AGEE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AGEE FAMILY FOUNDATION (EIN 01-0939828)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-14
IRS object ID
202331659349101313
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)
Return2023-06-14T15:03:24-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010939828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Agee Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD AGEEInCareOfNm
Business Name ControlAGEEBusinessNameControlTxt
Phone7134631500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11251 Lumpkin RdAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard AgeePersonNm
Person TitleTreas/SecPersonTitleTxt
Phone7134631500PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastAgeePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura Sykes CPAPreparerPersonNm
PTINP00188050PTIN
Phone7139601706PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,893,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$249,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$249,932DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$192,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$723,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$192,425CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$442,357TotalRevAndExpnssAmt
Total Net Invst Incm$442,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$41,957OthEmplSlrsWgsRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$17,831PensionEmplBnftRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,595AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,361OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,361OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,821TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,765OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$137,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,956TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$703,030TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,956TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$565,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$260,673ExcessRevenueOverExpensesAmt
Net Investment Income$380,401NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$221,853CashBOYAmt
Cash EOY$280,110CashEOYAmt
Cash EOYFMV$280,110CashEOYFMVAmt
Other Investments BOY$8,502,406OtherInvestmentsBOYAmt
Other Investments EOY$8,207,420OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,613,440OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,724,259TotalAssetsBOYAmt
Total Assets EOY$8,487,530TotalAssetsEOYAmt
Total Assets EOYFMV$10,893,550TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$23,944AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,944TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,724,259NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,463,586NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,724,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,463,586TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,724,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,487,530TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,724,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$260,673ExcessRevenueOverExpensesAmt
Subtotal$8,463,586SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,463,586TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS #90572022-12-31$35,355$36,476-$1,121-$1,121
GOLDMAN SACHS #90572022-12-31$133,034$138,258-$5,224-$5,224
GOLDMAN SACHS #90572022-12-31$31,611$30,512$1,099$1,099
GOLDMAN SACHS #67482022-12-31$65,299$73,627-$2,108-$8,328
GOLDMAN SACHS #67482022-12-31$457,968$406,803$52,377$51,165
CAPITAL GAIN DIVIDENDS$147,402P
CAPITAL GAIN DIVIDENDS$147,402P
CAPITAL GAIN DIVIDENDS$147,402P
CAPITAL GAIN DIVIDENDS$147,402P
CAPITAL GAIN DIVIDENDS$147,402P
FieldValueIRS element (for citing)
Capital Gain Net Income$192,425CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,288InvestmentIncomeExciseTaxAmt
Subtotal$5,288SubtotalAmt
Tax Based On Investment Income$5,288TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,812EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,812TotalPaymentsAndCreditsAmt
Overpayment$3,524OverpaymentAmt
Applied To ES Tax$3,524AppliedToESTaxAmt

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
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD AGEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7134631500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11251 LUMPKIN RDAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

