GAYLE H AND PETER BICKERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GAYLE H AND PETER BICKERS FOUNDATION (EIN 75-2788931)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202101309349101725
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T13:15:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Uhrich CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Regents Place | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752788931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gayle H & Peter Bicker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER BICKERS | InCareOfNm |
| Business Name Control | GAYL | BusinessNameControlTxt |
| Phone | 8063526083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 Doris Drive | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYLE BICKERS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8063526083 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAYLE | PersonFirstNm |
| Person Last | BICKERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Uhrich | PreparerPersonNm |
| PTIN | P00854666 | PTIN |
| Phone | 4026816893 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $890,480 | 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 | $163,227 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,422 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,422 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,240 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,422 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,000 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,422 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,913 | CashBOYAmt |
| Cash EOY | $4,314 | CashEOYAmt |
| Corporate Stock BOY | $322,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $486,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $335,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $388,539 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $403,490 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $666,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $766,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $890,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $666,439 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $766,259 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $666,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $766,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $666,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $766,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $666,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,897 | ExcessRevenueOverExpensesAmt |
| Subtotal | $814,336 | SubtotalAmt |
| Other Decreases | $48,077 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $766,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ANB ST GAINS | 2020-01-01 | 2020-12-31 | $6,843 | $6,843 | $6,843 |
| ANB LT GAINS | 2019-01-01 | 2020-12-31 | $14,643 | $14,643 | $14,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,240 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $524 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $524 | SubtotalAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $533 | TaxDueAmt |
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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER BICKERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063526083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 DORIS DRIVE | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Gayle Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | President/Director | 0 | $0 | $0 | $0 |
| Dr Peter Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | VP/S/T/Director | 0 | $0 | $0 | $0 |
| Margaret Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | Director | 0 | $0 | $0 | $0 |
| Robert Bickers | ||||||||
| 8522 Broadmoor St | Overland Park | KS | 66212 | Director | 0 | $0 | $0 | $0 |
| Elisa Bickers | ||||||||
| 8522 Broadmoor St | Overland Park | KS | 66212 | Director | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS & OTHER PUBLIC INSTITIUTIONS. SEE LISTINGS OF DONATIONS. | Description1Txt |
| Expenses1 | $163,227 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $800,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,000 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $812,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $799,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $524 | TotalTaxAmt |
| Distributable Before Adj | $39,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,992 | 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 | $52,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $51,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,449 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $230,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $39,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,525 | RemainingDistriFromCorpusAmt |
| Total Corpus | $244,170 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $244,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,251 | ExcessFromYear4Amt |
| Excess From Year3 | $64,229 | ExcessFromYear3Amt |
| Excess From Year2 | $93,449 | ExcessFromYear2Amt |
| Excess From Year1 | $21,716 | ExcessFromYear1Amt |
| Excess From Current Year | $13,525 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR PETER DR GAYLE BICKERS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Polk Street MethChurch | |||||||
| 1401 South Polk Street | Amarillo | TX | 79109 | None | PC | To further the tax exempt purposes of the church | $11,750 |
| Educational Institutions | |||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | None | PC | To further the tax exempt purposes of the institutions. | $3,900 |
| Humanitarian Institutions | |||||||
| 3814 Doris | Amarillo | TX | 79091 | None | PC | To further the tax exempt purposes of the institutions | $4,392 |
| Medical Support | |||||||
| 3814 Doris | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the instituions | $1,650 |
| Other Charitable Instititutions | |||||||
| 3814 Doris | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the institutions | $700 |
| Salvation Army | |||||||
| 400 S Harrison Street | Amarillo | TX | 79101 | None | PC | to further the tax exempt purposes of the organization | $1,400 |
| Amarillo Symphony | |||||||
| 301 S Polk Street | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the organization | $2,000 |
| Te Deum Choral Group | |||||||
| 6641 Mission Road | Prarie Village | KS | 66208 | None | PC | to further the tax exempt purpose of the organization | $500 |
| High Plains Food Bank | |||||||
| 815 Ross Street | Amarillo | TX | 79102 | None | PC | to further the tax exempt purpose of the organization | $900 |
| Ascension Academy | |||||||
| 9301 Acsension Parkway | Amarillo | TX | 79119 | None | PC | to further the tax exempt purpose of the organization | $16,000 |
| Religious Organizations | |||||||
| 3814 Doris | Amarillo | TX | 79109 | none | PC | to further the tax exempt purpose of the organization | $1,400 |
| Amarillo Area Foundation | |||||||
| 801 S Fillmore Suite 700 | Amarillo | TX | 79101 | none | PC | to further the tax purpose of the organization | $8,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,992 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,422 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,662 | 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 | Peter Gayle Bickers | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 Doris Drive | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $163,227 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET INVESCO TREASURY | ||
| BAIRD AGGREGATE BOND INST | $169,588 | $179,992 |
| DODGE & COX INCOME FUND | $66,524 | $69,384 |
| FEDERATED TOTAL RETURN | $67,064 | $69,724 |
| T ROWE PRICE | $65,600 | $64,124 |
| JOHN HANCOCK ALTERNATIVE | ||
| LORD ABBOTT | $9,992 | $10,003 |
| FIXED INCOME | ||
| ACCRUED INCOME | $296 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET INVESCO | $22,895 | $22,895 |
| LARGECAP VALUE | $119,267 | $123,457 |
| LARGECAP BLEND | $106,603 | $163,695 |
| LARGE CAP GROWTH | $43,200 | $68,000 |
| SMALL CAP MID VALUE | $19,740 | $19,559 |
| SMAAL % MIDCAP BLEND | $45,848 | $71,083 |
| INTERNATIONAL | $15,852 | $18,301 |
| EQUITIES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/EQUITY ADJUSTMENTS TO RECONCILE | Desc |
| Amt | $48,077 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDUCIARY FEES | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |