HARRIS AND ELIZA KEMPNER FUND: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HARRIS AND ELIZA KEMPNER FUND (EIN 76-0680130)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202323109349101602
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)
Return2023-11-06T16:06:37-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760448495PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAM LANGSTON & BREZINA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 MARKET ST STE 400AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760680130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRIS & ELIZA KEMPNER FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone4097621603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12228 MECHANIC STREET 220AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP775501529ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAUREN SCOTTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4097621603PhoneNum
Signature2023-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURENPersonFirstNm
Person LastSCOTTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN S MASEL CPAPreparerPersonNm
PTINP00758150PTIN
Phone4097659311PhoneNum
Preparation2023-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$54,072,791FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,826,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,826,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,852,859NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$2,852,859CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$56,667OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$56,667OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,736,424TotalRevAndExpnssAmt
Total Net Invst Incm$4,736,424TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$152,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$152,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$76,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$76,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$11,670PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$11,670PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$56,798AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,074AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$26,724AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$309,826OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$234,426OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$75,400OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$90,679TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,546TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$16,710TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$14,136DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$14,136DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$45,539OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$45,539OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,451TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,451TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$229,829OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$133,605OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$96,224OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$996,928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$425,787TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$510,718TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,432,118ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,432,118ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,429,046TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$425,787TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,942,836TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,307,378ExcessRevenueOverExpensesAmt
Net Investment Income$4,310,637NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50CashBOYAmt
