POSOLI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- POSOLI FAMILY FOUNDATION (EIN 45-6211344)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-08
- IRS object ID
- 202402829349100030
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T14:34:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO RIVERWAY 15TH FLOOR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 456211344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSOLI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POSO | BusinessNameControlTxt |
| Phone | 7136646431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL POSOLI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7136646431 | PhoneNum |
| Signature | 2024-10-08 | 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 | ANNA JOHNSON | PreparerPersonNm |
| PTIN | P00117479 | PTIN |
| Phone | 7136218090 | PhoneNum |
| Preparation | 2024-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,688,563 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $436,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,665 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $155,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $155,863 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $601,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,916 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,604 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $346,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269,698 | CashBOYAmt |
| Cash EOY | $315,707 | CashEOYAmt |
| Cash EOYFMV | $315,707 | CashEOYFMVAmt |
| Other Investments BOY | $5,837,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,981,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,372,856 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,107,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,297,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,688,563 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,107,148 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,297,014 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,107,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,297,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,107,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,297,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,107,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,297,014 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,297,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERNSTEIN 3718 | 2023-01-01 | 2023-12-31 | $433,693 | $407,498 | $26,195 | $26,195 |
| ORION ENERGY CREDIT FUND | 2023-01-01 | 2023-12-31 | $2,962 | $2,962 | $2,962 | |
| ORION ENERGY CREDIT FUND | 2023-01-01 | 2023-12-31 | $1,492 | -$1,492 | -$1,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,665 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,593 | 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 | $3,593 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $267 | OverpaymentAmt |
| Applied To ES Tax | $267 | 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 | Yes (1) | 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 | PAUL JOSEPH POSOLI | IndividualWithBooksNm |
| Phone | 7136646431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE ST | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL JOSEPH POSOLI | ||||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOY MICHELLE POSOLI | ||||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | VICE-PRESIDENT | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL PROGRAMS. | Description1Txt |
| Expenses1 | $174,300 | Expenses1Amt |
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 | $4,665,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,443,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,164,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,164,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,072,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,326 | TotalTaxAmt |
| Distributable Before Adj | $300,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,945 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $346,945 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $12,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,355 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $300,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,652 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,529 | 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 | $17,310 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,212 | ExcessFromYear2Amt |
| Excess From Year1 | $51,355 | ExcessFromYear1Amt |
| Excess From Current Year | $46,652 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL JOSEPH POSOLI | ContributingManagerNm |
| Contributing Manager | JOY MICHELLE POSOLI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL JOSEPH POSOLI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136646431 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,500 |
| CARDINAL'S CIRCLE | |||||||
| PO BOX 4343 | HOUSTON | TX | 77210 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 |
| CAREER SPRING | |||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $103,800 |
| CASA EL BUEN SAMARITANO | |||||||
| 14060 DUBLIN ST | HOUSTON | TX | 77085 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,500 |
| CATHOLIC CHARITIES | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $2,500 |
| CHARITY WATER | |||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| CHILD ADVOCATES INC | |||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $17,075 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| PO BOC 27924 | HOUSTON | TX | 77227 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 |
| COVENANT HOUSE | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $200 |
| CRISTO REY JESUIT | |||||||
| 6700 MOUNT CARMEL STREET | HOUSTON | TX | 77087 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $27,500 |
| FAMILY LEGACY MISSIONS | |||||||
| 5005 WEST ROYAL LANE SUITE 252 | IRVING | TX | 75063 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $6,440 |
| FOCUS | |||||||
| 603 PARK POINT DR | GOLDEN | CO | 80401 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $2,500 |
| GEORGE SCHOOL | |||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 18940 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 |
| GEORGETOWN UNIVERSITY | |||||||
| PO BOX 0734 | WASHINGTON | DC | 200730734 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $10,000 |
| HIS GRACE FOUNDATION | |||||||
| PO BOX 722 | TOMBALL | TX | 77377 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,500 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 |
| HOPE STONE INC | |||||||
| 2726 BISSONNET SUITE 240-513 | HOUSTON | TX | 77005 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $2,500 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,500 |
| HPC | |||||||
| PO BOX 980593 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| JDRF | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,500 |
| JESUIT HIGH | |||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 |
| JESUITS CENTRAL AND SOUTHERN PROVINCE | |||||||
| 4511 W PINE BLVD | ST LOUIS | MO | 63108 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 |
| KELLOG SCHOOL OF MANAGEMENT | |||||||
| 2169 CAMPUS DR | EVANSTON | IL | 60208 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 |
| LET GIRLS READ RUN GROW | |||||||
| 123 W 133 ST STE 5C | NEW YORK | NY | 10030 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,023 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4009 BANISTER LANE SUITE 200 | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,750 |
| LINDA CREED BREAST CANCER | |||||||
| 614 S 8TH ST 277 | PHILADELPHIA | PA | 19147 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $6,300 |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | EDUCATIONAL INSTITUI | TO FUND SCHOLARSHIP PROGRAM | $5,000 |
| NATIONAL MS SOCIETY | |||||||
| 101A FIRST AVENUE STE 6 | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| PARADISUS DEI | |||||||
| PO BOX 19127 | HOUSTON | TX | 77224 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $10,000 |
| SAN FRANCISCO NATIVITY | |||||||
| 245 LINDEN ST | SAN FRANCISCO | CA | 94102 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 |
| SEARCH HOMELESS SERVICES | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $25,500 |
| SERJOBS | |||||||
| 1710 TELEPHONE ROAD | HOUSTON | TX | 77023 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,500 |
| SMALL STEPS NURTURING CENTER | |||||||
| 1709 DEPELCHIN ST | HOUSTON | TX | 77007 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $17,500 |
| ST JOHN PAUL II FOUNDATION | |||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 |
| STUDENT MOBILIZATION | |||||||
| PO BOX 567 | CONWAY | AR | 720330567 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $6,000 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $432 |
| UNIVERSITY OF HOUSTON | |||||||
| 221 E CULLEN BLDG | HOUSTON | TX | 772042013 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $1,000 |
| UNIVERSITY OF MIAMI BUSINESS SCHOOL | |||||||
| 5821 SAN AMARO DRIVE | CORAL GABLES | FL | 33146 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 |
| TGBTG SPORTS | |||||||
| 7630 MORLEY ST | HOUSTON | TX | 77061 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| SUNDANCE | |||||||
| 1500 KEARNS BLVD SUITE B110 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| THE BOWERY MISSION | |||||||
| 227 BOWERY | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $925 |
| GRATIA PLENA | |||||||
| 10707 CORPORATE DRIVE STE 135 | STAFFORD | TX | 77477 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 |
| CROHNS FOUNDATION | |||||||
| 5120 WOODWAY DR | HOUSTON | TX | 77056 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $10,000 |
| THE BIRTHDAY JOY PROGRAM | |||||||
| 200 HOUSTON AVE SUITE D | LEAGUE CITY | TX | 77058 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| HIS FATHER'S HEART STRINGS | |||||||
| 2103 N MAIN STREET | HOUSTON | TX | 77009 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 |
| HOUSTON HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| SEATTLE CHILDREN'S HOSPITAL | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,945 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,325 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,063 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,665 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,916 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL J POSOLI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $380,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERNSTEIN & CO., LLC | AT COST | $3,287,743 | $3,679,292 |
| OIC SHINE FUND L.P. | AT COST | $298,558 | $298,558 |
| ORION ENERGY CREDIT OPPORTUNITIES FUND III GPFA, LP | AT COST | $444,189 | $444,189 |
| PFIC - BERNSTEINALLIANCE SECURITIZED ASSETS FUND CAYMAN, LP | AT COST | $1,124,039 | $1,124,039 |
| TBC V. LLC | AT COST | $419,520 | $419,520 |
| TBC-VIGEO I, LLC | AT COST | $343,513 | $343,513 |
| PCR INVESTMENT FUND | AT COST | $63,745 | $63,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & PROFESSIONAL FEES | $4,950 | $2,475 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $19,719 | $19,719 | $0 | $0 |
| BANK FEES | $15 | $15 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $37,817 | $37,817 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $155,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $155,863 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PAUL JOSEPH POSOLI | |||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 |
| JOY MICHELLE POSOLI | |||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,604 | Amt |
| Net Investment Income | $2,604 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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