CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-11
- IRS object ID
- 202001939349100810
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-11T15:09:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742014723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTERBACH BORSCHOW & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 RIO BRAVO STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79902 | 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 | 200307151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JEAN MACGUIRE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9157471675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99102 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79999 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY CRENSHAW | PersonNm |
| Person Title | SECRETARY/NON-VOTING | PersonTitleTxt |
| Phone | 9157471675 | PhoneNum |
| Signature | 2020-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE LAUTERBACH CPA | PreparerPersonNm |
| PTIN | P00164424 | PTIN |
| Phone | 9155446950 | PhoneNum |
| Preparation | 2020-06-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 139.180.58.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-27 | IPDt |
| IP Tm | 11:27:49 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22490188A66FE93AB016DA033ABFD8AAC2EB81E8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22490188A66FE93AB016DA033ABFD8AAC2EB81E8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $289,600 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,352 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,060 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $530 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $530 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,677 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $265,011 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $256,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $275,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $277,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $289,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $277,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $270,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $270,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $270,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $270,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $270,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES | P | 2018-06-18 | 2019-06-04 | $784 | $800 | -$16 | -$16 |
| ABERDEEN EMERGING MARKETS | P | 2018-05-23 | 2019-01-14 | $676 | $742 | -$66 | -$66 |
| BAIRD AGGREGATE BOND | P | 2019-06-04 | $18,415 | $17,700 | $715 | $715 | |
| BRANDES INTERNATIONAL | P | 2018-09-13 | 2019-01-14 | $1,700 | $1,791 | -$91 | -$91 |
| HOTCHKIS & WILEY HIGH YIELD | P | 2019-01-14 | 2019-06-04 | $2,539 | $2,500 | $39 | $39 |
| HOTCHKIS & WILEY HIGH YIELD | P | 2018-06-18 | 2019-06-04 | $2,217 | $2,300 | -$83 | -$83 |
| VANGUARD SELECTED VALU | P | 2019-06-04 | $6,254 | $6,800 | -$546 | -$546 | |
| VANGUARD SELECTED VALU | P | 2018-01-24 | 2019-01-14 | $475 | $654 | -$179 | -$179 |
| INVESCO OPPENHEIMER EM | P | 2018-09-21 | 2019-12-05 | $672 | $650 | $22 | $22 |
| AQR MANAGED FUTURES | P | 2019-06-04 | $2,442 | $2,770 | -$328 | -$328 | |
| ABERDEEN EMERGING MARKETS | P | 2017-11-07 | 2019-01-14 | $223 | $255 | -$32 | -$32 |
| ARTISAN INTERNATIONAL | P | 2014-11-20 | $5,200 | $5,281 | -$81 | -$81 | |
| BAIRD AGGREGATE BOND | P | 2013-12-04 | 2019-03-27 | $400 | $387 | $13 | $13 |
| BAIRD AGGREGATE BOND | P | 2019-06-04 | $18,074 | $17,600 | $474 | $474 | |
| BAIRD AGGREGATE BOND | P | 2013-12-04 | 2019-06-04 | $6,906 | $6,590 | $316 | $316 |
| BRANDES INTERNATIONAL | P | 2018-09-13 | 2019-09-17 | $500 | $533 | -$33 | -$33 |
| CONESTOGA SMALL CAP FUND | P | $6,400 | $4,829 | $1,571 | $1,571 | ||
| CONESTOGA SMALL CAP FUND | P | $9,700 | $8,910 | $790 | $790 | ||
| GATEWAY FUND CLASS N | P | $900 | $810 | $90 | $90 | ||
| HOTCHKIS & WILEY HIGH YIELD | P | 2019-06-04 | $5,910 | $5,802 | $108 | $108 | |
| LORD ABBETT INTERNATIONAL | P | 2018-09-13 | 2019-12-17 | $3,618 | $4,000 | -$382 | -$382 |
| MERGER FUND INSTL | P | 2019-06-04 | $800 | $768 | $32 | $32 | |
| PRINCIPAL DIVERSIFIED | P | 2015-10-21 | 2019-03-27 | $600 | $592 | $8 | $8 |
| VANGUARD SELECTED VALU | P | 2017-11-07 | 2019-01-14 | $432 | $600 | -$168 | -$168 |
| VANGUARD SELECTED - WASH SALE | P | 2017-01-18 | 2019-01-14 | $2,540 | $2,671 | -$131 | -$131 |
| VANGUARD SELECTED VALU | P | $9,611 | $11,747 | -$2,136 | -$2,136 | ||
| VANGUARD 500 INDEX FUND | P | 2017-03-16 | 2019-03-27 | $1,121 | $956 | $165 | $165 |
