ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349101317
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:03:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7135212811 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-11-13 | 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 | $12,178,987 | 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 | $333,359 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $447,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,925 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,289 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $990,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,806 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $31,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,968 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,968 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,669 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $478,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $599,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $521,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $569,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,407 | CashBOYAmt |
| Cash EOY | $18,088 | CashEOYAmt |
| Cash EOYFMV | $18,088 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,158,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,093,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,093,478 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $986,766 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $988,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,540,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,460,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,165,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,520 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,275,656 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $832,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $885,289 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,020,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,411,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,178,987 | 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 | $11,020,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,411,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,020,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,411,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,020,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,411,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,020,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,411,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,411,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $447,528 | $396,906 | $50,622 | $50,622 |
| Passthrough K-1 capital gain | $322,431 | $322,431 | ||
| Capital gain distributions | $16,962 | $16,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,103 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,103 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,193 | OverpaymentAmt |
| Applied To ES Tax | $6,193 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Patsy Guerrero | IndividualWithBooksNm |
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 |
|---|---|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 | $0 | $0 |
| C LeRoy Melcher | ||||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 | $0 | $0 |
| Pierre S Melcher | ||||||||
| 10 Waverly Court | Houston | TX | 77005 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Architectural History Program - Foundation Fellow, Stephen Fox, contributed to Rice Design Alliance magazine, the Architectural Record, and Houston Chronicle.Stephen provided presentations and lectures at colleges and other public forums. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $40,670 | 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 | $9,068,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,341,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $885,289 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,295,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,295,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,125,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $556,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $556,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,910 | TotalTaxAmt |
| Distributable Before Adj | $548,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $548,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $548,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $521,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $521,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $548,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $468,611 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $521,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $468,611 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $494,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Leadership Forum | |||||||