Cash EOY$1,013,579CashEOYAmt
Cash EOYFMV$1,013,579CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,006,359SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,327,789SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,327,789SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,200AcctRcvblAmt
Acct Rcvbl BOY$134,010AcctRcvblBOYAmt
Acct Rcvbl EOY$1,200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,200AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$5,200OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$70,800OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$5,200OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$5,200OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$5,633,961USGovernmentObligationsBOYAmt
US Government Obligations EOY$6,850,563USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$9,324,096USGovtObligationsEOYFMVAmt
Corporate Stock BOY$31,277,501CorporateStockBOYAmt
Corporate Stock EOY$31,872,299CorporateStockEOYAmt
Corporate Stock EOYFMV$31,872,299CorporateStockEOYFMVAmt
Other Investments BOY$7,098,682OtherInvestmentsBOYAmt
Other Investments EOY$7,460,186OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,513,847OtherInvestmentsEOYFMVAmt
Other Assets BOY$204OtherAssetsBOYAmt
Other Assets EOY$14,781OtherAssetsEOYAmt
Other Assets EOYFMV$14,781OtherAssetsEOYFMVAmt
Total Assets BOY$49,221,567TotalAssetsBOYAmt
Total Assets EOY$50,545,597TotalAssetsEOYAmt
Total Assets EOYFMV$54,072,791TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,661OtherLiabilitiesBOYAmt
Other Liabilities EOY$13,191OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,661TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,191TotalLiabilitiesEOYAmt
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$49,210,906RetainedEarningBOYAmt
Retained Earning EOY$50,532,406RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$49,210,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,532,406TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,221,567TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,545,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,210,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,307,378ExcessRevenueOverExpensesAmt
Other Increases$14,136OtherIncreasesAmt
Subtotal$50,532,420SubtotalAmt
Other Decreases$14OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,532,406TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST GAINP$64,818$64,818
LT GAINP$2,788,041$2,788,041
FieldValueIRS element (for citing)
Capital Gain Net Income$2,852,859CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$59,918InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$59,918SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$59,918TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$75,204EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$75,204TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$505EsPenaltyAmt
Overpayment$14,781OverpaymentAmt
Applied To ES Tax$14,781AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 AddressWWW.KEMPNERFUND.ORGWebsiteAddressTxt
Individual With BooksLAUREN SCOTTIndividualWithBooksNm
Phone4097621603PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12228 MECHANIC ST STE 220AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP775501529ZIPCd
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 (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAUREN SCOTT
2228 MECHANIC ST SUITE 220GALVESTONTX77550EXECUTIVE DIRECTOR40.00$152,000$7,800$0
EMILY BRAY
2228 MECHANIC ST SUITE 220GALVESTONTX77550VICE-PRESIDENT4.00$0$0$0
CHANDLER GUTTERSEN
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
ELIZA QUIGLEY
2228 MECHANIC ST SUITE 220GALVESTONTX77550PRESIDENT10.00$0$0$0
RANDALL T KEMPNER
2228 MECHANIC ST SUITE 220GALVESTONTX77550TREASURER4.00$0$0$0
