JFA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JFA FOUNDATION (EIN 27-4344587)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-24
- IRS object ID
- 202500839349100525
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-24T15:21:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742730109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGE POTEET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 12199 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274344587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFAF | BusinessNameControlTxt |
| Phone | 7135206745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 BERING DR 310 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM F AVANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7135206745 | PhoneNum |
| Signature | 2025-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN E JARREAU | PreparerPersonNm |
| PTIN | P01790182 | PTIN |
| Phone | 2107356181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,497,587 | 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 | $62,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,645 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $698 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $697 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $926,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $329,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $565,877 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,255,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,261,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,497,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,255,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,261,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,255,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,255,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,261,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,255,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,400 | OtherIncreasesAmt |
| Subtotal | $1,261,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,578 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19 | OverpaymentAmt |
| Applied To ES Tax | $19 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JIM F AVANT | IndividualWithBooksNm |
| Phone | 7135206745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 BERING DR SUITE 310 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY BETH DEVLIN | ||||||||
| 1800 BERING SUITE 310 | HOUSTON | TX | 77057 | SEC/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF W AVANT | ||||||||
| PO BOX 9 | DILLEY | TX | 78017 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM F AVANT | ||||||||
| 1800 BERING SUITE 310 | HOUSTON | TX | 77057 | PRES/TREAS/DIRECTOR | 1.00 | $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 | $575,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $948,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,523,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,523,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,500,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $74,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,897 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,897 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,268 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,268 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,518 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,518 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM F AVANT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JIM F AVANT PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 BERING DR SUITE 310 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135206745 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM. APPLICATION SHOULD INCLUDE THE NAME, ADDRESS, TELEPHONE NUMBER, AND WEBSITE, IF ANY, OF THE ORGANIZATION SEEKING A GRANT AND THE OFFICER OR OFFICERS WHO WILL BE ACTIVE ON THE GRANT APPLICATION; DETAILED DESCRIPTION OF THE PURPOSE OF THE GRANT; DESCRIPTION OF THE ACTIVITIES AND FOCUS OF THE ORGANIZATION; GENERAL DESCRIPTION OF THE SOURCES OF FUNDING FOR THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 OF ANY CALENDAR YEAR IN WHICH A GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE AT THIS TIME. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZING PLACE | |||||||
