STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILSON SEXTON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILSON SEXTON FOUNDATION (EIN 74-2952010)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-03
IRS object ID
202111549349100616
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-03T12:17:18-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721310777PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lavelle A Watts CPA APACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 8797AddressLine1Txt
CityMandevilleCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70470ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742952010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILSON SEXTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILSBusinessNameControlTxt
Phone9859660239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 EQUESTRIAN WAYAddressLine1Txt
CityPROSPERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILSON B SEXTON SRPersonNm
Person TitleDirectorPersonTitleTxt
Signature2021-05-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILSON B SEXTONPersonFirstNm
Person LastSRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAVELLE A WATTS CPA MBAPreparerPersonNm
PTINP00493230PTIN
Phone9858932440PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,408,185FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$112,972DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,972DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$479,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,578,357GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$479,848CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$592,820TotalRevAndExpnssAmt
Total Net Invst Incm$592,820TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,500CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$109LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$109LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$839TaxesRevAndExpnssAmt
Taxes Net Invst Incm$839TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$6,911TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,911TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$40,997OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40,997OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$65,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$336,325ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$336,325ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$401,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,156TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$336,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$191,339ExcessRevenueOverExpensesAmt
Net Investment Income$527,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,842CashBOYAmt
Cash EOY$24,389CashEOYAmt
Cash EOYFMV$24,389CashEOYFMVAmt
Corporate Stock BOY$2,856,531CorporateStockBOYAmt
Corporate Stock EOY$3,025,218CorporateStockEOYAmt
Corporate Stock EOYFMV$10,383,796CorporateStockEOYFMVAmt
Total Assets BOY$2,862,373TotalAssetsBOYAmt
Total Assets EOY$3,049,607TotalAssetsEOYAmt
Total Assets EOYFMV$10,408,185TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,862,373RetainedEarningBOYAmt
Retained Earning EOY$3,049,607RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,862,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,049,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,862,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,049,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,862,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$191,339ExcessRevenueOverExpensesAmt
Subtotal$3,053,712SubtotalAmt
Other Decreases$4,105OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,049,607TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
340 AARON'S INCP2020-01-012020-04-18$7,779$21,300-$13,521-$13,521
365 ALBEMARLE CORPP2020-04-162020-11-05$38,713$21,477$17,236$17,236
1741 ALLY FINANCIAL INCP2020-04-162020-05-26$29,559$23,858$5,701$5,701
5 AMAZON COM INC COMP2020-04-162020-05-26$12,169$11,976$193$193
247 AMETEK INC NEW COMP2020-01-152020-04-16$18,501$25,030-$6,529-$6,529
190 ANALOG DEVICES INCP2019-08-122020-04-16$19,255$20,792-$1,537-$1,537
702 CIENA CORPP2019-08-122020-04-16$31,301$30,398$903$903
324 CITIGROUP INCP2019-10-112020-04-16$13,090$22,762-$9,672-$9,672
