CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201411279349101826
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T16:05:02-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742043108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKTON SCURRY & SMITH | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4487 NORTH MESA ST SUITE 110 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79902 | 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 | 200307151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JEAN MACGUIRE CHARITABLE FOUNDATION | BusinessNameLine1 |
| 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 | 4855 VISTA DEL MONTE | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79922 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SAYKLAY | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 9157471645 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY STOCKTON | PreparerPersonNm |
| PTIN | P00240569 | PTIN |
| Phone | 9155669305 | PhoneNum |
| 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 | $120,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,309 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,010 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,670 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $97,285 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,057 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $103,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,727 | 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 | $103,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDS CAPITAL INCOME BUILDER | P | 2010-11-09 | 2013-03-11 | $500 | $460 | $40 | $40 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2006-03-08 | 2013-12-04 | $10,072 | $9,077 | $995 | $995 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2013-03-11 | 2013-12-04 | $783 | $800 | -$17 | -$17 |
| PRINCIPAL MID CAP SP400 IDX | P | 2012-09-06 | 2013-06-12 | $1,100 | $993 | $107 | $107 |
| T. ROWE PRICE REAL ESTATE FUND | P | 2007-01-22 | 2013-03-11 | $300 | $355 | -$55 | -$55 |
| STRATTON SMALL CAP VALUE | P | 2008-04-24 | 2013-06-12 | $900 | $663 | $237 | $237 |
| VANGUARD EQUITY INCOME INVESTOR SHARES | P | 2010-11-09 | 2013-06-12 | $2,400 | $1,751 | $649 | $649 |
| VANGUARD GNMA FUND | P | 2004-12-15 | 2013-12-04 | $12,389 | $12,434 | -$45 | -$45 |
| VANGUARD GNMA FUND | P | 2013-03-11 | 2013-12-04 | $1,161 | $1,200 | -$39 | -$39 |
| VANGUARD S/T INVEST GRADE FUND | P | 2012-09-06 | 2013-12-04 | $6,154 | $6,200 | -$46 | -$46 |
| VANGUARD S/T INVEST GRADE FUND | P | 2013-03-11 | 2013-12-04 | $695 | $700 | -$5 | -$5 |
| VANGUARD S/T TREASURY FUND | P | 2007-01-22 | 2013-12-04 | $3,155 | $3,098 | $57 | $57 |
| VANGUARD S/T TREASURY FUND | P | 2013-03-11 | 2013-12-04 | $300 | $300 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $1,431 | $1,431 | $1,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $106,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050026 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,851 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $99,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047257 | DistributionYr5Rt |
| Total Distribution | 0.244737 | TotalDistributionRt |
| Average Distribution | 0.048947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,537 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $104 | TaxDueAmt |
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 | 0 | 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 | JOE SAYKLAY CO BANK OF THE WEST | IndividualWithBooksNm |
| Phone | 9157471658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MESA ST | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79901 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| BETTY MACGUIRE | ||||||||
| 1209 THUNDERBIRD | EL PASO | TX | 79912 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE JOHNSON | ||||||||
| 4855 VISTA DEL MONTE STREET | EL PASO | TX | 79922 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOE SAYKLAY | ||||||||
| P O BOX 99102 | EL PASO | TX | 79999 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LEE CARNES | ||||||||
| 2207 TOWNES LANE | AUSTIN | TX | 78703 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TERRY CRENSHAW | ||||||||
| P O BOX 99102 | EL PASO | TX | 79999 | SECRETARY/NON-VOTING | 3.00 | $0 | $0 | $0 |
| LARRY STOCKTON | ||||||||
| 4487 N MESA SUITE 110 | EL PASO | TX | 79902 | VICE PRESIDENT | 0.25 | $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 | $110,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104 | TotalTaxAmt |
| Distributable Before Adj | $5,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,456 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,456 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $894 | 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 | $4,658 | 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 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79922 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UTEP - RUBIN CENTER | ||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | CHARITABLE | GENERAL SUPPORT OF THE RUBIN CENTER | $1,750 |
| YOUTH LIFE SKILLS FOR GREATER EL PASO INC | ||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | FOR SKILL ENHANCING PROGRAMS FOR COMMUNITY YOUTH | $1,500 |
| KIDS EXCEL | ||||||
| PO BOX 920144 | EL PASO | TX | 79902 | CHARITABLE | TO ASSIST CHILDREN DEVELOP DISCIPLINE AND SELF CONFIDENCE THROUGH DANCE | $1,000 |
| UTEP - WOMEN'S STUDIES DEPARTMENT | ||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | CHARITABLE | GENERAL SUPPORT OF THE WOMEN'S STUDIES DEPARTMENT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,010 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS EQUITY | AT COST | $96,940 | $114,057 |
| MUTUAL FUNDS FIXED INCOME | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $0 | $0 |
| 2012 INCOME TAXES | $35 | $0 | $0 |
| OTHER ADJUSTMENTS | -$11 | $0 | $0 |