STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILSON SEXTON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILSON SEXTON FOUNDATION (EIN 74-2952010)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-14
IRS object ID
202342269349100419
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-14T09:41:48-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721310777PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lavelle A Watts CPA APACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 8797AddressLine1Txt
CityMandevilleCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70470ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742952010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILSON SEXTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILSBusinessNameControlTxt
Phone6196028145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 EQUESTRIAN WAYAddressLine1Txt
CityPROSPERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN E MCGOWANPersonNm
Person TitleDirectorPersonTitleTxt
Signature2023-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEAN EPersonFirstNm
Person LastMCGOWANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAVELLE A WATTS CPA MBAPreparerPersonNm
PTINP00493230PTIN
Phone9858932440PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,259,019FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$132,104DividendsRevAndExpnssAmt
Dividends Net Invst Incm$132,104DividendsNetInvstIncmAmt
Dividends Adj Net Incm$132,104DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$526,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,272,679GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$526,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$658,232TotalRevAndExpnssAmt
Total Net Invst Incm$658,232TotalNetInvstIncmAmt
Total Adj Net Incm$132,104TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$31,550CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$31,550CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$3,280LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,280LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,200AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$648TaxesRevAndExpnssAmt
Taxes Net Invst Incm$648TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$23,700TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$23,700TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$33,514OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,514OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$95,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$95,892TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$602,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$602,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$698,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$95,892TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$602,720TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,380ExcessRevenueOverExpensesAmt
Net Investment Income$562,340NetInvestmentIncomeAmt
Adjusted Net Income$132,104AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,581CashBOYAmt
Cash EOY$17,679CashEOYAmt
Cash EOYFMV$17,679CashEOYFMVAmt
Rcvbl From Officers BOY$500RcvblFromOfficersBOYAmt
Prepaid Expenses EOY$722PrepaidExpensesEOYAmt
Corporate Stock BOY$3,306,819CorporateStockBOYAmt
Corporate Stock EOY$3,076,016CorporateStockEOYAmt
Corporate Stock EOYFMV$8,241,340CorporateStockEOYFMVAmt
Total Assets BOY$3,310,900TotalAssetsBOYAmt
Total Assets EOY$3,094,417TotalAssetsEOYAmt
Total Assets EOYFMV$8,259,019TotalAssetsEOYFMVAmt
Loans From Officers EOY$2,500LoansFromOfficersEOYAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Total Liabilities BOY$1TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,310,899RetainedEarningBOYAmt
Retained Earning EOY$3,091,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,310,899TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,091,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,310,900TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,094,417TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,310,899TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,380ExcessRevenueOverExpensesAmt
Subtotal$3,270,519SubtotalAmt
Other Decreases$178,602OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,091,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (121 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
49 ADOBE SYS INCP2022-02-022022-12-23$16,521$26,066-$9,545-$9,545
32 BROADCOM INCP2022-05-122022-12-23$17,641$18,279-$638-$638
6090.553 CAUSEWAY EMERGING MARKETS FUND INSTP2022-02-032022-10-17$52,866$71,990-$19,124-$19,124
133 CHART INDUSTRIES INCP2022-08-182022-12-23$14,986$26,404-$11,418-$11,418
808 CHEMOURS CO/THEP2022-08-182022-12-23$24,024$29,915-$5,891-$5,891
389 COMCAST CORP NEWP2022-02-022022-12-23$13,625$19,472-$5,847-$5,847
262 CVS CORP COMP2022-05-122022-12-23$24,504$25,703-$1,199-$1,199
32 EBAY INCP2022-02-022022-05-12$1,474$1,880-$406-$406
6 ESTEE LAUDER COS CL AP2022-01-012022-05-12$1,382$1,876-$494-$494
159 ESTEE LAUDER COS CL AP2022-01-012022-05-12$36,629$49,468-$12,839-$12,839
