CAROL JEAN MACGUIRE CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAROL JEAN MACGUIRE CHARITABLE FOUNDATION (EIN 20-0307151)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-09
- IRS object ID
- 201131299349102058
- Schema version
- 2010v3.2
- 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 | 2011-05-09T17:59:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 9155669305 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4487 N MESA | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE SAYKLAY | Name |
| Title | VICE PRESIDENT/TREASURER | Title |
| Phone | 9157471645 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONA SCURRY | Name |
| Phone | 9155669305 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 108074 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 749 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1876 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1876 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5772 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 43759 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -3147 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1876 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1325 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 662 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 663 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 38 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1363 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 662 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 663 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5563 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 662 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4863 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8710 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1214 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4231 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5952 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5952 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 112495 | InvestmentsOtherBOY |
| Investments Other EOY | 102064 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 102122 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 116726 | TotalAssetsBOY |
| Total Assets EOY | 108016 | TotalAssetsEOY |
| Total Assets EOYFMV | 108074 | 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 | 116726 | RetainedEarningsBOY |
| Retained Earnings EOY | 108016 | RetainedEarningsEOY |
| Total Net Assets BOY | 116726 | TotalNetAssetsBOY |
| Total Net Assets EOY | 108016 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 116726 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 108016 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 116726 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8710 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 108016 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 108016 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| DODGE & COX | P | 2010-01-07 | 2010-11-09 | 1045 | 1000 | 45 | 45 |
| AMERICAN FUNDS AMCAP | P | 2004-12-15 | 2010-01-07 | 1800 | 1930 | -130 | -130 |
| BLACKROCK MIDCAP VALUE | P | 2005-10-21 | 2010-01-07 | 200 | 255 | -55 | -55 |
| RAINIER SMALL/MID CAP EQUITY | P | 2005-10-21 | 2010-01-07 | 700 | 797 | -97 | -97 |
| T. ROWE PRICE REAL ESTATE | P | 2007-01-22 | 2010-01-07 | 2000 | 3791 | -1791 | -1791 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2006-03-08 | 2010-08-24 | 1500 | 1336 | 164 | 164 |
| VANGUARD GNMA FUND | P | 2004-12-15 | 2010-08-24 | 2000 | 1893 | 107 | 107 |
| VANGUARD S/T TREASURY FUND | P | 2004-12-15 | 2010-08-24 | 1500 | 1444 | 56 | 56 |
| AMERICAN FUNDS AMCAP CLASS F | P | 2007-09-19 | 2010-11-09 | 16663 | 17501 | -838 | -838 |
| DODGE & COX | P | 2007-09-19 | 2010-11-09 | 11992 | 15447 | -3455 | -3455 |
| HARBOR INTERNATIONAL FUND | P | 2007-01-22 | 2010-11-09 | 3000 | 3062 | -62 | -62 |
| T. ROWE PRICE REAL ESTATE | P | 2007-01-22 | 2010-11-09 | 700 | 1075 | -375 | -375 |
| CAPITAL GAINS DIVIDENDS | P | 659 | 659 | 659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5772 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5246 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 93114 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056340 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4783 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 101212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047257 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5629 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 115635 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048679 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6755 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 114451 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059021 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 504 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 109450 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.004605 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.215902 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043180 | AverageDistributionRatio |
| Net Noncharitable Assets | 99727 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4306 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4318 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4863 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 12 | 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 (4 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 | ||||||||
| 4487 N MESA | EL PASO | TX | 79902 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JOE SAYKLAY | ||||||||
| 500 N MESA ST | EL PASO | TX | 79901 | VICE PRESIDENT / TREASURER | 1.00 | 0 | 0 | 0 |
| BRUCE HALLMARK | ||||||||
| 500 N MESA ST | EL PASO | TX | 79901 | SECRETARY | 1.00 | 0 | 0 | 0 |
| DONA SCURRY | ||||||||
| 4487 N MESA | EL PASO | TX | 79902 | FIRST VICE PRESIDENT | 1.00 | 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 | 96936 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4310 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 101246 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 101246 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1519 | CashDeemedCharitable |
| Net Noncharitable Assets | 99727 | NetNoncharitableAssets |
| Minimum Investment Return | 4986 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4986 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 4974 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4974 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4974 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4863 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4863 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4851 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4974 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3662 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4863 | QualifyingDistributions |
| Applied To Year1 | 3662 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1201 | 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 | 3773 | 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 | 07-31-2010 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| YOUTH LIFE SKILLS FOR GREATER EL PASO INC | ||||||
| PO BOX 222061 | EL PASO | TX | 79913 | CHARITABLE | GENERAL SUPPORT OF PROGRAM | $1,500 |
| EL PASO SYMPHONY | ||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | CHARITABLE | GENERAL SUPPORT OF MUSIC PROGRAM | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4200 | 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 | $1,876 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,772 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$3,896 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -3896 | 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 | 72193 | 70910 |
| MUTUAL FUNDS FIXED INCOME | AT COST | 29871 | 31212 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INCOME TAX EXPENSE | 16 | 0 | 0 |
| FOREIGN TAXES | 22 | 0 | 0 |