FLORENCE GUNNARSON SPRAKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE GUNNARSON SPRAKER FOUNDATION (EIN 33-0813696)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202141309349101629
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T13:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | 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 | 330813696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE GUNNARSON SPRAKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUNN | BusinessNameControlTxt |
| Phone | 8003577094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF AMERICA NA PO BOX 83 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752831041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEA GUNNARSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8003577094 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,705,155 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $585,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,304 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $132,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,081 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,649 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,432 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,825 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,252 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,032 | CashBOYAmt |
| Cash EOY | $8,683 | CashEOYAmt |
| Cash EOYFMV | $8,683 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,568 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,298,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,263,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,618,904 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,340,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,350,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,705,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,340,866 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,350,026 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,340,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,350,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,340,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,350,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,340,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,403 | OtherIncreasesAmt |
| Subtotal | $1,350,217 | SubtotalAmt |
| Other Decreases | $191 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,350,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (208 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35. AT&T INC | 2009-08-13 | 2020-08-28 | $1,048 | $890 | $158 | $158 | |
| 98. AT&T INC | 2019-08-08 | 2020-08-28 | $2,935 | $3,347 | -$412 | -$412 | |
| 11. ABBOTT LABORATORIES | 2019-08-08 | 2020-02-13 | $975 | $945 | $30 | $30 | |
| 19. ABBOTT LABORATORIES | 2019-08-08 | 2020-08-28 | $2,118 | $1,632 | $486 | $486 | |
| 48. ACTIVISION BLIZZARD INC COM | 2019-08-08 | 2020-02-13 | $2,983 | $2,340 | $643 | $643 | |
| 9. ACTIVISION BLIZZARD INC COM | 2018-10-26 | 2020-02-13 | $559 | $624 | -$65 | -$65 | |
| 3. ADOBE SYS INC | 2018-10-26 | 2020-08-28 | $1,544 | $742 | $802 | $802 | |
| 22. ANALOG DEVICES INC | 2018-10-26 | 2020-02-13 | $2,607 | $1,745 | $862 | $862 | |
| 49. ANALOG DEVICES INC | 2018-10-26 | 2020-08-28 | $5,812 | $3,887 | $1,925 | $1,925 | |
| 78. BP AMOCO P L C SPONSORED ADR | 2018-10-26 | 2020-08-28 | $1,655 | $3,208 | -$1,553 | -$1,553 | |