124 CITRIX SYS INC COMP2020-05-262020-11-05$14,832$17,272-$2,440-$2,440
80 COMCAST CORPP2020-01-012020-04-16$3,030$3,399-$369-$369
302 COMERICA INC COMMON STOCKP2020-01-012020-04-16$7,849$19,115-$11,266-$11,266
2 CORNING INCP2019-08-152020-01-15$60$54$6$6
135 DISNEY WALTP2020-04-162020-08-24$17,560$13,760$3,800$3,800
216 DOVER CORPP2020-01-152020-04-16$18,087$25,465-$7,378-$7,378
257 EBAY INC COMP2020-01-012020-04-16$9,558$9,392$166$166
357 EVERGY INCP2019-11-202020-04-16$21,565$23,128-$1,563-$1,563
237 EXPEDIA GROUP INCP2020-01-282020-04-16$13,617$25,944-$12,327-$12,327
370 FMC CORP NEWP2020-01-012020-02-19$39,420$28,084$11,336$11,336
1 FORTINET INCP2019-08-152020-04-16$111$81$30$30
3129 GENERAL ELEC CO COMP2020-04-162020-08-24$20,493$19,703$790$790
912 GENTEX CORPP2020-01-012020-04-16$20,696$21,602-$906-$906
249.987 HANCOCK HORIZON DIVERSIFIED INTERNATIONAP2020-01-012020-12-31$5,377$5,660-$283-$283
87 HANOVER INSURANCE GROUP INCP2020-04-162020-08-24$8,938$8,311$627$627
196 HELEN OF TROYP2020-02-192020-04-16$26,140$38,071-$11,931-$11,931
46 HUMANA INCP2020-04-162020-05-26$18,593$17,235$1,358$1,358
5 IDEX CORPP2020-01-012020-04-16$732$784-$52-$52
.882 INGERSOLL RAND INCP2019-08-152020-04-16$22$27-$5-$5
319 INTEL CORPP2020-04-162020-08-24$15,607$19,314-$3,707-$3,707
37 INTUITIVE SURGICALP2020-04-162020-08-24$25,689$18,861$6,828$6,828
1312 ISHARES TR RUSSELL 2000 INDEX FDP2020-01-012020-01-28$216,521$218,131-$1,610-$1,610
951 ISHARES TRUST RUSSELL 1000P2020-01-012020-01-28$172,845$169,560$3,285$3,285
197 KEYSIGHT TECHNOLOGIES INCP2020-01-012020-08-24$18,943$20,261-$1,318-$1,318
142 KLA TENCOR CORPORATIONP2019-12-122020-04-16$22,319$24,240-$1,921-$1,921
16 L3HARRIS TECHNOLOGIES INCP2020-04-162020-11-05$2,903$3,156-$253-$253
197 LAUDER ESTEE COS INC CL AP2020-04-162020-11-05$46,743$31,649$15,094$15,094
259 LEIDOS HOLDINGS INCP2019-11-202020-04-16$23,949$23,609$340$340
1 LYONDELL BASEL INDUSTRIES NVP2019-08-152020-04-16$50$73-$23-$23
80 MARKETAXESSP2020-04-162020-05-26$37,688$34,900$2,788$2,788
221 MASCO CORPP2020-04-162020-11-05$12,823$8,689$4,134$4,134
323 MASTEC INCP2020-01-012020-04-16$10,597$18,922-$8,325-$8,325
560 MICRON TECHNOLOGY INC COMMON STOCKP2020-04-162020-08-24$24,362$25,436-$1,074-$1,074
169 MID-AMER APT CMNTYS INC COMP2019-09-182020-04-16$18,373$21,794-$3,421-$3,421
183 NIKE INC CL BP2020-04-162020-05-26$17,772$15,790$1,982$1,982
123 NORFOLK SOUTHERN CORPORATIONP2020-01-152020-04-16$18,817$24,959-$6,142-$6,142
428 ONEOK INCP2020-04-162020-08-24$11,620$10,683$937$937
278 OSHKOSH TRUCK CORPP2020-01-152020-04-16$16,642$25,463-$8,821-$8,821
161 PAYCHEX INC COMP2020-04-162020-05-26$11,162$10,326$836$836
129 PHILIP MORRIS INTL INCP2020-04-162020-08-24$10,252$9,773$479$479
231 PHILLIPS 66 66 COMP2020-04-162020-08-24$14,621$12,431$2,190$2,190
149 POOL CORPORATIONP2020-08-242020-09-25$47,095$50,087-$2,992-$2,992
748 PPL CORP COMP2020-04-162020-05-26$19,881$19,130$751$751
10 PROCTER & GAMBLE COP2019-04-172020-04-16$1,220$1,060$160$160
595 PULTE HOMES INC COMP2019-10-112020-04-16$14,482$22,070-$7,588-$7,588
68 REGENERON PHARMACEUTICALP2020-01-012020-04-16$36,545$23,432$13,113$13,113
375 SEI INVESTMENT COP2019-10-112020-04-16$17,894$22,275-$4,381-$4,381
2 SYNOPSYS INCP2019-08-152020-04-16$303$256$47$47
192 TAKE TWO INTERACTIVEP2020-01-012020-04-16$24,258$21,390$2,868$2,868
307 TEXAS INSTRUMENTS INC COMMON STOCKP2020-04-162020-12-31$45,692$34,137$11,555$11,555
695 THE COCA=COLA COMPANY COMP2020-04-162020-11-05$34,468$32,894$1,574$1,574
506 TJX COS INC NEW COMP2020-04-162020-05-26$27,851$23,575$4,276$4,276
206 T-MOBILE US INCP2020-04-162020-05-26$19,809$18,507$1,302$1,302
539 T-MOBILE US INC RIGHTSP2020-06-242020-07-02$87$1,358-$1,271-$1,271
548 TOLL BROTHERS INCP2019-10-112020-04-16$11,666$21,824-$10,158-$10,158
1 TRANE TECHNOLOGIES PLCP2019-08-152020-04-16$85$91-$6-$6
255 TYSON FOODS INCP2019-11-202020-04-16$15,459$23,207-$7,748-$7,748
83 VEEVA SYSTEMS INC CLASS AP2020-04-162020-05-26$16,297$14,662$1,635$1,635
516.192 VIACOMCBS INC CL BP2020-01-012020-04-16$7,507$18,353-$10,846-$10,846
.248 VIATRIS INCP2020-04-162020-12-31$4$4
137 VISA INCP2020-01-012020-08-24$28,131$24,752$3,379$3,379
103 WASTE MGMT INC DELP2020-05-262020-11-05$12,386$10,526$1,860$1,860
135 ADOBE SYS INCP2018-11-192020-04-16$46,259$29,666$16,593$16,593
500 AGILENT TECHNOLOGIES INC COMP2018-03-072020-04-16$39,311$34,752$4,559$4,559
