SALEM AND RUTH ANN ABRAHAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SALEM AND RUTH ANN ABRAHAM FOUNDATION (EIN 26-1568488)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202133099349100403
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T07:53:47-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463602660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & SHELDON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 509 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050509 | 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 | 261568488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALEM AND RUTH ANN ABRAHAM | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALE | BusinessNameControlTxt |
| Phone | 8063238000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MOODY BUILDING 2ND AND MAIN | AddressLine1Txt |
| City | CANADIAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALEM ABRAHAM | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8063238000 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALEM | PersonFirstNm |
| Person Last | ABRAHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W BLANKENSHIP CPA | PreparerPersonNm |
| PTIN | P00172630 | PTIN |
| Phone | 8063717661 | PhoneNum |
| Preparation | 2021-11-03 | PreparationDt |
| 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 | $22,100 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $20,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,048 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,048 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,096 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,096 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $537,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,574 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $136,253 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$187,421 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$187,421 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $299,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,718 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$23,024 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,247 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,010 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $16,187 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $591 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $591 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $591 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $595,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $595,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $615,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $591 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$315,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $486,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $368 | CashBOYAmt |
| Cash EOY | $41 | CashEOYAmt |
| Cash EOYFMV | $41 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $319 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $38,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,362,279 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,065,694 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $2,401,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,087,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,100 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,315 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $6,315 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,401,798 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,081,479 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,401,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,401,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,087,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,401,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$315,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,086,060 | SubtotalAmt |
| Other Decreases | $4,581 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| STRADDLES LONG TERM | P | 2019-01-01 | 2020-12-31 | $322,304 | $322,304 | $322,304 | |
| STRADDLES SHORT TERM | P | 2020-01-01 | 2020-12-31 | $214,869 | $214,869 | $214,869 | |
| ST CAPITAL GAIN | P | 2020-01-01 | 2020-12-31 | -$78,616 | -$78,616 | $78,616 | |
| LT GAPITAL GAIN | P | 2019-01-01 | 2020-12-31 | $17 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,574 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $136,253 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,757 | SubtotalAmt |
| Tax Based On Investment Income | $6,757 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $6,803 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALEM ABRAHAM | IndividualWithBooksNm |
| Phone | 8063238000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 | AddressLine1Txt |
| City | CANADIAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79104 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SALEM ABRAHAM | ||||||||
| MOODY BUILDING 2ND AND MAIN | CANADIAN | TX | 79014 | PRESIDENT/TR | 1.00 | $0 | $0 | $0 |
| RUTH ANN ABRAHAM | ||||||||
| MOODY BUILDING 2ND AND MAIN | CANADIAN | TX | 79014 | SECRETARY | 1.00 | $0 | $0 | $0 |
| 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 | DISTRIBUTIONS TO UNIVERSITY OF NOTRE DAME OF 125,000. DISTRIBUTIONS TO STANFORD UNIVERSITY OF 100,000. DISTRIBUTIONS TO SNACK PACK 4 KIDS OF 20,000. DISTRIBUTIONS TO HIGH PLAINS FOOD BANK OF 10,000. DISTRIBUTIONS TO SOUTH PLAINS FOOD BANK 30,000. DISTRIBUTIONS TO LELAND STANDFORD JUNIOR UNIVERSITY 250,000. DISTRIBUTIONS TO FOOD BANK OF THE ROCKIES OF 30,000. DISTRIBUTIONS TO VALLEY SETTLEMENT OF 30,000. | Description1Txt |
| Expenses1 | $595,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,230,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,236,206 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,236,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,202,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,757 | TotalTaxAmt |
| Distributable Before Adj | $103,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $595,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $595,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,376 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $155,573 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $767,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $973,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $595,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,624 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,465,145 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,465,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $155,573 | ExcessFromYear3Amt |
| Excess From Year2 | $50,864 | ExcessFromYear2Amt |
| Excess From Year1 | $767,084 | ExcessFromYear1Amt |
| Excess From Current Year | $491,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SALEM A ABRAHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MOODY BUILDING | AddressLine1Txt |
| Address Line2 | 2ND MAIN | AddressLine2Txt |
| City | CANADIAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063238000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST, TAX-EXEMPT CREDENTIALS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | DOMESTIC CHARITABLE ENTITIES ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PRESIDENT'S CIRCLE | $125,000 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | THE STANFORD FUND | $100,000 | |
| SNACK PACK 4 KIDS | |||||||
| 701 PARK PLACE AVE | AMARILLO | TX | 79101 | N/A | FOOD PROGRAMS | $20,000 | 501C3 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 ROSS ST | AMARILLO | TX | 79102 | N/A | FOOD PROGRAMS | $10,000 | 501C3 |
| SOUTH PLAINS FOOD BANK | |||||||
| 5605 MLK JR BLVD | LUBBOCK | TX | 79404 | N/A | FOOD PROGRAMS | $30,000 | 501C3 |
| LELAND STANFORD JUNIRO UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | THE STANFORD FUND | $250,000 | |
| FOOD BANK OFTHE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | N/A | FOOD PROGRAMS | $30,000 | 501C3 |
| VALLEY SETTLEMENT | |||||||
| 1901 GRAND AVENUE STE 206 | GLENWOOD SPRINGS | CO | 81601 | N/A | EDUCATION | $30,000 | 501C3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $595,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,048 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $458,574 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 475 LOSS | 14 | -$380 |
| 988 GAIN | 14 | $124 |
| OTHER DEDUCTIONS | 14 | -$11,027 |
| OTHER DEDUCTIONS | 14 | -$10,435 |
| OTHER PORTFOLIO DEDUCTIONS | 14 | -$4,025 |
| 14 | -$161,678 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $299,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,297 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,010 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $21,915 | EOYBookValueAmt |
| EOYFMV | $21,915 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,065,694 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,247 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $4,581 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | $591 | $591 | $591 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 475 LOSS | -$380 | -$380 |
| 988 GAIN | $124 | $124 |
| OTHER DEDUCTIONS | -$11,027 | -$11,027 |
| OTHER DEDUCTIONS | -$10,435 | -$10,435 |
| OTHER PORTFOLIO DEDUCTIONS | -$4,025 | -$4,025 |
| -$161,678 | -$161,678 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $56 |
| EXCISE TAXES | $16,131 |