PRISM: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PRISM (EIN 68-0573199)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102335
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:24:58-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455631866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBY & KERBY PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1 |
| City | MC KINNEY | City |
| State | TX | State |
| ZIP Code | 750701040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680573199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIS | BusinessNameControlTxt |
| Phone | 9725480771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1 |
| City | CELINA | City |
| State | TX | State |
| ZIP Code | 75009 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI CHURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9725480771 | PhoneNum |
| Signature | 2014-02-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK KERBY | PreparerPersonNm |
| PTIN | P01317596 | PTIN |
| Phone | 9725421233 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $723,707 | 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 | $45,037 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,549 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,549 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,402 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,402 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,452 | GrossSalesPriceAmt |
| Total Rev And Expnss | $50,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,951 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,951 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,385 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $84 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $12,654 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35,703 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $49,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,951 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $480,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $325,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $199,765 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $200,374 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $806,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $723,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $723,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $806,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $723,098 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $806,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $723,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $806,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $723,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $806,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,169 | ExcessRevenueOverExpensesAmt |
| Subtotal | $723,098 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $723,098 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,881 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $458,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.196234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,331 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $958,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121364 | DistributionYr2Rt |
| Total Distribution | 0.317598 | TotalDistributionRt |
| Average Distribution | 0.158799 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $750,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $119,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,908 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $119 | SubtotalAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $119 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATTI CHURNER | IndividualWithBooksNm |
| Phone | 9725480771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1 |
| City | CELINA | City |
| State | TX | State |
| ZIP Code | 75009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUDOLF CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | TREASURER | 2.00 | $0 | $0 | $0 |
| PATTI B CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| RACHEL CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEAH CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $225,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $536,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $761,871 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $761,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $750,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119 | TotalTaxAmt |
| Distributable Before Adj | $37,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,908 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,908 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,908 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,403 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $108,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,948 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $447,454 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,908 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,505 | RemainingDistriFromCorpusAmt |
| Total Corpus | $493,959 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $108,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $385,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,948 | ExcessFromYear4Amt |
| Excess From Year3 | $116,696 | ExcessFromYear3Amt |
| Excess From Year2 | $68,833 | ExcessFromYear2Amt |
| Excess From Year1 | $67,290 | ExcessFromYear1Amt |
| Excess From Current Year | $46,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUDOLF CHURNER | ContributingManagerNm |
| Contributing Manager | PATTI B CHURNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BRAIN TUMOR ASSOC | |||||||
| 8550 W BRYN MAWR AVE | STE 550 | CHICAGO | IL | 60631 | NONE | SUPPORT | $250 |
| COMMUNITIES IN SCHOOLS | |||||||
| 8700 N STEMMONS | DALLAS | TX | 75247 | NONE | EDUCATION | $1,000 | |
| FIRST UNITED METHODIST CHURCH | |||||||
| 315 N CHURCH ST | MCKINNEY | TX | 75069 | NONE | SUPPORT | $31,050 | |
| HANNAH'S HORSESHOES OF HOPE | |||||||
| 1553 CR 2905 | DODD CITY | TX | 75438 | NONE | SUPPORT | $60 | |
| HOLY FAMILY SCHOOL | |||||||
| 500 THROCKMORTON ST | MCKINNEY | TX | 75069 | NONE | EDUCATION | $400 | |
| HOPE OF THE POKOMCHI | |||||||
| 610 ATHERTON AVE | NOVATO | CA | 94945 | NONE | SUPPORT | $32,238 | |
| LIONS CLUBS INTERNATIONAL | |||||||
| 300 W 22ND STREET | OAK BROOK | IL | 605238842 | NONE | SUPPORT | $100 | |
| MANE GATE | |||||||
| 3160 N CUSTER RD | MCKINNEY | TX | 75071 | NONE | SUPPORT | $100 | |
| MCKINNEY EDUCATION FOUNDATION | |||||||
| 1 DUVALL | MCKINNEY | TX | 75069 | NONE | SCHOLARSHIPS | $15,870 | |
| MCKINNEY SUMMER MUSICALS | |||||||
| 2600 BUNKER HILL | MCKINNEY | TX | 75070 | NONE | SUPPORT | $650 | |
| NORTH TEXAS REHABILITATION SVCS | |||||||
| 3902 CAVALIER CR | GARLAND | TX | 750420000 | NONE | SUPPORT | $200 | |
| UNITED METHODIST WOMEN | |||||||
| 500 MAPLELAWN DRIVE | PLANO | TX | 75075 | NONE | SUPPORT | $40 | |
| WESTON VOLUNTEER FIRE DEPT | |||||||
| PO BOX 32 | WESTON | TX | 75097 | NONE | SUPPORT | $200 | |
| COMMUNITY LIFELINE CENTER | |||||||
| PO BOX 1792 | MCKINNEY | TX | 75070 | NONE | SUPPORT | $250 | |
| KERA | |||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,908 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$423 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,951 | ExclusionAmt |
| Related Or Exempt Function Incm | -$423 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,528 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 4 | DIVIDEND INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 8 | MARKETABLE SECURITIES WERE SOLD AND A LOSS REALIZED SO THAT INVESTMENTS COULD BE REPOSITIONED TO PROVIDE A GREATER RATE OF RETURN TO THE FOUNDATION. THIS WILL ALLOW ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | ALCON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 SOUTH FREEWAY | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,005 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MEDICAL SUPPLIES | NoncashPropertyDesc |
| Fair Market Value | $31,005 | FairMarketValueAmt |
| Received | 2013-01-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,385 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| RUDOLF CHURNER |
| PATTI B CHURNER |
| RACHEL CHURNER |
| LEAH CHURNER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS | 2009-06 | PURCHASE | 2013-01 | $50,000 | $50,917 | -$917 |
| UBS | 2009-06 | PURCHASE | 2013-03 | $50,452 | $51,125 | -$673 |
| UBS | 2009-06 | PURCHASE | 2013-07 | $25,000 | $23,833 | $1,167 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE | ||
| LEXMARK INTL | ||
| PRUDENTIAL FIN MED TERM | ||
| ISHARES | $199,765 | $200,374 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MEDICAL EQUIPMENT | CategoryOrItemTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE | Desc |
| EOY Book Value | $800 | EOYBookValueAmt |
| EOYFMV | $800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT FEES | $43 |
| CREDIT CARD FEES | $220 |
| MEDICAL SUPPLIES | $31,005 |
| SUPPLIES | $4,435 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 990-PF | CategoryTxt |
| Amt | $84 | Amt |