HOPE 2 OTHERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOPE 2 OTHERS FOUNDATION (EIN 46-3579283)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349106035
- 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
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:40:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | 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 | 463579283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hope 2 Others Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROCIO P TANUS | InCareOfNm |
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 9564474115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E Pike Blvd | AddressLine1Txt |
| City | Weslaco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABRAHAM TANUS | PersonNm |
| Person Title | SECRETARY & DIRECTOR | PersonTitleTxt |
| Phone | 9564474115 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABRAHAM | PersonFirstNm |
| Person Last | TANUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelsey Calverley | PreparerPersonNm |
| PTIN | P01602341 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $6,335,281 | 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 | $611,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $110,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,160,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,321 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,431 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $941,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $180,514 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $180,514 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,992 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $158,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,897 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $363,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,193 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,193 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $996,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $898,596 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $601,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $586,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $586,514 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $125,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29,680 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $125,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $125,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $5,542,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,413,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,623,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,174,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,124,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,335,281 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,754 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,300 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,754 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,162,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,111,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,162,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,111,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,174,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,124,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,162,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,606 | OtherIncreasesAmt |
| Subtotal | $6,111,317 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,111,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM #6005 SHORT-TERM CAPITAL LOSS | P | 2021-01-01 | 2021-12-31 | $175,140 | $181,039 | -$776 | -$5,899 |
| JPM #1009 SHORT-TERM CAPITAL LOSS | P | 2021-01-01 | 2021-12-31 | $1,348,697 | $1,370,115 | -$17,149 | -$21,418 |
| JPM #2007 LONG-TERM CAPITAL LOSS | P | 2021-01-01 | 2021-12-31 | $14,046 | $19,135 | -$5,089 | -$5,089 |
| JPM #2007 SHORT-TERM CAPITAL GAIN | P | 2021-01-01 | 2021-12-31 | $1,002,289 | $951,406 | $52,555 | $50,883 |
| JPM #4006 SHORT-TERM CAPITAL LOSS | P | 2021-01-01 | 2021-12-31 | $1,509,908 | $1,521,995 | -$12,087 | -$12,087 |
| JPM #4006 LONG-TERM CAPITAL GAIN | P | 2021-01-01 | 2021-12-31 | $69,777 | $45,200 | $24,577 | $24,577 |
| MS #4082 SHORT-TERM CAPITAL GAIN | P | 2021-01-01 | 2021-12-31 | $4,002,463 | $3,920,893 | $82,385 | $81,570 |
| MS #4082 LONG-TERM CAPITAL GAIN | P | 2021-01-01 | 2021-12-31 | $29,888 | $20,300 | $9,588 | $9,588 |
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 | |||||
| CAPITAL GAIN DIVIDENDS | P | $8,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,204 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,204 | SubtotalAmt |
| Tax Based On Investment Income | $3,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,887 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,087 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,883 | OverpaymentAmt |
| Applied To ES Tax | $3,883 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HOPE-2-OTHERS.INFO | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCIO P TANUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9564474115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E PIKE BLVD | AddressLine1Txt |
| City | Weslaco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Abraham Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | President & Director | 3.0 | $0 | $0 | $0 |
| Rocio Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Vice-President & Director | 3.0 | $0 | $0 | $0 |
| Sarah Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Treasurer & Director | 3.0 | $0 | $0 | $0 |
| Rocio P Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Secretary & Director | 3.0 | $0 | $0 | $0 |
| Samuel Lugo | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Director | 3.0 | $0 | $0 | $0 |
| Ricardo Villarreal | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | DIRECTOR | 3.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RAMONA VASQUEZ | ||||||||
| 1709 E PIKE BLVD | WESLACO | TX | 785995026 | EXECUTIVE OFFICE MGR | 40.0 | $67,682 | $8,485 | $60 |
| JUAN GONZALEZ | ||||||||
