CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-13
- IRS object ID
- 201831989349100103
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-13T19:09:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 9154912709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O 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 | 2018-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY STOCKTON CPA | PreparerPersonNm |
| PTIN | P00240569 | PTIN |
| Phone | 9155446950 | PhoneNum |
| Preparation | 2018-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,528 | 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 | $22,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,651 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $107,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,033 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $113,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $113,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES ST | P | 2014-11-20 | 2017-01-18 | $900 | $1,042 | -$142 | -$142 |
| ABERDEEN EMERGING MARK | P | 2015-07-28 | 2017-02-01 | $300 | $294 | $6 | $6 |
| ABERDEEN EMERGING MARK | P | 2015-07-28 | 2017-03-08 | $100 | $97 | $3 | $3 |
| ABERDEEN EMERGING MARK | P | 2015-07-28 | 2017-06-09 | $500 | $434 | $66 | $66 |
| ARTISAN INTERNATIONAL | P | 2014-11-20 | 2017-01-18 | $500 | $581 | -$81 | -$81 |
| ARTISAN INTERNATIONAL | P | 2014-11-20 | 2017-02-01 | $600 | $679 | -$79 | -$79 |
| ARTISAN INTERNATIONAL | P | 2014-11-20 | 2017-06-09 | $700 | $702 | -$2 | -$2 |
| BAIRD AGGREGATE BOND | P | 2013-12-04 | 2017-02-01 | $400 | $391 | $9 | $9 |
| BAIRD AGGREGATE BOND | P | 2013-12-04 | 2017-03-08 | $300 | $294 | $6 | $6 |
| BROWN ADVISORY GROWTH | P | 2015-01-01 | 2017-02-01 | $300 | $330 | -$30 | -$30 |
| BROWN ADVISORY GROWTH | P | 2015-01-01 | 2017-03-16 | $319 | $300 | $19 | $19 |
| BROWN ADVISORY GROWTH | P | 2015-01-01 | 2017-03-16 | $4,782 | $5,027 | -$245 | -$245 |
| CONESTOGA SMALL CAP | P | 2014-11-20 | 2017-02-01 | $400 | $326 | $74 | $74 |
| CONESTOGA SMALL CAP | P | 2014-11-20 | 2017-03-08 | $200 | $159 | $41 | $41 |
| CONESTOGA SMALL CAP | P | 2014-11-20 | 2017-06-09 | $3,500 | $2,532 | $968 | $968 |
| DELAWARE VALUE FUND | P | 2015-01-01 | 2017-02-01 | $300 | $280 | $20 | $20 |
| DELAWARE VALUE FUND | P | 2015-01-01 | 2017-03-08 | $200 | $180 | $20 | $20 |
| DELAWARE VALUE FUND | P | 2015-01-01 | 2017-06-09 | $5,721 | $5,179 | $542 | $542 |
| GATEWAY FUND CLASS | P | 2014-11-20 | 2017-01-18 | $1,800 | $1,714 | $86 | $86 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-01-18 | $287 | $307 | -$20 | -$20 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-01-18 | $169 | $200 | -$31 | -$31 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-01-18 | $247 | $300 | -$53 | -$53 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-01-18 | $158 | $200 | -$42 | -$42 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-01-18 | $140 | $167 | -$27 | -$27 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-02-01 | $129 | $142 | -$13 | -$13 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-02-01 | $371 | $393 | -$22 | -$22 |
| HARBOR INTERNATINAL FUND | P | 2010-01-07 | 2017-03-08 | $47 | $44 | $3 | $3 |
| HARBOR INTERNATINAL FUND | P | 2015-01-01 | 2017-03-08 | $53 | $58 | -$5 | -$5 |
| HARBOR INTERNATINAL FUND | P | 2010-01-07 | 2017-06-09 | $600 | $496 | $104 | $104 |
| OAKMARK INTERNATIONAL | P | 2014-11-20 | 2017-01-18 | $2,200 | $2,383 | -$183 | -$183 |
| OAKMARK INTERNATIONAL | P | 2014-11-20 | 2017-02-01 | $300 | $316 | -$16 | -$16 |
| OAKMARK INTERNATIONAL | P | 2014-11-20 | 2017-03-08 | $100 | $104 | -$4 | -$4 |
| OAKMARK INTERNATIONAL | P | 2014-11-20 | 2017-06-09 | $600 | $559 | $41 | $41 |
| HOTCHKIS & WILEY | P | 2016-02-05 | 2017-03-08 | $200 | $174 | $26 | $26 |
| MERGER FUND INSTL | P | 2014-11-20 | 2017-01-18 | $1,100 | $1,141 | -$41 | -$41 |
| PIMCO ALL ASSET FUND | P | 2014-11-20 | 2017-01-18 | $1,700 | $1,840 | -$140 | -$140 |
| PRINCIPAL DIVERS REAL | P | 2015-10-21 | 2017-02-01 | $400 | $401 | -$1 | -$1 |