| 42. BP AMOCO P L C SPONSORED ADR | 2019-08-08 | 2020-08-28 | $891 | $1,549 | -$658 | -$658 | |
| 59. BP AMOCO P L C SPONSORED ADR | 2020-02-13 | 2020-08-28 | $1,252 | $2,132 | -$880 | -$880 | |
| 27. BECTON DICKINSON & COMPANY | 2018-10-26 | 2020-08-28 | $6,538 | $6,212 | $326 | $326 | |
| 7. BERKSHIRE HATHAWAY INC DEL NEW CL B COM | 2018-10-26 | 2020-08-28 | $1,521 | $1,398 | $123 | $123 | |
| 2. BLACKROCK INC CL A | 2018-10-26 | 2020-08-28 | $1,195 | $779 | $416 | $416 | |
| 6. BOEING CO | 2019-08-08 | 2020-08-28 | $1,053 | $2,000 | -$947 | -$947 | |
| 7. BOOZ ALLEN HAMILTON HLDG CORP CL A COM | 2020-02-13 | 2020-08-28 | $617 | $532 | $85 | $85 | |
| 22. BOSTON SCIENTIFIC CORPORATION | 2018-10-26 | 2020-08-28 | $894 | $791 | $103 | $103 | |
| 8. CATERPILLAR INCORPORATED | 2019-08-08 | 2020-08-28 | $1,150 | $974 | $176 | $176 | |
| 17. CHURCH & DWIGHT INC | 2018-10-26 | 2020-02-13 | $1,285 | $990 | $295 | $295 | |
| 5. CHURCH & DWIGHT INC | 2018-10-26 | 2020-08-28 | $472 | $291 | $181 | $181 | |
| 24. CHURCH & DWIGHT INC | 2018-10-26 | 2020-12-04 | $2,063 | $1,398 | $665 | $665 | |
| 23. CISCO SYSTEMS INCORPORATED | 1998-07-31 | 2020-08-28 | $969 | $374 | $595 | $595 | |
| 64. CISCO SYSTEMS INCORPORATED | 1998-07-31 | 2020-12-04 | $2,833 | $1,042 | $1,791 | $1,791 | |
| 17. CITIGROUP INC NEW COM | 2020-02-13 | 2020-08-28 | $883 | $1,346 | -$463 | -$463 | |
| 135. CITIGROUP INC NEW COM | 2018-10-26 | 2020-08-28 | $7,013 | $8,694 | -$1,681 | -$1,681 | |
| 100. COCA COLA CO COM | 2008-04-03 | 2020-02-13 | $5,972 | $3,022 | $2,950 | $2,950 | |
| 7. COCA COLA CO COM | 2000-11-03 | 2020-02-13 | $418 | $209 | $209 | $209 | |
| 2250.763 COLUMBIA MID CAP INDEX FUND INSTL CL | 2002-08-15 | 2020-02-13 | $36,417 | $17,196 | $19,221 | $19,221 | |
| 1005.174 COLUMBIA MID CAP INDEX FUND INSTL CL | 2002-08-15 | 2020-12-04 | $16,847 | $7,680 | $9,167 | $9,167 | |
| 1511.126 COLUMBIA SMALL CAP INDEX FUND INSTL CL | 2002-08-15 | 2020-02-13 | $35,768 | $19,025 | $16,743 | $16,743 | |
| 703.623 COLUMBIA SMALL CAP INDEX FUND INSTL CL | 2002-08-15 | 2020-12-04 | $17,626 | $8,859 | $8,767 | $8,767 | |
| 28. COMCAST CORP NEW CL A COM | 2019-08-08 | 2020-08-28 | $1,234 | $1,191 | $43 | $43 | |
| 2. COSTCO WHSL CORP NEW COM | 2020-02-13 | 2020-08-28 | $694 | $633 | $61 | $61 | |
| 12953.262 CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I | 2018-10-26 | 2020-02-13 | $56,217 | $62,823 | -$6,606 | -$6,606 | |
| 1258.509 CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I | 2019-08-08 | 2020-02-13 | $5,462 | $5,563 | -$101 | -$101 | |
| 5. DANAHER CORPORATION | 2019-08-08 | 2020-02-13 | $812 | $699 | $113 | $113 | |
| 54. DANAHER CORPORATION | 2018-10-26 | 2020-02-13 | $8,770 | $5,256 | $3,514 | $3,514 | |
| 3. DEERE & COMPANY | 2018-10-26 | 2020-08-28 | $629 | $400 | $229 | $229 | |
| 7087.515 DWS ENHANCED COMMODITY STRATEGY FUND CL I | 2020-02-13 | 2020-08-28 | $62,228 | $64,638 | -$2,410 | -$2,410 | |
| 70. DISNEY WALT CO | 2007-01-25 | 2020-02-13 | $9,921 | $2,416 | $7,505 | $7,505 | |
| 44. DISNEY WALT CO | 2008-04-03 | 2020-02-13 | $6,236 | $1,389 | $4,847 | $4,847 | |
| 11. DISNEY WALT CO | 2008-04-03 | 2020-08-28 | $1,496 | $347 | $1,149 | $1,149 | |
| 10. DISNEY WALT CO | 2008-04-03 | 2020-12-04 | $1,538 | $316 | $1,222 | $1,222 | |
| 56. EOG RESOURCES INC | 2018-10-26 | 2020-02-13 | $4,223 | $5,975 | -$1,752 | -$1,752 | |
| 18. EOG RESOURCES INC | 2019-08-08 | 2020-02-13 | $1,357 | $1,436 | -$79 | -$79 | |
