FOUR LEE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOUR LEE FOUNDATION (EIN 47-2055080)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-27
IRS object ID
202331179349100148
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-27T14:12:02-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880610268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ORSER & HENSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 CITYWEST BLVD SUITE 450AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472055080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUR LEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOURBusinessNameControlTxt
Phone7135482621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 POST OAK PARKWAY 2600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY L ARMSTRONGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7135482621PhoneNum
Signature2023-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastARMSTRONGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J ORSER CPAPreparerPersonNm
PTINP01405912PTIN
Phone7132785980PhoneNum
Preparation2023-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,098,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,752,497ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$578,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$578,234DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,318,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,324,667GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,449,768CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,649,562TotalRevAndExpnssAmt
Total Net Invst Incm$3,028,002TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$202,759OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$202,759OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$77,627TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,178TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$282,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$214,937TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,318,194ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,318,194ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,600,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$214,937TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,319,194TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,048,982ExcessRevenueOverExpensesAmt
Net Investment Income$2,813,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$574,559CashBOYAmt
Cash EOY$818,344CashEOYAmt
Cash EOYFMV$818,344CashEOYFMVAmt
Corporate Stock BOY$24,515,079CorporateStockBOYAmt
Corporate Stock EOY$27,298,861CorporateStockEOYAmt
Corporate Stock EOYFMV$30,777,374CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,500,000OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,924OtherAssetsBOYAmt
Other Assets EOY$2,543OtherAssetsEOYAmt
Other Assets EOYFMV$2,543OtherAssetsEOYFMVAmt
Total Assets BOY$25,092,562TotalAssetsBOYAmt
Total Assets EOY$29,619,748TotalAssetsEOYAmt
Total Assets EOYFMV$33,098,261TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,092,562RetainedEarningBOYAmt
Retained Earning EOY$29,619,748RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,092,562TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,619,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,092,562TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,619,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,092,562TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,048,982ExcessRevenueOverExpensesAmt
Other Increases$478,204OtherIncreasesAmt
Subtotal$29,619,748SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,619,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3M COMPANY2016-01-122022-01-31$271,608$225,251$46,357$46,357
3M COMPANY2016-01-212022-01-31$237,564$192,331$45,233$45,233
APPLE2016-01-122022-01-31$637,837$100,187$537,650$537,650
APPLE2016-01-212022-06-10$1,193,853$193,632$1,000,221$1,000,221
APPLE2016-01-212022-11-23$300,230$48,408$251,822$251,822
APPLE2016-01-122022-11-23$525,219$87,663$437,556$437,556
ORGANON & CO-SPIN OFF MERCK2017-05-122022-11-21$13,084$16,464-$3,380-$3,380
TARGA RESOURCES2022-11-222022-12-08$133,154$10,963$122,191$122,191
DISTRIBUTION IN EXCESS OF BASIS - ONE OK2014-12-152022-12-31$12,118$12,118$12,118
FieldValueIRS element (for citing)
Capital Gain Net Income$2,449,768CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,102InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,102SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,102TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,000TotalPaymentsAndCreditsAmt
Es Penalty$270EsPenaltyAmt
Overpayment$2,628OverpaymentAmt
Applied To ES Tax$2,628AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HIGH TOWER TEXASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7135482621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14400 POST OAK PARKWAY SUITE 2600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L ARMSTRONG
4400 POST OAK PARKWAY SUITE 2600HOUSTONTX77027DIRECTOR0.00$0$0$0
MELINDA L ARMSTRONG
4400 POST OAK PARKWAY SUITE 2600HOUSTONTX77027DIRECTOR0.00$0$0$0
TYLON L ARMSTRONG