JACK KEMPNER
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
BENJY SHABOT
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
DANIEL THORNE
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
HETTA KEMPNER
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
RACHEL HAMILTON
2228 MECHANIC ST SUITE 220GALVESTONTX77550SECRETARY4.00$0$0$0
CAROL BUNCH DAVIS
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
MARTHA SALLEY
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
ROBERT LYNCH
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0
BARBARA SASSER
2228 MECHANIC ST SUITE 220GALVESTONTX77550DIRECTOR4.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonVIVIAN VICTORIAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12228 MECHANIC ST SUITE 220AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS ADMINISTRATORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$76,000CompensationAmt
Employee Benefits$3,870EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLEARBRIDGE ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 EIGHTH AVE 48TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Service TypePORTFOLIO MANAGServiceTypeTxt
Compensation$0CompensationAmt
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$45,271,493AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,777,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,619,554FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,668,745TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,668,745AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$850,031CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,818,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,790,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,790,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$59,918TaxBasedOnInvestmentIncomeAmt
Total Tax$59,918TotalTaxAmt
Distributable Before Adj$2,731,018DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,731,018DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,731,018DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,942,836ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,942,836QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,731,018DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$120,540ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,635ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,955ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$270,130TotalExcessDistributionCyovAmt
Qualifying Distributions$2,942,836QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,731,018AppliedToCurrentYearAmt
Remaining Distri From Corpus$211,818RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$481,948TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$481,948ExcessDistriCyovToNextYrAmt
Excess From Year4$120,540ExcessFromYear4Amt
Excess From Year3$133,635ExcessFromYear3Amt
Excess From Year2$15,955ExcessFromYear2Amt
Excess From Current Year$211,818ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRIS ELIZA KEMPNER FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12201 MARKET ST SUITE 1250AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4097621603RecipientPhoneNum
Recipient Email AddressINFORMATION@KEMPNERFUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLSubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (219 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCACY CENTER FOR CHILDREN OF GALVESTON COUNTY
5710 AVENUE S 1/2GALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$20,000
AFRICAN CHILDREN'S HAVEN
4012 PIRATES BEACHGALVESTONTX775548035ASSIST 501(C)(3) ORGANIZATION$1,500
AFRICAN CHILDREN'S HAVEN
4012 PIRATES BEACHGALVESTONTX775548035ASSIST 501(C)(3) ORGANIZATION$1,000
AGAINST MALARIA FOUNDATION
301 W 20TH ST STE 300KANSAS CITYMO64108ASSIST 501(C)(3) ORGANIZATION$500
