GAYLE H AND PETER BICKERS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GAYLE H AND PETER BICKERS FOUNDATION (EIN 75-2788931)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-02
- IRS object ID
- 202011239349100501
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-02T09:46:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Uhrich CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Regents Place | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752788931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gayle H & Peter Bicker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER BICKERS | InCareOfNm |
| Business Name Control | GAYL | BusinessNameControlTxt |
| Phone | 8063526083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 Doris Drive | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYLE BICKERS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8063526083 | PhoneNum |
| Signature | 2020-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Uhrich | PreparerPersonNm |
| PTIN | P00854666 | PTIN |
| Phone | 4026816893 | PhoneNum |
| Preparation | 2020-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $736,625 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $325 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,686 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,686 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,403 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,011 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $281 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $281 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,491 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,172 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,172 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,839 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,718 | CashBOYAmt |
| Cash EOY | $7,913 | CashEOYAmt |
| Cash EOYFMV | $7,913 | CashEOYFMVAmt |
| Corporate Stock BOY | $312,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $322,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $387,511 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $311,369 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $335,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $341,201 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $630,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $736,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $630,698 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $666,439 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $630,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $630,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $630,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,592 | ExcessRevenueOverExpensesAmt |
| Subtotal | $669,290 | SubtotalAmt |
| Other Decreases | $2,851 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $666,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CAPITAL GAINS | $209,139 | $181,093 | $28,046 | $28,046 |
| CAPITAL GAIN DISTRIBUTIONS | $5,357 | $5,357 | $5,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,403 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,737 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $356,998 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.310189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $704,275 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.141063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $631,320 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130797 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,926 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $640,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $595,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051003 | DistributionYr5Rt |
| Total Distribution | 0.673546 | TotalDistributionRt |
| Average Distribution | 0.134709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $645,175 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $825 | SubtotalAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $835 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER BICKERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063526083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 DORIS DRIVE | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dr Gayle Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | President/Director | 0 | $0 | $0 | $0 |
| Dr Peter Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | VP/S/T/Director | 0 | $0 | $0 | $0 |
| Margaret Bickers | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | Director | 0 | $0 | $0 | $0 |
| Robert Bickers | ||||||||
| 8522 Broadmoor St | Overland Park | KS | 66212 | Director | 0 | $0 | $0 | $0 |
| Elisa Bickers | ||||||||
| 8522 Broadmoor St | Overland Park | KS | 66212 | Director | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS & OTHER PUBLIC INSTITIUTIONS. SEE LISTINGS OF DONATIONS. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $650,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,000 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $655,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,175 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $825 | TotalTaxAmt |
| Distributable Before Adj | $31,434 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,434 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,150 | 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 | $53,150 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $51,251 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,449 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $212,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $31,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $233,723 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $230,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $51,251 | ExcessFromYear3Amt |
| Excess From Year2 | $64,229 | ExcessFromYear2Amt |
| Excess From Year1 | $93,449 | ExcessFromYear1Amt |
| Excess From Current Year | $21,716 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR PETER DR GAYLE BICKERS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Polk Street MethChurch | ||||||||
| 1401 South Polk Street | Amarillo | TX | 79109 | None | PC | To further the tax exempt purposes of the church | $28,000 | |
| Educational Institutions | ||||||||
| 3814 Doris Drive | Amarillo | TX | 79109 | None | PC | To further the tax exempt purposes of the institutions. | $5,600 | |
| Humanitarian Institutions | ||||||||
| 3814 Doris | Amarillo | TX | 79091 | None | PC | To further the tax exempt purposes of the institutions | $3,750 | |
| Medical Support | ||||||||
| 3814 Doris | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the instituions | $1,400 | |
| Other Charitable Instititutions | ||||||||
| 3814 Doris | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the institutions | $1,350 | |
| Salvation Army | ||||||||
| 400 S Harrison Street | Amarillo | TX | 79101 | None | PC | to further the tax exempt purposes of the organization | $550 | |
| Amarillo Symphony | ||||||||
| 301 S Polk Street | Amarillo | TX | 79109 | None | PC | to further the tax exempt purposes of the organization | $2,300 | |
| Te Deum Choral Group | ||||||||
| 6641 Mission Road | Prarie Village | KS | 66208 | None | PC | to further the tax exempt purpose of the organization | $1,200 | |
| High Plains Food Bank | ||||||||
| 815 Ross Street | Amarillo | TX | 79102 | None | to further the tax exempt purpose of the organization | $400 | ||
| Ascension Academy | ||||||||
| 9301 Acsension Parkway | Amarillo | TX | 79119 | None | PC | to further the tax exempt purpose of the organization | $2,500 | |
| Panhandle Fire Department | ||||||||
| 209 Broadway Street | Panhandle | TX | 79068 | None | GOV | to further fire fighting in rural Texas | $600 | |
| American Guild of Organists | ||||||||
| 475 Riverside Drive | New York | NY | 10115 | None | PC | to further the tax exempt purposes of the organization | $250 | Suite 1260 |
| Heal the City | ||||||||
| 609 S Carolina | Amarillo | TX | 79106 | None | PC | To further the tax exempt purposes of the organization | $5,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,150 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,686 | 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 | $33,403 | 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 | $51,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,414 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Peter Gayle Bickers | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3814 Doris Drive | AddressLine1Txt |
| City | Amarillo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,400 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET INVESCO TREASURY | $14,182 | $14,182 |
| BAIRD AGGREGATE BOND INST | ||
| DODGE & COX INCOME FUND | ||
| FEDERATED TOTAL RETURN | ||
| LIQUID ASSETS PORTFOLIO | ||
| JOHN HANCOCK ALTERNATIVE | $24,695 | $24,075 |
| AB HIGH INCOME | ||
| LORD ABBETT HIGH YIELD | ||
| FIXED INCOME | $296,839 | $302,944 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO DIVERSIFIED | ||
| VANGUARD MIDCAP | ||
| T ROWE PRICE | ||
| VANGARD GROWTH | ||
| FEDERATED STRATEGIC | ||
| NORTHERN SMALL CAP | ||
| VANGUARD MID CAP | ||
| TIAA CREF LARGE CAP VALUE | ||
| VANGUARD SMALL CAP | ||
| CAUSEWAY INTERNATIONAL | ||
| FEDERATED INTERNATIONAL LEADER | ||
| OPPENHEIMER INTERNATIONAL GROW | ||
| FIDELITY SPARTAN | ||
| VANGUARD SMALL CAP | ||
| EQUITIES | $322,810 | $387,511 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/EQUITY ADJUSTMENTS TO RECONCILE | Desc |
| Amt | $2,851 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDUCIARY FEES | Desc |
| Revenue And Expenses Per Books | $7,491 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,491 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,491 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $281 | Amt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281 | AdjustedNetIncomeAmt |