134 EXELON CORP COMP2022-02-022022-12-23$5,714$5,728-$14-$14
92 FACTSET RESEARCH SYSTEMS INC COMP2022-01-012022-12-23$36,419$40,891-$4,472-$4,472
96 FEDEX CORP COMP2022-01-012022-12-23$16,992$22,030-$5,038-$5,038
1505 FIRST HORIZON NATL CORP COMP2022-02-022022-08-18$34,643$26,326$8,317$8,317
498 FORD MTR CO DEL COM PAR $0.01P2022-05-122022-12-23$5,606$6,217-$611-$611
4 FTI CONSULTING INCP2022-05-122022-08-18$676$655$21$21
123 FTI CONSULTING INCP2022-05-122022-08-18$20,792$20,144$648$648
2045 ISHARES CORE MSCI EMERGING MARKETSP2021-12-312022-02-02$122,429$122,953-$524-$524
488 ISHARES CORE S&P 500 ETFP2022-01-012022-02-02$224,308$232,960-$8,652-$8,652
3466 ISHARES S&P SMALLCAP 600 INDEX FUNDP2021-12-312022-02-02$369,037$396,942-$27,905-$27,905
793 KNIGHT-SWIFT TRANSPORTATIONP2022-08-182022-12-23$41,399$44,454-$3,055-$3,055
91 LULULEMON ATHLETICAP2022-02-022022-12-23$28,309$31,783-$3,474-$3,474
531 MDU RES GROUP INC COMP2022-02-022022-08-18$16,984$15,659$1,325$1,325
13 MINERALS TECHNOLOGIES INCP2022-05-122022-08-18$851$847$4$4
378 MINERALS TECHNOLOGIES INCP2022-05-122022-08-18$24,750$24,624$126$126
2 NETFLIX INCP2022-02-022022-05-12$349$860-$511-$511
62 NETFLIX INCP2022-02-022022-05-12$10,809$26,650-$15,841-$15,841
8 NEWMONT MINING CORP COMP2022-05-122022-08-18$358$523-$165-$165
341 NEWMONT MINING CORP COMP2022-01-012022-08-18$15,248$21,952-$6,704-$6,704
325 OSHKOSH TRUCK CORPP2022-02-022022-08-18$27,769$37,062-$9,293-$9,293
210 PALO ALTO NETWORKS, INCP2022-01-012022-12-23$29,740$35,904-$6,164-$6,164
4 PAYPAL HLDGS INCP2021-08-172022-02-02$531$1,081-$550-$550
738 SYNOVUS FINANCIAL CORPP2022-08-182022-12-23$27,077$32,466-$5,389-$5,389
4277.974 CAUSEWAY EMERGING MARKETS FUND INSTP2022-02-032022-12-23$37,475$50,566-$13,091-$13,091
120 ALPHABET INC INC CL AP2021-08-172022-12-23$10,667$16,394-$5,727-$5,727
780 AMAZON COM INC COMP2020-04-162022-12-23$65,530$93,414-$27,884-$27,884
17 BERRY GLOBAL GROUP INCP2020-10-052022-05-12$893$857$36$36
506 BERRY GLOBAL GROUP INCP2020-11-052022-05-12$26,588$25,511$1,077$1,077
1 BIO RAD LABS INCP2020-08-242022-05-12$482$510-$28-$28
34 BIO RAD LABS INCP2020-08-242022-05-12$16,401$17,335-$934-$934
251.152 CAUSEWAY EMERGING MARKETS FUND INSTP2020-10-052022-10-17$2,180$3,242-$1,062-$1,062
131 CAUSEWAY EMERGING MARKETS FUND INSTP2020-10-052022-12-23$1,148$1,691-$543-$543
2101.293 CAUSEWAY EMERGING MARKETS FUND INSTP2021-12-222022-12-23$18,407$24,711-$6,304-$6,304
4 CHEVRONTEXACO CORP STOCKP2020-04-162022-08-18$635$324$311$311
110 CHEVRONTEXACO CORP STOCKP2020-04-162022-08-18$17,461$8,902$8,559$8,559
7 CLOROX CO DEL COMP2020-11-052022-02-02$1,169$1,500-$331-$331
10 CONOCOPHILLIPS CONOCO PHILLIPSP2018-12-062022-08-18$1,049$650$399$399
332 CONOCOPHILLIPS CONOCO PHILLIPSP2021-01-012022-08-18$34,822$21,103$13,719$13,719
.333 CONSTELLATION ENERGY CORP COMP2020-04-162022-02-04$16$10$6$6
.333 CONSTELLATION ENERGY CORP COMP2020-04-162022-02-11$16$10$6$6
5 CONSTELLATION ENERGY CORP COMP2020-04-162022-05-12$267$157$110$110
156 CONSTELLATION ENERGY CORP COMP2020-04-162022-05-12$8,333$4,904$3,429$3,429
12 CYRUSONE INCP2020-05-262022-03-28$1,086$875$211$211
378 CYRUSONE INCP2020-05-262022-03-28$34,209$26,825$7,384$7,384
3 DECKERS OUTDOOR CORPP2020-05-262022-02-02$996$542$454$454
103 DECKERS OUTDOOR CORPP2020-05-262022-02-02$34,197$18,604$15,593$15,593
160 DIGITAL RLTY TR INCP2020-04-162022-12-23$15,994$22,578-$6,584-$6,584
8 DISNEY WALT CO COM DISNEYP2020-04-162022-02-02$1,141$815$326$326
220 DISNEY WALT CO COM DISNEYP2020-04-162022-02-02$31,380$22,424$8,956$8,956
20 EBAY INCP2021-01-012022-05-12$921$997-$76-$76
544 EBAY INCP2021-01-012022-05-12$25,054$26,105-$1,051-$1,051
15 EDWARDS LIFESCIENCES CORP COMP2021-01-012022-12-23$1,111$808$303$303
480 EDWARDS LIFESCIENCES CORP COMP2021-01-012022-12-23$35,567$27,228$8,339$8,339
16 EXELON CORP COMP2020-04-162022-12-23$682$429$253$253
469 EXELON CORP COMP2020-04-162022-12-23$20,001$12,577$7,424$7,424
6 EXXON MOBIL CORP COMP2020-04-162022-08-18$566$236$330$330
197 EXXON MOBIL CORP COMP2020-04-162022-08-18$18,594$7,759$10,835$10,835
56 FIRST HORIZON NATL CORP COMP2021-05-212022-08-18$1,289$1,073$216$216
621 INTERPUBLIC GROUP OF COS INCP2021-08-172022-12-23$20,528$23,273-$2,745-$2,745
3 JAZZ PHARMACEUTICALS PLCP2020-04-162022-05-12$427$323$104$104
103 JAZZ PHARMACEUTICALS PLCP2020-04-162022-05-12$14,665$11,085$3,580$3,580
62 KEYCORP NEW COMP2020-04-162022-08-18$1,209$609$600$600
1786 KEYCORP NEW COMP2020-04-162022-08-18$34,837$17,536$17,301$17,301
10 LANDSTAR SYSTEMSP2020-04-162022-08-18$1,563$1,030$533$533
276 LANDSTAR SYSTEMSP2020-04-162022-08-18$43,152$28,422$14,730$14,730
484.964 LAZARD INERNATIONAL EQUITY PORT INSTP2021-01-012022-12-23$6,979$8,635-$1,656-$1,656
11992.248 LAZARD INERNATIONAL EQUITY PORT INSTP2021-01-012022-12-23$172,569$214,790-$42,221-$42,221
19 MDU RES GROUP INC COMP2021-08-172022-08-18$608$620-$12-$12
450 MEDTRONIC PLCP2021-01-012022-12-23$34,676$41,382-$6,706-$6,706
9 META PLATFORMS INCP2021-01-012022-05-12$1,720$1,638$82$82
255 META PLATFORMS INCP2021-01-012022-05-12$48,735$46,349$2,386$2,386
