SUZANNE ALLFORD WADE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE ALLFORD WADE FOUNDATION (EIN 93-4201893)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349105367
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T20:02:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742693129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEKFORDGROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8620 N NEW BRAUNFELS STE 300 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934201893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE ALLFORD WADE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 2107257252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 GENESEO RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE A WADE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2107257252 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY C FORD | PreparerPersonNm |
| PTIN | P00167109 | PTIN |
| Phone | 2103408351 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,921,586 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,927 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,927 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,686 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,314 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,846 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$172,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,488,781 | CashBOYAmt |
| Cash EOY | $49,139 | CashEOYAmt |
| Cash EOYFMV | $49,139 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $234,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,032 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $511,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,543,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,637,559 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $856 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $856 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,000,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,827,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,921,586 | 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 | $2,000,058 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,827,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,000,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,000,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,827,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,000,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$172,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,827,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2024-01-29 | 2024-07-24 | $5,301 | $5,308 | -$7 | -$7 |
| VANGUARD TOTAL INTERNATIONA BOND ETF | P | 2024-01-29 | 2024-07-24 | $9,577 | $9,531 | $46 | $46 |
| ADOBE SYSTEM INC | D | 2023-12-20 | 2024-01-29 | $5,541 | $5,426 | $115 | $115 |
| ALPHABET INC | D | 2023-12-20 | 2024-01-29 | $15,354 | $14,124 | $1,230 | $1,230 |
| AMERIPRISE FINANCIAL INC | D | 2023-12-20 | 2024-01-29 | $8,973 | $8,672 | $301 | $301 |
| AMGEN INC | D | 2023-12-20 | 2024-01-29 | $7,786 | $6,923 | $863 | $863 |
| AMPHENOL CORP | D | 2023-12-20 | 2024-01-29 | $17,626 | $17,211 | $415 | $415 |
| THE BANK OF NEW YORK MELLON CORP | D | 2023-12-20 | 2024-01-29 | $12,135 | $11,308 | $827 | $827 |
| BROADCOM INC | D | 2023-12-20 | 2024-01-29 | $13,364 | $12,378 | $986 | $986 |
| CME GROUP INC | D | 2023-12-20 | 2024-01-29 | $18,206 | $18,689 | -$483 | -$483 |
| CATERPILLAR INC | D | 2023-12-20 | 2024-01-29 | $15,549 | $15,283 | $266 | $266 |
| CHENIERE ENERGY INC | D | 2023-12-20 | 2024-01-29 | $15,762 | $16,454 | -$692 | -$692 |
| CHEVRON TEXACO CORP | D | 2023-12-20 | 2024-01-29 | $12,809 | $13,034 | -$225 | -$225 |
| DEVON ENERGY CORP | D | 2023-12-20 | 2024-01-29 | $979 | $1,051 | -$72 | -$72 |
| ARTHUR J GALLAGER & CO | D | 2023-12-20 | 2024-01-29 | $30,878 | $29,531 | $1,347 | $1,347 |
| HP INC | D | 2023-12-20 | 2024-01-29 | $19,740 | $19,853 | -$113 | -$113 |
| THE INTERPUBLIC GROUP OF COS INC | D | 2023-12-20 | 2024-01-29 | $14,322 | $14,220 | $102 | $102 |
| INTUIT INC | D | 2023-12-20 | 2024-01-29 | $16,075 | $15,542 | $533 | $533 |
| JEFFERIES FINANCIAL GROUP INC | D | 2023-12-20 | 2024-01-29 | $21,944 | $20,911 | $1,033 | $1,033 |
| THE KROGER CO | D | 2023-12-20 | 2024-01-29 | $16,797 | $16,254 | $543 | $543 |
| LAM RESH CORP | D | 2023-12-20 | 2024-01-29 | $30,085 | $27,628 | $2,457 | $2,457 |
| ELI LILLY & CO | D | 2023-12-20 | 2024-01-29 | $98,042 | $87,967 | $10,075 | $10,075 |
| LOWES COMPANIES INC | D | 2023-12-20 | 2024-01-29 | $23,708 | $24,974 | -$1,266 | -$1,266 |