| 1801 Main St Ste910 | Houston | TX | 77002 | N/A | PC | Joseph Jaworski Award Dinner | $5,000 |
| Asia Society Texas Center | |||||||
| 1370 Southmore Blvd | Houston | TX | 77004 | N/A | PC | Support 2022-23 Arts and Culture programs | $20,000 |
| Boy Scouts of America Troop 540 | |||||||
| 4213 Mangum Rd | Houston | TX | 77092 | N/A | PC | Program support | $5,000 |
| Colorado College | |||||||
| 14 E Cache La Poudre Street | Colorado Springs | CO | 80903 | N/A | PC | General support | $20,000 |
| Duke University | |||||||
| PO Box 90581 | Durham | NC | 27708 | N/A | PC | Duke Triathlon Club | $1,000 |
| Heart of America Patriot Foundation | |||||||
| 13725 Metcalf Ave Ste 364 | Overland Park | KS | 66223 | N/A | PC | General support | $75,000 |
| Hispanic Health Coalition | |||||||
| 2626 S Loop West | Houston | TX | 77054 | N/A | PC | General support | $5,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | General support | $5,000 |
| Houston Museum African American Culture | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General support | $10,000 |
| Houston Public Media Foundation | |||||||
| PO Box 3626 | Houston | TX | 77253 | N/A | PC | General support | $20,000 |
| Kinder Institute | |||||||
| 2475 Aloma Ave | Winter Park | FL | 32792 | N/A | PC | General support | $5,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Glassell School of Art | $10,000 |
| Rice University - James A Baker III Institute For Public Policy | |||||||
| PO Box 1892 MS-40 | Houston | TX | 77251 | N/A | PC | General support | $13,000 |
| St John's School | |||||||
| 2401 Claremont Lane | Houston | TX | 77019 | N/A | PC | General support | $225,000 |
| The Council on Recovery | |||||||
| 303 Jackson Hill Street | Houston | TX | 77007 | N/A | PC | General support | $20,000 |
| The Joy School | |||||||
| 1 Chelsea Blvd | Houston | TX | 77006 | N/A | PC | General support | $10,000 |
| The Orange Show Foundation | |||||||
| 2334 Gulf Terminal Drive | Houston | TX | 77023 | N/A | PC | Program support and Art Car parade | $29,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $478,000 | 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 | $4,499 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $390,015 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Passthrough K-1 income | 525990 | $37,510 | 14 | $15,289 |
| Litigation settlement | 900099 | 14 | $126 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $37,510 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,442 | 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 | Godfather Charitable Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $333,359 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting services | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2,000 shs The Bank Of Nova S 0%Pfd | BondNm |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $28,520 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 644 shs Apple Inc | $31,055 | $123,989 |
| 957 shs Abb Ltd Fsponsored Adr 1 Adr Re | $25,803 | $42,395 |
| 166 shs Abbott Labs | $13,279 | $18,272 |
| 48 shs Accenture Plc Ireland Fclass A | $15,002 | $16,844 |
| 560 shs Amazon.Com Inc | $57,507 | $85,086 |
| 58 shs Aon Plc Fclass A | $10,796 | $16,879 |
| 52 shs Asml Hldg N V Fsponsored Adr 1 | $21,193 | $39,360 |
| 684 shs Astrazeneca Plc Fsponsored Ad | $38,449 | $46,067 |
| 26 shs Blackrock Inc | $12,074 | $21,107 |
| 289 shs Bank Montreal Que F | $33,512 | $28,594 |
| 541 shs Bank Nova Scotia F | $26,066 | $26,341 |
| 505 shs Citigroup Inc | $31,124 | $25,977 |
| 290 shs Carrier Global Corp | $13,287 | $16,661 |
| 478 shs Coca-Cola Europacific F | $27,145 | $31,902 |
| 1,040 shs Ch Robinson Worldwide I | $96,736 | $89,846 |
| 237 shs Capital One Finl Corp | $30,330 | $31,075 |
| 474 shs Conocophillips | $28,750 | $55,017 |
| 72 shs Costco Whsl Corp New | $20,627 | $47,526 |
| 356 shs Canadian Pacific Kansa F | $25,344 | $28,145 |
| 487 shs Cisco Sys Inc | $24,147 | $24,603 |
| 273 shs Chevron Corp New | $25,424 | $40,721 |
| 162 shs Diageo Plc Fsponsored Adr 1 Adr | $21,296 | $23,597 |
| 832 shs Quest Diagnostics Inc | $108,856 | $114,716 |
| 173 shs Danaher Corp | $24,973 | $40,022 |
| 202 shs Disney Walt Co | $25,743 | $18,239 |
| 63 shs Elevance Health Inc | $22,329 | $29,708 |
| 1,130 shs Emerson Elec Co | $83,135 | $109,983 |
| 632 shs Equinor Asa Fsponsored Adr 1 A | $15,136 | $19,996 |