| 4. FACEBOOK INC CL A COM | 2018-10-26 | 2020-08-28 | $1,176 | $587 | $589 | $589 | |
| 108. FREEPORT-MCMORAN COPPER & GOLD INC COM | 2019-08-08 | 2020-02-13 | $1,360 | $1,109 | $251 | $251 | |
| 43. GENERAL MILLS INC | 2020-02-13 | 2020-12-04 | $2,590 | $2,270 | $320 | $320 | |
| 57. GENERAL MILLS INC | 2018-10-26 | 2020-12-04 | $3,434 | $2,488 | $946 | $946 | |
| 6. HOME DEPOT INC | 2018-10-26 | 2020-08-28 | $1,719 | $1,043 | $676 | $676 | |
| 4. HONEYWELL INTERNATIONAL INC | 2018-10-26 | 2020-08-28 | $668 | $570 | $98 | $98 | |
| 74. HUNTINGTON BANCSHARES INCORPORATED | 2020-02-13 | 2020-08-28 | $705 | $1,040 | -$335 | -$335 | |
| 201. HUNTINGTON BANCSHARES INCORPORATED | 2018-10-26 | 2020-08-28 | $1,915 | $2,758 | -$843 | -$843 | |
| 2. IDEXX LABS INC | 2020-02-13 | 2020-08-28 | $766 | $566 | $200 | $200 | |
| 385. ISHARES CORE TOT U S BD MKT ETF | 2018-10-26 | 2020-02-13 | $43,937 | $40,406 | $3,531 | $3,531 | |
| 392. ISHARES CORE TOT U S BD MKT ETF | 2018-10-26 | 2020-08-28 | $46,296 | $41,140 | $5,156 | $5,156 | |
| 500. ISHARES MSCI EMERGING MKTS INDEX FUND | 2010-09-17 | 2020-08-28 | $22,692 | $21,558 | $1,134 | $1,134 | |
| 344. ISHARES MSCI EMERGING MKTS INDEX FUND | 2009-08-13 | 2020-08-28 | $15,612 | $12,470 | $3,142 | $3,142 | |
| 53. ISHARES MSCI EMERGING MKTS INDEX FUND | 2009-05-19 | 2020-08-28 | $2,405 | $1,714 | $691 | $691 | |
| 91. ISHARES MSCI EMERGING MKTS INDEX FUND | 2011-06-07 | 2020-12-04 | $4,620 | $4,343 | $277 | $277 | |
| 38. J P MORGAN CHASE & CO COM | 2006-11-02 | 2020-02-13 | $5,236 | $1,778 | $3,458 | $3,458 | |
| 12. J P MORGAN CHASE & CO COM | 2006-11-02 | 2020-08-28 | $1,230 | $561 | $669 | $669 | |
| 5. JOHNSON & JOHNSON | 2019-08-08 | 2020-08-28 | $763 | $654 | $109 | $109 | |
| 1. JOHNSON & JOHNSON | 2009-08-13 | 2020-08-28 | $153 | $60 | $93 | $93 | |
| 7. LILLY ELI & COMPANY | 2019-08-08 | 2020-02-13 | $1,001 | $798 | $203 | $203 | |
| 42. LILLY ELI & COMPANY | 2018-10-26 | 2020-02-13 | $6,007 | $4,476 | $1,531 | $1,531 | |
| 8. MCDONALDS CORP | 2018-10-26 | 2020-12-04 | $1,690 | $1,392 | $298 | $298 | |
| 52. MICROSOFT CORPORATION | 2000-11-03 | 2020-02-13 | $9,670 | $1,790 | $7,880 | $7,880 | |
| 5. MICROSOFT CORPORATION | 2000-11-03 | 2020-08-28 | $1,144 | $172 | $972 | $972 | |
| 19. MORGAN STANLEY DEAN WITTER DISCOVER & CO | 2018-10-26 | 2020-08-28 | $1,001 | $842 | $159 | $159 | |
| 27. NIKE INC CL B | 2018-10-26 | 2020-08-28 | $3,004 | $1,950 | $1,054 | $1,054 | |
| 26. NOVARTIS AG ADR | 2018-10-26 | 2020-08-28 | $2,242 | $1,952 | $290 | $290 | |
| 4. NVIDIA CORP COM | 2020-02-13 | 2020-08-28 | $2,097 | $1,092 | $1,005 | $1,005 | |
| 7. PAYPAL HOLDINGS INC COM | 2020-02-13 | 2020-08-28 | $1,427 | $843 | $584 | $584 | |
| 7. PHILIP MORRIS INTL INC COM | 2020-02-13 | 2020-08-28 | $558 | $623 | -$65 | -$65 | |
| 52. PHILIP MORRIS INTL INC COM | 2018-10-26 | 2020-08-28 | $4,146 | $4,623 | -$477 | -$477 | |
| 8. PROLOGIS INC REITS | 2019-08-08 | 2020-08-28 | $810 | $653 | $157 | $157 | |
| .044 RAYTHEON TECHNOLOGIES CORP COM | 2018-10-26 | 2020-05-29 | $3 | $3 | |||
| 70. RAYTHEON TECHNOLOGIES CORP COM | 2018-10-26 | 2020-08-28 | $4,331 | $5,259 | -$928 | -$928 | |
| 6. SPDR S&P BIOTECH ETF | 2019-08-08 | 2020-08-28 | $651 | $508 | $143 | $143 | |
| 3. SPDR S&P BIOTECH ETF | 2018-10-26 | 2020-08-28 | $325 | $242 | $83 | $83 | |
| 3. SALESFORCE.COM INC COMMON | 2018-10-26 | 2020-08-28 | $809 | $410 | $399 | $399 | |
