MICKY ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MICKY ELLIOTT FAMILY FOUNDATION (EIN 82-3075726)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349103352
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:38:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750767305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AXLEY & RODE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1388 | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759021388 | 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 | 823075726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICKY ELLIOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 N STALLINGS DRIVE | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M ELLIOTT SR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9365691184 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY L MCGOWEN PC CPA | PreparerPersonNm |
| PTIN | P00058493 | PTIN |
| Phone | 9366346621 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 14:38:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D66BD3CC8366E3365D854C2F224190509AC2AA47 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1988DFADF70E1C4BCAE76FEA0F45CD39915B1E59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,150,956 | 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 | $182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,064,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,283,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,064,417 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,249,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,249,721 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,250 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $32 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $32 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,118 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $87,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,063,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,158,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $5,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,085 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $750 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $750 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $750 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $9,802 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,802 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,586,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,586,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,444,932 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,596,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,625,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,686,387 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,189,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,231,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,150,956 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $81,416 | GrantsPayableBOYAmt |
| Grants Payable EOY | $599,262 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $21,310 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $102,726 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $599,262 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,123,907 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,123,907 | CapitalStockEOYAmt |
| Retained Earning BOY | $962,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,508,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,086,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,632,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,189,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,231,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,086,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,063,852 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,150,556 | SubtotalAmt |
| Other Decreases | $517,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,632,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VIRTUS DUFF & PHELPS REAL EST CL N | P | 2007-10-09 | 2018-12-04 | $107,000 | $139,147 | -$32,147 | -$32,147 |
| VIRTUS DUFF & PHELPS REAL EST A M/F | P | 2017-10-09 | 2018-01-19 | $56,269 | $80,347 | -$24,078 | -$24,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,064,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $9,257,979 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $12,255,751 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,588 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,588 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,354 | 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 | $11,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,588 | SubtotalAmt |
| Tax Based On Investment Income | $11,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,390 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,802 | OverpaymentAmt |
| Applied To ES Tax | $9,802 | AppliedToESTaxAmt |
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 | 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 | WILLIAM M ELLIOTT SR | IndividualWithBooksNm |
| Phone | 9365691184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 N STALLINGS DR | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75963 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M ELLIOTT SR | ||||||||
| 2526 N STALLINGS DR | NACOGDOCHES | TX | 75963 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT FLORES | ||||||||
| 2526 N STALLINGS DR | NACOGDOCHES | TX | 75963 | SECRETARY/TR | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1609 S CHESTNUT STREET | AddressLine1Txt |
| Address Line2 | SUITE 103 | AddressLine2Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $87,458 | CompensationAmt |
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 | $3,821,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,598,394 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,442,387 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,442,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,255,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $612,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $612,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,588 | TotalTaxAmt |
| Distributable Before Adj | $601,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $601,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $601,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,354 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,354 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,588 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,766 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $601,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,416 | UndistributedIncomePYAmt |
| Qualifying Distributions | $83,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,416 | AppliedToYear1Amt |
| Applied To Current Year | $1,938 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $599,262 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT FLORES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 630610 | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9365691184 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC | GENERAL CHARITABLE | $250 |
| CONCERNED BLACK MEN OF NACOGDOCHES | ||||||
| PO BOX 633033 | NACOGDOCHES | TX | 75963 | PUBLIC | GENERAL CHARITABLE | $750 |
| STEPHEN F AUSTIN STATE UNIVERSITY | ||||||
| 1936 NORTH ST | NACOGDOCHES | TX | 75962 | PUBLIC | GENERAL CHARITABLE | $20,000 |
| CITY OF NACOGDOCHES | ||||||
| 202 E PILAR ST | NACOGDOCHES | TX | 75961 | PUBLIC | GENERAL CHARITABLE | $61,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,249,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,249,721 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,586,600 | EOYBookValueAmt |
| EOYFMV | $3,444,932 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,625,734 | BookValueAmt |
| EOYFMV | $7,686,387 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN GRANTS PAYABLE | Desc |
| Amt | $517,846 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $138 | $69 | $69 |
| INVESTMENT EXPENSE | $87,458 | $87,458 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $21,310 | BOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $750 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $11,588 | |
| FOREIGN TAXES | $2,118 | $2,118 |