ELROY SCHOPPA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELROY SCHOPPA FOUNDATION (EIN 95-4772136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101375
- Schema version
- 2019v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T10:00:24-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731690684 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gaytan & Leevan LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W Olympic Blvd Ste 1600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 954772136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELROY SCHOPPA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELRO | BusinessNameControlTxt |
| Phone | 8179292043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 JAYME CT | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKIE S MATLOCK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward Leevan CPA | PreparerPersonNm |
| PTIN | P00747241 | PTIN |
| Phone | 3104775252 | PhoneNum |
| 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 | $1,149,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,866 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,866 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,111 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,007 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $62,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,065 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,954 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,334 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,334 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,107 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $994 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,107 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,107 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,847 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,360 | CashBOYAmt |
| Cash EOY | $28,287 | CashEOYAmt |
| Cash EOYFMV | $28,487 | CashEOYFMVAmt |
| Other Investments BOY | $711,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $735,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,121,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $741,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $764,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,149,658 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,958 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,958 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,958 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,958 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,205 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,205 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $262,970 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $262,970 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $444,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $467,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $739,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $762,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $741,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $764,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $739,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $763 | OtherIncreasesAmt |
| Subtotal | $764,186 | SubtotalAmt |
| Other Decreases | $1,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $762,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #3593- ST COVERED | P | 2019-01-01 | 2019-01-01 | $44,308 | $48,035 | -$3,727 | -$3,727 |
| WELLS FARGO #3593- LT COVERED | P | 2017-01-01 | 2019-01-01 | $307,216 | $297,618 | $9,598 | $9,598 |
| WELLS FARGO #3593- LT NONCOVERED | P | 2017-01-01 | 2019-01-01 | $27,700 | $27,700 | $27,700 | |
| WELLS FARGO #3593- FIRST TRUST | P | 2018-08-22 | 2019-09-13 | $25,485 | $24,945 | $540 | $540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,111 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,727 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,887 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $23,947 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $21,764 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $27,878 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $30,308 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,828 | 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 | $411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411 | SubtotalAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $411 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKIE S MATLOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8179292043 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1912 LOTUS PLACE | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COURTNEY McCLENDON | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | Secretary | 0.00 | $0 |
| KAREN SCHOPPA | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | Treasurer | 0.00 | $6,000 |
| VICKIE S MATLOCK | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | President | 0.00 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,828 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,828 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,631 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,979 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,828 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $23,828 | RemainingDistriFromCorpusAmt |
| Total Corpus | $160,496 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,631 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,865 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,236 | ExcessFromYear4Amt |
| Excess From Year3 | $21,979 | ExcessFromYear3Amt |
| Excess From Year2 | $24,702 | ExcessFromYear2Amt |
| Excess From Year1 | $31,120 | ExcessFromYear1Amt |
| Excess From Current Year | $23,828 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VICKIE S MATLOCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1912 LOTUS PLACE | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8179292043 | RecipientPhoneNum |
| Form And Info And Materials | THE STUDENT MUST SUBMIT AN APPLICATION FORM ALONG WITH AN ESSAY. THE ESSAY NEEDS TO ADDRESS THE STUDENTS FUTURE EDUCATIONAL GOALS AND PLANS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE STUDENT MUST BE A MEMBER OF THE PRESELECTED CHURCH OR MUST ATTEND THE HIGH SCHOOL OR UNIVERSITY THE SCHOLARSHIP AWARD IS BEING OFFERED TO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EMMA MCSPADDEN- TX TECH UNIV | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | EDUCATION | $1,000 |
| ABIGAIL JENNINGS - BAYLOR UNIVERSIT | ||||||
| 1301 S University Parks Dr | Waco | TX | 76798 | N/A | EDUCATION | $500 |
| ZACHARY ROSALEY - DBU | ||||||
| 3000 MOUNTAIN CREEK PKWY | DALLAS | TX | 75211 | N/A | EDUCATION | $500 |
| CALEB NEWELL- TX AM UNIVERSITY | ||||||
| 400 Bizzell St | College Station | TX | 77843 | N/A | EDUCATION | $1,000 |
| LANCE GLOVER- TX STATE UNIVERSITY | ||||||
| 601 University Dr | San Marcos | TX | 78666 | N/A | EDUCATION | $500 |
| MASON STRICKLAND - TX STATE | ||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | N/A | EDUCATION | $500 |
| NATALIE MARION- TARLETON STATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $500 |
| CARLY WORTHY - TARLETON SLATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $1,000 |
| ALLI FLEMING - TARLETON STATE | ||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | EDUCATION | $500 |
| CURTIS CAMPBELL -TEXAS TECH UNI | ||||||
| 2500 BROADWAY | Lubbock | TX | 79409 | N/A | EDUCATION | $500 |
| ZACK STOLLE- VERNON COLLEGE | ||||||
| 4400 College Dr | Vernon | TX | 76384 | N/A | EDUCATION | $1,000 |
| AARON ROZZELL - VERNON COLLEGE | ||||||
| 4400 College Dr | Vernon | TX | 76384 | N/A | EDUCATION | $500 |
| MARISA CADENA- TX STATE UNIVERSITY | ||||||
| 601 University Dr | San Marcos | TX | 78666 | N/A | EDUCATION | $500 |
| DAX K- WEST TEXAS AM | ||||||
| 2501 4th Ave | Canyon | TX | 79016 | N/A | EDUCATION | $1,000 |
| BRYSAN GARRARDT - SOUTHWESTERN UNIV | ||||||
| 1001 E UNIVERSITY AVE | GEORGETOWN | TX | 78626 | N/A | EDUCATION | $500 |
| NICOLE TYRON - CERRITOS COLLEGE | ||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | N/A | EDUCATION | $500 |
| MONTANA O'BANION - HILL COLLEGE | ||||||
| 112 LAMAR DR | HILLSBORO | TX | 76645 | N/A | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,866 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,111 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,111 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,072 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $1,904 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $616 | $616 | $616 | |
| PLAINS ALL AMERICA PIPELINE LP- LOSS | $892 | $892 | $892 | |
| PLAINS ALL AMERICA PIPELINE LP-1231 LOSS | $14 | $14 | $14 | |
| PLAINS ALL AMERICA PIPELINE LP-DEDUCTION | $1 | $1 | $1 | |
| POSTAGE | $37 | $37 | ||
| REGISTRATION RENEWAL | $50 | $50 | ||
| WELLS FARGO INVESTMENT FEES | $13,491 | $13,491 | $13,491 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $6,007 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DIST | Desc |
| Amt | $763 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAXES | $2,324 | $2,324 |
| STATE TAX | $10 | $10 |