ELROY SCHOPPA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELROY SCHOPPA FOUNDATION (EIN 95-4772136)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102108
- Schema version
- 2016v3.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:43:08-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 16th Floor | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $977,805 | 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 | $6 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,255 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,255 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,928 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $5,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,251 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,251 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,509 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,509 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,958 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $385 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,966 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,966 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,966 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,966 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,543 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,518 | CashBOYAmt |
| Cash EOY | $25,676 | CashEOYAmt |
| Cash EOYFMV | $25,675 | CashEOYFMVAmt |
| Other Investments BOY | $460,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $455,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $952,130 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $492,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $481,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $977,805 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $1,958 | LoansFromOfficersEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,959 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $197,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $184,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $492,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $479,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $492,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $481,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $492,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $185 | OtherIncreasesAmt |
| Subtotal | $479,467 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $479,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 | 2016-01-01 | 2016-01-01 | $25,405 | $26,004 | -$599 | -$599 |
| WELLS FARGO #3593- LT COVERED | P | 2016-01-01 | 2018-01-01 | $151,784 | $164,022 | -$12,238 | -$12,238 |
| WELLS FARGO #3593- LT NONCOVERED | P | 2016-01-01 | 2018-01-01 | $739 | $710 | $29 | $29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,808 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$599 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,878 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $30,308 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $25,608 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $24,263 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $26,045 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,979 | 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 | $215 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $215 | SubtotalAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $515 | AppliedToEsTaxAmt |
| Total Payments And Credits | $515 | TotalPaymentsAndCreditsAmt |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| KAREN SCHOPPA | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | Treasurer | 0.00 | $4,800 |
| VICKIE S MATLOCK | ||||||
| 801 E LA HABRA BLVD B | LA HABRA | CA | 90631 | President | 0.00 | $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 |
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 | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $215 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,979 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $215 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,780 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,979 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $21,979 | RemainingDistriFromCorpusAmt |
| Total Corpus | $157,347 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,938 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,312 | ExcessFromYear4Amt |
| Excess From Year3 | $25,780 | ExcessFromYear3Amt |
| Excess From Year2 | $30,631 | ExcessFromYear2Amt |
| Excess From Year1 | $28,236 | ExcessFromYear1Amt |
| Excess From Current Year | $21,979 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARTINA DEIPRE- TX TECH UNIV | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | EDUCATION | $500 |
| TATUM PATTERSON - SOUTH PLAINS COLL | ||||||
| 1401 College Avenue Box 5 | Levelland | TX | 79336 | N/A | EDUCATION | $500 |
| ABIGAIL JENNINGS - BAYLOR UNIVERSIT | ||||||
| 1301 S University Parks Dr | Waco | TX | 76798 | N/A | EDUCATION | $1,000 |
| JILLIAN INFUSIONO- WHITTIER COLLEGE | ||||||
| 13406 Philadelphia St | Whittier | CA | 90601 | N/A | EDUCATION | $300 |
| AMIREL PERCHES - CULINARY ART | ||||||
| 400 West Washington Blvd | Los Angeles | CA | 90015 | N/A | EDUCATION | $500 |
| ALIE SHIMPAN - UNIVERSITY OF TEXAS | ||||||
| UNIVERSITY | AUSTIN | TX | 78712 | N/A | EDUCATION | $500 |
| THOMAS TAYLOR- TX AM UNIVERSITY | ||||||
| 400 Bizzell St | College Station | TX | 77843 | N/A | EDUCATION | $500 |
| JANNAH MCMAHENT- UNIV OF TX | ||||||
| UNIVERSITY OF TX | Austin | TX | 78712 | N/A | EDUCATION | $1,000 |
| LANCE GLOVER- TX STATE UNIVERSITY | ||||||
| 601 University Dr | San Marcos | TX | 78666 | N/A | EDUCATION | $1,000 |
| SHELBY MURRAY- HARDIN SIMMONS | ||||||
| 2200 Hickory St | Abilene | TX | 79601 | N/A | EDUCATION | $500 |
| JAMES BOLTON - TEXAS CHRISTIAN UNIV | ||||||
| 2800 S University Dr | Fort Worth | TX | 76129 | N/A | EDUCATION | $500 |
| LANDEE KIESCHNICK - TX TECH | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | EDUCATION | $500 |
| RANDEE KIESCHNICK- TX TECH UNIVERSI | ||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | EDUCATION | $500 |
| KADEN BERGT- SO PLAINS COM CO | ||||||
| 110 N I-27 | Lubbock | TX | 79403 | N/A | EDUCATION | $500 |
| CHANDLER STONEROAD - CENTRAL UNIV | ||||||
| 1801 Fayetteville St | Durham | NC | 27707 | N/A | EDUCATION | $500 |
| BRYAN DIGHERA- CAL STATE FULLERTON | ||||||
| 800 N State College Blvd | Fullerton | CA | 92831 | N/A | EDUCATION | $500 |
| MAGGIE KENNON- TARLETON STATE | ||||||
| 1333 W Washington St | Stephenville | TX | 76401 | N/A | EDUCATION | $1,000 |
| MARISA CADENA- TX STATE UNIVERSITY | ||||||
| 601 University Dr | San Marcos | TX | 78666 | N/A | EDUCATION | $500 |
| CADDO LINDSEY- UNT | ||||||
| UNIVERSITY | AUSTIN | TX | 78712 | N/A | EDUCATION | $1,000 |
| KENDRA ROBINSON- WEST TEXAS AM | ||||||
| 2501 4th Ave | Canyon | TX | 79016 | N/A | EDUCATION | $1,000 |
| EMMA OBENBERGER - GRAND CANYON UNIV | ||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | N/A | EDUCATION | $1,000 |
| HAYDEN HAYNES - VERNON COLLEGE | ||||||
| 4400 College Dr | Vernon | TX | 76384 | N/A | EDUCATION | $500 |
| COOP ALEXANDER - UNIVERSITY OF TEXA | ||||||
| UNIVERSITY | AUSTIN | TX | 78712 | N/A | EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,255 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$12,808 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,509 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,808 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,701 | 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 | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| ATTORNEY GENERAL | $25 | $25 | ||
| FOREIGN TAX PAID | $938 | $938 | $938 | |
| SUPPLIES | $11 | $11 | ||
| WELLS FARGO INVESTMENT FEES | $6,028 | $6,028 | $6,028 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5,251 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,251 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $185 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL EXPENSES | CategoryTxt |
| Amt | $1,958 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,958 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAXES | $375 | $375 |
| STATE TAX | $10 | $10 |