C N AND MARIA PAPADOPOULOS CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- C N AND MARIA PAPADOPOULOS CHARITABLE FOUNDATION (EIN 76-0604133)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-12
- IRS object ID
- 202342559349101114
- 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
- Form 990-PF
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-12T15:35:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 POST OAK PARKWAY SUITE 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760604133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CN AND MARIA PAPADOPOULOS CHARITABLE F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CNAN | BusinessNameControlTxt |
| Phone | 7137837343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 HARTSDALE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELENA PAPDOPOULOS | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 7137837343 | PhoneNum |
| Signature | 2023-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELENA | PersonFirstNm |
| Person Last | PAPDOPOULOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T WATSON | PreparerPersonNm |
| PTIN | P00888250 | PTIN |
| Phone | 7138508787 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,187,312 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $209 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,173 | 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 |
| Other Prof Fees Rev And Expnss | $29,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,206 | CashBOYAmt |
| Cash EOY | $15,492 | CashEOYAmt |
| Cash EOYFMV | $15,492 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,770,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,644,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,119,277 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $791 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,683 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,842,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,712,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,187,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,852,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,852,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,990,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,860,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,842,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,712,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,842,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,712,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,842,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,712,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,712,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BERNSTEIN X61131 | $33,465 | $36,768 | -$3,303 | -$3,303 | |
| BERNSTEIN X61131 | $184,980 | $123,724 | $61,256 | $61,256 | |
| BERNSTEIN X61131 - CASH IN LIEU | $16 | $16 | $16 | ||
| JP MORGAN CHASE X9008 | $176,124 | $184,469 | -$8,345 | -$8,345 | |
| JP MORGAN CHASE X9008 | $197,130 | $192,835 | $4,295 | $4,295 | |
| CAPITAL GAINS DIVIDENDS | $5,507 | $5,507 | $5,507 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,426 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,968 | OverpaymentAmt |
| Applied To ES Tax | $2,968 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | CARRIE KHATTOU | IndividualWithBooksNm |
| Phone | 7137837343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 HARTSDALE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY3 | 2019 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARIA PAPADOPOULOS | ||||||||
| 3939 HARTSDALE | HOUSTON | TX | 77063 | DIRECTOR/PRES | 0.00 | $0 | $0 | $0 |
| HELENA P JOHNSON | ||||||||
| 3939 HARTSDALE | HOUSTON | TX | 77063 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| CHRISTINA P PAPANDREAU | ||||||||
| 3939 HARTSDALE | HOUSTON | TX | 77063 | DIRECTOR/TREAS | 0.00 | $0 | $0 | $0 |
| NEOFYTOS DEAN PAPADOPOULOS | ||||||||
| 3939 HARTSDALE | HOUSTON | TX | 77063 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM C PAPADOPOULOS | ||||||||
| 3939 HARTSDALE | HOUSTON | TX | 77063 | DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,692,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,761,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,761,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,690,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,980 | TotalTaxAmt |
| Distributable Before Adj | $232,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $244,615 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $1,046 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $244,615 | AppliedToYear1Amt |
| Applied To Prior Years | $1,046 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $929 | 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 | $231,603 | 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) |
|---|---|---|
| Contributing Manager | MARIA PAPADOPOULOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGOC PHILOPHOCHOS | |||||||
| 3511 YOAKUM BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ANNUNCIATION GREEK ORTHODOX CATHEDRAL | |||||||
| 3511 YOAKUM BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | CHARITABLE | $5,520 |
| ANNUNICATION GREEK ORTHODOX SCHOOL | |||||||
| 3600 YOAKUM BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | CHARITABLE | $5,500 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN ST | DAVIDSON | NC | 28035 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON | |||||||
| 5601 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY | |||||||
| 126 E 37TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| HEALTHREACH COMMUNITY HEALTH CENTERS | |||||||
| 10 WATER STREET SUITE 305 | WATERVILLE | ME | 04901 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| HEROES FOR CHILDREN | |||||||
| 6363 RICHMOND AVENUE SUITE 207 | HOUSTON | TX | 77057 | NONE | PUBLIC CHARITY | CHARITABLE | $11,750 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | CHARITABLE | $4,470 |
| MPN RESEARCH FOUNDATION | |||||||
| 180 N MICHIGAN AVENUE SUITE 1870 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PATHWAYS FOR LITTLE FEET | |||||||
| 8 GREENWAY PLAZA SUITE 3150 | HOUSTON | TX | 77046 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| RICE UNIVERSITY | |||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| TEXAS CHILDREN HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 900 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE JOY SCHOOL | |||||||
| 1 CHELSEA BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | CHARITABLE | $4,250 |
| THE KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | NONE | PUBLIC CHARITY | CHARITABLE | $117,400 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | CHARITABLE | $4,500 |
| UGA EQUESTRIAN TEAM | |||||||
| 104 CALDWELL HALL | ATHENS | GA | 30602 | NONE | PUBLIC CHARITY | CHARITABLE | $5,400 |
| UT MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PUBLIC CHARITY | CHARITABLE | $3,550 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WOFFORD COLLEGE | |||||||
| 196 WOFFORD CAMPUS DR | SPARTANBURG | SC | 29303 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,590 | 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 | $543 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,995 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,173 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE C. N. AND MARIA PAPADOPOULOD FOUNDATION HEREBY ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SANFORD BERNSTEIN - EQUITIES | $1,485,958 | $1,469,835 |
| JPMORGAN - EQUITIES | $2,158,455 | $2,649,442 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME RECEIVABLE | Desc |
| BOY Book Value | $791 | BOYBookValueAmt |
| EOY Book Value | $1,683 | EOYBookValueAmt |
| EOYFMV | $1,683 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $18,480 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION - SANFORD BERNSTEIN X61131 | $40 | $40 | $40 |
| OTHER INCOME - JP MORGAN CHASE X9008 | $5 | $5 | $5 |
| WELLS FARGO SECURITIES LITIGATION - FAIR FUND DISTRIBUTION | $164 | $164 | $164 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $28,992 | $28,992 | $0 |
| BANK FEES | $40 | $40 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,672 | $2,672 | $0 |
| FEDERAL INCOME TAXES | $7,523 | $0 | $0 |
Comments