CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349104159
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T14:34:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742014723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTERBACH BORSCHOW & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 RIO BRAVO STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79902 | 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 | 200307151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL J MACGUIRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9157471675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WESTSTAR BANK 601 N MESA 1000 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL MARTIN | PersonNm |
| Person Title | SECRETARY/NON-VOTING | PersonTitleTxt |
| Phone | 9157471675 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRYSTAL | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIAN BRITO CPA | PreparerPersonNm |
| PTIN | P01376578 | PTIN |
| Phone | 9155446950 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
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 |
| 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 | $260,106 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$2,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,614 | 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 | $810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $383 | CashBOYAmt |
| Cash EOY | $256 | CashEOYAmt |
| Cash EOYFMV | $256 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,646 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $267,556 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,659 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $244,204 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $281,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $260,106 | 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 | $281,142 | RetainedEarningBOYAmt |
| Retained Earning EOY | $258,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $281,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $258,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $281,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $258,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $281,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $258,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $258,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 32.186SHS - INVESTO BAL-RISK | P | 2019-06-04 | 2022-08-15 | $300 | $354 | -$54 | -$54 |
| SUMMARY: 693.202SHS - ABERDEEN | P | 2022-05-26 | $9,337 | $11,611 | -$2,274 | -$2,274 | |
| SUMMARY: 1353.969SHS - ARTISAN INT'L | P | 2022-05-26 | $33,930 | $45,078 | -$11,148 | -$11,148 | |
| SUMMARY: 97.857SHS - BLACKROCK STRAT | P | 2022-02-03 | $982 | $958 | $24 | $24 | |
| 24.948SHS - BRANDES INT'L | P | 2018-09-13 | 2022-02-15 | $476 | $435 | $41 | $41 |
| SUMMARY: 870.041SHS - BRANDES | P | 2022-05-26 | $14,991 | $14,675 | $316 | $316 | |
| SUMMARY: 24.897SHS - CONESTAGA | P | 2018-06-18 | $1,801 | $1,413 | $388 | $388 | |
| SUMMARY: 96.891SHS - CONESTOGA | P | 2022-11-14 | $6,330 | $6,150 | $180 | $180 | |
| SUMMARY: 41.2876SHS - GATEWAY FD | P | 2022-08-15 | $1,557 | $1,380 | $177 | $177 | |
| SUMMARY: 77.794SHS - HARDING LOEVNER | P | 2022-02-03 | $1,545 | $1,336 | $209 | $209 | |
| 1.551SHS - HOTCHKIS/WILEY | P | 2020-06-09 | 2022-02-15 | $114 | $67 | $47 | $47 |
| SUMMARY: 10.238SHS - HOTCHKIS/WILEY | P | 2022-03-28 | $808 | $447 | $361 | $361 | |
| SUMMARY: 25.227SHS - HOTCHKIS/WILEY | P | 2022-11-14 | $1,975 | $1,537 | $438 | $438 | |
| 2.839SHS - HOTCHKIS/WILEY | P | 2020-11-06 | 2022-08-15 | $218 | $124 | $94 | $94 |
| SUMMARY: 105.821SHS - LOOMIS | P | 2022-02-03 | $1,748 | $1,731 | $17 | $17 | |
| SUMMARY: 23.263SHS - MERGER FD | P | 2018-05-23 | $400 | $382 | $18 | $18 | |
| SUMMARY: 46.789SHS - MERGER FD | P | 2022-08-15 | $817 | $773 | $44 | $44 | |
| SUMMARY: 126.252SHS - NEUBERGER | P | 2022-02-03 | $996 | $1,080 | -$84 | -$84 | |
| SUMMARY: 330.006HS - NEUBERGER | P | 2022-07-08 | $2,125 | $2,770 | -$645 | -$645 | |
| 7.987SHS - PIMCO ALL ASSET | P | 2018-01-24 | 2022-02-15 | $100 | $100 | $0 | $0 |
| SUMMARY: 33.727SHS - PIMCO | P | 2022-06-08 | $400 | $419 | -$19 | -$19 | |
| SUMMARY: 171.671SHS - PIMCO | P | 2022-08-15 | $1,986 | $2,048 | -$62 | -$62 | |
| 476.113SHS - T ROWE PRICE | P | 2019-06-04 | 2022-02-03 | $3,080 | $3,090 | -$10 | -$10 |
| SUMMARY: 376.068SHS - T. ROWE PR | P | 2022-05-12 | $2,200 | $2,428 | -$228 | -$228 | |
| SUMMARY: 113.464SHS - PRIN DIVERS | P | 2018-05-23 | $1,543 | $1,345 | $198 | $198 | |
| SUMMARY: 170.115SHS - PRIN DIVERS | P | 2022-08-15 | $2,237 | $1,999 | $238 | $238 | |
| SUMMARY: 104.532SHS - ABBEY | P | 2019-06-04 | $1,380 | $1,181 | $199 | $199 | |
| SUMMARY: 21.032SHS - VNG MIDCAP | P | 2021-07-09 | $5,501 | $6,234 | -$733 | -$733 | |
| SUMMARY: 28.212SHS - VNG 500 | P | 2018-05-23 | $11,743 | $7,140 | $4,603 | $4,603 | |
| SUMMARY: 1112.96 - WESTERN ASSET | P | 2019-06-04 | $13,734 | $14,224 | -$490 | -$490 | |
| SUMMARY: 1831.915 - WESTERN ASSET | P | 2022-07-08 | $20,426 | $23,885 | -$3,459 | -$3,459 | |