3 MSCI INCP2020-08-242022-02-02$1,645$1,093$552$552
83 MSCI INCP2020-08-242022-02-02$45,522$30,230$15,292$15,292
1 NETFLIX INCP2020-08-242022-05-12$174$488-$314-$314
30 NETFLIX INCP2021-01-012022-05-12$5,230$12,848-$7,618-$7,618
8 NEWMONT MINING CORP COMP2021-01-012022-08-18$358$510-$152-$152
125 NEWMONT MINING CORP COMP2020-04-162022-08-18$5,589$7,434-$1,845-$1,845
12 NVIDIA CORP COMP2021-01-012022-12-23$1,808$1,715$93$93
348 NVIDIA CORP COMP2021-01-012022-12-23$52,488$50,054$2,434$2,434
12 OSHKOSH TRUCK CORPP2021-05-212022-08-18$1,025$1,594-$569-$569
70 POOL CORPORATIONP2008-01-042022-02-11$31,605$168$31,437$31,437
247 POOL CORPORATIONP2008-01-042022-06-02$100,027$593$99,434$99,434
120 POOL CORPORATIONP2008-01-042022-09-08$42,022$288$41,734$41,734
1250 POOL CORPORATIONP2008-01-042022-10-13$401,455$3,000$398,455$398,455
173 POOL CORPORATIONP2008-01-042022-11-23$57,198$415$56,783$56,783
19 PULTE CORP COMP2020-11-052022-12-23$867$878-$11-$11
576 PULTE CORP COMP2020-11-052022-12-23$26,305$26,616-$311-$311
390 QUALCOMM INC COMP2021-01-012022-12-23$42,904$50,651-$7,747-$7,747
2 S&P GLOBAL INCP2020-08-242022-05-12$658$719-$61-$61
49 S&P GLOBAL INCP2020-08-242022-05-12$16,126$17,611-$1,485-$1,485
4 SALESFORCE COM INCP2020-04-162022-02-02$896$628$268$268
126 SALESFORCE COM INCP2020-04-162022-02-02$28,237$19,793$8,444$8,444
11 SOUTHWEST AIRLS CO COMP2020-04-162022-05-12$465$340$125$125
421 SOUTHWEST AIRLS CO COMP2020-04-162022-05-12$17,777$13,022$4,755$4,755
7 SYNAPTICS INC COMP2020-11-052022-08-18$996$578$418$418
212 SYNAPTICS INC COMP2020-11-052022-08-18$30,164$17,493$12,671$12,671
6 SYNAPTICS INC COMP2020-11-052022-12-23$551$495$56$56
163 SYNAPTICS INC COMP2020-11-052022-12-23$14,990$13,450$1,540$1,540
933 SYNCHRONYP2021-05-212022-12-23$30,076$43,427-$13,351-$13,351
23 SYSCO CORP COMP2021-01-012022-02-02$1,838$1,338$500$500
654 SYSCO CORP COMP2021-01-012022-02-02$52,255$38,733$13,522$13,522
6 TARGET CORP COMP2020-05-262022-08-18$1,035$697$338$338
204 TARGET CORP COMP2020-05-262022-08-18$35,192$23,682$11,510$11,510
23 TENETP2021-02-052022-12-23$1,074$1,152-$78-$78
678 TENETP2021-02-052022-12-23$31,670$33,945-$2,275-$2,275
6 VEEVA SYSTEMS INC CLASS AP2020-04-162022-05-12$986$1,060-$74-$74
177 VEEVA SYSTEMS INC CLASS AP2020-04-162022-05-12$29,082$31,267-$2,185-$2,185
3 VISA INCP2020-04-162022-02-02$707$485$222$222
55 VISA INCP2020-04-162022-02-02$12,953$8,892$4,061$4,061
8 ZOETISP2020-04-162022-12-23$1,156$1,021$135$135
243 ZOETISP2020-04-162022-12-23$35,136$31,026$4,110$4,110
FieldValueIRS element (for citing)
Capital Gain Net Income$526,128CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$168,413NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,817InvestmentIncomeExciseTaxAmt
Subtotal$7,817SubtotalAmt
Tax Based On Investment Income$7,817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,580EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,580TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Overpayment$757OverpaymentAmt
Applied To ES Tax$757AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEAN MCGOWANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6196028145PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17909 ROSELAND DRAddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILSON B SEXTON SR
350 EQUESTRIAN WAYPROSPERTX75078Director0.50$0
W B SEXTON JR
350 EQUESTRIAN WAYPROSPERTX75078Director0.50$0
SUSAN SEXTON HORN
101 EQUESTRIAN WAYPROSPERTX75078Director0.50$0
JEAN T JOHNSON SEXTON
683 BOCAGE LANEMANDEVILLELA70471Director0.50$0
SUSAN STONE
4025 HANCOCK ST 100SAN DIEGOCA92110Director0.50$0
JEAN E MCGOWAN
7909 ROSELAND DRIVELA JOLLACA92037Director2.00$17,750
MICHAEL LOGAN WRAY
432 BANNOCK STDENVERCO80204ADMINISTRATIVE1.00$13,800
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,943,324AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,785AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,051,109TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,051,109AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,767CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,900,342NetVlNoncharitableAssetsAmt
Minimum Investment Return$495,017MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$495,017MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,817TaxBasedOnInvestmentIncomeAmt
Total Tax$7,817TotalTaxAmt
Distributable Before Adj$487,200DistributableBeforeAdjAmt
Distributable Before Ded$487,200DistributableBeforeDedAmt
Distributable As Adjusted$487,200DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$602,720ExpensesAndContributionsAmt
Qualifying Distributions$602,720QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$487,200DistributableAsAdjustedAmt
Undistributed Income PY$584,390UndistributedIncomePYAmt
Qualifying Distributions$602,720QualifyingDistributionsAmt
Applied To Year1$584,390AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,330AppliedToCurrentYearAmt
Undistributed Income CY$468,870UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
USO WORLD HEADQUARTERS
P O BOX 96860WASHINGTONDC20070NONEPCSUPPORT MEN & WOMEN IN THE MILITARY$1,000
BETHLEHEM PLACE