316 ALLSTATE CORP COMP2017-02-092020-04-16$31,597$24,693$6,904$6,904
5 ALPHABET INC CL AP2018-12-062020-04-16$6,243$5,335$908$908
297 AMERICAN EXPRESS COP2019-01-092020-04-16$24,192$29,436-$5,244-$5,244
312 AMERICAN FINANCIAL GROUPP2019-01-012020-04-16$21,008$22,879-$1,871-$1,871
123 AMGEN, INCP2018-11-192020-04-16$28,500$23,948$4,552$4,552
6 APPLE COMPUTER INC COMP2019-02-142020-12-31$1,484$513$971$971
617 APPLIED MATLS INCP2016-07-112020-04-16$31,942$15,576$16,366$16,366
817 BOYD GAMING CORPP2019-02-142020-04-16$11,710$22,450-$10,740-$10,740
764 COMCAST CORPP2019-01-012020-04-16$28,938$24,138$4,800$4,800
8 COMERICA INC COMMON STOCKP2019-02-142020-04-16$208$671-$463-$463
60 CONOCOPHILLIPS COMP2018-12-062020-04-16$1,873$3,899-$2,026-$2,026
1068 CORNING INCP2019-01-012020-01-15$31,964$19,082$12,882$12,882
351 EASTMAN CHEM CO COMP2019-01-012020-04-16$18,333$22,235-$3,902-$3,902
412 EATON CORP PLCP2019-01-012020-04-16$31,011$26,006$5,005$5,005
78 EDWARDS LIFESCIENCES CORP COMP2018-09-132020-12-31$16,994$11,475$5,519$5,519
75 EQUINIXP2019-01-012020-04-16$51,200$24,066$27,134$27,134
124 EVEREST RE GROUP LTD COMP2019-02-142020-04-16$23,213$26,668-$3,455-$3,455
7 EXPEDIA GROUP INCP2018-10-152020-04-16$402$828-$426-$426
1106 FIFTH THIRD BANCORP COMP2019-01-012020-04-16$16,269$22,368-$6,099-$6,099
347 FORTINET INCP2019-02-142020-04-16$38,488$28,965$9,523$9,523
366 GLOBE LIFE INCP2019-01-012020-04-16$26,763$21,282$5,481$5,481
44.545 HANCOCK HORIZON BURKENROAD SMALL CAP FUNP2017-12-222020-10-05$1,425$3,052-$1,627-$1,627
9230.303 HANCOCK HORIZON DIV INCOME FUND INSTITUP2019-01-012020-12-31$111,706$117,811-$6,105-$6,105
16827.315 HANCOCK HORIZON DIVERSIFIED INTERNATIONAP2019-01-012020-12-31$364,090$370,662-$6,572-$6,572
241 HANOVER INSURANCE GROUP INCP2019-02-142020-08-24$24,760$28,380-$3,620-$3,620
325 HILL-ROM HOLDINGSP2017-11-222020-04-16$36,665$27,304$9,361$9,361
220 IDEX CORPP2018-05-082020-04-16$32,190$29,929$2,261$2,261
331.782 INGERSOLL RAND INCP2018-06-112020-12-31$8,104$7,902$202$202
143 INTUIT COMP2018-12-062020-01-15$39,446$29,733$9,713$9,713
238 L3HARRIS TECHNOLOGIES INCP2019-01-012020-12-31$43,207$17,810$25,397$25,397
237 LYONDELL BASEL INDUSTRIES NVP2019-02-142020-04-16$11,768$20,574-$8,806-$8,806
461 MARATHON PETE CORPP2019-01-012020-04-16$10,194$13,851-$3,657-$3,657
240 MOTOROLA COMMON STOCK NEWP2018-02-062020-04-16$36,617$24,558$12,059$12,059
109 NORTHROP GRUMMAN CORPP2019-01-012020-04-16$37,562$7,333$30,229$30,229
121 PACCAR INC COMP2019-02-142020-04-16$7,977$8,136-$159-$159
375 PAYPAL HLDGS INCP2018-10-152020-04-16$40,543$29,163$11,380$11,380
3 PFIZER INCP2018-06-112020-04-16$107$110-$3-$3
237 PNC BK CORPP2019-01-012020-04-16$21,298$18,138$3,160$3,160
851 POOL CORPORATIONP2008-01-042020-12-31$277,450$2,042$275,408$275,408
178 PRIMERICA INCP2019-04-122020-04-16$16,238$22,790-$6,552-$6,552
279 PROCTER & GAMBLE COP2018-08-162020-04-16$34,035$23,056$10,979$10,979
2 REGENERON PHARMACEUTICALP2018-09-132020-04-16$1,075$787$288$288
210 REINSURANCE GROUP OF AMERICAP2018-12-062020-04-16$20,021$29,671-$9,650-$9,650
399 RELIANCE STEEL & ALUMINUM COP2019-01-012020-04-16$33,014$26,696$6,318$6,318
101 ROPER INDUSTRYP2019-02-142020-04-16$31,124$31,015$109$109
387 ROSS STORES INCP2018-04-062020-04-16$33,860$30,321$3,539$3,539
555 SONOCO PRODUCTS CO comP2018-11-192020-04-16$26,276$31,581-$5,305-$5,305
117 STRYKER CORPP2019-03-122020-04-16$20,530$22,199-$1,669-$1,669
393 SYNOPSYS INCP2019-01-012020-12-31$59,475$18,559$40,916$40,916
137 THERMO ELECTRON CORP COMP2017-09-072020-04-16$45,140$26,126$19,014$19,014
376 TRANE TECHNOLOGIES PLCP2018-06-112020-04-16$32,024$27,045$4,979$4,979
14.808 VIACOMCBS INC CL BP2019-02-142020-04-16$215$718-$503-$503
94.921 VIATRIS INCP2018-06-112020-12-31$1,577$1,461$116$116
209 ZEBRA TECHNOLOGIES CORPP2017-11-272020-04-16$42,277$22,775$19,502$19,502
FieldValueIRS element (for citing)
Capital Gain Net Income$479,848CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,335InvestmentIncomeExciseTaxAmt
Subtotal$7,335SubtotalAmt
Tax Based On Investment Income$7,335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,832EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,832TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$1,526TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILSON B SEXTON SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9859660239PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1350 EQUESTRIAN WAYAddressLine1Txt
CityPROSPERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75078ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILSON B SEXTON SR
350 EQUESTRIAN WAYPROSPERTX75078Director5.00$0
W B SEXTON JR
350 EQUESTRIAN WAYPROSPERTX75078Director0.50$0
SUSAN SEXTON HORN
5899 STEEPLECHASEPLANOTX75093Director0.50$0
JEAN T JOHNSON SEXTON
350 EQUESTRIAN WAYPROSPERTX75078Director0.50$0
SUSAN STONE
4025 HANCOCK ST 100SAN DIEGOCA92110Director0.50$0
JEAN E MCGOWAN
7909 ROSELAND DRIVELA JOLLACA92037Director2.00$7,500
LOGAN WRAY
240 ELK CIRCLEDILLONCO80435Director0.50$6,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,390,863AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,532,178TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,532,178AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$127,983CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,404,195NetVlNoncharitableAssetsAmt
Minimum Investment Return$420,210MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$420,210MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,335TaxBasedOnInvestmentIncomeAmt
Total Tax$7,335TotalTaxAmt
Distributable Before Adj$412,875DistributableBeforeAdjAmt
Distributable Before Ded$412,875DistributableBeforeDedAmt
Distributable As Adjusted$412,875DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$336,325ExpensesAndContributionsAmt
Qualifying Distributions$336,325QualifyingDistributionsAmt
Adjusted Qualifying Distri$336,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$412,875DistributableAsAdjustedAmt
Undistributed Income PY$335,068UndistributedIncomePYAmt
Qualifying Distributions$336,325QualifyingDistributionsAmt
Applied To Year1$335,068AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,257AppliedToCurrentYearAmt
Undistributed Income CY$411,618UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILSON B SEXTON SRContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE WILSON SEXTON FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1350 EQUESTRIAN WAYAddressLine1Txt
CityPROSPERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75078ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9859660239RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION WILL ACCEPT ANY FORMAT, BUT A BRIEF LETTER (TWO PAGES OR LESS) IS PREFERRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS MAY BE SUBMITTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HABITAT FOR HUMANITY
919 N COLUMBIA STREETCOVINGTONLA70433NONEPCTO BUILD DECENT, AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS$2,000
USO WORLD HEADQUARTERS
P O BOX 96860WASHINGTONDC20070NONEPCSUPPORT MEN & WOMEN IN THE MILITARY$1,300
BETHLEHEM PLACE
P O BOX 206PROSPERTX75078NONEPCTO HELP MEET THE NEEDS OF LOCAL FAMILIES WITH PRESSING FINANCIAL NEEDS$5,000
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130NONEPCWWII INFO SO EVERYONE WILL UNDERSTAND THE PRICE OF FREEDOM & BE INSPIRED BY WHAT THEY LEARN$3,000
ROTARY FOUNDATION
1560 SHERMAN AVEEVANSTONIL60201NONEPCTO ENABLE ROTARIANS TO ADVANCE UNDERSTANDING, GOODWILL & PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, & THE ALLEVIATION OF POVERTY$3,000
OPERATION KINDNESS
3201 EARHART DRIVECARROLLTONTX75006NONEPCA NON-PROFIT, NO-KILL ANIMAL SHELTER$2,000
THE SALVATION ARMY
P O BOX 50818NEW ORLEANSLA70150NONEPCCHRISTIAN CHARITY WITH PROGRAMS THAT INCLUDE INTERNATIONAL AID, ASSISTANCE TO CHILDREN & FAMILIES, & DISASTER RELIEF$500
THE SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONEPCPROVIDING TREATMENT FOR CHILDREN WITH CLEFT LIP & PALATE$1,000
SOUTHEAST LOUISIANA RED CROSS
3131 NORTH I-10 SERVICE RD EMETAIRIELA70002NONEPCCHARITABLE ACTIVITIES$2,000
ANGEL'S PLACE
2705 DIVISION STREETMETAIRIELA70002NONEPCPROVIDES RESPITE & END-OF-LIFE SERVICES TO TERMINALLY ILL CHILDREN & THEIR FAMILIES$1,500
MANDEVILLE ROTARY SCHOLARSHIP
P O BOX 246MANDEVILLELA70470NONEPCPROVIDES FINANCIAL ASSISTANCE TO LOCAL STUDENTS TO CONTINUE THEIR EDUCATION$2,000
MANDEVILLE ROTARY FOUNDATION
P O BOX 246MANDEVILLELA70470NONEPCTO ENABLE ROTARIANS TO ADVANCE UNDERSTANDING, GOODWILL, & PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, & THE ALLEVIATION OF POVERTY$9,500
SCRIPPS INSTITUTEOCEANOGRAPHY
9500 GILMAN DRIVELA JOLLACA92093NONEPCCHARITABLE ACTIVITIES$500
