CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-14
- IRS object ID
- 202241349349100824
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T12:56:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE LAUTERBACH CPA | PreparerPersonNm |
| PTIN | P00164424 | PTIN |
| Phone | 9155446950 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $326,096 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,235 | 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 |
| Other Expenses Rev And Expnss | -$34 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $383 | CashEOYAmt |
| Cash EOYFMV | $383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,203 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $253,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $267,556 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $312,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $261,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $281,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $326,096 | 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 | $261,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $281,142 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $281,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $261,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $281,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $281,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $281,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .752 VANGUARD RUSSELL | P | 2021-03-12 | 2021-04-22 | $200 | $196 | $4 | $4 |
| 69.436 VANGUARD RUSSELL | P | 2021-03-12 | 2021-07-09 | $19,000 | $18,104 | $896 | $896 |
| 9.9592 VANGUARD MID-CAP INDEX | P | 2020-11-06 | 2021-03-12 | $2,758 | $2,331 | $427 | $427 |
| 5.355 VANGUARD MID-CAP INDEX | P | 2020-06-09 | 2021-03-12 | $1,483 | $1,140 | $343 | $343 |
| ARTISAN INTL -7.472SHS | P | 2016-01-13 | 2021-04-20 | $269 | $200 | $69 | $69 |
| ARTISAN INTL -45.299SHS | P | 2017-11-07 | 2021-04-20 | $1,630 | $1,500 | $130 | $130 |
| ARTISAN INTL -10.868SHS | P | 2015-09-01 | 2021-04-20 | $391 | $302 | $89 | $89 |
| ARTISAN INTL - .268SHS | P | 2018-05-23 | 2021-04-20 | $10 | $9 | $1 | $1 |
| BLACKROCK STRAT -34.928SHS | P | 2018-05-23 | 2021-03-03 | $363 | $343 | $20 | $20 |
| BRANDES INTL -54.945SHS | P | 2018-09-13 | 2021-04-20 | $1,000 | $958 | $42 | $42 |
| CONESTOGA SM CAP -17.844SHS | P | 2018-06-18 | 2021-03-12 | $1,500 | $1,013 | $487 | $487 |
| HARDING LOEVNER -8.882SHS | P | 2020-01-21 | 2021-07-09 | $195 | $151 | $44 | $44 |
| HOTCHKIS & WILEY -3.575SHS | P | 2019-06-04 | 2021-03-03 | $228 | $188 | $40 | $40 |
| HOTCHKIS & WILEY -110.326SHS | P | 2020-06-09 | 2021-07-09 | $7,505 | $4,757 | $2,748 | $2,748 |
| HOTCHKIS & WILEY -52.447SHS | P | 2019-06-04 | 2021-07-09 | $3,568 | $2,752 | $816 | $816 |
| LOOMIS SAYLES GLOBAL -27.616 | P | 2016-11-03 | 2021-03-03 | $496 | $448 | $48 | $48 |
| NEUBERGER BERMAN -26.578SHS | P | 2018-05-23 | 2021-03-03 | $226 | $230 | -$4 | -$4 |
| T ROWE PRICE HI YIELD -166.011SHS | P | 2019-06-04 | 2021-03-03 | $1,102 | $1,077 | $25 | $25 |
| PRINCIP DIVERSIFIED -46.583SHS | P | 2018-05-23 | 2021-04-22 | $600 | $552 | $48 | $48 |
| VANGUARD MID-CAP INDX -21.5918 | P | 2019-06-04 | 2021-03-03 | $5,777 | $4,292 | $1,485 | $1,485 |
| VANGUARD MID-CAP INDX -6.7302 | P | 2019-06-04 | 2021-03-12 | $1,863 | $1,338 | $525 | $525 |
| VANGUARD 500 INDX -16.571SHS | P | 2017-06-09 | 2021-03-03 | $5,856 | $3,734 | $2,122 | $2,122 |
| VANGUARD 500 INDX -11.776SHS | P | 2017-11-07 | 2021-03-12 | $4,299 | $2,820 | $1,479 | $1,479 |
| VANGUARD 500 INDX -21.096SHS | P | 2017-06-09 | 2021-03-12 | $7,701 | $4,753 | $2,948 | $2,948 |
| VANGUARD 500 INDX - 4.104SHS | P | 2018-05-23 | 2021-04-20 | $1,567 | $1,039 | $528 | $528 |
| VANGUARD 500 INDX -11.608SHS | P | 2017-11-07 | 2021-04-20 | $4,433 | $2,780 | $1,653 | $1,653 |
| WESTERN ASSET - 378.788SHS | P | 2019-06-04 | 2021-03-03 | $5,000 | $4,841 | $159 | $159 |
| CAPITAL GAINS DIVIDENDS | P | $9,625 | $9,625 | $9,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | 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 | $120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $370 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | $303,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $312,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $312,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $490 | TotalTaxAmt |
| Distributable Before Adj | $14,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,625 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,797 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,429 | 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 | $8,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,901 | ExcessFromYear3Amt |
| Excess From Year2 | $2,625 | ExcessFromYear2Amt |
| Excess From Year1 | $1,797 | ExcessFromYear1Amt |
| Excess From Current Year | $106 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EL PASO COMMUNITY COLLEGE FOUNDATION | |||||||
| 9050 VISCOUNT BLVD ASC BUILDING A | RM 109 | EL PASO | TX | 79925 | CHARITABLE | PROGRAM SUPPORT: GED TESTING FEES | $2,000 |
| PARADOX TRAVELING ART CO EL PASO DEL NORTE COMMUNITY FOUNDATION | |||||||
| 221 N KANSAS SUITE 1900 | EL PASO | TX | 79901 | CHARITABLE | GENERAL SUPPORT FOR PARADOX TRAVELING ART | $3,500 | |
| THE FIRST TEE OF GREATER EL PASO | |||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | PROGRAM SUPPORT FOR YOUTH DEVELOPMENT PROGRAM | $2,000 | |
| THE UNIVERSITY OF TEXAS AT EL PASO | |||||||
| KELLY HALL 6TH FLR 500 WEST | UNIVERSITY AVE | EL PASO | TX | 79968 | CHARITABLE | SUPPORT FOR THE STANLEE AND GERALD RUBIN CENTER GIFT FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | 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 | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,235 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION 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 | $267,556 | BookValueAmt |
| EOYFMV | $312,510 | 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 | $77 | $0 | $0 |
| OTHER ADJUSTMENT | -$111 | $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 |