| 3735 DREXEL | HOUSTON | TX | 77027 | N/A | PF | PROVIDING DAYCARE FOR ADULTS WITH MEMORY LOSS | $500 |
| AMERICAN RED CROSS | |||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PF | SUPPORT DISASTER RELIEF | $3,000 |
| BAKERRIPLEY | |||||||
| 4500 HARRISBURG BLVD | HOUSTON | TX | 77011 | N/A | PF | PROVIDING RESOURCES, EDUCATION AND OPPORTUNITIES TO HOUSTON. | $1,000 |
| BIG BEND CONSERVANCY | |||||||
| PO BOX 200 | BIG BEND NATIONAL PARK | TX | 79834 | N/A | PF | SUPPORTING PROJECTS IN BIG BEND NATIONAL PARK | $3,000 |
| COASTAL PRAIRIE CONSERVANCY | |||||||
| 5615 KIRBY DRIVE SUITE 867 | HOUSTON | TX | 77005 | N/A | PF | PROMOTES PRESERVATION OF NATIVE TEXAS COASTAL LANDS | $1,000 |
| EMERGENCY AID COALITION | |||||||
| 5401 FANNIN | HOUSTON | TX | 77004 | N/A | PF | PROVIDING FOOD AND CLOTHING TO HOMELESS AND LOW-INCOME RECIPIENTS | $1,500 |
| HERMANN PARK CONSERVANCY INC | |||||||
| 6201 HERMANN PARK DR | HOUSTON | TX | 77030 | N/A | PF | PROMOTES PRESERVATION OF HERMANN PARK | $500 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PF | SUPPORTING HOUSTON RESIDENTS WITH FOOD | $1,000 |
| HOUSTON HABITAT FOR HUMANITY | |||||||
| 3750 N MCCARTY ST | HOUSTON | TX | 77029 | N/A | PF | PROVIDING HOUSING FOR PEOPLE IN NEED | $500 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1020 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PF | SUPPORTING MEDICAL SERVICES AND RESEARCH | $10,000 |
| INTERFAITH MINISTRIES OF GREATER HOUSTON | |||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | N/A | PF | PROVIDING CHARITABLE WORK AND SERVICES | $500 |
| MEMORIAL PARK CONSERVANCY INC | |||||||
| 7575 N PICNIC | HOUSTON | TX | 77007 | N/A | PF | SUPPORTING THE PUBLIC PARK, MEMORIAL PARK | $11,000 |
| ORANGE SHOW FOUNDATION | |||||||
| 2401 MUNGER ST | HOUSTON | TX | 77023 | N/A | PF | ORGANIZATION PROMOTING ART | $1,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PF | PROVIDES MEDICAL CARE AND RESEARCH TO CHILDREN IN TEXAS | $1,000 |
| SOUTHWESTERN UNIVERSITY | |||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | N/A | PF | SUPPORTING A STUDENT IN UNIVERSITY STUDIES | $10,000 |
| ST JUDE'S HOSPITAL | |||||||
| 1535 WEST LOOP S STE 240 | HOUSTON | TX | 77027 | N/A | PF | PROVIDES MEDICAL CARE AND RESEARCH TO CHILDREN | $500 |
| STAR OF HOPE | |||||||
| 4848 LOOP CENTRAL DR SUITE 500 | HOUSTON | TX | 77081 | N/A | PF | PROVIDING CHARITABLE WORK AND SERVICES | $1,000 |
| SUSAN G KOMEN RACE FOR THE CURE | |||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | N/A | PF | SUPPORTING WOMEN WITH BREAST CANCER | $300 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | N/A | PF | PROVIDING MEDICAL CARE FOR CHILDREN | $1,000 |
| TEXAS LAND CONSERVANCY | |||||||
| PO BOX 162481 | AUSTIN | TX | 78716 | N/A | PF | PROMOTES PRESERVATION OF NATIVE TEXAS LANDS | $3,000 |
| THE JOHN FAIREY GARDEN CONSERVATION FOUNDATION | |||||||
| 20559 FM 359 ROAD | HEMPSTEAD | TX | 77445 | N/A | PF | NATIVE PLANT PRESERVATION INSTITUTION | $1,500 |
| THE NATURE CONSERVANCY INC | |||||||
| 200 E GRAYSON ST STE 202 | SAN ANTONIO | TX | 78215 | N/A | PF | THE PRESERVATION OF NATIVE LAND | $1,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PF | PROVIDING CHARITABLE WORK AND SERVICES | $500 |
| TREES FOR HOUSTON | |||||||
| 2001 W 34TH ST | HEMPSTEAD | TX | 77018 | N/A | PF | PROVIDING TREES FOR HOUSTON AREA | $600 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PF | SUPPORTING U.S. TROOPS AND THEIR FAMILIES | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PF | PROVIDING CARE FOR VETERANS IN THE MILITARY | $1,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PF | PROVIDING MINISTRY TO HIGH SCHOOL STUDENTS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,645 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANGE, POTEET & CO, LLP - PREPARATION OF FORM 990PF | $697 | $0 | $697 |
| LANGE, POTEET & CO, LLP - BOOKKEEPING | $698 | $698 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $329,868 | EOYBookValueAmt |
| EOYFMV | $565,877 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TRUST EQUITY | Desc |
| Amt | $4,400 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE-US TREASURY-2023 FORM 990PF W/PENALTY | $873 | $0 | $0 |
| ESTIMATED EXCISE TAX PAID FOR 2024 FORM 990PF | $880 | $0 | $0 |
Comments