| NUCOR CORP | D | 2023-12-20 | 2024-01-29 | $10,179 | $10,293 | -$114 | -$114 |
| PULTE CORP | D | 2023-12-20 | 2024-01-29 | $30,782 | $30,205 | $577 | $577 |
| VALERO ENERGY CORP | D | 2023-12-20 | 2024-01-29 | $14,352 | $13,976 | $376 | $376 |
| VITESSE ENERGY INC | D | 2023-12-20 | 2024-01-29 | $1,351 | $1,424 | -$73 | -$73 |
| THE WILLIAMS COS INC | D | 2023-12-20 | 2024-01-29 | $18,455 | $18,526 | -$71 | -$71 |
| WILLIAMS-SONOMA INC | D | 2023-12-20 | 2024-01-29 | $17,477 | $17,045 | $432 | $432 |
| UBS GROUP AG | D | 2023-12-20 | 2024-01-29 | $16,281 | $16,750 | -$469 | -$469 |
| UBS GROUP AG | D | 2023-12-20 | 2024-01-29 | $5,467 | $5,624 | -$157 | -$157 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2024-01-29 | 2024-09-30 | $13,859 | $13,467 | $392 | $392 |
| VANGUARD TOTAL INTERNATIONA BOND ETF | P | 2024-01-29 | 2024-09-30 | $18,547 | $18,035 | $512 | $512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,686 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $308 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ASHLEY BRAGG | IndividualWithBooksNm |
| Phone | 4057428059 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2217 AUTUMN RIDGE DR | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74074 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUZANNE A WADE | ||||||||
| 324 GENESEO RD | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICHARD L WADE | ||||||||
| 324 GENESEO RD | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ASHLEY S BRAGG | ||||||||
| 2127 W AUTUMN RIDGE DR | STILLWATER | OK | 74074 | DIRECTOR | 20.00 | $100,000 | $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 | $21,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $308 | TotalTaxAmt |
| Distributable Before Adj | $3,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,132 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,132 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,423 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,423 | 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 | $164,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $164,423 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE HOLDSWORTH CENTER | ||||||
| 4907 RANCH RD 2222 | AUSTIN | TX | 78731 | PC | SUPPOR OPERATIONS FOR PUBLIC EDUCATION LEADERSHIP DEVELOPMENT | $25,000 |
| STILLWATER FIRST UNITED METHODIST CHURCH | ||||||
| 400 W 7TH AVENUE | STILLWATER | OK | 74074 | PC | PROVIDE FINANCIAL SUPPORT TO PURCHASE FOOD FOR LOW INCOME STUDENTS | $10,000 |
| WITTE MUSEUM | ||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | PC | OPERATING SUUPORT FOR CULTURAL/SCIENCE EXPERIENCES | $10,000 |
| GIRL SCOUTS OF SOUTHWEST TEXAS | ||||||
| 811 N COKER LOOP | SAN ANTONIO | TX | 78216 | PC | OPERATING SUPPORT FOR REGIONAL GIRL SCOUT ORGANIZATION | $15,000 |
| GIRL SCOUTS OF SOUTHWEST TEXAS | ||||||
| 811 N COKER LOOP | SAN ANTONIO | TX | 78216 | PC | CAPITAL CAMPAIGN TO BUILD AN OUTDOOR ACTIVITY CENTER | $8,333 |
| HAVEN FOR HOPE OF BEXAR COUNTY | ||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | PC | REFURBISH CHAPEL AT HOMELESS FACILITY | $40,000 |
| SAN ANTONIO YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION | ||||||
| 155 CONCORD PLAZA DRIVE SUITE 301 | SAN ANTONIO | TX | 78216 | PC | PROVIDE FINANCIAL SUPPORT FOR COLLEGE PREP RESOURCES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GIRL SCOUTS OF SOUTHWEST TEXAS | ||||||
| 811 N COKER LOOP | SAN ANTONIO | TX | 78216 | PC | CAPITAL CAMPAIGN TO BUILD AN OUTDOOR ACTIVITY CENTER | $16,666 |
| SAN ANTONIO YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION | ||||||
| 155 CONCORD PLAZA DRIVE SUITE 301 | SAN ANTONIO | TX | 78216 | PC | PROVIDE FINANCIAL SUPPORT FOR COLLEGE PREP RESOURCES | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $96,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,927 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,450 | Amt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,543,552 | EOYBookValueAmt |
| EOYFMV | $1,637,559 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,030 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $856 | EOYBookValueAmt |
| EOYFMV | $856 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $7,452 | $7,452 | $0 |
| PAYROLL FEES | $2,357 | $1,179 | $1,178 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE A WADE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 GENESEO RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $479 | $479 | $0 |
| PAYROLL TAXES | $7,692 | $3,846 | $3,846 |