ALCOHOL DRUG ABUSE WOMEN'S CENTER
201 FIRST STREETGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$10,000
AMBASSADOR PREPARATORY ACADEMY
5001 AVENUE UGALVESTONTX775516007ASSIST 501(C)(3) ORGANIZATION$10,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER STREET 11TH FLOORNEW YORKNY10038ASSIST 501(C)(3) ORGANIZATION$60
AMERICAN NATIONAL RED CROSS
PO BOX 37243WASHINGTONDC200137243ASSIST 501(C)(3) ORGANIZATION$1,000
ANGEL HORSES
PO BOX 20797BILLINGSMT59104ASSIST 501(C)(3) ORGANIZATION$1,000
ANIMAL WELFARE INSTITUTE
PO BOX 3650WASHINGTONDC200270150ASSIST 501(C)(3) ORGANIZATION$200
ANTI-DEFAMATION LEAGUE
4635 SOUTHWEST FREEWAY SUITE 400HOUSTONTX77027ASSIST 501(C)(3) ORGANIZATION$3,000
ARENA STAGE
1101 SIXTH STREET SWWASHINGTONDC20024ASSIST 501(C)(3) ORGANIZATION$4,500
ART HOUSE
109 N 30TH STBILLINGSMT59101ASSIST 501(C)(3) ORGANIZATION$500
ARTPACE SAN ANTONIO
445 N MAIN AVESAN ANTONIOTX78205ASSIST 501(C)(3) ORGANIZATION$2,500
AUSTIN MIDDLE SCHOOL PARENT TEACHER ORGANIZATION
1514 AVENUE NGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$150
BETTER PARKS FOR GALVESTON
527 21ST ST76GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$154
BIG BROTHERS BIG SISTERS OF GREATER HOUSTON
6437 HIGH STARHOUSTONTX77074ASSIST 501(C)(3) ORGANIZATION$2,000
BILLINGS FAMILY YMCA
402 N 32ND STBILLINGSMT59101ASSIST 501(C)(3) ORGANIZATION$2,500
BLUE DRAGON CHILDREN'S FOUNDATION
PO BOX 620967LITTLETONCO80162ASSIST 501(C)(3) ORGANIZATION$150
BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC
815 CROSBY STREETHOUSTONTX77019ASSIST 501(C)(3) ORGANIZATION$1,000
BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC
815 CROSBY STHOUSTONTX770193054ASSIST 501(C)(3) ORGANIZATION$50,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 1ST ST NE SUITE 400WASHINGTONDC20002ASSIST 501(C)(3) ORGANIZATION$1,000
BRIDGE HOUSE
5345 ARAPAHOE AVE 5BOULDERCO80303ASSIST 501(C)(3) ORGANIZATION$500
BUSES OF YELLOWSTONE PRESERVATION TRUST
PO BOX 1522RED LODGEMT59068ASSIST 501(C)(3) ORGANIZATION$500
BYRD FOUNDATION FOR RACIAL HEALLING
128 W BROAD STJASPERTX75951ASSIST 501(C)(3) ORGANIZATION$150
CAMP YOUNG JUDAE INC
5410 BELLAIRE BLVD STE 207BELLAIRETX77401ASSIST 501(C)(3) ORGANIZATION$208
CARNEGIE CENTER FOR LITERACY AND LEARNING
251 WEST SECOND STLEXINGTONKY40507ASSIST 501(C)(3) ORGANIZATION$2,000
CASA OF LEXINGTON
3245 LOCH NESS DRLEXINGTONKY40517ASSIST 501(C)(3) ORGANIZATION$2,000
CATHOLIC CHARITIES
2900 LOUISIANA STREETHOUSTONTX77006ASSIST 501(C)(3) ORGANIZATION$26,000
CENTER FOR HUMANE TECHNOLOGY
77 VAN NESS AVE 101-1601SAN FRANCISCOCA94102ASSIST 501(C)(3) ORGANIZATION$4,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKTX10038ASSIST 501(C)(3) ORGANIZATION$1,250
CHAPEL & YORK FOUNDATION INC
1350 AVENUE OF THE AMERICAS FLOOR ZNEW YORKNY10019ASSIST 501(C)(3) ORGANIZATION$3,000STE 266
CHILDREN'S TUMOR FOUNDATION
PO BOX 7247 MAIL CODE 6895PHILADELPHIAPA191700001ASSIST 501(C)(3) ORGANIZATION$1,000
CHRISTUS FOUNDATION FOR HEALTHCARE - OUR DAILY BREAD
2615 FANNIN 3RD FLOORHOUSTONTX77002ASSIST 501(C)(3) ORGANIZATION$40,000
CITIZENS FIRE ACADEMY ALUMNI OF SUGAR LAND
PO BOX 2984SUGAR LANDTX77487ASSIST 501(C)(3) ORGANIZATION$2,000
CITY YEAR INC
PO BOX 412755BOSTONMA22410ASSIST 501(C)(3) ORGANIZATION$155
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOORBOSTONMA21090ASSIST 501(C)(3) ORGANIZATION$1,000
COMMUNITIES IN SCHOOLS OF GALVESTON COUNTY
PO BOX 53GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$45,000
COMP-U-DOPT
1602 AIRLINE DRHOUSTONTX77009ASSIST 501(C)(3) ORGANIZATION$50,000
CONGREGATION B'NAI ISRAEL
3008 AVE OGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$2,500
CONTEMPORARY ARTS MUSEUM HOUSTON DEVELOPMENT DEPT
5020 MONTROSE BLVD SUITE 210HOUSTONTX770066598ASSIST 501(C)(3) ORGANIZATION$10,000
COURT APPOINTED SPECIAL ADVOCATE OF GALVESTON COUNTY INC