| 19. SEMPRA ENERGY | 2018-10-26 | 2020-12-04 | $2,432 | $2,145 | $287 | $287 | |
| 6. TARGET CORP | 2020-02-13 | 2020-08-28 | $903 | $708 | $195 | $195 | |
| 1. TARGET CORP | 2018-10-26 | 2020-08-28 | $151 | $83 | $68 | $68 | |
| 26. TELADOC HEALTH INC COM | 2018-10-26 | 2020-02-13 | $2,875 | $1,657 | $1,218 | $1,218 | |
| 22. TENCENT HLDGS LTD ADR | 2020-02-13 | 2020-08-28 | $1,538 | $1,180 | $358 | $358 | |
| .455 TRUIST FINL CORP COM | 2018-10-26 | 2020-01-08 | $25 | $21 | $4 | $4 | |
| 63. TRUIST FINL CORP COM | 2018-10-26 | 2020-08-28 | $2,482 | $2,917 | -$435 | -$435 | |
| 4. UNION PAC CORP COM | 2018-10-26 | 2020-08-28 | $773 | $572 | $201 | $201 | |
| 75. VALERO ENERGY CORP - NEW | 2019-08-08 | 2020-08-28 | $4,059 | $5,820 | -$1,761 | -$1,761 | |
| 337. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-02-13 | 2020-12-04 | $15,731 | $14,865 | $866 | $866 | |
| 227. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2018-10-26 | 2020-02-13 | $13,054 | $12,416 | $638 | $638 | |
| 9. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2018-10-26 | 2020-08-28 | $520 | $492 | $28 | $28 | |
| 4. VISA INC CL A COM | 2020-02-13 | 2020-08-28 | $857 | $834 | $23 | $23 | |
| 10. VISA INC CL A COM | 2018-10-26 | 2020-08-28 | $2,142 | $1,387 | $755 | $755 | |
| .2 VONTIER CORP COM | 2020-08-28 | 2020-12-15 | $6 | $5 | $1 | $1 | |
| 31. VULCAN MATERIALS COMPANY | 2019-08-08 | 2020-08-28 | $3,806 | $4,289 | -$483 | -$483 | |
| 8. EATON CORP PLC COM | 2018-10-26 | 2020-08-28 | $817 | $550 | $267 | $267 | |
| 11. APTIV PLC COM | 2019-08-08 | 2020-08-28 | $953 | $932 | $21 | $21 | |
| 9. APTIV PLC COM | 2020-02-13 | 2020-08-28 | $780 | $814 | -$34 | -$34 | |
| 5. ALCON INC COM | 2018-10-26 | 2020-02-13 | $312 | $261 | $51 | $51 | |
| 32. LYONDELLBASELL INDUSTRIES NV CL A COM | 2020-02-13 | 2020-08-28 | $2,152 | $2,701 | -$549 | -$549 | |
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,340 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,348 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,348 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $177 | OverpaymentAmt |
| Applied To ES Tax | $177 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CA | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | THEA GUNNARSON | IndividualWithBooksNm |
| Phone | 8068030351 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6307 LAUREN ASHLEIGH DR | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79119 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALBERT H GUNNARSON IV | ||||||
| 6307 LAUREN ASHLEIGH DR | AMARILLO | TX | 79119 | PRESIDENT | 1 | $0 |
| THEA GUNNARSON | ||||||
| 6307 LAUREN ASHLEIGH DR | AMARILLO | TX | 79119 | SECRETARY/TREAS | 1 | $46,081 |
| LYDIA GUNNARSON RIGGS | ||||||
| 6307 LAUREN ASHLEIGH DR | AMARILLO | TX | 79119 | DIRECTOR | 1 | $0 |
| LAURA BUHRMASTER | ||||||
| 6307 LAUREN ASHLEIGH DR | AMARILLO | TX | 79119 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,477,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,609 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,556,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,556,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,533,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,171 | TotalTaxAmt |