| VANGUARD SELECTED | P | 2014-11-20 | 2017-02-01 | $400 | $404 | -$4 | -$4 |
| VANGUARD SELECTED | P | 2014-11-20 | 2017-03-08 | $200 | $199 | $1 | $1 |
| VANGUARD SELECTED | P | 2014-11-20 | 2017-06-09 | $2,900 | $2,793 | $107 | $107 |
| VANGUARD 500 INDEX FUND | P | 2014-11-20 | 2017-02-01 | $600 | $541 | $59 | $59 |
| VANGUARD 500 INDEX FUND | P | 2014-11-20 | 2017-03-08 | $400 | $347 | $53 | $53 |
| BROWN ADVISORY GROWTH | P | 2017-01-18 | 2017-03-16 | $1,036 | $1,000 | $36 | $36 |
| DELAWARE VALUE FUND | P | 2017-01-18 | 2017-06-09 | $407 | $400 | $7 | $7 |
| HOTCHKIS & WILEY HIGH | P | 2016-02-05 | 2017-02-01 | $300 | $261 | $39 | $39 |
| CAPITAL GAINS DIVIDENDS | P | $1,542 | $1,542 | $1,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,761 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $111,807 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050087 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047293 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050026 | DistributionYr5Rt |
| Total Distribution | 0.248091 | TotalDistributionRt |
| Average Distribution | 0.049618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $118,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,250 | 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 | $46 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $490 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $490 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $444 | OverpaymentAmt |
| Applied To ES Tax | $444 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY CRENSHAW CO WESTSTAR BANK | IndividualWithBooksNm |
| Phone | 9157471675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MESA | 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 |
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 | TREASURER | 1.00 | $0 | $0 | $0 |
| LEE CARNES | ||||||||
| 2207 TOWNES LANE | AUSTIN | TX | 78703 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCY GARCIA | ||||||||
| P O BOX 99102 | EL PASO | TX | 79999 | SECRETARY/NON-VOTING | 3.00 | $0 | $0 | $0 |
| LARRY STOCKTON | ||||||||
| 4130 RIO BRAVO STREET | EL PASO | TX | 79902 | FIRST VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| GASPAR ENRIQUEZ | ||||||||
| PO BOX 1437 | SAN ELIZARIO | TX | 79849 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLAN GOLDFARB | ||||||||
| 221 NORTH KANSAS SUITE 1700 | 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 | $115,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $120,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46 | TotalTaxAmt |
| Distributable Before Adj | $5,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,010 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,010 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,627 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EL PASO PRO MUSICA | ||||||
| 6557 NORTH MESA | EL PASO | TX | 79912 | CHARITABLE | GENERAL SUPPORT FOR EL PASO PRO-MUSICA | $1,250 |
| BORDERLAND RAINBOW CENTER | ||||||
| 2714 WYOMING AVE | EL PASO | TX | 79903 | CHARITABLE | GENERAL SUPPORT FOR BORDERLAND RAINBOW CENTER | $1,500 |
| 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 |
| PASO DEL NORTE CHARITABLE FOUNDATION | ||||||
| 2210 N KANSAS SUITE 1900 | EL PASO | TX | 79901 | CHARITABLE | GENERAL SUPPORT FOR EL PASO PRO-MUSICA | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,750 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,139 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CAROL JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 VISTA DEL MONTE | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $124,033 | BookValueAmt |
| EOYFMV | $136,877 | 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 | $45 | $0 | $0 |
| OTHER ADJUSTMENTS | -$115 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL M JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4855 VISTA DEL MONTE | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79922 | ZIPCd |