600 GULF FREEWAY SUITE 228TEXAS CITYTX77591ASSIST 501(C)(3) ORGANIZATION$30,000
CULLINAN PARK CONSERVANCY
P O BOX 422SUGAR LANDTX77478ASSIST 501(C)(3) ORGANIZATION$475
DC CENTRAL KITCHEN
425 2ND ST NWWASHINGTONDC20001ASSIST 501(C)(3) ORGANIZATION$2,500
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREE 16TH FLOORNEW YORKNY10006ASSIST 501(C)(3) ORGANIZATION$1,500
DOWNTOWN REVITALIZATION COMMITTEE
2423 MARKET 1GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$14,500
DRY BONES DENVER
1600 N DOWNING ST STE 400DENVERCO80218ASSIST 501(C)(3) ORGANIZATION$150
EMORY UNIVERSITY OFFICE OF ANNUAL GIVING
1762 CLIFTON RD STE 2400ATLANTAGA30322ASSIST 501(C)(3) ORGANIZATION$800
EXCHANGE CLUB OF SUGAR LAND-CHARITABLE FUND
4800 GROVE BLVD STE 100STAFFORDTX774772627ASSIST 501(C)(3) ORGANIZATION$1,000
FAITH IN PRACTICE
7500 BEECHNUT STE 208HOUSTONTX77074ASSIST 501(C)(3) ORGANIZATION$200
FAMILY PROMISE OF YELLOWSTONE VALLEY
10 N 26THBILLINGSMT59101ASSIST 501(C)(3) ORGANIZATION$5,000
FAMILY SERVICE CENTER OF GALVESTON COUNTY
2200 MARKET STREET SUITE 600GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,750
FAMILY SERVICE CENTER OF GALVESTON COUNTY
2200 MARKET STREET SUITE 600GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$71,000
FANFARE LUTHERAN MUSIC ACADEMY OF GALVESTON
2415 WINNIEGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$25,000
FAUNALYTICS
PO BOX 152703SAN DIEGOCA92195ASSIST 501(C)(3) ORGANIZATION$500
FIDF
PO BOX 4224NEW YORKNY10163ASSIST 501(C)(3) ORGANIZATION$250
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA
1924 CAPITAL BLVDRALEIGHNC27604ASSIST 501(C)(3) ORGANIZATION$206
FOOD BANK OF CONTRA COSTA & SOLANO COUNTIES GIFT PROCESSING
4100 NELSON AVECONCORDCA94520ASSIST 501(C)(3) ORGANIZATION$5,000
FOOD FOR THOUGHT DENVER
PO BOX 11813DENVERCO80211ASSIST 501(C)(3) ORGANIZATION$10,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163ASSIST 501(C)(3) ORGANIZATION$1,000
GALVESTON ARTS CENTER
2127 STRANDGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$12,000
GALVESTON ARTS CENTER
2127 STRANDGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$31,000
GALVESTON BALLET
PO BOX 594GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$4,000
GALVESTON BAY FOUNDATION
1725 HIGHWAY 146KEMAHTX77565ASSIST 501(C)(3) ORGANIZATION$26,000
GALVESTON CHILDREN'S MUSEUM
2618 BROADWAYGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$10,000
GALVESTON COLLEGE FOUNDATION
4015 AVENUE QGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$21,000
GALVESTON COUNTY FOOD BANK
624 4TH AVE NTEXAS CITYTX775907633ASSIST 501(C)(3) ORGANIZATION$16,000
GALVESTON COUNTY HEALTH DISTRICT
9850 EMMETT F LOWRY EXPRESSWAYTEXAS CITYTX77591ASSIST 501(C)(3) ORGANIZATION$20,000
GALVESTON COUNTY TEEN PARENTING COALITION
P O BOX 2225TEXAS CITYTX775922225ASSIST 501(C)(3) ORGANIZATION$36,000
GALVESTON DIAPER BANK
P O BOX 193GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$250
GALVESTON DIAPER BANK
PO BOX 193GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$35,000
GALVESTON HERITAGE CHORALE
PO BOX 326GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$3,500
GALVESTON HISTORICAL FOUNDATION
2002 STRANDGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,500
GALVESTON HISTORICAL FOUNDATION
PO BOX 149GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$105,590
GALVESTON INDEPENDENT SCHOOL DISTRICT
4115 AVENUE OGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$720
GALVESTON ISD EDUCATIONAL FOUNDATION
3904 AVENUE TGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$102
GALVESTON ISD EDUCATIONAL FOUNDATION
3904 AVE TGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$21,000
GALVESTON ISLAND MEALS ON WHEELS INC
2803 53RD STGALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$12,000
GALVESTON ISLAND NATURE TOURISM COUNCIL
PO BOX 1468GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$20,000