| Distributable Before Adj | $75,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,341 | 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 | $77,341 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,984 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,341 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,984 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $56,141 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THEA GUNNARSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6307 LAUREN ASHLEIGH DR | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8068030326 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANNUAL GRANTS TO ONE OR MORE CHARITABLE ORGANIZATIONS THAT SUPPORT WOMEN, CHILDREN AND THE MILITARY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENEDICTINE SISTERS OF CHICAGO | |||||||
| 7430 N RIDGE BLVD | CHICAGO | IL | 60645 | N/A | PC | CONTINUED CARE FOR ELDER | $20,000 |
| OPERATION FINALLY HOME | |||||||
| PO BOX 1218 | MERRIFIELD | VA | 22116 | N/A | PC | BUILDING MORTGAGE FREE | $8,000 |
| DISCIPLES OF THE LORD JESUS CHRIST | |||||||
| PO BOX 64 | PRAYER TOWN | TX | 79010 | N/A | PC | UNRESTRICTED GENERAL | $20,000 |
| HIGH PLAINS FOOD BANK | |||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | N/A | PC | SUPPORT HUNGER FIGHTING | $5,000 |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 401 MILE OF CARS WY | NATIONAL CITY | CA | 91950 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | 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 | $24,750 | 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 | $107,304 | 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 | $132,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,054 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287234 ISHARES MSCI EMERGIN | $33,835 | $50,740 |
| 254687106 DISNEY WALT CO COM D | $1,262 | $7,247 |
| 191216100 COCA COLA CO COM | $4,612 | $7,568 |
| 002824100 ABBOTT LABS COM | $4,946 | $10,402 |
| 478160104 JOHNSON & JOHNSON CO | $1,991 | $5,194 |
| 46625H100 J P MORGAN CHASE & C | $3,508 | $9,530 |
| 17275R102 CISCO SYS INC COM | $1,400 | $3,849 |
| 594918104 MICROSOFT CORP COM | $4,062 | $26,246 |
| 00206R102 AT&T INC COM | ||
| 19765J608 COLUMBIA MID CAP IND | $15,454 | $32,912 |
| 19765J814 COLUMBIA SMALL CAP I | $17,202 | $34,623 |
| 38145N220 GOLDMAN SACHS ABSOLU | $222,768 | $236,261 |
| 464287226 ISHARES CORE US AGGR | $107,364 | $120,908 |
| 464287499 ISHARES RUSSELL MID- | $157,848 | $193,585 |
| 464287655 ISHARES RUSSELL 2000 | $84,241 | $107,245 |
| 921943858 VANGUARD FTSE DEVELO | $171,766 | $201,728 |
| 92203J407 VANGUARD TOTAL INTL | $46,376 | $48,831 |
| 78464A870 SPDR S&P BIOTECH ETF | $4,762 | $8,306 |
| 74340W103 PROLOGIS INC REITS | $3,036 | $4,684 |
| 055622104 BP P L C SPONSORED A | ||
| 166764100 CHEVRON CORP COM | $6,835 | $5,067 |
| 26875P101 EOG RES INC COM | ||
| G29183103 EATON CORP PLC COM | $4,646 | $7,689 |
| 149123101 CATERPILLAR INC COM | $3,889 | $6,007 |
| 244199105 DEERE & CO COM | $2,132 | $4,305 |
| 438516106 HONEYWELL INTL INC C | $4,273 | $6,381 |
| 452308109 ILLINOIS TOOL WKS IN | $1,878 | $3,058 |
| 755111507 RAYTHEON CO COM NEW | ||
| 907818108 UNION PAC CORP COM | $3,287 | $4,789 |
| 023135106 AMAZON COM INC COM | $11,658 | $19,542 |
| 437076102 HOME DEPOT INC COM | $8,171 | $12,484 |
| 580135101 MCDONALDS CORP COM | $3,437 | $4,077 |
| 654106103 NIKE INC CL B | $2,383 | $4,669 |
| 87612E106 TARGET CORP COM | $6,974 | $14,829 |
| 171340102 CHURCH & DWIGHT INC | $1,689 | $2,530 |
| 22160K105 COSTCO WHSL CORP NEW | $3,962 | $6,782 |
| 370334104 GENERAL MLS INC COM | ||
| 609207105 MONDELEZ INTL INC CO | $5,759 | $7,133 |