SCRIPPS HEALTH FOUNDATION
P O BOX 2669LA JOLLACA92038NONEPCSUPPORTS THE SCRIPPS HEALTH MISSION THROUGH MEMORIAL GIFTS, TRIBUTE GIFTS, & ANNUAL GIFTS THAT FUND NEW MEDICAL TECHNOLOGIES, HEALTH FACILITIES, & PROGRAMS AND CLINICAL RESEARCH & MEDICAL EDUCATION$500
NATIONAL WORLD WAR I MUSEUM
100 W 26TH STKANSAS CITYMO64108NONEPCMEMORIAL DEDICATED TO EXPRESS GRATITUDE TO THOSE WHO OFFERED AND GAVE THEIR LIVES IN DEFENSE OF LIBERTY & OUR COUNTRY$2,000
USS MIDWAY MUSEUM
910 N HARBOR DRSAN DIEGOCA92101NONEPCUSS MIDWAY MUSEUM DEDICATED AS AN INTERACTIVE, TRIBUTE MUSEUM & EDUCATION CENTER$500
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCTo work with communities to end hunger and poverty and to care for the earth.$2,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONEPCFOOD, SUPPORT & RECOVERY PROGRAMS FOR THE HOMELESS.$1,300
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92101NONEPCa conservation, education, and recreation organization dedicated to the reproduction, protection, and exhibition of animals, plants, and their habitats$12,500
MEALS-ON-WHEELS GREATER SAN DIEGO I
2254 SAN DIEGO AVENUE SUITE 200SAN DIEGOCA92110NONEPCPROVIDE FOOD AND COMPANIONSHIP TO SENIORS TO AID IN HEALTH AND QUALITY OF LIFE.$2,500
THE HISTORICAL SOCIETY MUSEUM- PROS
PO BOX 221PROSPERTX75078NONEPCTO GATHER, COLLECT, AND ACQUIRE HISTORICAL INFORMATION AND ARTIFACTS RELATING TO THE TOWN OF PROSPER, TX AND THE SURROUNDING AREA FOR THE PURPOSES OF PRESERVING SUCH HISTORY FOR PRESENT AND SUCCESSIVE CITIZENS OF THE AREA THROUGH THE ESTABLISHMENT OF A MUSEUM AND THE PUBLISHING OF BOOKS, PERIODICALS AND OTHER LITERATURE.$2,000
YOUTH TENNIS SAN DIEGO
4490 WEST POINT LOMA BLVDSAN DIEGOCA92107NONEPCPROMOTE THE EDUCATIONAL, PHYSICAL AND SOCIAL DEVELOPMENT OF ALL YOUTH THROUGH TENNIS.$5,000
LUIS PALAU ASSOCIATION
PO BOX 50PORTLANDOR97207NONEPCEVANGELISTIC MINISTRY$11,000
PROSPER UNITED METHODIST CHURCH
PO BOX 206PROSPERTX75078NONEPCCHURCH ORGANIZATIONAL AND OUTREACH$3,000
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUESAN DIEGOCA92121NONEPCTO PROVIDE FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY, AND EDUCATE THE PUBLIC ABOUT HUNGER-RELATED ISSUES.$7,000
TRINITY CHRISTIAN ACAD STDNT TUITIO
17001 ADDISON ROADADDISONTX75001NONEPCTO OVERSEE THE MANAGMENT OF ENDOWMENTS AND PARTICIPATE IN ALLOCATION OF S.T.A. FUNDS$2,000
DOCTORS WITHOUT BORDERS
PO BOX 5023HAGERSTOWNMD21745NONEPCPROVIDE EMERGENCY MEDICAL CARE TO PEOPLE IN REGIONS IN CONFLICT AND RESPOND TO URGENT MEDICAL NEEDS OF VICTIMS OF NATURAL DISASTERS; CURB THE SPREAD OF POTENTIALLY FATAL DISEASES; TREAT SEVERELY MALNOURISHED CHILDREN.$9,500
UC SAN DIEGO FNDTN SHILEY EYEMOBILE
9500 GILMAN DRIVE 0940LA JOLLACA92093NONEPCGiving young low-income children the vision they need to succeed in school and in life by identifying, treating and preventing vision disorders$30,000
ALZHEIMER'S ASSOCIATION LOUISIANA C
2605 RIVER ROADNEW ORLEANSLA71302NONEPCELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, ENHANCE CARE & SUPPORT FOR AFFECTED, & REDUCE THE RISK OF DEMENTIA THROUGH PROMOTION OF BRAIN HEALTH$2,000
BOYS GIRLS CLUBS OF GREATER SAN DIE
4635 CLAIREMONT MESA BLVDSAN DIEGOCA92117NONEPCTo inspire and enable youth to develop into productive, healthy, caring and responsible citizens$4,000
SAN DIEGO HUMANE SOCIETY
5500 GAINES STREETSAN DIEGOCA92110NONEPCSHELTER & CARE FOR HOMELESS AND VULNERABLE ANIMALS, SPAY & NEUTER TO PREVENT PET OVERPOPULATION, REUNITE LOST PETS & FAMILIES, PROVIDE ANIMALS WITH PROTECTION DURING HOT SUMMER MONTHS, AND MORE TO AID ANIMALS AT RISK.$7,000
BOYS GIRLS CLUB OF SOUTHEAST LOUISI
320 N CARROLLTON AVENEW ORLEANSLA70119NONEPCTO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.$1,500
KPBS FMTV
5200 CAMPANILE DRIVESAN DIEGOCA92182NONEPCKPBS NEWS SERVES THE PEOPLE OF THE SAN DIEGO REGION WITH TRUSTWORTY, IN-DEPTH INFORMATION THAT ALLOWS THE COMMUNITY TO HOLD ITS LEADERS ACCOUNTABLE. WE SHOW HOW GLOBAL AND LOCAL CURRENT AFFAIRS CHANGE OUR LIVES, AND HOW SAN DIEGO CHANGES THE WORLD. WE TELL YOU MORE THAN JUST WHAT IS HAPPENING-WE TELL YOU WHY.$500
SAMARITAN INN
1725 NORTH MCDONALD STREETMCKINNEYTX75071NONEPCASSIST HOMELESS TO REGAIN INDEPENDENCE$2,000
FOLDS OF HONOR FOUNDATION
5800 NORTH PATRIOT DRIVEOWASSOOK74055NONEPCPROVIDE EDUCATIONAL SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF MILITARY SERVICE MEN AND WOMEN KILLED OR DISABLED WHILE SERVING OUR GREAT NATION$15,000