GALVESTON ISLAND SWIM TEAM
P O BOX 8238GALVESTONTX775538238ASSIST 501(C)(3) ORGANIZATION$5,000
GALVESTON URBAN MINISTRIE
905 43RD STGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$500
GALVESTON-HOUSTON IMMIGRANT REPRESENTATION PROJECT
2228 MECHANIC STREET STE 302GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$30,000
GALVESTON'S OWN FARMERS MARKET
306 KEMPNER ST SUITE 200GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$25,000
GEORGETOWN DAY SCHOOL ADVANCEMENT OFFICE
4200 DAVENPORT STREET NWWASHINGTONDC20016ASSIST 501(C)(3) ORGANIZATION$1,000
GIRL SCOUTS OF SAN JACINTO COUNCIL
3110 SOUTHWEST FREEWAYHOUSTONTX77098ASSIST 501(C)(3) ORGANIZATION$5,000
GIVING AUSTIN LABOR SUPPORT
PO BOX 41074AUSTINTX78704ASSIST 501(C)(3) ORGANIZATION$1,000
GOOD GRIEF INC
38 ELM STREETMORRISTOWNNJ17960ASSIST 501(C)(3) ORGANIZATION$200
GULF COAST BIG BROTHERS BIG SISTERS
5724 LAFITTE AVEGALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$30,000
HAS HAITI
PO BOX 110091PITTSBURGHPA15232ASSIST 501(C)(3) ORGANIZATION$1,000
HELPING HANDS FOR SINGLE MOMS DALLAS
2121 SURREY LNMCKINNEYTX75072ASSIST 501(C)(3) ORGANIZATION$150
HERMANN PARK CONSERVANCY
1700 HERMANN DRHOUSTONTX77004ASSIST 501(C)(3) ORGANIZATION$1,500
HISTORIC DOWNTOWN PARTNERSHIP
2423 MARKET 1GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$20,000
HOLDSWORTH CENTER
200 E BASSE RD STE 201SAN ANTONIOTX782094490ASSIST 501(C)(3) ORGANIZATION$300
HOLOCAUST MUSEUM HOUSTON DEVELOPMENT DEPARTMENT
5401 CAROLINE STHOUSTONTX77004ASSIST 501(C)(3) ORGANIZATION$100
HOUSTON AUDUBON SOCIETY
440 WILCHESTERHOUSTONTX77079ASSIST 501(C)(3) ORGANIZATION$1,000
HOUSTON BAPTIST UNIVERSITY HBU ADVANCEMENT LOCKBOX
PO BOX 4897DEPT 527HOUSTONTX77210ASSIST 501(C)(3) ORGANIZATION$250
HOUSTON BOTANIC GARDEN
8205 N BAYOU DRHOUSTONTX770173751ASSIST 501(C)(3) ORGANIZATION$1,250
HOUSTON COMMUNITY TOOLBANK
1215 GAZIN STHOUSTONTX77020ASSIST 501(C)(3) ORGANIZATION$150
HOUSTON MARITIME MUSEUM
2311 CANAL ST STE 100HOUSTONTX77003ASSIST 501(C)(3) ORGANIZATION$150
HOUSTON PARKS BOARD
300 NORTH POST OAK LANEHOUSTONTX77024ASSIST 501(C)(3) ORGANIZATION$257
HOUSTON ZOO INC
1513 CAMBRIDGE STREETHOUSTONTX77030ASSIST 501(C)(3) ORGANIZATION$500
ICONOCLAST ARTISTS
11140 GREENBAY STREETHOUSTONTX77024ASSIST 501(C)(3) ORGANIZATION$25,000
INTEGRAL TRANSFORMATIVE PRACTICE
P O BOX 544CORTE MADERACA94976ASSIST 501(C)(3) ORGANIZATION$5,000
INTERFAITH MINISTRIES FOR GREATER HOUSTON
3303 MAIN STHOUSTONTX77002ASSIST 501(C)(3) ORGANIZATION$1,000
INTERNATIONAL BIOCHAR INITIATIVE
191 CLARKSVILLE ROADPRINCETON JUNCTIONNJ18550ASSIST 501(C)(3) ORGANIZATION$4,000
INTERNATIONAL WILDLIFE TRUST
3 EXECUTIVE PARK DR STE 302BEDFORDNH31100ASSIST 501(C)(3) ORGANIZATION$10,000
ISLAND ETC
2317 SHIPS MECHANIC ROWGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$500
JANE'S DUE PROCESS INC
P O BOX 685137AUSTINTX78768ASSIST 501(C)(3) ORGANIZATION$5,000
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281ASSIST 501(C)(3) ORGANIZATION$200
JEWISH WAR VETERANS OF THE USA
1811 R STREET NWWASHINGTONDC20009ASSIST 501(C)(3) ORGANIZATION$100
JUSTICE FORWARD
515 CAROLINE STREETHOUSTONTX77002ASSIST 501(C)(3) ORGANIZATION$10,000
KHAN ACADEMY INC
P O BOX 1630MOUNTAIN VIEWCA94042ASSIST 501(C)(3) ORGANIZATION$500
KICK DRUGS OUT OF AMERICA DBA KICKSTART KIDS
10222 WESTHEIMER ROADHOUSTONTX77042ASSIST 501(C)(3) ORGANIZATION$10,000
KIDPOWER DC
400 E ST SWWASHINGTONDC20024ASSIST 501(C)(3) ORGANIZATION$1,000
KIDS4KIDS
146 PARK DRIVESAN ANTONIOTX78212ASSIST 501(C)(3) ORGANIZATION$5,000
LA SOUPE
915 E MCMILLAN STCINCINNATIOH45206ASSIST 501(C)(3) ORGANIZATION$1,000
LANE COMMUNITY COLLEGE FOUNDATION
4000 E 30TH AVE BLDG 19 STE 270EUGENEOR974050640ASSIST 501(C)(3) ORGANIZATION$500
LITERACY SAN ANTONIO
P O BOX 460176SAN ANTONIOTX78246ASSIST 501(C)(3) ORGANIZATION$2,500
LITTLE LEAGUE BASEBALL INC