| 718172109 PHILIP MORRIS INTL I | ||
| 075887109 BECTON DICKINSON & C | ||
| 101137107 BOSTON SCIENTIFIC CO | $2,803 | $2,804 |
| 235851102 DANAHER CORP DEL COM | ||
| 532457108 LILLY ELI & CO COM | ||
| 66987V109 NOVARTIS A G SPONSOR | ||
| 771195104 ROCHE HLDG LTD SPONS | $2,087 | $3,103 |
| 87918A105 TELADOC HEALTH INC C | $2,357 | $7,399 |
| 084670702 BERKSHIRE HATHAWAY I | $8,781 | $9,970 |
| 09247X101 BLACKROCK INC CL A | $3,115 | $5,772 |
| 172967424 CITIGROUP INC NEW CO | ||
| 446150104 HUNTINGTON BANCSHARE | ||
| 617446448 MORGAN STANLEY COM | $6,824 | $10,348 |
| 00724F101 ADOBE INC COM | $4,203 | $8,502 |
| 032654105 ANALOG DEVICES INC C | ||
| 037833100 APPLE INC COM | $13,001 | $30,253 |
| 11135F101 BROADCOM INC COM | $3,624 | $7,443 |
| 67066G104 NVIDIA CORP COM | $4,074 | $9,922 |
| 70450Y103 PAYPAL HOLDINGS INC | $3,467 | $9,602 |
| 79466L302 SALESFORCE COM INC C | $6,012 | $9,791 |
| 92826C839 VISA INC CL A COM | $9,157 | $14,436 |
| 00507V109 ACTIVISION BLIZZARD | $2,773 | $3,714 |
| 02079K305 ALPHABET INC CL A CO | $7,596 | $10,516 |
| 30303M102 FACEBOOK INC CL A CO | $1,760 | $3,278 |
| 92343V104 VERIZON COMMUNICATIO | $5,619 | $5,875 |
| 030420103 AMERICAN WTR WKS CO | $2,829 | $4,911 |
| 816851109 SEMPRA ENERGY COM | ||
| 22544R305 CREDIT SUISSE COMMOD | $64,345 | $68,695 |
| 46435U853 ISHARES BROAD USD HI | $32,995 | $33,214 |
| 91913Y100 VALERO ENERGY CORP N | ||
| 35671D857 FREEPORT-MCMORAN INC | ||
| 929160109 VULCAN MATLS CO COM | $1,611 | $1,631 |
| 097023105 BOEING CO COM | ||
| G6095L109 APTIV PLC COM | ||
| H01301128 ALCON INC COM | ||
| 45168D104 IDEXX LABS INC COM | $5,041 | $8,998 |
| 45866F104 INTERCONTINENTAL EXC | $3,907 | $4,957 |
| 89832Q109 TRUIST FINL CORP COM | ||
| G5876H105 MARVELL TECHNOLOGY G | $2,965 | $5,562 |
| 20030N101 COMCAST CORP NEW CL | $4,977 | $6,131 |
| 88032Q109 TENCENT HLDGS LTD AD | $5,378 | $8,801 |
| 78468R663 SPDR BLOOMBERG BARCL | $40,190 | $40,177 |
| 22822V101 CROWN CASTLE INTL CO | $1,136 | $1,114 |
| 29444U700 EQUINIX INC REITS | $3,137 | $2,857 |
| N53745100 LYONDELLBASELL INDUS | $1,343 | $1,375 |
| 26614N102 DUPONT DE NEMOURS IN | $1,768 | $2,347 |
| 34959J108 FORTIVE CORP COM | $2,627 | $3,045 |
| 502431109 L3HARRIS TECHNOLOGIE | $3,602 | $3,780 |
| 928881101 VONTIER CORP COM | $450 | $568 |
| 143130102 CARMAX INC COM | $4,399 | $3,873 |
| 37045V100 GENERAL MTRS CO COM | $1,897 | $2,623 |
| 071813109 BAXTER INTL INC COM | $1,627 | $1,525 |
| 15135B101 CENTENE CORP DELAWAR | $1,704 | $1,681 |
| 431475102 HILL ROM HLDGS INC C | $6,353 | $6,074 |
| 759916109 REPLIGEN CORP COM | $6,690 | $10,923 |
| 099502106 BOOZ ALLEN HAMILTON | $3,879 | $4,446 |
| 697435105 PALO ALTO NETWORKS I | $5,855 | $8,174 |
| 82509L107 SHOPIFY INC COM | $4,259 | $4,528 |
| 285512109 ELECTRONIC ARTS INC | $2,054 | $2,728 |
| 65339F101 NEXTERA ENERGY INC C | $2,098 | $2,237 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC ADJUSTMENT | Desc |
| Amt | $191 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $409 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $409 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJUSTMENT | $2,400 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT FEES - BOA | $18,816 | $18,816 |
| INVESTMENT ADVISORY FEES | $9 | $9 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $56 | $56 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $367 | $367 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $118 | $118 | $0 |