | |||||||
| 350 FM 256 N | WOODVILLE | TX | 75979 | N/A | PC | General & Unrestricted | $500 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $300 |
| CAPITOL BROADCASTING ASSOCIATION INC | |||||||
| PO BOX 6200 | AUSTIN | TX | 78762 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR ACTION AND CONTEMPLATION INC | |||||||
| PO BOX 12464 | ALBUQUERQUE | NM | 87195 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR RESTORATIVE PROGRAMS | |||||||
| PO BOX 1775 | ALAMOSA | CO | 81101 | N/A | PC | General & Unrestricted | $700 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $2,000 |
| CONSPIRARE INC | |||||||
| 1812 CENTRE CREEK DR STE 110 | AUSTIN | TX | 78754 | N/A | PC | General & Unrestricted | $1,000 |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PC | General & Unrestricted | $750 |
| DIVERS ALERT NETWORK | |||||||
| 6 W COLONY PL | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $1,500 |
| DR SUSAN LOVE RESEARCH FOUNDATION | |||||||
| 8605 SANTA MONICA BLVD STE 89002 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Metastatic Breast Cancer research | $750 |
| DRIPPING SPRINGS COMMUNITY LIBRARY DISTRICT | |||||||
| 501 SPORTSPLEX DR | DRIPPING SPGS | TX | 78620 | N/A | GOV | General & Unrestricted | $1,000 |
| DRIPPING SPRINGS HELPING HANDS INC | |||||||
| PO BOX 804 | DRIPPING SPGS | TX | 78620 | N/A | PC | General & Unrestricted | $1,000 |
| EL BUEN SAMARITANO EPISCOPAL MISSION | |||||||
| 7000 WOODHUE DR | AUSTIN | TX | 78745 | N/A | PC | General & Unrestricted | $1,500 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $2,300 |
| FEED THE NEED MISSIONS | |||||||
| 1067 HWY 71 E | BASTROP | TX | 78602 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $1,000 |
| HONDURAS GOOD WORKS | |||||||
| PO BOX 201446 | AUSTIN | TX | 78720 | N/A | PC | High School Scholarship Fund | $750 |
| HONDURAS GOOD WORKS | |||||||
| PO BOX 201446 | AUSTIN | TX | 78720 | N/A | PC | General & Unrestricted | $1,000 |
| LA PUENTE HOME INCORPORATED | |||||||
| 911 STATE AVE | ALAMOSA | CO | 81101 | N/A | PC | La Puente Home Inc fund | $40,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 |
| METAVIVOR RESEARCH AND SUPPORT INC | |||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | N/A | PC | for Metastatic Breast Cancer Research and Support | $750 |
| NATIONAL PARK FOUNDATION | |||||||
| PO BOX 17394 | BALTIMORE | MD | 21297 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $400 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $500 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | N/A | PC | Chemistry Department | $300 |
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC | |||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $500 |
| PRESBYTERIAN MO-RANCH ASSEMBLY | |||||||
| 2229 FM 1340 | HUNT | TX | 78024 | N/A | PC | General & Unrestricted | $500 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INCORPORAT | |||||||
| PO BOX 246 | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $11,000 |
| RENOVARE INC | |||||||
| PO BOX 370090 | DENVER | CO | 80237 | N/A | PC | General & Unrestricted | $3,000 |
| ROCKY MOUNTAIN PUBLIC MEDIA INC | |||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $500 |
| SEA BASE ALUMNI & FRIENDS ASSOCIATION INC | |||||||
| PO BOX 1906 | ISLAMORADA | FL | 33036 | N/A | PC | General & Unrestricted | $500 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| PO BOX 368 | MANCHACA | TX | 78652 | N/A | PC | General & Unrestricted | $8,560 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| PO BOX 368 | MANCHACA | TX | 78652 | N/A | PC | Capital Campaign | $10,000 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| PO BOX 368 | MANCHACA | TX | 78652 | N/A | PC | Choir and music department | $1,500 |