P O BOX 206PROSPERTX75078NONEPCTO HELP MEET THE NEEDS OF LOCAL FAMILIES WITH PRESSING FINANCIAL NEEDS$5,000
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130NONEPCWWII INFO SO EVERYONE WILL UNDERSTAND THE PRICE OF FREEDOM & BE INSPIRED BY WHAT THEY LEARN$3,000
ROTARY FOUNDATION
1560 SHERMAN AVEEVANSTONIL60201NONEPCTO ENABLE ROTARIANS TO ADVANCE UNDERSTANDING, GOODWILL & PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, & THE ALLEVIATION OF POVERTY$5,000
OPERATION KINDNESS
3201 EARHART DRIVECARROLLTONTX75006NONEPCA NON-PROFIT, NO-KILL ANIMAL SHELTER$3,000
THE SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONEPCPROVIDING TREATMENT FOR CHILDREN WITH CLEFT LIP & PALATE$1,000
ANGEL'S PLACE
2705 DIVISION STREETMETAIRIELA70002NONEPCPROVIDES RESPITE & END-OF-LIFE SERVICES TO TERMINALLY ILL CHILDREN & THEIR FAMILIES$1,500
UCSD STUDENT-RUN FREE CLINIC
9500 GILMAN DRIVE 0696LA JOLLACA92093NONEPCCHARITABLE ACTIVITIES$10,000
MANDEVILLE ROTARY FOUNDATION
P O BOX 246MANDEVILLELA70470NONEPCTO ENABLE ROTARIANS TO ADVANCE UNDERSTANDING, GOODWILL, & PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, & THE ALLEVIATION OF POVERTY$2,500
BOY SCOUTS OF AMERICAISTROUMA
9644 BROOKLINE AVEBATON ROUGELA70809NONEPCTO PREPARE YOUNG PEOPLE TO MAKE ETHICAL & MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH & LAW$1,500
YOUNG LIFE OF EASTERN DU PAGE
18 E 4TH STHINSDALEIL60521NONEPCNONDENOMINATION-AL ORGANIZATION COMMMITTED TO INTRODUCING ADOLESCENTS TO JESUS CHRIST & HELPING THEM GROW IN THEIR FAITH$10,000
SCRIPPS HEALTH FOUNDATION
P O BOX 2669LA JOLLACA92038NONEPCSUPPORTS THE SCRIPPS HEALTH MISSION THROUGH MEMORIAL GIFTS, TRIBUTE GIFTS, & ANNUAL GIFTS THAT FUND NEW MEDICAL TECHNOLOGIES, HEALTH FACILITIES, & PROGRAMS AND CLINICAL RESEARCH & MEDICAL EDUCATION$5,000
NATIONAL WORLD WAR I MUSEUM
100 W 26TH STKANSAS CITYMO64108NONEPCMEMORIAL DEDICATED TO EXPRESS GRATITUDE TO THOSE WHO OFFERED AND GAVE THEIR LIVES IN DEFENSE OF LIBERTY & OUR COUNTRY$2,000
USS MIDWAY MUSEUM
910 N HARBOR DRSAN DIEGOCA92101NONEPCUSS MIDWAY MUSEUM DEDICATED AS AN INTERACTIVE, TRIBUTE MUSEUM & EDUCATION CENTER$500
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCTo work with communities to end hunger and poverty and to care for the earth.$2,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONEPCFOOD, SUPPORT & RECOVERY PROGRAMS FOR THE HOMELESS.$1,000
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92101NONEPCa conservation, education, and recreation organization dedicated to the reproduction, protection, and exhibition of animals, plants, and their habitats$10,000
MEALS-ON-WHEELS GREATER SAN DIEGO I
2254 SAN DIEGO AVENUE SUITE 200SAN DIEGOCA92110NONEPCPROVIDE FOOD AND COMPANIONSHIP TO SENIORS TO AID IN HEALTH AND QUALITY OF LIFE.$2,500
THE HISTORICAL SOCIETY MUSEUM- PROS
PO BOX 221PROSPERTX75078NONEPCTO GATHER, COLLECT, AND ACQUIRE HISTORICAL INFORMATION AND ARTIFACTS RELATING TO THE TOWN OF PROSPER, TX AND THE SURROUNDING AREA FOR THE PURPOSES OF PRESERVING SUCH HISTORY FOR PRESENT AND SUCCESSIVE CITIZENS OF THE AREA THROUGH THE ESTABLISHMENT OF A MUSEUM AND THE PUBLISHING OF BOOKS, PERIODICALS AND OTHER LITERATURE.$4,000
RONALD McDONALD HOUSE SAN DIEGO
3101 BERGER AVENUESAN DIEGOCA92123NONEPUBLICPROVIDE SUPPORT AND HOUSING TO FAMILIES WHOSE CHILDREN FACE LIFE-THREATENING ILLNESSES.$1,580
YOUTH TENNIS SAN DIEGO
4490 WEST POINT LOMA BLVDSAN DIEGOCA92107NONEPCPROMOTE THE EDUCATIONAL, PHYSICAL AND SOCIAL DEVELOPMENT OF ALL YOUTH THROUGH TENNIS.$12,500
LUIS PALAU ASSOCIATION
PO BOX 50PORTLANDOR97207NONEPCEVANGELISTIC MINISTRY$27,000
PROSPER UNITED METHODIST CHURCH
PO BOX 206PROSPERTX75078NONEPCCHURCH ORGANIZATIONAL AND OUTREACH$3,000
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUESAN DIEGOCA92121NONEPCTO PROVIDE FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY, AND EDUCATE THE PUBLIC ABOUT HUNGER-RELATED ISSUES.$4,000
TRINITY CHRISTIAN ACAD STDNT TUITIO
17001 ADDISON ROADADDISONTX75001NONEPCTO OVERSEE THE MANAGMENT OF ENDOWMENTS AND PARTICIPATE IN ALLOCATION OF S.T.A. FUNDS$6,000
DOCTORS WITHOUT BORDERS
PO BOX 5023HAGERSTOWNMD21745NONEPCPROVIDE EMERGENCY MEDICAL CARE TO PEOPLE IN REGIONS IN CONFLICT AND RESPOND TO URGENT MEDICAL NEEDS OF VICTIMS OF NATURAL DISASTERS; CURB THE SPREAD OF POTENTIALLY FATAL DISEASES; TREAT SEVERELY MALNOURISHED CHILDREN.$8,000
UC SAN DIEGO FNDTN SHILEY EYEMOBILE
9500 GILMAN DRIVE 0940LA JOLLACA92093NONEPCGiving young low-income children the vision they need to succeed in school and in life by identifying, treating and preventing vision disorders$30,000
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEPCHURRICANES & OTHER RELATED STORMS$1,000
4K FOR CANCERULMAN CANCER FUND
6310 STEVENS FOREST ROAD SUITE 210COLUMBIAMD21230NONESUPPORTING, EDUCATING, AND CONNECTING YOUNG ADULTS AND THEIR LOVED ONES AFFECTED BY CANCER$1,500
BOYS GIRLS CLUBS OF GREATER SAN DIE
4635 CLAIREMONT MESA BLVDSAN DIEGOCA92117NONEPCTo inspire and enable youth to develop into productive, healthy, caring and responsible citizens$5,500
SAN DIEGO HUMANE SOCIETY
