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Nonprofiteer
← CASA DE AMIGOS ENDOWMENT FOUNDATION

Form 990 for tax year 2023

Filed by CASA DE AMIGOS ENDOWMENT FOUNDATION.

Totals

Total revenue
$136,535
Total expenses
$105,821
Contributions and grants received
$9,330
Grants paid
$84,686
Program service revenue
$0
Investment income
$127,205
Other revenue
$0
Total assets, end of year
$2,704,113
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,704,113
Program services expenses (Part IX)
$84,686
Management and general expenses
$21,135
Fundraising expenses
$0
Program service expenses (Part III)
$84,686

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,330

  • 3 · Investment income

    total $65,759 · related or exempt $65,759

  • 7a · Gross sales of assets other than inventory

    securities $61,446

  • 7c · Gain or loss

    securities $61,446

  • 7d · Net gain or loss

    total $61,446 · related or exempt $61,446

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $84,686 · program services $84,686

  • 11f · Fees: investment management

    total $21,135 · management and general $21,135

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $2,459,405 · end of year $2,704,113

  • 27 · Net assets without donor restrictions

    beginning of year $585,055 · end of year $905,118

  • 28 · Net assets with donor restrictions

    beginning of year $1,874,350 · end of year $1,798,995

Mission and programs · 2023

Mission

CASA DE AMIGOS ENDOWMENT FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF CASA DE AMIGOS OF MIDLAND, TEXAS, INC. BY THE DEVELOPMENT, MANAGEMENT, INVESTMENT, AND OPERATION OF A PERMANENT ENDOWMENT FUND FOR CASA DE AMIGOS' LONG-TERM BENEFIT, MAKING GRANTS TO OR FOR THE BENEFIT OF CASA DE AMIGOS CONSISTENT THEREWITH, AND ENGAGING IN ACTIVITIES APPROVED BY THE ENDOWMENT FOUNDATION'S BOARD OF DIRECTORS THAT SUPPORT OR BENEFIT CASA DE AMIGOS.

  • CASA DE AMIGOS ENDOWMENT FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF CASA DE AMIGOS OF MIDLAND, TEXAS, INC. BY THE DEVELOPMENT, MANAGEMENT, INVESTMENT, AND OPERATION OF A PERMANENT ENDOWMENT FUND FOR CASA DE AMIGOS' LONG-TERM BENEFIT, MAKING GRANTS TO OR FOR THE BENEFIT OF CASA DE AMIGOS CONSISTENT THEREWITH, AND ENGAGING IN ACTIVITIES APPROVED BY THE ENDOWMENT FOUNDATION'S BOARD OF DIRECTORS THAT SUPPORT OR BENEFIT CASA DE AMIGOS.

    Expenses $84,686 · Grants $84,686

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lael Cordes-Pitts

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.48

  • Stephen N Castle

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    0

  • Kay Bivens

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.04

  • Yvonne Reyes

    TREASURER

    Total calculated
    $0
    Hours/week
    0.08

  • Linda George

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Larry Richards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.04

  • Karmen Bryant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.12

  • Chris Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.08

  • Bill Mewhorter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.08

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
26 August 2024
IRS schema version
2023v5.0
Source object
202442409349300734

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