| TEXAS JAZZ SOCIETY INC | |||||||
| 1902 CRESTED BUTTE STE B | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $1,000 |
| THE COLORADO TRAIL FOUNDATION | |||||||
| 710 10TH ST STE 210 | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $1,000 |
| THE NATURE CONSERVANCY OF TEXAS | |||||||
| 200 E GRAYSON ST STE 202 | SAN ANTONIO | TX | 78215 | N/A | PC | General & Unrestricted | $1,000 |
| TROUT UNLIMITED | |||||||
| 1536 WYNKOOP ST STE 320 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | UMCOR | $6,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 55 N IH 35 | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,610 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,405 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,021 | 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 |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Janet Pelton Camp | ||||||
| 1 | 4710 Sierra Vista Road | Alamosa | CO | 811018902 | $50,000 | Yes (X) |
| Kathryn E Doane | ||||||
| 2 | 160 Lonely Pine CV | Driftwood | TX | 78619 | $40,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RELIANCE STEEL & ALUM - 4.500% | BondNm |
| EOY Book Value | $25,755 | EOYBookValueAmt |
| EOYFMV | $24,996 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $83,923 | $62,238 |
| ALLSTATE CORP | $16,648 | $19,255 |
| ALPHABET INC CL A | $24,988 | $16,587 |
| AMAZON COM | $27,342 | $16,632 |
| AMERICAN FDS NEW ECONOMY FUND | $227,916 | $287,822 |
| AMERICAN FUNDS WASHINGTON MUTU | $309,242 | $423,270 |
| AMGEN INC | $49,777 | $60,932 |
| BROADCOM INC | $18,120 | $19,010 |
| CHEVRON CORP | $45,056 | $65,514 |
| CISCO SYSTEMS INC | $70,491 | $63,314 |
| DOW INC | $72,442 | $64,499 |
| EDWARDS LIFESCIENCES | $24,680 | $18,056 |
| ESTEE LAUDER COMPANIES INC | $24,186 | $19,353 |
| FISERV INC | $18,407 | $18,395 |
| HALLIBURTON COMPANY | $13,155 | $18,888 |
| HOME DEPOT INC | $20,396 | $18,004 |
| INTEL CORP | $99,177 | $59,388 |
| INTERCONTINENTAL EXCHANGE, INC | $21,760 | $17,440 |
| INTERNATIONAL BUSINESS MACHINE | $55,190 | $62,555 |
| IQVIA HOLDINGS INC | $20,813 | $17,416 |
| JP MORGAN CHASE | $84,660 | $83,947 |
| KEYSIGHT TECHNOLOGIES INC | $18,100 | $17,620 |
| L3HARRIS TECHNOLOGIES | $18,980 | $16,865 |
| MERCK & CO INC | $65,886 | $66,570 |
| MICROSOFT CORP | $7,691 | $17,507 |
| NXP SEMICONDUCTORS | $21,429 | $17,225 |
| PIONEER NAT RES CO | $15,587 | $17,814 |
| S&P GLOBAL INC COM | $21,976 | $17,417 |
| SALESFORCE.COM | $31,019 | $16,972 |
| SMALLCAP WORLD FD INC CL A | $179,367 | $223,999 |
| STERIS PLC | $20,918 | $17,915 |
| THE COCA-COLA CO | $60,811 | $65,264 |
| TJX COMPANIES INC | $15,501 | $18,547 |
| TRANE TECHNOLOGIES PLC | $18,062 | $17,481 |
| UNITEDHEALTH GROUP INC | $16,215 | $18,556 |
| VERIZON COMMUNICATIONS | $83,789 | $68,162 |
| VISA INC | $17,820 | $17,867 |
| WALGREENS BOOTS ALLIANCE | $74,878 | $59,440 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,686 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,718 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,500 | $7,500 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,433 | Amt |
| Net Investment Income | $7,433 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $1,600 | |
| 990-PF Extension for 2021 | $6,700 | |
| Foreign Tax Paid | $46 | $46 |