5500 GAINES STREETSAN DIEGOCA92110NONEPCSHELTER & CARE FOR HOMELESS AND VULNERABLE ANIMALS, SPAY & NEUTER TO PREVENT PET OVERPOPULATION, REUNITE LOST PETS & FAMILIES, PROVIDE ANIMALS WITH PROTECTION DURING HOT SUMMER MONTHS, AND MORE TO AID ANIMALS AT RISK.$7,000
BOYS GIRLS CLUB OF SOUTHEAST LOUISI
320 N CARROLLTON AVENEW ORLEANSLA70119NONEPCTO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.$1,500
SAMARITAN INN
1725 NORTH MCDONALD STREETMCKINNEYTX75071NONEPCASSIST HOMELESS TO REGAIN INDEPENDENCE$3,000
FOLDS OF HONOR FOUNDATION
5800 NORTH PATRIOT DRIVEOWASSOOK74055NONEPCPROVIDE EDUCATIONAL SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF MILITARY SERVICE MEN AND WOMEN KILLED OR DISABLED WHILE SERVING OUR GREAT NATION$5,000
LAS PATRONAS
PO BOX 1888LA JOLLACA92038NONEPCLAS PATRONAS IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN SAN DIEGO COUNTY THAT PROVIDE VALUABLE COMMUNITY SERVICES IN THE AREAS OF HEALTH, EDUCATION, SOCIAL SERVICES, AND CULTURAL ARTS, AND TO CONTINUING OUR TRADITION OF SERVICE TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY.$20,000
NATIONAL BREAST CANCER FOUNDATION I
2600 NETWORK BLVD SUITE 300FRISCOTX75034NONEPCTO HELP WOMEN NOW BY PROVIDING HELP AND INSPIRING HOPE TO THOSE AFFECTED BY BREAST CANCER THROUGH EARLY DETECTION, EDUCATION AND SUPPORT SERVICES.$2,000
LEUKEMIA LYMPHOMA SOCIETY
9150 CHESAPEAKE DR SUITE 100SAN DIEGOCA92123NONEPCTO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES.$3,000
LA JOLLA MEALS ON WHEELS
9888 GENESEE AVENUELA JOLLACA92037NONEPCA La Jolla-based senior services organization providing daily nutritious meals and caring visits to disabled and homebound individuals in La Jolla and the University City neighborhood of San Diego$1,000
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037NONEPCDEDICATED TO DELIVERING SCIENCE-BASED SOLUTIONS TO PRESERVE THE DIVERSITY AND ABUNDANCE OF LIFE ON EARTH, HALT THE DEGRADATION OF THE ENVIRONMENT, AND COMBAT CLIMATE CHANGE.$1,000
FINCA INTERNATIONAL
1201 15TH STREET NW 8TH FLOORWASHINGTONDC20005NONEPCTO ALLEVIATE POVERTY THROUGH LASTING SOLUTIONS THAT HELP PEOPLE BUILD ASSETS, CREATE JOBS, AND RAISE THEIR STANDARD OF LIVING.$1,000
TRYALL FUND
1212 REISTERSTOWN ROADBALTIMOREMD21208NONEPCPROVIDE GRANTS TO VARIOUS ORGANIZATIONS WHOSE FUNCTIONS ARE TO INCREASE THE QULITY OF EDUCATION AND HEALTH CARE IN HANOVER PARISH, JAMAICA.$40,000
ARTOLUTION INC
509 W 121ST ST APT 103NEW YORKNY10027NONEPCTO IGNITE POSITIVE SOCIAL CHANGE THROUGH COLLABORATIVE ART MAKING. TO ADDRESS CRITICAL ISSUES RELATED TO ARMED CONFLICT, TRAUMA AND SOCIAL MARGINALIZATION BY CULTIVATING SUSTAINABLE GLOBAL INITIATIVES THAT PROMOTE RECONCILIATION, HEALING AND RESILIENCE.$4,000
AMERICAN FOUNDATION FOR SUICIDE PRE
120 WALL STREET 29TH FLOORNEW YORKNY10005NONEPCTO PROMOTE UNDERSTANDING AND PREVENTION OF SUICIDE.$6,030
ARMY EMERGENCY RELIEF
2530 CRYSTAL DRIVEARLINGTONVA22202NONEPCPROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ACTIVE OR RETIRED ARMY SOLDIERS AND THEIR DEPENDENTS AS INTEREST FREE LOANS OR GRANTS BASED ON FINANCIAL NEED. ASSISTANCE TO WIDOW(ER)S OR ORPHANS OF DECEASED SOLDIERS IN THE FORM OF GRANTS. EDUCATION ASSISTANCE GRANTS TO DEPENDENT CHILDREN AND SPOUSES.$5,000
ASPEN HISTORICAL SOCIETY
620 WEST BLEEKERASPENCO81611NONEPCENRICHES THE COMMUNITY THROUGH PRESERVING AND COMMUNICATING OUR REMARKABLE HISTORY; HISTORICAL MUSEUM AND ARCHIVE FOR COMMUNITY OF AND SURROUNDING ASPEN, CO.$5,000
EL PUENTE DE CELINA
PO BOX 82CELINATX75009NONEPCDEDICATED TO BRIDGING THE DIVERSE CULTURES WITHIN OUR COMMUNITY THROUGH EDUCATION, CELEBRATION, AND COMMUNITY DEVELOPMENT.$2,000
FOOD BANK OF THE ROCKIES
10700 EAST 45TH AVENUEDENVERCO80239NONEPCEND HUNGER BY PROCURING AND DISTRIBUTING FOOD AND ESSENTIALS TO THE HUNGRY THROUGHOUT CO AND WY.$6,000
FRIENDS OF THE ASPEN ANIMAL SHELTER
PO BOX 985ASPENCO81612NONEPCTO PROMOTE AND PROVIDE FOR THE WELFARE, CARE, AND HEALTH OF ANIMALS, SUPPORT THE EFFORTS OF LIKE-MINDED COMMUNITY-BASED PROGRAMS, EDUCATE THE COMMUNITY ON THE CARE OF ANIMALS, AND SUSTAIN THE EXCELLENCE OF THE ASPEN/PITKIN COUNTY ANIMAL SHELTER.$3,000
HABITAT FOR HUMANITY OF COLLIN COUN
2060 COUCH DRIVEMCKINNEYTX75069NONEPCSEEKING TO PUT GOD'S LOVE IN ACTION, NORTH COLLIN COUNTY HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE.$7,500
HANDI DOGS INC
75 S MONTEGO DRIVETUCSONAZ85710NONEPCDEDICATED TO HELPING OLDER ADULTS AND PEOPLE WITH DISABILITIES GAIN INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE THROUGH SPECIALIZED TRAINING OF DOGS AND TO EDUCATE ABOUT THE IMPORTANT ROLE OF SERVICE DOGS.$2,500
HEAD START OF GREATER DALLAS
3954 GANNON LANEDALLASTX75237NONEPCPROVIDE COMPREHENSIVE CHILD DEVELOPMENT SERVICES TO CHILDREN FIVE YEARS OF AGE OR YOUNGER AS WELL AS SOCIAL, HEALTH, AND NUTRITIONAL SERVICES AND TRAINING OPPORTUNITIES TO FAMILIES ENROLLED IN ITS PROGRAMS.$4,500
HUTS FOR VETS
PO BOX 2047BASALTCO81621NONEPCProvides Outdoor Education For US War Veterans At Huts In The Aspen Area$2,000
MAKE-A-WISH FOUNDATION OF SAN DIEGO
2440 HOTEL CIRCLE NORTH NO 200SAN DIEGOCA92108NONEPCCREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.$6,000
MEDICAL BRIDGES INC