| SUMMARY: 526.458 - ABERDEEN | P | 2022-05-26 | $7,091 | $8,821 | -$1,730 | -$1,730 | |
| SUMMARY: 443.216SHS - ARTISAN | P | 2022-05-26 | $11,105 | $12,894 | -$1,789 | -$1,789 | |
| SUMMARY: 77.565SHS - BRANDES INT'L | P | 2022-05-26 | $1,336 | $1,418 | -$82 | -$82 | |
| 38.408SHS - AMER FDS IN'TL | P | 2022-05-31 | 2022-08-15 | $565 | $554 | $11 | $11 |
| 33.774SHS - HOTCHKIS/WILEY | P | 2022-02-03 | 2022-11-14 | $2,644 | $2,442 | $202 | $202 |
| SUMMARY: 33.640SHS - NEUBERGER | P | 2022-07-08 | $217 | $261 | -$44 | -$44 | |
| SUMMARY: 8.936SHS - VGD MIDCAP | P | 2021-07-09 | $2,591 | $2,649 | -$58 | -$58 | |
| SUMMARY: 110.924 - WESTERN ASSET | P | 2022-07-08 | $1,237 | $1,374 | -$137 | -$137 | |
| CAPITAL GAINS DIVIDENDS | P | $1,050 | $1,050 | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,191 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | 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 | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $428 | OverpaymentAmt |
| Applied To ES Tax | $428 | 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 | NA | WebsiteAddressTxt |
| Individual With Books | CRYSTAL MARTIN CO WESTSTAR BANK | IndividualWithBooksNm |
| Phone | 9157471675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 N MESA ST SUITE 1000 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL M JOHNSON | ||||||||
| 4855 VISTA DEL MONTE STREET | EL PASO | TX | 79922 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE JOHNSON | ||||||||
| 4855 VISTA DEL MONTE STREET | EL PASO | TX | 79922 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEE CARNES | ||||||||
| 3608 PINNACLE ROAD | AUSTIN | TX | 78746 | EX OFFICIO; BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CRYSTAL MARTIN | ||||||||
| 600 N MESA ST SUITE 1000 | EL PASO | TX | 79901 | SECRETARY/NON-VOTING | 3.00 | $0 | $0 | $0 |
| LARRY STOCKTON | ||||||||
| 4130 RIO BRAVO STREET | EL PASO | TX | 79902 | TREASURER | 0.25 | $0 | $0 | $0 |
| GASPAR ENRIQUEZ | ||||||||
| PO BOX 1437 | SAN ELIZARIO | TX | 79849 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLAN GOLDFARB | ||||||||
| 309 E ROBINSON AVE | EL PASO | TX | 79902 | BOARD MEMBER | 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 | $261,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92 | TotalTaxAmt |
| Distributable Before Adj | $13,321 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,321 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,321 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,625 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,679 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,108 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,901 | ExcessFromYear4Amt |
| Excess From Year3 | $2,625 | ExcessFromYear3Amt |
| Excess From Year2 | $1,797 | ExcessFromYear2Amt |
| Excess From Year1 | $106 | ExcessFromYear1Amt |
| Excess From Current Year | $4,679 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL M JOHNSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL M JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 VISTA DEL MONTE STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9154912709 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE WRITTEN BIOGRAPHICAL RECORD AND SUPPORTING MATERIAL, INCLUDING SCHOOL AND ACTIVITIES PARTICIPATION, WORK EXPERIENCE, STATEMENT OF GOALS & AMBITIONS, PRIOR ACADEMIC RECORD, WRITING ABILITY, THIRD PARTY APPRAISAL, AND FINANCIAL NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LOANS AND SCHOLARSHIPS ARE AWARDED BASED UPON THE APPLICANT'S APPLICATION INFORMATION, RECORDS, AND FINANCIAL NEED. A COPY OF EXEMPTION LETTER MUST BE PROVIDED AT TIME OF APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BORDERLAND RAINBOW CENTER | |||||||
| 2714 WYOMING AVE | EL PASO | TX | 79903 | CHARITABLE | GENERAL SUPPORT FOR BORDERLAND RAINBOW CENTER | $3,500 | |
| EL PASO OPERA | |||||||
| PO BOX 5106 | EL PASO | TX | 79953 | CHARITABLE | SUPPORT FOR EDUCATIONAL PROGRAMS AND OPERA FRIDA | $1,000 | |
| EL PASO PRO-MUSICA | |||||||
| PO BOX 13328 | EL PASO | TX | 79913 | CHARITABLE | GENERAL SUPPORT FOR MUSICAL EVENTS - 2022/2023 SEASON PIANIST | $2,500 | |
| THE FIRST TEE OF GREATER EL PASO | |||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | PROGRAM SUPPORT FOR YOUTH DEVELOPMENT PROGRAM | $3,500 | |
| THE UNIVERSITY OF TEXAS AT EL PASO | |||||||
| RUBIN CENTER 500 WEST UNIVERSITY | EL PASO | TX | 79968 | CHARITABLE | SUPPORT - FINAL PLEDGE INSTALLMENT FOR THE RUBIN CENTER GIFT FUND | $7,500 | AVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | 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 | $255 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,577 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CAROL JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 VISTA DEL MONTE | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $810 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $242,659 | BookValueAmt |
| EOYFMV | $244,204 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $155 | $0 | $0 |
| OTHER ADJUSTMENT | -$101 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PY (2021) TAX BALANCE | $370 | $0 | $0 |
| CY (2022) ES | $520 | $0 | $0 |