4400 POST OAK PARKWAY SUITE 2600HOUSTONTX77027DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGHTOWER TRUST SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 POST OAK PARKWAY STE 2600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$201,959CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,073,870AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$489,256AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,563,126TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,563,126AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$443,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,119,679NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,455,984MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,455,984MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,102TaxBasedOnInvestmentIncomeAmt
Total Tax$39,102TotalTaxAmt
Distributable Before Adj$1,416,882DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,416,882DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,416,882DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,319,194ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,319,194QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,416,882DistributableAsAdjustedAmt
Undistributed Income PY$1,159,774UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,319,194QualifyingDistributionsAmt
Applied To Year1$1,159,774AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$159,420AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,257,462UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREGORY L ARMSTRONGContributingManagerNm
Contributing ManagerMELINDA L ARMSTRONGContributingManagerNm
Contributing ManagerTYLON L ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABLEGAMERS CHARITY
PO BOX 508CHARLES TOWNWV25414NONEPCCHARITABLE$10,000
AMERICAN STROKE FOUNDATION
6405 METCALF AVE 214OVERLAND PARKKS66202NONEPCCHARITABLE$10,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPCCHARITABLE$25,000
BROTHER WOLF ANIMAL RESCUE
5001 ANGEL CANYON ROADASHEVILLENC28803NONEPCCHARITABLE$38,000
COUNCIL OF RECOVERY
303 JACKSON HILL STHOUSTONTX77007NONEPCCHARITABLE$20,000
COVENANT HOUSE TEXAS
1111 LOVETT BLVDHOUSTONTX77006NONEPCCHARITABLE$10,000
HERMANN PARK CONSERVANCY
1700 HERMANN DRHOUSTONTX77004NONEPCCHARITABLE$20,000
HOUSTON ARBORETUM & NATURE CENTER
4501 WOODWAY DRHOUSTONTX77024NONEPCCHARITABLE$55,000
HOUSTON METHODIST HOSPITAL FOUNDATION
6565 FANNIN NO GB240HOUSTONTX77030NONEPCCHARITABLE$10,000
HOUSTON ZOO
1513 CAMBRIDGEHOUSTONTX77030NONEPCCHARITABLE$100,000
JUNIOR ACHIEVEMENTS
2115 EAST GOVERNORS CIRCLEHOUSTONTX77092NONEPCCHARITABLE$10,000
LEGIONARIES OF CHRIST
30 MANSELL COURT SUITE 103ROSEWELLGA30076NONEPCCHARITABLE$105,000
MARCH OF DIMES
1550 CRYSTAL DRIVEARLINGTONVA22202NONEPCCHARITABLE$25,000
MD ANDERSON
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPCCHARITABLE$25,000
MEMORIAL HERMAN FOUNDATION
929 GESSNER RD SUITE 1900HOUSTONTX77024NONEPCCHARITABLE$207,480
MEMORIAL PARK CONSERVANCY
7575 NORTH PICNIC LANEHOUSTONTX77024NONEPCCHARITABLE$25,000
MUSCULAR DYSTROPHY ASSOCIATION
161 N CLARK STREET SUITE 3550CHICAGOIL60601NONEPCCHARITABLE$10,000
NATIONAL MS SOCETY
733 THIRD AVENUENEW YORKNY73211NONEPCCHARITABLE$385,214
NO BARRIERS USA
317 STOVER STREETFORT COLLINCO80524NONEPCCHARITABLE$25,000
NORTH CAROLINA ABORETUM SOCIETY
100 FREDERICK LAS OLMSTED WAYASHEVILLENC28806NONEPCCHARITABLE$40,000
SAM HOUSTON AREA COUNCIL OF BOY SCOUTS
2225 N LOOP WESTHOUSTONTX77008NONEPCCHARITABLE$10,000
SMALL STEPS NUTURING CENTER
2902 JENSEN DRHOUSTONTX77026NONEPCCHARITABLE$10,000
SPRING BRANCH RESCUE
BLALOCK ROADHOUSTONTX77080NONEPCCHARITABLE$10,000
TEXAS BUSINESS HALL OF FAME
PO BOX 22048HOUSTONTX77227NONEPCCHARITABLE$12,500
TEXAS HEARING INSTITUTE
141 HOUSTON AVEHOUSTONTX88008NONEPCCHARITABLE$10,000
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCCHARITABLE$10,000
UNITED WAY
PO BOX 727KENNEBUNKME04043NONEPCCHARITABLE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,318,194TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$578,234ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,318,831ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,897,065ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,897,065TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GREGORY L ARMSTRONG
111511 MEMORIAL DRIVEHOUSTONTX77024$1,700,000Yes (X)
GREGORY L ARMSTRONG
211511 MEMORIAL DRIVEHOUSTONTX77024$129,782Yes (X)
GREGORY L ARMSTRONG
311511 MEMORIAL DRIVEHOUSTONTX77024$521,657Yes (X)
GREGORY L ARMSTRONG
411511 MEMORIAL DRIVEHOUSTONTX77024$401,058Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
21,860 SHS TARGA RESOURCES$129,7822022-11-22
33,500 SHS APPLE INC$521,6572022-11-22
42,800 SHS APPLE INC$401,0582022-12-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$27,298,861EOYBookValueAmt
EOYFMV$30,777,374EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTD WILLIAMSON LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,500,000BookValueAmt
EOYFMV$1,500,000EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED MUTUAL FUND AND REIT DIVIDENDS-INCLUDE IN INCOMEDesc
BOY Book Value$2,924BOYBookValueAmt
EOY Book Value$2,543EOYBookValueAmt
EOYFMV$2,543EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FMV AND COST OF CONTRIBUTIONSDesc
Amt$478,204Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$201,959$201,959$0
AGENT FEES$800$800$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$11,178$11,178$0
2022 ES PAYMENTS$42,000$0$0
2021 FEDERAL TAX PAYMENT$24,449$0$0

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