PO BOX 300245HOUSTONTX77230NONEPCTO BRIDGE THE HEALTHCARE GAP WORLDWIDE BY PROCURING AND DISTRIBUTING MEDICAL EQUIPMENT AND SUPPLIES TO UNDERSERVED COMMUNITIES.$4,000
MUSEUM OF THE AMERICAN RAILROAD
6455 PAGE STFRISCOTX75034NONEPCOPERATION OF HISTORIC RAILROAD MUSEUM AND PRESENTATION OF EDUCATIONAL PROGRAMS.$5,000
NEPAL ORPHANS HOME INC
PO BOX 1254DAVIDSONNC28036NONEPCCARES FOR CHILDREN IN NEPAL WHO ARE ORPHANED, ABANDONED, OR NOT SUPPORTED BY PARENTS. PROVIDES FOOD, SHELTER, CLOTHING, EDUCATION, AND HEALTH CARE TO THE CHILDREN.$12,000
RADY CHILDREN'S HOSPITAL FOUNDATION
3020 CHILDENS WAY MC 5001SAN DIEGOCA92123NONEPCFUNDRAISING FOR RADY CHILDREN'S HOSPITAL SAN DIEGO, RADY CHILDREN'S HOSPITAL & HEALTH CENTER, & RADY CHILDREN'S RESEARCH CENTER.$17,000
SEMPER FI FUND
BOX 555193CAMP PENDLETONCA92055NONEPCASSIST POST 9/11 COMBAT WOUNDED, CRITICALLY ILL, & CATASTROPHICALLY INJURED VETERANS & THEIR FAMILIES.$1,000
SHILOH PLACE MCKINNEY
PO BOX 2731MCKINNEYTX75070NONEPCTO EQUIP SINGLE MOTHERS FOR FINANCIAL INDEPENDENCE AND PERSONAL WHOLENESS BY ADDRESSING THEIR PHYSICAL, EDUCATIONAL, EMOTIONAL, AND SPIRITUAL NEEDS.$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCTO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS. NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION, OR A FAMILY'S ABILITY TO PAY.$11,080
VOICES FOR CHILDREN
2851 MEADOW LARK DRIVESAN DIEGOCA92123NONEPCRECRUIT, TRAIN, AND SUPERVISE VOLUNTEERS TO ADVOCATE FOR ABUSED CHILDREN IN FOSTER CARE.$6,000
A PRECIOUS CHILD INC
7051 W 118TH AVENUEBROOMFIELDCO80020NONEPCTO EMPOWER CHILDREN IN NEED TO ACHIEVE THEIR FULL POTENTIAL.$3,000
ACCESS YOUTH ACADEMY
7310 MIRAMAR RD 405SAN DIEGOCA92126NONEPCTO TRANSFORM LIVES OF UNDERSERVED YOUTH THROUGH ACADEMIC ENRICHMENT, HEALTH AND WELLNESS, SOCIAL RESPONSIBILITY AND LEADERSHIP THROU SQUASH.$3,500
SAN DIEGO COUNTY ANIMAL SHELTER
2481 PALOMAR AIRPORT ROADCARLSBADCA92011NONEPCTO PROTECT THE HEALTH, SAFETY, AND WELFARE OF PEOPLE AND ANIMALS.$4,000
LIFT UP PITKIN COUNTY
800 RAILROAD AVENUERIFLECO81650NONEPCPROVIDING HUMANITARIAN ESSENIALS WHILE CREATING A BRIDGE TO PERSONAL EMPOWERMENT AND SELF-RELIANCE.$6,000
LJUMC NURSERY SCHOOL
6063 LA JOLLA BLVDLA JOLLACA92037NONEPCA COMMUNITY OF CHILDREN, FAMILIES, AND STAFF WHERE A LIFE-LONG LOVE OF LEARNING AND PLAY ARE VALUED AND SUPPORTED FOR THE OPTIMUM EMOTIONAL, SOCIAL, SPIRITUAL, COGNITIVE, AND PHYSICAL GROWTY OF EACH INDIVIDUAL.$500
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE NW NO 200WASHINGTONDC20005NONEPCGENERATES PRIVATE SUPPORT AND BUILDS STRATEGIC PARTNERSHIPS TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARKS FOR PRESENT AND FUTURE GENERATIONS.$500
PARKINSON'S FOUNDATION
200 SE 1ST STREET NO 800MIAMIFL33131NONEPCMAKES LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE. IN EVERYTHING WE DO, WE BUILD ON THE ENERGY, EXPERIENCE, AND PASSION OF OUR GLOBAL PARKINSON'S COMMUNITY.$500
THE EISENHOWER FOUNDATION
P O BOX 295ABILENEKS67410NONEPCTO HONOR AND CHAMPION THE RELEVANCE TODAY OF THE LIFE AND LEADERSHIP OF DWIGHT D EISENHOWER THROUGH COMPELLING PROGRAMS AND EVENTS THAT CELEBRATE HIS LEGACY.$800
AMERICAN LUNG ASSOCIATION
55 W WACKER STCHICAGOIL60601NONEPCTO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE.$500
AMERICAN MACULAR DEGENERATION FOUND
P O BOX 515NORTHAMPTONMA01061NONEPCTO PROMOTE BASIC AND APPLIED RESEARCH AND PROVIDE EDUCATION FOR EYE DISEASES, IN PARTICULAR, MACULAR DEGENERATION.$2,000
BOYS TOWN
14100 CRAWFORD STBOYS TOWNNE68010NONEPCTO CHANGE THE WAY AMERICA CARES FOR CHILDREN, FAMILIES, AND COMMUNITIES BY PROVIDING AND PROMOTING AN INTEGRATED CONTINUUM OF CARE THAT INSTILLS BOYS TOWN VALUES TO STRENGTHEN BODY, SPIRIT, AND MIND.$1,000
COVENANT HOUSE
611 NORTH RAMPART STNEW ORLEANSLA70112NONEPCTO SERVE RUNAWAY, HOMELESS, AND AT RISK YOUTH WITH RESPECT AND LOVE Y OFFERING SHELTER, FOOD, CLOTHING, COUNSELING, MEDICAL ATTENTION, CRISIS INTERVENTION, AND OTHER SUPPORTIVE SERVICES.$500
EMMANUEL LABOR
P O BOX 2735MCKINNEYTX75070NONEPCTO ADDRESS THE NEEDS OF ANYONE AFFECTED BY HOMELESSNESS AND POVERTY.$1,000
THE GEORGE W BUSH FOUNDATION
2943 SMU BLVDDALLASTX75205NONEPCTO ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE AND PRESERVE DOCUMENTS, PAPERS AND OTHER MEMORABILIA OF PRESIDENT GEORGE W BUSH AND PROMOTE AND OPERATE THE GEORGE W BUSH PRESIDENTIAL CENTER AND INSTITUTE.$2,000
MARA ELEPHANT PROJECTSIDEKICK FOUND
4000 WEST 106TH STCARMELIN46032NONEPCPROTECTS ELEPHANTS IN THE GREATER MARA ECOSYSTEM AS A KEYSTONE SPECIES FOR CONSERVATION.$1,000
MERCY SHIPS
P O BOX 2020LINDALETX75771NONEPCOPERATE HOSPITAL SHIPS IN DEVELOPING COUNTRIES TO PROVIDE FREE MEDICAL CARE.$3,500
OCEAN CONSERVANCY
1300 19TH STREET NW NO 8TH FLWASHINGTONDC20036NONEPCWORKING TO PROTECT THE OCEAN FROM TODAY'S GREATEST GLOBAL CHALLENGES.$1,000
OPERATION FINALLY HOME
1659 STATE HIGHWAY 46 WEST NO 115NEW BRAUNFELSTX78132NONEPCTO PROVIDE HOME AND HOME MODIFICATIONS TO AMERICA'S MILITARY HEROES AND THEIR FAMILIES.$400
PROMISES2KIDS FOUNDATION
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123NONEPCCREATING A BRIGHTER FUTURE FOR FOSTER CHILDREN.$6,000
