HOPE 2 OTHERS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOPE 2 OTHERS FOUNDATION (EIN 46-3579283)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201513139349100616
- Schema version
- 2014v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T11:04:59-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2938 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463579283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hope 2 Others Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROCIO P TANUS | InCareOfNm |
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 9564474115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E Pike Blvd | AddressLine1Txt |
| City | Weslaco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCIO P TANUS | PersonNm |
| Person Title | SECRETARY & DIRECTOR | PersonTitleTxt |
| Phone | 9564774115 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Springs | PreparerPersonNm |
| PTIN | P00574055 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,343,976 | 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 | $611,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $407 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $43,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,097,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,382 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,313 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,313 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $741 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $81,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $329,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,561,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,491,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,491,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $761,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $118,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,494 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $703,636 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $558,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,118,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,149,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,999,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,323,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,343,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,999,822 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,323,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,999,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,323,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,999,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,323,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,999,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $329,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,329,548 | SubtotalAmt |
| Other Decreases | $5,628 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,323,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ST COVERED SALES THRU JPM #6002 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,086,275 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,935,431 | CostOrOtherBasisAmt |
| Gain Or Loss | $150,844 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $150,844 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $329,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,634,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.201694 | DistributionYr1Rt |
| Total Distribution | 0.201694 | TotalDistributionRt |
| Average Distribution | 0.100847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,398,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $443,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,958 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $445,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,493 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,916 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,916 | SubtotalAmt |
| Tax Based On Investment Income | $3,916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,700 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $550 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,250 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $331 | OverpaymentAmt |
| Applied To ES Tax | $331 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HOPE2OTHERS.INFO/SITE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCIO P TANUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9564474115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E PIKE BLVD | AddressLine1Txt |
| City | Weslaco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Abraham Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | President & Director | 3.0 | $0 | $0 | $0 |
| Rocio Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Vice-President & Director | 3.0 | $0 | $0 | $0 |
| Sarah Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Treasurer & Director | 3.0 | $0 | $0 | $0 |
| Rocio P Tanus | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Secretary & Director | 3.0 | $0 | $0 | $0 |
| Sam Lugo | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | Director | 0.5 | $0 | $0 | $0 |
| RICARDO VILLARREAL | ||||||||
| 1709 E Pike Blvd | Weslaco | TX | 785995026 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,140,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,325,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,465,692 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,465,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,398,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,916 | TotalTaxAmt |
| Distributable Before Adj | $216,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,493 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $413,493 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $413,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $308,954 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $308,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $216,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,474 | RemainingDistriFromCorpusAmt |
| Total Corpus | $506,428 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $506,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $308,954 | ExcessFromYear1Amt |
| Excess From Current Year | $197,474 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABRAHAM TANUS 1709 E PIKE BLVD | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROCIO P TANUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E Pike Blvd | AddressLine1Txt |
| City | WESLACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9564474115 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIED DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aurora House Foundation | |||||||
| 2646 West 18th Street | Weslaco | TX | 78596 | NONE | PC | CHARITABLE | $251,500 |
| SU CASA DE ESPERANZA | |||||||
| 800 CISNE | PHARR | TX | 78577 | NONE | PC | CHARITABLE | $110,780 |
| SAN PABLO UNITED METHODIST CHURCH | |||||||
| 1002 W BIRCH BOX 434 | ALAMO | TX | 78596 | NONE | NC | CHARITABLE | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,280 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,849 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,638 | 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 |
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 | 2013 AIRSTREAM CLT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E PIKE BLVD | AddressLine1Txt |
| City | WESLACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $611,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE FLOATING RATE | $72,101 | $69,923 |
| JPM STRAT INCOME OPPORT FD | $142,478 | $140,269 |
| JPM HIGH YIELD FD | $69,560 | $65,987 |
| DREYFUS EMG MKT DEBT LOC C-I | $46,355 | $41,694 |
| JPM SHORT DURATION BD FD | $227,000 | $226,312 |
| DOUBLELINE TOTAL RET BD | $157,000 | $159,451 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM INTERPID GROWTH FD | $0 | $0 |
| JPM US LARGE CAP CORE PLUS FD | $0 | $0 |
| NEUBERGER BER MU/C OPP | $0 | $0 |
| PARNASSUS EQTY INCOME FD | $0 | $0 |
| PRIMECAP ODYSSEY STOCK FUND | $0 | $0 |
| SPDR S&P 500 ETF TRUST | $0 | $0 |
| ASTON/FAIRPOINTE MID CAP | $0 | $0 |
| ISHARES CORE S&P MID-CAP ETF | $0 | $0 |
| DODGE & COX INTL STOCK FUND | $0 | $0 |
| ISHARES MSCI EAFE INDEX FUND | $0 | $0 |
| OAKMARK INTERNATINAL FD | $0 | $0 |
| VANGAURD FTSE EUROPE ETF | $0 | $0 |
| ABERDEEN ASIA-PAC XJ-INST | $0 | $0 |
| ISHARES MSCI ALL COUNTRY ASIA | $0 | $0 |
| DELAWARE EMERGING MARKETS | $0 | $0 |
| ISHARES MSCI EMERGING MKT IND. | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM ACCESS MULTI-STRATEGY FUND | AT COST | $765,000 | $774,287 |
| JPM REALTY INCOME FD- INSTL | AT COST | $223,000 | $278,862 |
| PIMCO COMMODITYPL STRA T-P | AT COST | $130,169 | $95,934 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,313 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,313 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCES | Desc |
| Amt | $5,628 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| WEBSITE DESIGN | $900 | $900 | |
| INVESTMENT ADVISORY FEES | $9,692 | $9,692 | |
| CONSULTING FEES | $4,000 | $4,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 2013 AIRSTREAM CLT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 E PIKE BLVD | AddressLine1Txt |
| City | WESLACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 785995026 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $64,652 | |
| FOREIGN TAXES | $741 | $741 |
| SALES TAXES | $104 |