LAS PATRONAS
PO BOX 1888LA JOLLACA92038NONEPCLAS PATRONAS IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN SAN DIEGO COUNTY THAT PROVIDE VALUABLE COMMUNITY SERVICES IN THE AREAS OF HEALTH, EDUCATION, SOCIAL SERVICES, AND CULTURAL ARTS, AND TO CONTINUING OUR TRADITION OF SERVICE TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY.$5,500
SUSAN G KOMEN BREAST CANCER FOUNDAT
5005 LBJ FREEWAY SUITE 250DALLASTX75244NONEPCTO END BREAST CANCER FOREVER BY EMPOWERING PEOPLE, ENERGIZING SCIENCE TO FIND THE CURES AND ENSURING QUALITY CARE FOR ALL PEOPLE EVERYWHERE.$2,000
LEUKEMIA LYMPHOMA SOCIETY
9150 CHESAPEAKE DR SUITE 100SAN DIEGOCA92123NONEPCTO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES.$2,000
LA JOLLA MEALS ON WHEELS
9888 GENESEE AVENUELA JOLLACA92037NONEPCA La Jolla-based senior services organization providing daily nutritious meals and caring visits to disabled and homebound individuals in La Jolla and the University City neighborhood of San Diego$1,500
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037NONEPCDEDICATED TO DELIVERING SCIENCE-BASED SOLUTIONS TO PRESERVE THE DIVERSITY AND ABUNDANCE OF LIFE ON EARTH, HALT THE DEGRADATION OF THE ENVIRONMENT, AND COMBAT CLIMATE CHANGE.$1,000
FINCA INTERNATIONAL
1201 15TH STREET NW 8TH FLOORWASHINGTONDC20005NONEPCTO ALLEVIATE POVERTY THROUGH LASTING SOLUTIONS THAT HELP PEOPLE BUILD ASSETS, CREATE JOBS, AND RAISE THEIR STANDARD OF LIVING.$1,000
GUNTER VOLUNTEER FIRE AND RESCUE
211 N FOURTH STGUNTERTX75058NONEPCFIRE AND RESCUE SERVICES$2,000
TRYALL FUND
1212 REISTERSTOWN ROADBALTIMOREMD21208NONEPCPROVIDE GRANTS TO VARIOUS ORGANIZATIONS WHOSE FUNCTIONS ARE TO INCREASE THE QULITY OF EDUCATION AND HEALTH CARE IN HANOVER PARISH, JAMAICA.$50,000
ARTOLUTION INC
509 W 121ST ST APT 103NEW YORKNY10027NONEPCTO IGNITE POSITIVE SOCIAL CHANGE THROUGH COLLABORATIVE ART MAKING. TO ADDRESS CRITICAL ISSUES RELATED TO ARMED CONFLICT, TRAUMA AND SOCIAL MARGINALIZATION BY CULTIVATING SUSTAINABLE GLOBAL INITIATIVES THAT PROMOTE RECONCILIATION, HEALING AND RESILIENCE.$3,500
AMERICAN FOUNDATION FOR SUICIDE PRE
120 WALL STREET 29TH FLOORNEW YORKNY10005NONEPCTO PROMOTE UNDERSTANDING AND PREVENTION OF SUICIDE.$3,000
ARMY EMERGENCY RELIEF
2530 CRYSTAL DRIVEARLINGTONVA22202NONEPCPROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ACTIVE OR RETIRED ARMY SOLDIERS AND THEIR DEPENDENTS AS INTEREST FREE LOANS OR GRANTS BASED ON FINANCIAL NEED. ASSISTANCE TO WIDOW(ER)S OR ORPHANS OF DECEASED SOLDIERS IN THE FORM OF GRANTS. EDUCATION ASSISTANCE GRANTS TO DEPENDENT CHILDREN AND SPOUSES.$3,000
ASPEN HISTORICAL SOCIETY
620 WEST BLEEKERASPENCO81611NONEPCENRICHES THE COMMUNITY THROUGH PRESERVING AND COMMUNICATING OUR REMARKABLE HISTORY; HISTORICAL MUSEUM AND ARCHIVE FOR COMMUNITY OF AND SURROUNDING ASPEN, CO.$2,000
EL PUENTE DE CELINA
PO BOX 82CELINATX75009NONEPCDEDICATED TO BRIDGING THE DIVERSE CULTURES WITHIN OUR COMMUNITY THROUGH EDUCATION, CELEBRATION, AND COMMUNITY DEVELOPMENT.$1,000
FOOD BANK OF THE ROCKIES
10700 EAST 45TH AVENUEDENVERCO80239NONEPCEND HUNGER BY PROCURING AND DISTRIBUTING FOOD AND ESSENTIALS TO THE HUNGRY THROUGHOUT CO AND WY.$5,500
FRIENDS OF THE ASPEN ANIMAL SHELTER
PO BOX 985ASPENCO81612NONEPCTO PROMOTE AND PROVIDE FOR THE WELFARE, CARE, AND HEALTH OF ANIMALS, SUPPORT THE EFFORTS OF LIKE-MINDED COMMUNITY-BASED PROGRAMS, EDUCATE THE COMMUNITY ON THE CARE OF ANIMALS, AND SUSTAIN THE EXCELLENCE OF THE ASPEN/PITKIN COUNTY ANIMAL SHELTER.$2,000
HABITAT FOR HUMANITY OF COLLIN COUN
2060 COUCH DRIVEMCKINNEYTX75069NONEPCSEEKING TO PUT GOD'S LOVE IN ACTION, NORTH COLLIN COUNTY HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE.$2,000
HANDI DOGS INC
75 S MONTEGO DRIVETUCSONAZ85710NONEPCDEDICATED TO HELPING OLDER ADULTS AND PEOPLE WITH DISABILITIES GAIN INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE THROUGH SPECIALIZED TRAINING OF DOGS AND TO EDUCATE ABOUT THE IMPORTANT ROLE OF SERVICE DOGS.$3,000
HUTS FOR VETS
PO BOX 2047BASALTCO81621NONEPCProvides Outdoor Education For US War Veterans At Huts In The Aspen Area$2,000
MAKE-A-WISH FOUNDATION OF SAN DIEGO
2440 HOTEL CIRCLE NORTH NO 200SAN DIEGOCA92108NONEPCCREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.$3,500
MEDICAL BRIDGES INC