PO BOX 17565SUGARLANDTX77496ASSIST 501(C)(3) ORGANIZATION$250
LOVE THIS HORSE - EQUINE RESCUE
8800 WETZEL LANEMOJAVECA93501ASSIST 501(C)(3) ORGANIZATION$4,500
LUCILLE'S 1913
12401 SOUTH POST OAK SUITE JHOUSTONTX77045ASSIST 501(C)(3) ORGANIZATION$200
LYDIA'S HOUSE INC
P O BOX 128808CINCINNATIOH45212ASSIST 501(C)(3) ORGANIZATION$258
MAPS
PO BOX 103004PASADENACA91189ASSIST 501(C)(3) ORGANIZATION$5,000
MARY'S CENTER
2333 ONTARIO RD NWWASHINGTONDC20009ASSIST 501(C)(3) ORGANIZATION$2,500
MEDECINS SANS FRONTIERS
40 RECTOR ST 16TH FLOORNEW YORKNY100061751ASSIST 501(C)(3) ORGANIZATION$2,000
MEDSHARE INTERNATIONAL
111GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$500
MEMORIAL PARK CONSERVANCY INC
7575 NORTH PICNIC LANEHOUSTONTX77007ASSIST 501(C)(3) ORGANIZATION$500
MONOAMINE OXIDASE DEFICIENCY FOUNDATION
7221 BROADWAY STGALVESTONTX77554ASSIST 501(C)(3) ORGANIZATION$1,000
MONOAMINE OXIDASE DEFICIENCY FOUNDATION
7221 BROADWAY STGALVESTONTX77554ASSIST 501(C)(3) ORGANIZATION$5,000
MONTANA STATE UNIVERSITY FOUNDATION
P O BOX 173080BOZEMANMT597173080ASSIST 501(C)(3) ORGANIZATION$200
MOODY EARLY CHILDHOOD CENTER
1110 21ST STREETGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$35,000
MUSEUM OF FINE ARTS HOUSTON
P O BOX 6826HOUSTONTX772655026ASSIST 501(C)(3) ORGANIZATION$2,500
NAMI-NYC
307 W 38TH ST 8TH FLNEW YORKNY10018ASSIST 501(C)(3) ORGANIZATION$100
NATIONAL ALLIANCE ON MENTAL ILLNESS GULF COAST
PO BOX 4096ALVINTX77512ASSIST 501(C)(3) ORGANIZATION$10,000
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN STLANDERWY82520ASSIST 501(C)(3) ORGANIZATION$100
NIA CULTURAL CENTER
PO BOX 1491GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$41,340
NIMBUS ARTS
649 MAIN STREETST HELENACA94574ASSIST 501(C)(3) ORGANIZATION$2,500
NOOKSACK SALMON ENHANCEMENT ASSOCIATION
3057 E BAKERVIEW RDBELLINGHAMWA98226ASSIST 501(C)(3) ORGANIZATION$1,000
OLD CENTRAL CULTURAL CENTER
2627 AVENUE MGALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$4,000
OTHER
111GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$157
PATHLIGHT INC
220 BROOKDALE DRSPRINGFIELDMA11040ASSIST 501(C)(3) ORGANIZATION$250
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC200907166ASSIST 501(C)(3) ORGANIZATION$200
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC200907166ASSIST 501(C)(3) ORGANIZATION$100
PLANNED PARENTHOOD GULF COAST
4600 GULF FREEWAYHOUSTONTX77023ASSIST 501(C)(3) ORGANIZATION$1,000
PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON
1225 4TH ST NEWASHINGTONDC20002ASSIST 501(C)(3) ORGANIZATION$5,500
PLANNED PARENTHOOD SOUTH TEXAS
2140 BABCOCK RD STE 201SAN ANTONIOTX78229ASSIST 501(C)(3) ORGANIZATION$5,000
POOCH'Z B&B
PO BOX 30157BILLINGSMT59107ASSIST 501(C)(3) ORGANIZATION$500
PREVENT BLINDNESS TEXAS
2180 NORTH LOOP WEST SUITE 435HOUSTONTX77018ASSIST 501(C)(3) ORGANIZATION$10,000
REBEKAH'S ANGELS FOUNDATION
808 3RD AVENUE W SUITE 505BRADENTONFL34205ASSIST 501(C)(3) ORGANIZATION$150
RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA THE FRALIN MUSEUM OF ART
PO BOX 400119CHARLOTTESVILLEVA229044119ASSIST 501(C)(3) ORGANIZATION$150
REEDY CHAPEL AME CHURCH
2013 BROADWAYGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$173,588
RONALD MCDONALD HOUSE OF FORT WORTH INC
1001 8TH AVEFORT WORTHTX76104ASSIST 501(C)(3) ORGANIZATION$4,000
ROOT CAPITAL
245 MAIN STREET 2ND FLOORCAMBRIDGEMA02142ASSIST 501(C)(3) ORGANIZATION$250
ROSENBERG ELEMENTARY PTO
721 10TH STGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,000
ROSENBERG LIBRARY
2310 SEALYGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$2,050
SATORI INC
2503 SEALY AVEGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,750
SATORI INC
3008 AVENUE OGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,000
SEEDING GALVESTON
3602 AVENUE N 1/2GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,500
SEEDING GALVESTON
