AGEE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AGEE FAMILY FOUNDATION (EIN 01-0939828)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-20
- IRS object ID
- 202412339349100521
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-20T14:43:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | 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 | 010939828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agee Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD AGEE | InCareOfNm |
| Business Name Control | AGEE | BusinessNameControlTxt |
| Phone | 7134631500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 Lumpkin Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Agee | PersonNm |
| Person Title | Treas/Sec | PersonTitleTxt |
| Phone | 7134631500 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Sykes CPA | PreparerPersonNm |
| PTIN | P00188050 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,852,705 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $289,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $289,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $964,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,731 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $477,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,873 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,873 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,359 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,359 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,022 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,022 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,086 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,086 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,207 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,827 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,802 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,266 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $712,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $712,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,000,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $927,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$522,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $408,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $280,110 | CashBOYAmt |
| Cash EOY | $158,616 | CashEOYAmt |
| Cash EOYFMV | $158,616 | CashEOYFMVAmt |
| Other Investments BOY | $8,207,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,796,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,694,089 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,487,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,955,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,852,705 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,944 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,805 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,805 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,463,586 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,940,587 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,463,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,940,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,487,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,955,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,463,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$522,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,940,587 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,940,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS #9057 | 2023-12-31 | $37,187 | $42,840 | -$3,345 | -$5,653 | |
| GOLDMAN SACHS #9057 | 2023-12-31 | $312,813 | $356,515 | -$43,702 | -$43,702 | |
| GOLDMAN SACHS #6748 | 2023-12-31 | $609,815 | $522,837 | $86,978 | $86,978 | |
| GOLDMAN SACHS #6748 | 2023-12-31 | $4,452 | $4,376 | $76 | $76 | |
| CAPITAL GAIN DIVIDENDS | $147,724 | P | ||||
| CAPITAL GAIN DIVIDENDS | $147,724 | P | ||||
| CAPITAL GAIN DIVIDENDS | $147,724 | P | ||||
| CAPITAL GAIN DIVIDENDS | $147,724 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,731 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,676 | SubtotalAmt |
| Tax Based On Investment Income | $5,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,288 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,612 | OverpaymentAmt |
| Applied To ES Tax | $1,612 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134631500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 LUMPKIN RD | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Judith Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | President | 1.0 | $0 | $0 | $0 |
| Richard Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Treasurer/Secretary | 1.0 | $0 | $0 | $0 |
| Erin Agee Riley | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Vice President | 1.0 | $0 | $0 | $0 |
| Benjamin Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Director | 20.0 | $153,873 | $0 | $39,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,209,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,326,036 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,326,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,156,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $557,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $557,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,676 | TotalTaxAmt |
| Distributable Before Adj | $552,131 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $552,131 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $552,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $927,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $927,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $552,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,669 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $927,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,669 | AppliedToYear1Amt |
| Applied To Current Year | $552,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,522 | RemainingDistriFromCorpusAmt |
| Total Corpus | $140,522 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $140,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $140,522 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD JUDITH AGEE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Benjamin Agee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 Lumpkin Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134631500 | RecipientPhoneNum |
| Recipient Email Address | ben@ageefamilyfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Foundation for Suicide Prevention | |||||||
| 199 Water St 11th Floor | New York | NY | 10038 | NONE | PC | SAVING LIVES AND BRINGING HOPE TO THOSE AFFECTED BY SUICIDE, INCLUDING THOSE WHO HAVE EXPERIENCED A LOSS | $13,750 |
| GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER | |||||||
| 2350 WEST HIGGINS RD | HOFFMAN ESTATES | IL | 60169 | NONE | PC | SUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES | $15,000 |
| Challenger Sports Football | |||||||
| 3733 ARNOLD ST | HOUSTON | TX | 77005 | NONE | PC | FOSTER AND PROMOTE HEALTHY LIVING HABITS BY ENGAGING KIDS IN REGULAR PHYSICAL ACTIVITY | $5,000 |
| ST PAUL'S CHOIR SCHOOL | |||||||
| 29 MOUNT AUBURN ST | CAMBRIDGE | MA | 01238 | NONE | PC | EDUCATION AND MUSIC | $20,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH ST | HOUSTON | TX | 77008 | NONE | PC | SERVING CHILDREN WHO ARE DISADVANTAGED, UNDER-SERVED, AND FROM LOW INCOME FAMILIES | $50,000 |
| Horizons at St David's School | |||||||
| 12 East 89th St | New York | NY | 10128 | NONE | PC | LEARNING PROGRAM TO CLOSE THE OPPORTUNITY GAP | $12,000 |
| ST JOHN PAUL II FOUNDATION | |||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | NONE | PC | PROCLAIMING THE GOOD NEWS ABOUT LIFE AND FAMILY THROUGH EDUCATION AND FORMATION | $50,000 |
| SUA SPONTE FOUNDATION | |||||||
| PO BOX 60281 | SAVANNAH | GA | 31420 | NONE | PC | PROVIDE ASSISTANCE TO RANGERS AND THEIR FAMILIES | $4,500 |
| Hunting For Heroes Wyoming | |||||||
| 3400 WHITE OAK RD | Casper | WY | 82605 | NONE | PC | GIVE BACK TO DISABLED VETERANS | $1,000 |
| ACE SCHOLARSHIP HOUSTON | |||||||
| 5251 DTC PARKWAY STE 1150 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | TO PROVIDE CHILDREN OF LOW-INCOME FAMILIES WITH SCHOLARSHIPS TO PRIVATE SCHOOLS | $135,000 |
| NAMI - NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | NONE | PC | TO PROVIDE ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS | $12,750 |
| San Francisco Nativity Academy | |||||||
| PO Box 36709 | HOUSTON | TX | 77236 | NONE | PC | EDUCATION | $10,000 |
| HOUSTON PHILANTHROPY CIRCLE | |||||||
| 4550 POST OAK PLACE DR STE 451 | HOUSTON | TX | 77027 | NONE | PC | TO EMPOWER PHILANTHROPISTS WITH NETWORKING OPPORTUNITIES AMONGST THEIR PEERS AS WELL AS TO INTRODUCE NONPROFITS TO THIS DONOR COMMUNITY | $2,000 |
| INSTITUTE FOR SPIRITUALITY AND HEALTH | |||||||
| 8100 GREENBRIAR STE 300 | HOUSTON | TX | 77054 | NONE | PC | TO ENHANCE WELL-BEING BY EXPLORING THE RELATIONSHIP BETWEEN SPIRITUALITY AND HEALTH | $30,000 |
| MAGNOLIA SCHOOL | |||||||
| 9902 LONG POINT RD | HOUSTON | TX | 77055 | NONE | PC | TO WORK IN COOPERATION WITH PARENTS TO EDUCATE THEIR DAUGHTERS TO BE INTELLIGENT AND TRUSTWORTHY LEADERS | $11,000 |
| CCSC - CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| 3224 MERCER ST | HOUSTON | TX | 77027 | NONE | PC | EDUCATION/SERVICE TO THE POOR | $65,000 |
| Big Country FCA | |||||||
| PO Box 6605 | ABILENE | TX | 79608 | NONE | PC | CHRISTIAN SPORTS MINISTRY | $10,000 |
| Seal Legacy Foundation | |||||||
| 2110-B Boca Raton Ste B-102 | Austin | TX | 78747 | NONE | PC | providing support to families of wounded and fallen United States Navy SEALs | $10,000 |
| The Fetal Center at Children's Memorial Hermann | |||||||
| 6410 Fannin Ste 210 | Houston | TX | 77030 | NONE | PC | fetal diagnosis, fetal intervention and comprehensive fetal care for infants with congenital anomalies or genetic abnormalities abnormalities | $10,000 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Dr Ste 200 | Rye Brook | NY | 10573 | NONE | PC | Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families quality of life of patients and their families | $36,000 |
| The Parish School | |||||||
| 11001 Hammerly Blvd | Houston | TX | 77043 | NONE | PC | to empower children who have communication delays and learning differences to thrive through whole-child education, innovative therapy and access to nature | $5,000 |
| Little Sisters of Assumption Health Service | |||||||
| 333 E 115th St | New York | NY | 10029 | NONE | PC | To empower vulnerable families and children by meeting their basic needs for food, healthcare, education and a safe home, in the belief that affirming families in their own dignity improves the entire community | $8,000 |
| Christ The King Presbyterian Church | |||||||
| 1201 Silber Road | Houston | TX | 77055 | NONE | PC | CHURCH | $500 |
| Friends of The Fetal Center | |||||||
| 1600 REDBUD BLVD | MCKINNEY | TX | 75069 | NONE | PC | To provide the most comprehensive care for mothers and their babies program for mother and child before, during and after birth. | $50,000 |
| His Father's Heart Ministeries | |||||||
| 2103 N Main St | Houston | TX | 77009 | NONE | PC | To help both the brokenhearted and returning citizens break their cycles of destructive behavior | $100,000 |
| Sharpen Recovery | |||||||
| PO Box 131364 | HOUSTON | TX | 77219 | NONE | PC | To raises money, invests the assets, and annually disperses the earned income to the Academy | $25,000 |
| Compass Women's Care | |||||||
| PO BOX 436 | JACKSON | WY | 83001 | NONE | PC | To help offering free pregnancy testing, limited ultrasounds, and options counseling | $20,000 |
| Reformed University Fellowship - TAMU | |||||||
| 2312 San Gabriel St | Austin | TX | 78705 | NONE | PC | To reach college students from all backgrounds with the hope of Jesus Christ | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $712,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $477,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,709 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,086 | Amt |
| Net Investment Income | $5,086 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,022 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,022 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $10,532 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,266 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,266 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MGMT/INVESTMENT FEES #16674 | CategoryTxt |
| Amt | $55,207 | Amt |
| Net Investment Income | $55,207 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $4,000 | ||
| FOREIGN TAXES | $3,827 | $3,827 | |
| PAYROLL TAXES | $11,802 | $11,802 |
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