KHOURIE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KHOURIE FAMILY FOUNDATION (EIN 20-8014170)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349103722
- Schema version
- 2023v5.0
- 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 | 2024-05-15T13:51:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760124314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIEBIG MCCOMMON & ASSOCIATES PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WEST ALABAMA | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208014170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KHOURIE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KHOU | BusinessNameControlTxt |
| Phone | 7138258582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DRIVE 28K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW S KHOURIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138258582 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | KHOURIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK MCCOMMON | PreparerPersonNm |
| PTIN | P00574643 | PTIN |
| Phone | 7135299949 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $574,967 | 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 | $10,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,557 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,557 | 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 |
| Taxes Rev And Expnss | $2,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,467 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,855 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,680 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,855 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,855 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $545,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $545,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $562,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $621,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $557,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $574,967 | 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 | $621,888 | RetainedEarningBOYAmt |
| Retained Earning EOY | $557,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $621,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $557,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $621,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $557,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $621,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $557,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $557,349 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $147 | 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 | MATTHEW S KHOURIE | IndividualWithBooksNm |
| Phone | 7138258582 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DRIVE 28K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW S KHOURIE | ||||||||
| 2727 KIRBY DRIVE 28K | HOUSTON | TX | 77098 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROLYN M KHOURIE | ||||||||
| 2727 KIRBY DRIVE 28K | HOUSTON | TX | 77098 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL N KHOURIE | ||||||||
| 2727 KIRBY DRIVE 28K | HOUSTON | TX | 77098 | DIRECTOR | 0.00 | $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 | $517,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $552,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $552,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $544,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $27,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,068 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,964 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,576 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $349,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $395,723 | 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 | $46,595 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,576 | ExcessFromYear4Amt |
| Excess From Year3 | $62,652 | ExcessFromYear3Amt |
| Excess From Year2 | $100,679 | ExcessFromYear2Amt |
| Excess From Year1 | $65,325 | ExcessFromYear1Amt |
| Excess From Current Year | $45,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW S KHOURIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| BLUE ANGELS FOUNDATION | |||||||
| PO BOX 1945 | PENSACOLA | FL | 32591 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| BOYS & GIRLS CLUB OF GREATER HOUSTON | |||||||
| 815 CROSBY ST | HOUSTON | TX | 77019 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 132589 | SPRING | TX | 77393 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| HOMEMADE HOPE | |||||||
| 3311 MERCER STREET | HOUSTON | TX | 77027 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $3,000 |
| CHRIST KITCHEN | |||||||
| 2410 N MONROE STREET | SPOKANE | WA | 99205 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| SCENIC HOUSTON | |||||||
| 5615 KIRBY DRIVE STE 645 | HOUSTON | TX | 77005 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,800 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $7,180 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER STE 2650 | HOUSTON | TX | 77024 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $9,200 |
| NAVAL POSTGRADUATE SCHOOL FOUNDATION | |||||||
| NPSF PO BOX 8626 | MONTEREY | CA | 93943 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $4,200 |
| RECIPE FOR SUCCESS FOUNDATION | |||||||
| PO BOX 56405 | HOUSTON | TX | 77256 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $5,504 |
| UC DAVIS ATHLETICS | |||||||
| ONE SHIELDS AVE UNIV OF CA | DAVIS | CA | 95616 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 |
| BOYS & GIRLS CLUB OF MONTEREY COUNTY | |||||||
| PO BOX 97 | SEASIDE | CA | 93955 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 |
| FOOD BANK FOR MONTEREY COUNTY | |||||||
| 353 WEST ROSSI STREET | SALINAS | CA | 93907 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 |
| RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY | |||||||
| MS 40 PO BOX 1892 | HOUSTON | TX | 77251 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $7,500 |
| MORSE FOUNDATION | |||||||
| 3000 CLUB ROAD | PEBBLE BEACH | CA | 93953 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $80 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,964 | 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 | $10,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,557 | 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 (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI ACWI ETF - 245 SHS | AT COST | $17,807 | $24,934 |
| SPDR S&P 500 ETF TRUST- 600 SHS | AT COST | $276,828 | $285,186 |
| VANGUARD FTSE EUROPE ETF - 580 SHS | AT COST | $34,627 | $37,398 |
| VANGUARD INT'L EQUITY IDX- 1590 SHS | AT COST | $100,055 | $89,263 |
| VANGUARD SMALL CAP ETF - 590 SHS | AT COST | $115,711 | $125,865 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $132 | $0 | $0 |
| TAX PREPARATION | $2,000 | $0 | $0 |