SHINING STARS FOUNDATION
P O BOX 1308ASPENCO81612NONEPCTRANSFORM LIVES THROUGH YEAR-ROUND RECREATIONAL AND SOCIAL PROGRAMS FOR CHILDREN AND THEIR FAMILIES CHALLENGED WITH PEDIATRIC CANCER OR ANOTHER LIFE THREATENING ILLNESS AT NO COST.$4,000
STREETSIDE SHOWERS INC
P O BOX 2623MCKINNEYTX75070NONEPCOPERATING A MOBILE SHOWER OPERATION THAT MAKES SHOWERS AND PERSONAL HYGIENE CARE AVAILABLE TO THOSE EXPERIENCING HOMELESSNESS.$2,000
THE EVANS SCHOOL FOUNDATION
6510 LA JOLLA SCENIC DRIVELA JOLLACA92037NONEPFTO PROVIDE NEED BASED SCHOLARSHIPS TO EVANS SCHOOL STUDENTS.$6,000
UNITED STATES ASSOCIATION FOR UNHCR
1310 L STREET NWWASHINGTONDC20005NONEPCPROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY.$5,000
WWII VETERANS COMMITTEEAMERICAN VET
1100 N GLOBE ROADARLINGTONVA22201NONEPCTO GUARD THE LEGACY AND HONOR THE SACRIFICE OF AMERICAN BETERANS FROM THE LAST 75 YEARS OF OUR SHARED HISTORY.$500
10TH MOUNTAIN DIVISION HUT ASSOCIAT
P O BOX 1700ASPENCO81612NONEPCTO PLAN, FINANCE, BUILD, AND MANAGE, FOR PUBLIC USE, A MOUNTAIN HUT SYSTEM THAT PROMOTES UNDERSTANDING AND APPRECIATION OF THE NATURAL ENVIRONMENT WHILE DEVELOPING INDIVIDUAL SELF-RELIANCE.$2,000
ASPEN ART MUSEUM
637 EAST HYMAN AVENUEASPENCO81611NONEPCPRESENTING THE NEWEST, MOST IMPORTANT EVOLUTIONS IN INTERNATIONAL CONTEMPORARY ART. OUR INNOVATIVE AND TIMELY EXHIBITIONS, EDUCATION AND PUBLIC PROGRAMS, IMMERSIVE ACTIVITIES, AND COMMUNITY HAPPENINGS ACTIVELY ENGAGE AUDIENCES IN THOUGHT-PROVOKING EXPERIENCES OF ART, CULTURE, AND SOCIETY.$3,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117NONEPCTO EQUIP HEALTH PROFESSIONALS IN RESOURCE-POOR COMMUNITIES TO MEET THE CHALLENGES OF DIAGNOSING AND CARING FOR PEOPLE IN NEED.$3,500
INDEPENDENCE PASS FOUNDATION
P O BOX 1700ASPENCO81612NONEPCTO RESTORE AND PROTECT THE ECOLOGICAL, HISTORICAL, AND AESTHETIC INTEGRITY OF THE INDEPENDENCE PASS CORRIDOR AND TO ENCOURAGE STEWARDSHIP, SAFETY, AND APPRECIATION OF THE PASS.$2,000
JUST IN TIME FOSTER YOUTH
4560 ALVARADO CANYON RDSTE 2G 2BSAN DIEGOCA92120NONEPCTO ENGAGE A CARING COMMUNITY TO HELP TRANSITION-AGE FOSTER YOUTH ACHIEVE SELF-SUFFICIENCY AND WELL-BEING.$7,000
PROSALUD PROHEALTH
NONETO FULFILL OUR INSTITUTIONAL MISSION UNDER A PRIMARY HEALTH CARE MODEL, PROVIDING QUALITY SERVICES, WITH THE HEALTH OF THE BOLIVIAN POPULATION IN MIND.$4,000AV LUCAS SAUCEDOSEVILLESEVILLEBL3595
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADO BALBOA PARKSAN DIEGOCA92101NONEPCTO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS, TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA, AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT.$1,000
SAN DIEGO PUBLIC LIBRARY
330 PARK BLVDSAN DIEGOCA92101NONEPCTO INSPIRE LIFELONG LEARNING THROUGH CONNECTIONS TO KNOWLEDGE AND EACH OTHER.$1,000
STANFORD SCHOLARSHIP FUND
P O BOX 20466STANFORDCA94309NONEPCTO SUPPORT THE UNIVERSITY'S MISSION OF EXCELLENCE IN TEACHING, RESEARCH, AND PATIENT CARE AND TO HELP ACCELERATE STANFORD'S PURPOSEFUL IMPACT IN THE WORLD.$40,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPCTO ADVOCATE FOR THE PROTECTION OF CHILDREN'S RIGHTS, TO HELP MEET THEIR BASIC NEEDS AND TO EXPAND THEIR OPPORTUNITIES TO REACH THEIR FULL POTENTIAL.$5,500
AIDS LIFECYCLE
2600 GENEVA AVEDALY CITYCA94104NONEPCTO FUND THE WORK OF SAN FRANCISCO AIDS FOUNDATION AND THE LA LGBT CENTER TO PROVIDE FREE HIV AIDS MEDICAL CARE, TESTING, AND PREVENTION SERIVCES. TO RAISE AWARENESS TO END THE STIGMA SURROUNDING HIV AIDS. TO PROVIDE A POSITIVE, LIFE AFFIRMING EXPERIENCE FOR PEOPLE AFFECTED BY HIV AIDS. TO GROW OUR COMMUNITY OF ACTIVISTS, VOLUNTEERS, AND AMBASSADORS FIGNTING TO END AIDS.$300
ALS ASSOCIATION
1980 PEACOCK BLVD SUITE AOCEANSIDECA92056NONEPCTO DISCOVER TREATMENTS AND A CURE FOR ALS, AND TO SERVE, ADVOCATE FOR, AND EMPOWER PEOPLE AFFECTED BY ALS TO LIVE THEIR LIVES TO THE FULLEST.$15,000
ARMED SERVICES YMCA SAN DIEGO
3293 SANTO RDSAN DIEGOCA92124NONEPCTO PROVIDE INNOVATIVE AND QUALITY SOCIAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS TO MEET THE NEEDS OF MILITARY SERVICE MEMBERS AND THEIR FAMILIES. THE ASYMCA IS COMMITTED TO PROMOTING ITS GOALS OF STRENGTHENING MILITARY FAMILIES, SUPPORTING HEALTH LIFESTYLES, REDUCING ISOLATION AND ASSISTING SERVICE MEMBERS AND THEIR FAMILIES IN CONNECTING TO THEIR COMMUNITY.$8,500
BLACK MOUNTAIN HOME FOR CHILDREN YO
80 LAKE EDEN ROADBLACK MOUNTAINNC28711NONEPOFTO GLORIFY GOD BY CARING FOR CHILDREN, YOUTH, AND FAMILIES.$200
BRAIN BEHAVIOR RESEARCH FOUNDATION
747 THIRD AVENUE 33RD FLOORNEW YORKNY10017NONEPCTO ALLEVIATE THE SUFFERING CAUSED BY MENTAL ILLNESS BY AWARDING GRANTS THAT WILL LEAD TO ADVANCES AND BREAKTHROUGHS IN SCIENTIFIC RESEARCH.$4,000
CASA OF COLLIN COUNTY
101 E DAVIS STREETMCKINNEYTX75069NONEPCTO PROMOTE AND PROTECT THE BEST INTERESTS OF CHILDREN WHO HAVE BEEN ABUSED OR NEGLECTED BY TRAINING VOLUNTEER ADOCATES TO IMPROVE THE CHILD'S QUALITY OF LIFE AND SERVES AS THEIR VOICE WITHIN THE COURT SYSTEM TO ENSURE THEY ARE PLACED IN A SAFE, PERMANENT AND LOVING HOME.$1,500
CHALLENGE ASPEN
P O BOX 6639SNOWMASS VILLAGECO81615NONEPCDEDICATED TO IMPACTING LIVES THROUGH YEAR ROUND ADAPTIVE EXPERIENCES FOR INDIVIDUALS WITH COGNITIVE AND OR PHYSICAL DISABILITIES.$2,000
