FELIX & ANGELA MORALES MEMORIAL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FELIX & ANGELA MORALES MEMORIAL FOUNDATION (EIN 76-0428633)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-21
IRS object ID
202301729349100810
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)
Return2023-06-21T15:14:41-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760225893PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOMEZ & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15177 RICHMOND AVE STE 1100AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770566748ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760428633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FELIX AND ANGELA MORALES MEMORIALBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFELIBusinessNameControlTxt
Phone7132231167PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 CANAL STAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA MORALESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7132231167PhoneNum
Signature2023-06-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTINAPersonFirstNm
Person LastMORALESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN P GOMEZPreparerPersonNm
PTINP00840652PTIN
Phone7136665900PhoneNum
Preparation2023-06-21PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$1,973,100FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$162,755ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,306InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,306InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,306InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$32,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,054DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,054DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$18,868NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,868GrossSalesPriceAmt
Other Income Rev And Expnss$40,069OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$40,069OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$255,052TotalRevAndExpnssAmt
Total Net Invst Incm$33,360TotalNetInvstIncmAmt
Total Adj Net Incm$73,429TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$12,995AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$7,885TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$89,670OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$110,550TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$220,029ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$220,029ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$330,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$220,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,527ExcessRevenueOverExpensesAmt
Net Investment Income$33,360NetInvestmentIncomeAmt
Adjusted Net Income$73,429AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$186,146CashBOYAmt
Cash EOY$227,172CashEOYAmt
Cash EOYFMV$227,172CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,515SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,718SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,718SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,878,088OtherInvestmentsBOYAmt
Other Investments EOY$1,805,332OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,742,210OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,111,749TotalAssetsBOYAmt
Total Assets EOY$2,036,222TotalAssetsEOYAmt
Total Assets EOYFMV$1,973,100TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,111,749RetainedEarningBOYAmt
Retained Earning EOY$2,036,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,111,749TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,036,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,111,749TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,036,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,111,749TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,527ExcessRevenueOverExpensesAmt
Subtotal$2,036,222SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,036,222TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$464InvestmentIncomeExciseTaxAmt
Subtotal$464SubtotalAmt
Tax Based On Investment Income$464TaxBasedOnInvestmentIncomeAmt
Tax Due$464TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTINA MORALESIndividualWithBooksNm
Phone7132231167PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12901 CANAL STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTINA MORALES
2901 CANAL STREETHOUSTONTX77003PRESIDENT12.00$0$0$0
ADRIAN NIETO
111 N ENNISHOUSTONTX77005VICE PRESIDE12.00$0$0$0
RICHARD C VARA
333 LOCKWOODHOUSTONTX77001FOUNDING BOA12.00$0$0$0
ANGELA KRASNICK
2901 CANAL STHOUSTONTX77003FOUNDING BOA12.00$0$0$0
CONCHITA REYES
2901 CANAL SRHOUSTONTX77003SECRETARY12.00$0$0$0
JAMES LEE
2901 CANAL STHOUSTONTX77003BOARD MEMBER12.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF EDUCATIONDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,893,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,761AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,141,872TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,141,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,128CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,109,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,487MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,487MinimumInvestmentReturnAmt
Tax Based On Investment Income$464TaxBasedOnInvestmentIncomeAmt
Total Tax$464TotalTaxAmt
Distributable Before Adj$105,023DistributableBeforeAdjAmt
Distributable Before Ded$105,023DistributableBeforeDedAmt
Distributable As Adjusted$105,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$220,029ExpensesAndContributionsAmt
Qualifying Distributions$220,029QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,023DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,088ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,731ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,359ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,970ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,148TotalExcessDistributionCyovAmt
Qualifying Distributions$220,029QualifyingDistributionsAmt
Applied To Current Year$105,023AppliedToCurrentYearAmt
Remaining Distri From Corpus$115,006RemainingDistriFromCorpusAmt
Total Corpus$229,154TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,088ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$198,066ExcessDistriCyovToNextYrAmt
Excess From Year4$57,731ExcessFromYear4Amt
Excess From Year3$22,359ExcessFromYear3Amt
Excess From Year1$2,970ExcessFromYear1Amt
Excess From Current Year$115,006ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BACK TO SCHOOL GIVEAWAY
305 HARRIS STREETHOUSTONTX77020PUBLIC EDUCATION$31,033
LATIN WOMAN'S INITITIVE
112 W 4TH STHOUSTONTX77070CHARITABLE$3,500
SER JOBS
1710 TELEPHONE RDHOUSTONTX77023CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,033TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,306ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,054ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,868RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMORALES RANCH- ROYALTIESDesc
Exclusion15ExclusionCd
Exclusion$40,069ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73,429ExclusionAmt
Related Or Exempt Function Incm$18,868RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,297TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,995Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
MERRIL LYNCH 4707PURCHASE$18,868$18,868
MERRIL LYNCH 4704PURCHASE

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITYFMV$116$116
MERRILL LYNCH 4707FMV$1,199,977$1,205,527
MERRILL LYNCH 4706FMV$605,239$536,567
MERRILL LYNCH 4704FMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK SERVICE FEES$220
INVESTMENT FEES$27,494
INSURANCE$430
OFFICE EXPENSE$62
FUNDRAISING EXPENSE$59,805
MEALS AND ENTERTAINMENT$1,659

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORALES RANCH- ROYALTIESDesc
Revenue And Expenses Per Books$40,069RevenueAndExpensesPerBooksAmt
Adjusted Net Income$40,069AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXCategoryTxt
Amt$7,885Amt

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