| 1709 E PIKE BLVD | WESLACO | TX | 785995026 | MANAGER | 40.0 | $95,801 | $8,486 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,459,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,037,550 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,037,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,946,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,204 | TotalTaxAmt |
| Distributable Before Adj | $294,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $294,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,145 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $898,596 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $898,596 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $148,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $152,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,611,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,988,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $898,596 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $294,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $604,451 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,592,900 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,592,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $148,876 | ExcessFromYear4Amt |
| Excess From Year3 | $152,774 | ExcessFromYear3Amt |
| Excess From Year2 | $74,949 | ExcessFromYear2Amt |
| Excess From Year1 | $1,611,850 | ExcessFromYear1Amt |
| Excess From Current Year | $604,451 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABRAHAM TANUS 1709 E PIKE BLVD | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROCIO P TANUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E Pike Blvd | AddressLine1Txt |
| City | WESLACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9564474115 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION DIRECTOR LISTED IN PART XV, LINE 2A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIED DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT FOUNDATION DIRECTOR LISTED IN PART XV, LINE 2A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AURORA HOUSE FOUNDATION | |||||||||||
| 2646 W 18TH STREET | WESLACO | TX | 78596 | NONE | PC | CHARITABLE | $113,884 | ||||
| MUSEUM OF SOUTH TEXAS HISTORY | |||||||||||
| 200 N CLOSNER BLVD | EDINBURG | TX | 78541 | NONE | PC | CHARITABLE | $1,500 | ||||
| SU CASA DE ESPERANZA | |||||||||||
| 8000 CISNE | PHARR | TX | 78577 | NONE | PC | CHARITABLE | $63,060 | ||||
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||||||
| 711 MARIETTA STREET | ATLANTA | GA | 30318 | NONE | PC | SCHOLARSHIP | $56,154 | ||||
| LEBANON RED CROSS | |||||||||||
| NONE | PC | CHARITABLE | $4,595 | Spears Street | Kantari | Beirut | LE | ||||
| MID VALLEY CHRISTIAN SCHOOL | |||||||||||
| 417 South Westgate Drive | Weslaco | TX | 78596 | NONE | PC | CHARITABLE | $79,530 | ||||
| ST THOMAS AQUINAS HIGH SCHOOL | |||||||||||
| 2801 SW 12TH Street | FT Lauderle | FL | 33312 | NONE | PC | CHARITABLE | $2,000 | ||||
| THE FRYDERYK CHOPIN SOCIETY OF TEXAS INC | |||||||||||
| 4610 Abner Drive | Corpus Christi | TX | 78411 | NONE | PC | CHARITABLE | $10,000 | ||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 105737501 | NONE | PC | CHARITABLE | $1,500 | ||||
| OUR LADY OF REFUGE CHURCH | |||||||||||
| PO Box 156 4 Saint Eugene de Mazeno | Roma | TX | 78584 | NONE | PC | CHARITABLE | $47,000 | ||||
| BAYLOR UNIVERSITY | |||||||||||
| One Bear Place 97048 | Waco | TX | 76798 | NONE | PC | CHARITABLE | $27,562 | ||||
| EMORY UNIVERSITY | |||||||||||
| 200 Dowman Drive Suite 300 | Atlanta | GA | 30322 | NONE | PC | CHARITABLE | $36,155 | ||||
| TEXAS A&M UNIVERSITY KINGSVILLE | |||||||||||
| 700 University Blvd MSC 104 | Kingsville | TX | 78363 | NONE | PC | CHARITABLE | $6,000 | ||||
| UNIVERSITY OF MARYLAND | |||||||||||
| The Flagship Institution of the Sta | College Park | MD | 207425151 | NONE | PC | CHARITABLE | $5,074 | ||||
| UNIVERSITY OF TEXAS RGV | |||||||||||
| MRIOB 5500 | McAllen | TX | 78501 | NONE | PC | CHARITABLE | $39,448 | ||||
| THE NEW SCHOOL | |||||||||||
| 72 5TH Avenue | New York | NY | 10011 | NONE | PC | CHARITABLE | $19,731 | ||||
| GLOBAL OUTREACH INTERNATIONAL | |||||||||||
| PO Box 1 | Tupelo | MS | 38802 | NONE | PC | CHARITABLE | $120,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,193 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,982 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | 2013 AIRSTREAM CLT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E PIKE BLVD | AddressLine1Txt |
| City | WESLACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $611,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Lebanon Red Cross | ||||||||||
| Spears Street | Kantari | Beirut | LE | 2021-11-19 | $1,419 | Monetary Donation to Provide Meals for Refugee Camps | $1,419 | NO | 2021-11-19 | The Lebanon Red Cross acknowledged receipt and confirmed used. The American Red Cross assisted with the transfer. |
| Lebanon Red Cross | ||||||||||
| Spears Street | Kantari | Beirut | LE | 2021-11-19 | $3,176 | Monetary Donation to Provide Meals for Refugee Camps | $3,176 | NO | 2021-11-19 | The Lebanon Red Cross acknowledged receipt and confirmed used. The American Red Cross assisted with the transfer. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ARTWORK | AT COST | $8,531 | $8,531 |
| INVESTMENTS - JPM ACCT #6000 | AT COST | $0 | $0 |
| INVESTMENTS - MS ACCT #4082 | AT COST | $0 | $0 |
| INVESTMENTS - JPM ACCT #6005 | $1,077,742 | $1,266,163 | |
| INVESTMENTS - JPM ACCT #1009 | $3,258,821 | $3,171,113 | |
| NVESTMENTS - JPM ACCT #2007 | $1,068,010 | $1,177,960 | |
| INVESTMENTS - JPM ACCT #4006 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - MS ACCT 4082 | $8,406 | $8,406 | |
| TRAINING | $67,200 | $67,200 | |
| INVESTMENT FEES - JPM ACCT 886 | $18,281 | $18,281 | |
| DELIVERY & POSTAGE | $177 | ||
| BANK FEES | $2,680 | $2,680 | |
| DUES & SUBCRIPTIONS | $219 | ||
| LICENSES & FEES | $156 | ||
| ADMINISTRATION EXPESES | $57,363 | ||
| OFFICE SUPPLIES | $229 | ||
| CONTRACT WORK | $3,697 | $3,697 | |
| IT SERVICES | $121 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $69,863 | |
| OTHER INTEREST INCOME | $7,431 | $7,431 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $3,606 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROFESSIONAL FEES | $1,569 | $1,569 |
| CONSULTING FEES | $12,423 | $12,423 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAXES | $10,180 | |
| FOREIGN TAX PAID | $219 | $219 |