PRISM: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRISM (EIN 68-0573199)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349101351
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T08:45:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455631866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBY & KERBY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1Txt |
| City | MC KINNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750701040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680573199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIS | BusinessNameControlTxt |
| Phone | 9725480771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1Txt |
| City | CELINA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI B CHURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK KERBY | PreparerPersonNm |
| PTIN | P01317596 | PTIN |
| Phone | 9725421233 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.79.123.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 08:45:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CBD401D8482BDB677C359A267F96820AC2D4CF14 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADD91B6AFE285916DAB6B39069C92E9145146065 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $385,918 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,579 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,579 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,090 | GrossSalesPriceAmt |
| Total Rev And Expnss | $38,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,591 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,591 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,324 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,673 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,591 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$8,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,785 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $420,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $368,333 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $368,333 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $800 | OtherAssetsBOYAmt |
| Other Assets EOY | $800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $412,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $385,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $385,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $412,811 | UnrestrictedBOYAmt |
| Unrestricted EOY | $385,918 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $385,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $385,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $385,918 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $385,918 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.228781 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,341 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $298,256 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.282781 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $388,418 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,546 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $661,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,908 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $750,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111811 | DistributionYr5Rt |
| Total Distribution | 0.924309 | TotalDistributionRt |
| Average Distribution | 0.184862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $350,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,322 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $212 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $212 | SubtotalAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $212 | 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 |
| Individual With Books | PATTI CHURNER | IndividualWithBooksNm |
| Phone | 9725480771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1Txt |
| City | CELINA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LEAH CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $365,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$9,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $356,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $356,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,541 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,541 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $212 | TotalTaxAmt |
| Distributable Before Adj | $17,329 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,329 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,322 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,322 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,329 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,505 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,322 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,993 | RemainingDistriFromCorpusAmt |
| Total Corpus | $337,815 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,505 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $291,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,495 | ExcessFromYear4Amt |
| Excess From Year3 | $43,256 | ExcessFromYear3Amt |
| Excess From Year2 | $69,600 | ExcessFromYear2Amt |
| Excess From Year1 | $76,966 | ExcessFromYear1Amt |
| Excess From Current Year | $41,993 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUDOLF CHURNER | ContributingManagerNm |
| Contributing Manager | PATTI B CHURNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||||
| 315 N CHURCH ST | MCKINNEY | TX | 75069 | NONE | SUPPORT | $325 | |
| HOPE OF THE POKOMCHI | |||||||
| 610 ATHERTON AVE | NOVATO | CA | 94945 | NONE | SUPPORT | $33,406 | |
| MCKINNEY EDUCATION FOUNDATION | |||||||
| 1 DUVALL | MCKINNEY | TX | 75069 | NONE | SCHOLARSHIPS | $10,000 | |
| WESTON VOLUNTEER FIRE DEPT | |||||||
| PO BOX 32 | WESTON | TX | 75097 | NONE | SUPPORT | $100 | |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD STREET | DALLAS | TX | 75201 | NONE | SUPPORT | $100 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | SUPPORT | $250 | |
| MEALS ON WHEELS | |||||||
| 600 N TENNESSEE ST | MCKINNEY | TX | 75069 | NONE | SUPPORT | $336 | |
| COMMUNITY HEALTH CLINIC | |||||||
| 120 S CENTRAL EXPY 102 | MCKINNEY | TX | 75070 | NONE | SUPPORT | $800 | |
| SOJOURNERS | |||||||
| PO BOX 70730 | WASHINGTON | DC | 200240730 | NONE | SUPPORT | $130 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | SUPPORT | $1,000 | 10TH FLOOR |
| CLOTHE A CHILD | |||||||
| 2734 SUNRISE BLVD | PEARLAND | TX | 77584 | NONE | SUPPORT | $1,500 | SUITE 400 |
| ACT MCKINNEY | |||||||
| 2200 TAYLOR-BURK DR | MCKINNEY | TX | 75071 | NONE | SUPPORT | $500 | |
| CRAPE MYRTLE TRAILS OF MCKINNEY | |||||||
| PO BOX 2909 | MCKINNEY | TX | 75070 | NONE | SUPPORT | $400 | |
| MCKINNEY MUSICALS | |||||||
| 2550 WILMETH ROAD | MCKINNEY | TX | 75071 | NONE | SUPPORT | $500 | |
| LYDIA PATTERSON INSTITUTE | |||||||
| 517 S FLORENCE ST | EL PASO | TX | 79901 | NONE | SUPPORT | $5,725 | |
| COMMUNITY LIFELINE | |||||||
| 1601 N WADDILL ST | MCKINNEY | TX | 75069 | NONE | SUPPORT | $500 | SUITE 102 |
| AUSTIN STREET CENTER | |||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | NONE | SUPPORT | $1,050 | |
| ORANT CHARITIES | |||||||
| 2536 NE LOOP 820 | FORT WORTH | TX | 76106 | NONE | SUPPORT | $200 | |
| TRUST THE PROGRESS | |||||||
| 1219 VINE ST | PHILADELPHIA | PA | 19107 | NONE | SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,322 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,566 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,579 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,025 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 4 | DIVIDEND INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 8 | MARKETABLE SECURITIES WERE SOLD AND A LOSS REALIZED SO THAT INVESTMENTS COULD BE REPOSITIONED TO PROVIDE A GREATER RATE OF RETURN TO THE FOUNDATION. THIS WILL ALLOW ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,475 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS | AssetDesc |
| Acquired | 2016-08 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-05 | SoldDt |
| Gross Sales Price | $50,090 | GrossSalesPriceAmt |
| Basis | $52,656 | BasisAmt |
| Total Net | -$2,566 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES | BondNm |
| EOY Book Value | $368,333 | EOYBookValueAmt |
| EOYFMV | $368,333 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RMA MONEY MARKET | StockNm |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE | Desc |
| BOY Book Value | $800 | BOYBookValueAmt |
| EOY Book Value | $800 | EOYBookValueAmt |
| EOYFMV | $800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SUPPLIES | $32 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 990-PF | CategoryTxt |
| Amt | $92 | Amt |