CORNERSTONE ASSISTANCE NETWORK
P O BOX 53PROSPERTX75078NONEPCTO PROVIDE TEMPORARY FINANCIAL ASSISTANCE WHEN IT'S NEEDED MOST, THEN WORK TOGETHER TO DEVELOP A BUDGET AND CREATE A TRUSTING RELATIONSHIP THAT ALLOWS US TO ADDRESS ANY UNDERLYING FACTORS THAT HAVE BEEN STANDING IN THE WAY OF THEIR SUCCESS.$2,000
DENISON FORUM
17304 PRESTON RD SUITE 1060DALLASTX75252NONEPCTO ENCOURAGE SPIRITUAL AWAKENING WHILE EQUIPPING BELIEVERS TO ENGAGE WITH THE ISSUES AND NEWS OF THE DAY.$3,000
FOUNDATION FOR FREE FLIGHT
2549 LEWIS RDSEBASTOPOLCA95472NONEPOFCONSERVATION OF THE SPORT'S FLYING OPPORTUNITIES FOR FUTURE GENERATIONS.$6,270
GIRAFFE CONSERVATION FOUNDATION USA
17 S MAGNOLIA AVEORLANDOFL32801NONEPCDEDICATED TO A SUSTAINABLE FUTURE FOR ALL GIRAFFE IN AFRICA BY PROVIDING SUPPORT TO ORGANIZATIONS WORKING TO CONSERVE GIRAFFE AND THEIR HABITAT.$1,580
HAVEN OF HOPE
1101 W 7TH AVENUEDENVERCO80204NONEPCTO FEED AND CLOTHE THE HOMELESS.$1,000
MUTTS WITH A MISSION
2700 SHIRLEY LANDING DRIVEVIRGINIA BEACHVA23457NONEPCTO PROVIDE SELECTED, SPECIALLY TRAINED SERVICE ASSISTANCE DOGS TO QUALIFIED VETERANS, WOUNDED WARRIORS, LAW ENFORCEMENT OFFICERS, FEDERAL WORKERS FROM AGENCIES SUPPORTING THE MILITARY OR NATIONAL SECURITY, AND FIRST RESPONDERS; TO ALLOW QUALIFIED CANDIDATES THE OPPORTUNITY TO OWNER TRAIN QUALIFIED DOGS AS SERVICE DOGS; TO SOLICIT FUNDS FOR THE ABOVE PURPOSES; AND TO HELP THE WOUNDED WARRIORS, VETERANS, LAW ENFORCEMENT OFFICERS, FEDERAL AGENTS, AND FIRST RESPONDERS OF THE UNITED STATES OF AMERICA.$250
ONE HEART MCKINNEY
P O BOX 3784MCKINNEYTX75070NONEPCTO COORDINATE THE WHOLE COMMUNITY TO MAXIMIZE WELL BEING IN DAILY LIFE, AND RESPOND TO AND RECOVER FROM ANY COMMUNITY CRISIS.$2,000
ONE LOVE FOUNDATION
P O BOX 4556NEW YORKNY10163NONEPCTO HONOR THE UNNECESSARY AND TRAGIC DEATH OF YEARDLEY LOVE BY ENGAGING YOUNG PEOPLE THROUGH COMPELLING, RELATABLE FILMS AND HONEST CONVERSATIONS AROUND HEALTHY AND UNHEALTHY RELATIONSHIP BEHAVIORS.$3,230
SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROADLA JOLLACA92037NONEPOFCONDUCT BIOMEDICAL AND BIOCHEMICAL RESEARCH AND POSTGRADUATE TRAINING PROGRAMS.$3,000
SOTERIA PRECISION MEDICINE FOUNDATI
501 W BORADWAY STE 1310SAN DIEGOCA92101NONEPCDEDICATED TO EMPOWERING PATIENTS AND PHYSICIANS WITH PERSONALIZED PRECISION MEDICINE SOLUTIONS.$5,000
SUPPORT THE ENLISTED PROJECT
3487 SANTO RDSAN DIEGOCA92124NONEPCBUILD FINANCIAL SELF SUFFICIENCY AMONG JUNIOR ACTIVE DUTY ENLISTED SERVICE MEMBERS AND RECENTLY DISCHARGED ENLISTED VETERANS AND THEIR FAMILIES IN SOUTHERN CALIFORNIA FACING FINANCIAL CRISIS THROUGH COUNSELING, EDUCATION AND GRANTS.$23,500
THE GROWHAUS
3840 YORK STREET 210DENVERCO80205NONEPCTO CULTIVATE COMMUNITY DRIVEN FOOD JUSTICE THROUGH FOOD ACCESS AND EDUCATION.$1,000
THE MICHAEL J FOX FOUNDATION
GRAND CENTRAL STATION P O BOX 4777NEW YORKNY10163NONEPCDEDICATED TO FINDING A CURE FOR PARKINSON'S DISEASE THROUGH AN AGGRESIVELY FUNDED RESEARCH AGENDA AND TO ENSURING THE DEVELOPMENT OF IMPROVED THERAPIES FOR THOSE LIVING WITH PARKINSON'S TODAY.$2,000
UNITY 4 ORPHANS
5137 FOOTHILL BLVDSAN DIEGOCA92109NONEPCFIGHTING FOR A BRIGHTER FUTURE WHERE ORPHANED AND VULNERABLE CHILDREN EXPERIENCE POWER AND TRANSFORMATION IN EVERY AREA OF THEIR LIVES. INSPIRING INDIVIDUALS TO INVEST IN THE LIVES OF ABANDONED AND VULNERABLE CHILDREN IN MEXICO AND LATIN AMERICA THROUGH CONSISTENT RELATIONSHIPS AND PURPOSE DRIVEN PROGRAMS.$4,000
URBAN CORPS OF SAN DIEGO COUNTY
P O BOX 80156SAN DIEGOCA92138NONEPCTO PROVIDE JOB TRAINING AND EDUCATIONAL OPPORTUNITIES TO YOUNG ADULTS IN THE FIELDS OF CONSERVATION, RECYCLING, AND COMMUNITY SERVICE.$5,000
WARRICK DUNN CHARITIES INC
235 PONCE DE LEON PLACE SUITE M306DECATURGA30030NONEPCPROVIDING OPPORTUNITIES FOR ECONOMICALLY DISADVANTAGED SINGLE PARENTS AND CHILDREN WHO HAVE DEMONSTRATED A COMMITMENT TO ACHIEVE FINANCIAL INDEPENDENCE AND STABILITY.$2,500
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001NONEPCPROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES, AND BUILDING RESILIENT FOOD SYSTEMS WITH LOCALLY LED SOLUTIONS.$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$602,720TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$132,104ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$526,128RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$132,104ExclusionAmt
Related Or Exempt Function Incm$526,128RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$658,232TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,200Amt
Net Investment Income$3,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$3,280LegalFeesAmt
Net Investment Income$3,280NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK VALUE OF ADJUSTMENTSDesc
Amt$178,602Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$54$54
COMPUTER & INTERNET$133$133
OFFICE SUPPLIES$145$145
P O BOX$232$232
POSTAGE$27$27
WHITNEY NATIONAL BANK INVESTMENT FEES$32,923$32,923

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAID ON DIVIDEND INCOMECategoryTxt
Amt$648Amt
Net Investment Income$648NetInvestmentIncomeAmt