| 394 shs Equity Residential Reit | $30,118 | $24,097 |
| 213 shs Elastic N V | $17,096 | $24,005 |
| 100 shs Eaton Corp Plc F | $16,726 | $24,082 |
| 93 shs Expedia Group Inc | $16,358 | $14,116 |
| 1,189 shs Ford Mtr Co Del | $16,700 | $14,494 |
| 129 shs Franco Nev Corp F | $20,270 | $14,294 |
| 458 shs General Dynamics Corp | $73,563 | $118,929 |
| 640 shs Alphabet Inc Class A | $40,631 | $89,402 |
| 87 shs Home Depot Inc | $12,536 | $30,150 |
| 532 shs Hdfc Bk Ltd Fsponsored Adr 1 Ad | $33,273 | $35,703 |
| 110 shs Hilton Worldwide Hldgs I | $10,115 | $20,030 |
| 182 shs Honeywell Intl Inc | $25,849 | $38,167 |
| 208 shs Interntnl Paper Co Class Equity | $12,518 | $7,519 |
| 262 shs JPMorgan Chase & Co | $31,929 | $44,566 |
| 220 shs L3Harris Technologies In | $49,415 | $46,336 |
| 130 shs Linde Plc F | $25,420 | $53,392 |
| 34 shs Lululemon Athletica In F | $11,597 | $17,384 |
| 294 shs Medtronic Plc F | $31,586 | $24,220 |
| 21 shs Mercadolibre Inc | $35,623 | $33,002 |
| 670 shs Marvell Technology Inc | $33,178 | $40,408 |
| 329 shs Microsoft Corp Marvell Technology Inc | $43,206 | $123,717 |
| 3,392 shs Mitsubishi Ufj Finl Gr Fsponsore | $22,199 | $29,205 |
| 358 shs Nextera Energy Inc | $16,609 | $21,745 |
| 373 shs Ntnl Grid Plc Fsponsored Adr 1 | $22,771 | $25,360 |
| 418 shs Norfolk Southn Corp | $112,294 | $98,807 |
| 352 shs Nutrien Ltd F | $21,951 | $19,833 |
| 900 shs Nvidia Corp | $21,068 | $44,570 |
| 390 shs Novo-Nordisk A S Fsponsored Ad | $11,826 | $40,346 |
| 107 shs Nxp Semiconductors N V F | $22,882 | $24,576 |
| 3,267 shs Paramount Global Class B | $112,714 | $48,319 |
| 671 shs Procter & Gamble Co | $97,111 | $98,328 |
| 108 shs Parker-Hannifin Corp | $31,165 | $49,756 |
| 754 shs Packaging Corp Amer | $110,765 | $122,834 |
| 179 shs Prologis Inc Reit | $13,538 | $23,861 |
| 88 shs Ferrari N V New F | $24,047 | $29,782 |
| 517 shs Relx Plc Fsponsored Adr 1 Adr R | $12,256 | $20,504 |
| 5,209 shs Transocean Ltd F | $147,633 | $33,077 |
| 117 shs Ryanair Hldgs Plc Fsponsored A | $11,988 | $15,603 |
| 75 shs Sea Ltd Funsponsored Adr 1 Adr | $10,233 | $3,038 |
| 399 shs Shell Plc Fsponsored Adr 1 Adr | $19,963 | $26,254 |
| 117 shs Sherwin-Williams Co | $34,065 | $36,492 |
| 812 shs Sk Telecom Co Ltd Fsponsored A | $19,611 | $17,377 |
| 92,541 shs Schlumberger Ltd F | $4,982,658 | $4,815,834 |
| 736 shs Sanofi Fsponsored Adr 1 Adr Rep | $34,688 | $36,601 |
| 443 shs Sony Group Corp Fsponsored Ad | $27,434 | $41,948 |
| 424 shs Toronto Dominion Bk On F | $31,048 | $27,399 |
| 49 shs Atlassian Corp Fclass A | $6,521 | $11,655 |
| 508 shs Teck Res Limited Fclass B | $16,460 | $21,473 |
| 565 shs Truist Finl Corp | $29,293 | $20,860 |
| 161 shs Toyota Mtr Corp Fsponsored Ad | $23,864 | $29,524 |
| 43 shs Thermo Fisher Scientific | $5,640 | $22,824 |
| 134 shs Thomson Reuters Corp F | $10,666 | $19,593 |
| 497 shs Taiwan Semiconductor M Fspons | $25,475 | $51,688 |
| 1,128 shs Tyson Foods Inc Class A | $105,682 | $60,630 |
| 404 shs Totalenergies Se Fsponsored Ad | $18,369 | $27,222 |
| 630 shs Texas Instrs Inc | $111,887 | $107,390 |
| 1,585 shs Ubs Group Ag F | $31,212 | $48,977 |
| 103 shs Union Pac Corp | $17,079 | $25,299 |
| 189 shs Visa Inc Class A | $24,036 | $49,206 |
| 57 shs Veralto Corp | $3,280 | $4,689 |
| 711 shs Walmart Inc | $25,619 | $37,363 |
| 193 shs Zoetis Inc Class A | $21,942 | $38,092 |
| 668 shs Ishares Msci Japan Etf | $42,655 | $42,846 |
| 1,926 shs Vanguard Energy Etf | $160,113 | $225,881 |
| 373 shs Vanguard Information Technolo | $39,177 | $180,532 |
| 741 shs Vanguard Industrials Etf | $80,951 | $163,339 |
| 4,844 shs Invesco Oppenheimer | $191,483 | $173,799 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $986,766 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $988,600 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EIV Capital Fund III-A LP | AT COST | $29,829 | $29,926 |
| EIV Capital Fund IV | AT COST | $164,168 | $203,562 |
| Alkeon Growth Offshore | AT COST | $20,473 | $20,473 |
| Ironwood Multi-Strategy | AT COST | $618,094 | $631,328 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $315 | $0 | $315 |
| Insurance | $1,260 | $0 | $1,260 |
| K-1 expenses | $71,392 | $45,264 | $0 |
| Payroll processing fees | $802 | $0 | $802 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Passthrough K-1 income | $52,799 | $15,289 | $52,799 |
| Litigation settlement | $126 | $126 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $585 | Amt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign tax | CategoryTxt |
| Amt | $3,669 | Amt |
| Net Investment Income | $3,669 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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