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
Judith Agee
1251 Lumpkin RdHoustonTX77043President1.0$0$0$0
Richard Agee
1251 Lumpkin RdHoustonTX77043Treasurer/Secretary1.0$0$0$0
Erin Agee Riley
1251 Lumpkin RdHoustonTX77043Vice President1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,520,724AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,798AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,612,522TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,612,522AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$174,188CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,438,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$571,917MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$571,917MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,288TaxBasedOnInvestmentIncomeAmt
Total Tax$5,288TotalTaxAmt
Distributable Before Adj$566,629DistributableBeforeAdjAmt
Distributable Before Ded$566,629DistributableBeforeDedAmt
Distributable As Adjusted$566,629DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$565,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$565,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$566,629DistributableAsAdjustedAmt
Undistributed Income PY$233,740UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$565,700QualifyingDistributionsAmt
Applied To Year1$233,740AppliedToYear1Amt
Applied To Current Year$331,960AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$234,669UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD JUDITH AGEEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRichard AgeeRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11251 Lumpkin RdAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7134631500RecipientPhoneNum
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Special Operations Warrior Foundation
PO BOX 13483TAMPAFL336813483NONEPCSUPPORT OF MILITARY OPERATION FAMILIES$5,000
American Foundation for Suicide Prevention
199 Water St 11th FloorNew YorkNY10038NONEPCSAVING LIVES AND BRINGING HOPE TO THOSE AFFECTED BY SUICIDE, INCLUDING THOSE WHO HAVE EXPERIENCED A LOSS$10,000
GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER
2350 WEST HIGGINS RDHOFFMAN ESTATESIL60169NONEPCSUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES$15,000
Challenger Sports Football
3733 ARNOLD STHOUSTONTX77005NONEPCFOSTER AND PROMOTE HEALTHY LIVING HABITS BY ENGAGING KIDS IN REGULAR PHYSICAL ACTIVITY$10,000
ST AGNES ACADEMY
9000 BELLAIRE BLVDHOUSTONTX77036NONEPCEDUCATION$55,000
ST PAUL'S CHOIR SCHOOL
29 MOUNT AUBURN STCAMBRIDGEMA01238NONEPCEDUCATION AND MUSIC$13,000
HOUSTON ACHIEVEMENT PLACE
245 WEST 17TH STHOUSTONTX77008NONEPCSERVING CHILDREN WHO ARE DISADVANTAGED, UNDER-SERVED, AND FROM LOW INCOME FAMILIES$50,000
Horizons at St David's School
12 East 89th StNew YorkNY10128NONEPCLEARNING PROGRAM TO CLOSE THE OPPORTUNITY GAP$13,500
ST JOHN PAUL II FOUNDATION
7730 WESTVIEWHOUSTONTX77055NONEPCPROCLAIMING THE GOOD NEWS ABOUT LIFE AND FAMILY THROUGH EDUCATION AND FORMATION$16,700
SUA SPONTE FOUNDATION
PO BOX 60281SAVANNAHGA31420NONEPCPROVIDE ASSISTANCE TO RANGERS AND THEIR FAMILIES$5,000
Hunting For Heroes Wyoming
3400 WHITE OAK RDCasperWY82605NONEPCGIVE BACK TO DISABLED VETERANS$1,000
MARYMOUNT SCHOOL
1026 5TH AVENEW YORKNY10028NONEPCEDUCATION$13,500
ACE SCHOLARSHIP HOUSTON
5251 DTC PARKWAY STE 1150GREENWOOD VILLAGECO80111NONEPCTO PROVIDE CHILDREN OF LOW-INCOME FAMILIES WITH SCHOLARSHIPS TO PRIVATE SCHOOLS$150,000
Jackson Hole Classical Academy
PO Box 7466JacksonWY83002NONEPCto cultivate within its students the wisdom and virtue necessary to discover and fulfill their God-given potential and contribute to a flourishing and free society$2,500
NAMI - NATIONAL ALLIANCE ON MENTAL ILLNESS
4301 WILSON BLVD STE 300ARLINGTONVA22203NONEPCTO PROVIDE ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS$10,000
San Francisco Nativity Academy
PO Box 36709HOUSTONTX77236NONEPCEDUCATION$15,000
HOUSTON PHILANTHROPY CIRCLE
4550 POST OAK PLACE DR STE 451HOUSTONTX77027NONEPCTO EMPOWER PHILANTHROPISTS WITH NETWORKING OPPORTUNITIES AMONGST THEIR PEERS AS WELL AS TO INTRODUCE NONPROFITS TO THIS DONOR COMMUNITY$2,000
INSTITUTE FOR SPIRITUALITY AND HEALTH
8100 GREENBRIAR STE 300HOUSTONTX77054NONEPCTO ENHANCE WELL-BEING BY EXPLORING THE RELATIONSHIP BETWEEN SPIRITUALITY AND HEALTH$30,000
MAGNOLIA SCHOOL
9902 LONG POINT RDHOUSTONTX77055NONEPCTO WORK IN COOPERATION WITH PARENTS TO EDUCATE THEIR DAUGHTERS TO BE INTELLIGENT AND TRUSTWORTHY LEADERS$10,000
TWLOHA - TO WRITE LOVE ON HER ARMS
PO BOX 2203MELBOURNEFL32902NONEPCTO PRESENT HOPE AND FIND HELP FOR PEOPLE STRUGGLING WITH DEPRESSION, ADDICTION, SELF-INJURY, AND SUICIDE$10,000
CCSC - CHRISTIAN COMMUNITY SERVICE CENTER
3224 MERCER STHOUSTONTX77027NONEPCEDUCATION/SERVICE TO THE POOR$30,000
Big Country FCA
PO Box 6605ABILENETX79608NONEPCCHRISTIAN SPORTS MINISTRY$10,000
Seal Legacy Foundation
2110-B Boca Raton Ste B-102AustinTX78747NONEPCproviding support to families of wounded and fallen United States Navy SEALs$15,000
Summerhouse Houston
1424 Waseca StHoustonTX77055NONEPCcommunity-based day services and supported employment services$10,000
The Fetal Center at Children's Memorial Hermann
6410 Fannin Ste 210HoustonTX77030NONEPCfetal diagnosis, fetal intervention and comprehensive fetal care for infants with congenital anomalies or genetic abnormalities abnormalities$35,000
The Leukemia & Lymphoma Society
3 International Dr Ste 200Rye BrookNY10573NONEPCCure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families quality of life of patients and their families$2,500
University of St Thomas
3800 Montrose BlvdHoustonTX77006NONEPCEDUCATION$25,000
The Parish School
11001 Hammerly BlvdHoustonTX77043NONEPCto empower children who have communication delays and learning differences to thrive through whole-child education, innovative therapy and access to nature$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$249,932ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$192,425ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$442,357ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$442,357TotalIncomeProducingActyAmt

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$2,595Amt
Net Investment Income$2,595NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$11,765RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMGMT/INVESTMENT FEES #16674CategoryTxt
Amt$59,361Amt
Net Investment Income$59,361NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,821Amt

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