PO BOX 300245HOUSTONTX77230NONEPCTO BRIDGE THE HEALTHCARE GAP WORLDWIDE BY PROCURING AND DISTRIBUTING MEDICAL EQUIPMENT AND SUPPLIES TO UNDERSERVED COMMUNITIES.$3,000
MUSEUM OF THE AMERICAN RAILROAD
6455 PAGE STFRISCOTX75034NONEPCOPERATION OF HISTORIC RAILROAD MUSEUM AND PRESENTATION OF EDUCATIONAL PROGRAMS.$4,000
NEPAL ORPHANS HOME INC
PO BOX 1254DAVIDSONNC28036NONEPCCARES FOR CHILDREN IN NEPAL WHO ARE ORPHANED, ABANDONED, OR NOT SUPPORTED BY PARENTS. PROVIDES FOOD, SHELTER, CLOTHING, EDUCATION, AND HEALTH CARE TO THE CHILDREN.$6,000
PATRIOT PAWS SERVICE DOGS
254 RANCH TRAILROCKWALLTX75032NONEPCTRAIN SERVICE DOGS TO HELP DISABLED VETERANS AND OTHER AMERICANS WITH MOBILE DISABILITIES.$2,000
RADY CHILDREN'S HOSPITAL FOUNDATION
3020 CHILDENS WAY MC 5001SAN DIEGOCA92123NONEPCFUNDRAISING FOR RADY CHILDREN'S HOSPITAL SAN DIEGO, RADY CHILDREN'S HOSPITAL & HEALTH CENTER, & RADY CHILDREN'S RESEARCH CENTER.$3,000
SEMPER FI FUND
BOX 555193CAMP PENDLETONCA92055NONEPCASSIST POST 9/11 COMBAT WOUNDED, CRITICALLY ILL, & CATASTROPHICALLY INJURED VETERANS & THEIR FAMILIES.$2,000
SHILOH PLACE MCKINNEY
PO BOX 2731MCKINNEYTX75070NONEPCTO EQUIP SINGLE MOTHERS FOR FINANCIAL INDEPENDENCE AND PERSONAL WHOLENESS BY ADDRESSING THEIR PHYSICAL, EDUCATIONAL, EMOTIONAL, AND SPIRITUAL NEEDS.$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCTO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS. NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION, OR A FAMILY'S ABILITY TO PAY.$9,300
VOICES FOR CHILDREN
2851 MEADOW LARK DRIVESAN DIEGOCA92123NONEPCRECRUIT, TRAIN, AND SUPERVISE VOLUNTEERS TO ADVOCATE FOR ABUSED CHILDREN IN FOSTER CARE.$5,000
A PRECIOUS CHILD INC
7051 W 118TH AVENUEBROOMFIELDCO80020NONEPCTO EMPOWER CHILDREN IN NEED TO ACHIEVE THEIR FULL POTENTIAL.$1,000
ACCESS YOUTH ACADEMY
7310 MIRAMAR RD 405SAN DIEGOCA92126NONEPCTO TRANSFORM LIVES OF UNDERSERVED YOUTH THROUGH ACADEMIC ENRICHMENT, HEALTH AND WELLNESS, SOCIAL RESPONSIBILITY AND LEADERSHIP THROU SQUASH.$2,500
SAN DIEGO COUNTY ANIMAL SHELTER
2481 PALOMAR AIRPORT ROADCARLSBADCA92011NONEPCTO PROTECT THE HEALTH, SAFETY, AND WELFARE OF PEOPLE AND ANIMALS.$4,000
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076NONEPCEMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY.$1,000
GENERAL PATTON MEMORIAL MUSEUM
62-510 chiriaco roadCHIRIACO SUMMITCA92201NONEPCTO PROMOTE PEACE BY HONORING THE SERVICE AND SACRIFICE OF AMERICA'S VETERANS WHILE EDUCATING THE PUBLIC ON MODERN U S MILITARY HISTORY THROUGH THE PRESERVATION AND INTERPRETATION OF ARTIFACTS FROM THE MAJOR CONFLICTS OF THE 20TH AND 21ST CENTURIES. PRESERVING THE PEACE THROUGH LESSONS OF THE PAST.$2,000
LJUMC NURSERY SCHOOL
6063 LA JOLLA BLVDLA JOLLACA92037NONEPCA COMMUNITY OF CHILDREN, FAMILIES, AND STAFF WHERE A LIFE-LONG LOVE OF LEARNING AND PLAY ARE VALUED AND SUPPORTED FOR THE OPTIMUM EMOTIONAL, SOCIAL, SPIRITUAL, COGNITIVE, AND PHYSICAL GROWTY OF EACH INDIVIDUAL.$300
MIRACLE MESSAGES
845 MARKET ST STE 450SAN FRANCISCOCA94117NONEPCRECONNECTS PEOPLE EXPERIENCING HOMELESSNESS WITH THEIR LOVED ONES AND WITH US AS THEIR NEIGHBORS.$3,500
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE NW NO 200WASHINGTONDC20005NONEPCGENERATES PRIVATE SUPPORT AND BUILDS STRATEGIC PARTNERSHIPS TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARKS FOR PRESENT AND FUTURE GENERATIONS.$300
PARKINSON'S FOUNDATION
200 SE 1ST STREET NO 800MIAMIFL33131NONEPCMAKES LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE. IN EVERYTHING WE DO, WE BUILD ON THE ENERGY, EXPERIENCE, AND PASSION OF OUR GLOBAL PARKINSON'S COMMUNITY.$1,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN ST P O BOX 89CHAMBERLAINSD57325NONEPCPARTNERING WITH NATIVE AMERICAN CHILDREN AND FAMILIES TO EDUCATE FOR LIFE - MIND, BODY, HEART AND SPIRIT.$500
THE EISENHOWER FOUNDATION
P O BOX 295ABILENEKS67410NONEPCTO HONOR AND CHAMPION THE RELEVANCE TODAY OF THE LIFE AND LEADERSHIP OF DWIGHT D EISENHOWER THROUGH COMPELLING PROGRAMS AND EVENTS THAT CELEBRATE HIS LEGACY.$1,000
AMERICAN LUNG ASSOCIATION
55 W WACKER STCHICAGOIL60601NONEPCTO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE.$1,000
AMERICAN MACULAR DEGENERATION FOUND
P O BOX 515NORTHAMPTONMA01061NONEPCTO PROMOTE BASIC AND APPLIED RESEARCH AND PROVIDE EDUCATION FOR EYE DISEASES, IN PARTICULAR, MACULAR DEGENERATION.$2,000
BOYS TOWN