| VANGUARD 500 INDEX FUND | P | $6,679 | $5,193 | $1,486 | $1,486 | ||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| CAPITAL GAINS DIVIDENDS | P | $1,795 | $1,795 | $1,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,515 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078224 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,204 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $111,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,762 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,039 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050087 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,985 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049159 | DistributionYr5Rt |
| Total Distribution | 0.289914 | TotalDistributionRt |
| Average Distribution | 0.057983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $271,034 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $97 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $223 | OverpaymentAmt |
| Applied To ES Tax | $223 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | CRYSTAL MARTIN CO WESTSTAR BANK | IndividualWithBooksNm |
| Phone | 9157471675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MESA ST | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL M JOHNSON | ||||||||
| 4855 VISTA DEL MONTE STREET | EL PASO | TX | 79922 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE JOHNSON | ||||||||
| 4855 VISTA DEL MONTE STREET | EL PASO | TX | 79922 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEE CARNES | ||||||||
| 2207 TOWNES LANE | AUSTIN | TX | 78703 | EX OFFICIO; BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CRYSTAL MARTIN | ||||||||
| 500 N MESA | EL PASO | TX | 79901 | SECRETARY/NON-VOTING | 3.00 | $0 | $0 | $0 |
| LARRY STOCKTON | ||||||||
| 4130 RIO BRAVO STREET | EL PASO | TX | 79902 | TREASURER | 0.25 | $0 | $0 | $0 |
| GASPAR ENRIQUEZ | ||||||||
| PO BOX 1437 | SAN ELIZARIO | TX | 79849 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLAN GOLDFARB | ||||||||
| 309 E ROBINSON AVE | EL PASO | TX | 79901 | BOARD MEMBER | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $265,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97 | TotalTaxAmt |
| Distributable Before Adj | $13,455 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,455 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,455 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $97 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $3,901 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,625 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,526 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,901 | ExcessFromYear1Amt |
| Excess From Current Year | $2,625 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL M JOHNSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL M JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 VISTA DEL MONTE STREET | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9154912709 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE WRITTEN BIOGRAPHICAL RECORD AND SUPPORTING MATERIAL, INCLUDING SCHOOL AND ACTIVITIES PARTICIPATION, WORK EXPERIENCE, STATEMENT OF GOALS & AMBITIONS, PRIOR ACADEMIC RECORD, WRITING ABILITY, THIRD PARTY APPRAISAL, AND FINANCIAL NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LOANS AND SCHOLARSHIPS ARE AWARDED BASED UPON THE APPLICANT'S APPLICATION INFORMATION, RECORDS, AND FINANCIAL NEED. A COPY OF EXEMPTION LETTER MUST BE PROVIDED AT TIME OF APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BORDERLAND RAINBOW CENTER | ||||||
| 2714 WYOMING AVE | EL PASO | TX | 79903 | CHARITABLE | GENERAL SUPPORT FOR BORDERLAND RAINBOW CENTER | $7,500 |
| EL PASO PRO MUSICA | ||||||
| 6557 NORTH MESA | EL PASO | TX | 79912 | CHARITABLE | GENERAL SUPPORT FOR MUSICAL EVENTS/EDUCATION | $1,500 |
| EL PASO SYMPHONY ORCHESTRA ASSOC INC | ||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | CHARITABLE | GENERAL SUPPORT FOR TOCANDO PROGRAM. | $1,000 |
| UTEP | ||||||
| 500 WEST UNIVERSITY AVE | EL PASO | TX | 79968 | CHARITABLE | SUPPORT FOR THE RUBIN CENTER FOR THE VISUAL ARTS | $2,300 |
| YOUTH LIFE SKILLS FOR GREATER EL PASO INC | ||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | GENERAL SUPPORT FOR SKILL ENHANCING PROGRAMS FOR COMMUNITY YOUTHGENERAL SUPPORT FOR THE RUBIN CENTER VISUAL ARTS PROGRAMS | $1,500 |
| EL PASO BORDER YOUTH ATHLETIC | ||||||
| 6801 COMMERCE AVE | EL PASO | TX | 79915 | CHARITABLE | GENERAL SUPPORT FOR YOUTH ATHLETICS | $250 |
| THE FIRST TEE OF GREATER EL PASO | ||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | GENERAL SUPPORT FOR FIRST TEE ORGANIZATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,352 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,189 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $256,751 | BookValueAmt |
| EOYFMV | $275,923 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $117 | $0 | $0 |
| OTHER ADJUSTMENTS | $580 | $0 | $0 |