ELROY SCHOPPA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELROY SCHOPPA FOUNDATION (EIN 95-4772136)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349102423
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:13:17-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731690684 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gaytan & Leevan LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W Olympic Blvd Ste 1600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 954772136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELROY SCHOPPA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELRO | BusinessNameControlTxt |
| Phone | 8179292043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 JAYME CT | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKIE S MATLOCK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICKIE S | PersonFirstNm |
| Person Last | MATLOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward Leevan CPA | PreparerPersonNm |
| PTIN | P00747241 | PTIN |
| Phone | 3104775252 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,717,822 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,913 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,913 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,057 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,057 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16,017 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $30,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,974 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,717 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,717 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,717 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $470 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $470 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $19,032 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $23,749 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,264 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $23,749 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,961 | CashBOYAmt |
| Cash EOY | $35,593 | CashEOYAmt |
| Cash EOYFMV | $35,593 | CashEOYFMVAmt |
| Other Investments BOY | $712,940 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $688,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,682,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $739,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $724,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,717,822 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,958 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,958 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,959 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,205 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,205 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $262,970 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $262,970 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $442,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | $427,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $737,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $722,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $739,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $724,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $737,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,493 | OtherIncreasesAmt |
| Subtotal | $722,630 | SubtotalAmt |
| Other Decreases | $172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $722,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #3593- ST COVERED | P | 2021-01-01 | 2021-01-01 | $12,060 | $33,054 | -$20,994 | -$20,994 |
| WELLS FARGO #3593 -LT COVERED | P | 2021-01-01 | 2021-01-01 | $118,728 | $96,677 | $22,051 | $22,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,057 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,057 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $450 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $450 | TotalPaymentsAndCreditsAmt |
| Overpayment | $450 | OverpaymentAmt |
| Applied To ES Tax | $450 | 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 |
| 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKIE S MATLOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8179292043 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1912 LOTUS PLACE | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COURTNEY McCLENDON | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | Secretary | 0.00 | $0 |
| KAREN SCHOPPA | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | Treasurer | 0.00 | $1,000 |
| VICKIE S MATLOCK | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | President | 0.00 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,764 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,764 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,120 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,764 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $29,764 | RemainingDistriFromCorpusAmt |
| Total Corpus | $164,588 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,609 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,702 | ExcessFromYear4Amt |
| Excess From Year3 | $31,120 | ExcessFromYear3Amt |
| Excess From Year2 | $23,828 | ExcessFromYear2Amt |
| Excess From Year1 | $33,195 | ExcessFromYear1Amt |
| Excess From Current Year | $29,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VICKIE S MATLOCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1912 LOTUS PLACE | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8179292043 | RecipientPhoneNum |
| Form And Info And Materials | THE STUDENT MUST SUBMIT AN APPLICATION FORM ALONG WITH AN ESSAY. THE ESSAY NEEDS TO ADDRESS THE STUDENTS FUTURE EDUCATIONAL GOALS AND PLANS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE STUDENT MUST BE A MEMBER OF THE PRESELECTED CHURCH OR MUST ATTEND THE HIGH SCHOOL OR UNIVERSITY THE SCHOLARSHIP AWARD IS BEING OFFERED TO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EMMA MCSPADDEN- TX TECH UNIV | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | EDUCATION | $500 |
| KOLLIN BERGT - SOUTH PLAINS COLLEGE | ||||||
| 1401 College Avenue Box 5 | Levelland | TX | 79336 | N/A | EDUCATION | $500 |
| GILBERT WELDON- SOUTHWESTERN UNIVER | ||||||
| 1001 E University Ave | Georgetown | TX | 78626 | N/A | EDUCATION | $1,000 |
| CAROLINE TAYLOR - WEST TEXAS AM | ||||||
| 2501 4th Ave | Canyon | TX | 79016 | N/A | EDUCATION | $1,500 |
| ZACHARY ROSALEY - DBU | ||||||
| 3000 MOUNTAIN CREEK PKWY | DALLAS | TX | 75211 | N/A | EDUCATION | $1,000 |
| CALEB NEWELL- TX AM UNIVERSITY | ||||||
| 400 Bizzell St | College Station | TX | 77843 | N/A | EDUCATION | $1,000 |
| RILEY ELLIOT- Stephen F Austin Sta | ||||||
| 2102 Alumni Dr | Nacogdoches | TX | 75962 | N/A | EDUCATION | $1,000 |
| NATALIE MARION- TARLETON STATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $1,000 |
| KENDALL KIRK- TARLETON SLATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $1,000 |
| ANDRICK AVITIA - TARLETON STATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $500 |
| BRYCE KOCH - MIDWESTERN STATE UNIV | ||||||
| 3410 TAFT BLVD | WICHITA FALLS | TX | 76308 | N/A | EDUCATION | $500 |
| ZACK STOLLE- MIDWESTERN STATE UNIV | ||||||
| 3410 TAFT BLVD | WICHITA FALLS | TX | 76308 | N/A | EDUCATION | $500 |
| CHRISTOPHER TAYLOR - VERNON COLLEGE | ||||||
| 4400 College Dr | Vernon | TX | 76384 | N/A | EDUCATION | $500 |
| BRYAN LONGLEY- Hardin-Simmons Unive | ||||||
| 2200 Hickory St | Abilene | TX | 79601 | N/A | EDUCATION | $500 |
| CARLY WORTHY- TARLETON STATE | ||||||
| 1333 W Washington St | Stephenville | TX | 76401 | N/A | EDUCATION | $1,000 |
| ELI GOODMAN- SOUTHWESTERN OK ST | ||||||
| 100 W CAMPUS DR | WEATHERFORD | OK | 73096 | N/A | EDUCATION | $500 |
| JOSHUA LITTLEFIELD - AR TECH UNI | ||||||
| 215 W O ST | RUSSELLVILLE | AR | 72801 | N/A | EDUCATION | $500 |
| DAX K- WEST TEXAS AM | ||||||
| 2501 4th Ave | Canyon | TX | 79016 | N/A | EDUCATION | $1,000 |
| BROC KIESCHNICK - Texas AM Universi | ||||||
| Texas AM University | COLLEGE STATION | TX | 77802 | N/A | EDUCATION | $1,000 |
| BRYSAN GARRARDT - SOUTHWESTERN UNIV | ||||||
| 1001 E UNIVERSITY AVE | GEORGETOWN | TX | 78626 | N/A | EDUCATION | $500 |
| KADEN BERGT- South Plains College | ||||||
| 1401 College Avenue Box 5 | Levelland | TX | 79336 | N/A | EDUCATION | $500 |
| MONTANA O'BANION - HILL COLLEGE | ||||||
| 112 LAMAR DR | HILLSBORO | TX | 76645 | N/A | EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,913 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,057 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,057 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,991 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,717 | Amt |
| Net Investment Income | $4,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,717 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,717 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $172 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| BANK CHARGES | $10 | $10 | ||
| FOREIGN TAX PAID | $16 | $16 | $16 | |
| POSTAGE | $48 | $48 | ||
| SUPPLIES | $1,019 | $1,019 | ||
| WELLS FARGO INVESTMENT FEES | $19,016 | $19,016 | $19,016 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $16,017 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DIST | Desc |
| Amt | $2,493 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ATTORNEY GENERAL | $20 | $20 |
| IRS | $450 | $450 |