14100 CRAWFORD STBOYS TOWNNE68010NONEPCTO CHANGE THE WAY AMERICA CARES FOR CHILDREN, FAMILIES, AND COMMUNITIES BY PROVIDING AND PROMOTING AN INTEGRATED CONTINUUM OF CARE THAT INSTILLS BOYS TOWN VALUES TO STRENGTHEN BODY, SPIRIT, AND MIND.$1,000
CANINE COMPANIONS FOR INDEPENDENCE
P O BOX 446SANTA ROSACA95402NONEPCTO PROVIDE TRAINED DOGS TO PEOPLE WITH DISABILITIES.$1,000
COVENANT HOUSE
611 NORTH RAMPART STNEW ORLEANSLA70112NONEPCTO SERVE RUNAWAY, HOMELESS, AND AT RISK YOUTH WITH RESPECT AND LOVE Y OFFERING SHELTER, FOOD, CLOTHING, COUNSELING, MEDICAL ATTENTION, CRISIS INTERVENTION, AND OTHER SUPPORTIVE SERVICES.$1,000
EMMANUEL LABOR
P O BOX 2735MCKINNEYTX75070NONEPCTO ADDRESS THE NEEDS OF ANYONE AFFECTED BY HOMELESSNESS AND POVERTY.$1,000
FREEDOM SERVICE DOGS
7193 S DILLON COURTENGLEWOODCO80112NONEPCTO UNLEASH THE POTENTIAL OF DOGS BY TRANSFORMING THEM INTO CUSTOM-TRAINED, LIFE-CHANGING ASSISTANCE DOGS FOR PEOPLE IN NEED.$1,000
THE GEORGE AND BARBARA BUSH FOUNDAT
600 TRAVIS ST NO 4200HOUSTONTX77002NONEPCPRESERVING THE HISTORIC LEGACY OF GEORGE BUSH, 41ST PRESIDENT OF THE UNITED STATES.$425
THE GEORGE W BUSH FOUNDATION
2943 SMU BLVDDALLASTX75205NONEPCTO ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE AND PRESERVE DOCUMENTS, PAPERS AND OTHER MEMORABILIA OF PRESIDENT GEORGE W BUSH AND PROMOTE AND OPERATE THE GEORGE W BUSH PRESIDENTIAL CENTER AND INSTITUTE.$2,000
MARA ELEPHANT PROJECTSIDEKICK FOUND
4000 WEST 106TH STCARMELIN46032NONEPCPROTECTS ELEPHANTS IN THE GREATER MARA ECOSYSTEM AS A KEYSTONE SPECIES FOR CONSERVATION.$1,000
MERCY SHIPS
P O BOX 2020LINDALETX75771NONEPCOPERATE HOSPITAL SHIPS IN DEVELOPING COUNTRIES TO PROVIDE FREE MEDICAL CARE.$3,000
NATIONAL D-DAY MEMORIAL FOUNDATION
P O BOX 77BEDFORDVA24523NONEPCTO MEMORIALIZE THE VALOR, FIDELITY, AND SACRIFICES OF THE ALLIED FORCES ON D-DAY, 06/06/44.$1,000
OCEAN CONSERVANCY
1300 19TH STREET NW NO 8TH FLWASHINGTONDC20036NONEPCWORKING TO PROTECT THE OCEAN FROM TODAY'S GREATEST GLOBAL CHALLENGES.$1,000
OPERATION FINALLY HOME
1659 STATE HIGHWAY 46 WEST NO 115NEW BRAUNFELSTX78132NONEPCTO PROVIDE HOME AND HOME MODIFICATIONS TO AMERICA'S MILITARY HEROES AND THEIR FAMILIES.$500
PACIFIC BATTLESHIP CENTER
250 SOUTH HARBOR BLVD BERTH 87SAN PEDROCA90731NONEPCINSPIRE CIVIC ENGAGEMENT THROUGH EDUCATION, VETERANS & COMMUNITY EFFORTS.$300
PROMISES2KIDS FOUNDATION
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123NONEPCCREATING A BRIGHTER FUTURE FOR FOSTER CHILDREN.$1,500
SHINING STARS FOUNDATION
P O BOX 1308ASPENCO81612NONEPCTRANSFORM LIVES THROUGH YEAR-ROUND RECREATIONAL AND SOCIAL PROGRAMS FOR CHILDREN AND THEIR FAMILIES CHALLENGED WITH PEDIATRIC CANCER OR ANOTHER LIFE THREATENING ILLNESS AT NO COST.$1,000
STREETSIDE SHOWERS INC
P O BOX 2623MCKINNEYTX75070NONEPCOPERATING A MOBILE SHOWER OPERATION THAT MAKES SHOWERS AND PERSONAL HYGIENE CARE AVAILABLE TO THOSE EXPERIENCING HOMELESSNESS.$1,000
THE EVANS SCHOOL FOUNDATION
6510 LA JOLLA SCENIC DRIVELA JOLLACA92037NONEPFTO PROVIDE NEED BASED SCHOLARSHIPS TO EVANS SCHOOL STUDENTS.$6,500
THE HARRY S TRUMAN LIBRARY INSTITUT
5151 TROOST AVENUE NO 300KANSAS CITYMO64110NONEPCTO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT.$1,100
UNITED STATES ASSOCIATION FOR UNHCR
1310 L STREET NWWASHINGTONDC20005NONEPCPROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY.$3,000
WWII VETERANS COMMITTEEAMERICAN VET
1100 N GLOBE ROADARLINGTONVA22201NONEPCTO GUARD THE LEGACY AND HONOR THE SACRIFICE OF AMERICAN BETERANS FROM THE LAST 75 YEARS OF OUR SHARED HISTORY.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$336,325TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,972ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$479,848RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$112,972ExclusionAmt
Related Or Exempt Function Incm$479,848RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$592,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryATTY ACCT AND PREPARER FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$109LegalFeesAmt
Net Investment Income$109NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK VALUE OF ADJUSTMENTSDesc
Amt$4,105Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$101$101
OFFICE SUPPLIES$147$147
P O BOX$168$168
WHITNEY NATIONAL BANK INVESTMENT FEES$40,581$40,581

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAID ON DIVIDEND INCOMECategoryTxt
Amt$839Amt
Net Investment Income$839NetInvestmentIncomeAmt