CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201341289349100414
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T10:56:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742043108 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKTON SCURRY & SMITH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200307151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JEAN MACGUIRE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 9154912709 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE SAYKLAY | Name |
| Title | VICE PRESIDENT/TREASURER | Title |
| Phone | 9157471645 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY STOCKTON | Name |
| PTIN | P00240569 | PTIN |
| Phone | 9155669305 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 110458 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3351 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3351 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 941 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27679 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 941 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4292 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4292 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1550 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 775 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 775 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | -127 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1423 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 775 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 775 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6023 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 775 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5375 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1731 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3517 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3260 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6506 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6506 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 102262 | InvestmentsOtherBOY |
| Investments Other EOY | 97285 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 103952 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 105522 | TotalAssetsBOY |
| Total Assets EOY | 103791 | TotalAssetsEOY |
| Total Assets EOYFMV | 110458 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 105522 | RetainedEarningsBOY |
| Retained Earnings EOY | 103791 | RetainedEarningsEOY |
| Total Net Assets BOY | 105522 | TotalNetAssetsBOY |
| Total Net Assets EOY | 103791 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 105522 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 103791 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 105522 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1731 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 103791 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 103791 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BLACKROCK MIDCAP VALUE | P | 2005-10-21 | 2012-09-06 | 7129 | 7359 | -230 | -230 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2006-03-08 | 2012-04-25 | 800 | 717 | 83 | 83 |
| RAINIER SMALL/MID CAP EQUITY FUND | P | 2005-10-21 | 2012-09-06 | 9572 | 9301 | 271 | 271 |
| T ROWE PRICE REAL ESTATE FUND | P | 2007-01-22 | 2012-04-25 | 300 | 373 | -73 | -73 |
| VANGUARD EQUITY INCOME INVESTOR SHARES | P | 2010-11-09 | 2012-04-25 | 1600 | 1343 | 257 | 257 |
| VANGUARD GNMA FUND (ADM CLASS) | P | 2004-12-15 | 2012-04-25 | 1000 | 947 | 53 | 53 |
| VANGUARD S/T TREASURY FUND (ADM CLASS) | P | 2004-12-15 | 2012-09-06 | 6900 | 6698 | 202 | 202 |
| CAPITAL GAINS DIVIDENDS | P | 378 | 378 | 378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 941 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4525 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 106543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042471 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4851 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 99727 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048643 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5246 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 93114 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056340 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4783 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 101212 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047257 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5629 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 115635 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048679 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243390 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048678 | AverageDistributionRatio |
| Net Noncharitable Assets | 106744 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5196 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 35 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5231 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5375 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 35 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 35 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 35 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOE SAYKLAY CO BANK OF THE WEST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9157471658 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 103848 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4522 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 108370 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 108370 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1626 | CashDeemedCharitable |
| Net Noncharitable Assets | 106744 | NetNoncharitableAssets |
| Minimum Investment Return | 5337 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5337 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Total Tax | 35 | TotalTax |
| Distributable Amount Before Adj | 5302 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5302 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5302 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5375 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5375 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 35 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5340 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5302 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4529 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5375 | QualifyingDistributions |
| Applied To Year1 | 4529 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 846 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 4456 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL M JOHNSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CAROL M JOHNSON | RecipientName |
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 Number | 9154912709 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UTEP - ART DEPARTMENT | ||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | CHARITABLE | PROVIDE FOR SCULPTURE STUDENT SCHOLARSHIPS | $2,000 |
| YOUTH LIFE SKILLS FOR GREATER EL PASO INC | ||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | FOR SKILL ENHANCING PROGRAMS FOR COMMUNITY YOUTH | $500 |
| KIDS EXCEL | ||||||
| PO BOX 920144 | EL PASO | TX | 79902 | CHARITABLE | TO ASSIST CHILDREN DEVELOP DISCIPLINE AND SELF CONFIDENCE THROUGH DANCE | $1,000 |
| EL PASO PRO MUSICA | ||||||
| 6557 NORTH MESA | EL PASO | TX | 79912 | CHARITABLE | SPONSOR CHOPIN'S WATERLOO COMPOSITION | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4600 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,351 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $941 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,292 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4292 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS EQUITY | AT COST | 66476 | 71352 |
| MUTUAL FUNDS FIXED INCOME | AT COST | 30809 | 32600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | 22 | 0 | 0 |
| 2011 INCOME TAXES | 46 | 0 | 0 |
| OTHER ADJUSTMENTS | -195 | 0 | 0 |