4920 AUSTIN DRIVEGALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$21,000
SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC
1710 TELEPHONE RDHOUSTONTX77023ASSIST 501(C)(3) ORGANIZATION$50,000
SERVICENET INC
111GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$1,000
SHALOM AUSTIN
7300 HART LANEAUSTINTX78731ASSIST 501(C)(3) ORGANIZATION$2,000
SKAGIT LAND TRUST
P O BOX 1017MOUNT VERNONWA98273ASSIST 501(C)(3) ORGANIZATION$1,000
SMART FAMILY LITERACY INC
2728 AVENUE Q STE 1AGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$750
SMART FAMILY LITERACY INC
2728 AVE QGALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$30,000
SMITHSONIAN INSTITUTION
PO BOX 37012 MRC 712WASHINGTONDC20013ASSIST 501(C)(3) ORGANIZATION$10,000
SOCIETY FOR THE ADVANCEMENT OF JUDAISM
15 WEST 86TH STNEW YORKNY10024ASSIST 501(C)(3) ORGANIZATION$10,000
SOUTHWEST SCHOOL OF ART
300 AUGUSTASAN ANTONIOTX782051296ASSIST 501(C)(3) ORGANIZATION$500
SPECIAL OLYMPICS TEXAS INC
2501 CENTRAL PARKWAY STE C1AHOUSTONTX77092ASSIST 501(C)(3) ORGANIZATION$8,500
SPECIAL OPERATIONS WARRIOR FOUNDATION
P O BOX 89367TAMPAFL33689ASSIST 501(C)(3) ORGANIZATION$155
ST GEORGE'S SCHOOL ADVANCEMENT OFFICE
BOX 1910NEW PORTRI028400190ASSIST 501(C)(3) ORGANIZATION$3,000
ST JOHN'S SCHOOL DEVELOPMENT OFFICE
2401 CLAREMONT LANEHOUSTONTX77019ASSIST 501(C)(3) ORGANIZATION$125
ST PETER'S CATHOLIC CHURCH
915 12TH STREETGREELEYCO80631ASSIST 501(C)(3) ORGANIZATION$20,000
ST VINCENT'S HOUSE
2817 ALFREDA HOUSTON PLGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$2,000
ST VINCENT'S HOUSE
2817 POSTOFFICE STGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$65,000
STUDENTS FOR JUSTICE
145 LEXINGTON AVE 7NEW YORKNY10016ASSIST 501(C)(3) ORGANIZATION$1,000
STUDENTS RISING ABOVE
PO BOX 192492SAN FRANCISCOCA941192492ASSIST 501(C)(3) ORGANIZATION$5,000
SUNSHINE CENTER INC
1726 21ST STREETGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$25,000
SURFAID
322 ENCINITAS BLVD SUITE 296ENCINITASCA92024ASSIST 501(C)(3) ORGANIZATION$150
SURFRIDER FOUNDATION GALVESTON CHAPTER
3707 AVE NGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$150
TEEN HEALTH CENTER INC
PO BOX 925GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$68,000
TEXAS FREEDOM NETWORK EDUCATION FUND
PO BOX 1624AUSTINTX78767ASSIST 501(C)(3) ORGANIZATION$5,000
THE ARTIST BOAT INC
13330 SETTEGAST ROADGALVESTONTX77554ASSIST 501(C)(3) ORGANIZATION$125,000
THE BRYAN MUSEUM
1315 21ST STREETGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$12,500
THE GRAND 1894 OPERA HOUSE
2020 POSTOFFICE STGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$4,000
THE GRAND 1894 OPERA HOUSE
2020 POSTOFFICE STREETGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$51,979
THE INTERNATIONAL WILDLIFE TRUST
2118 WILSHIRE BOULEVARD SUITE 315SANTA MONICANY90403ASSIST 501(C)(3) ORGANIZATION$4,000
THE JESSE TREE
PO BOX 575GALVESTONTX77555ASSIST 501(C)(3) ORGANIZATION$1,000
THE LAKEVIEW PANTRY
3945 SHERIDAN ROADCHICAGOIL60613ASSIST 501(C)(3) ORGANIZATION$200
THE MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS)
3141 STEVENS CREEK BLVD 40563SAN JOSECA95117ASSIST 501(C)(3) ORGANIZATION$4,000
THE OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATIONS
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104ASSIST 501(C)(3) ORGANIZATION$250
THE ROSE
12700 N FEATHERWOOD DRIVE SUITE 260HOUSTONTX77586ASSIST 501(C)(3) ORGANIZATION$10,000
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL
14280 COLLECTIONS CENTER DRIVECHICAGOIL60693ASSIST 501(C)(3) ORGANIZATION$500
THE SALVATION ARMY OF GALVESTON
601 51ST STREETGALVESTONTX77551ASSIST 501(C)(3) ORGANIZATION$36,000
THE STATION FOUNDATION
1627 W MAIN ST STE 258BOZEMANMT59715ASSIST 501(C)(3) ORGANIZATION$100
THE UNIVERSITY OF TEXAS AT AUSTIN
1925 SAN JACINTO BLVDAUSTINTX78712ASSIST 501(C)(3) ORGANIZATION$2,000
THE UNIVERSITY OF TEXAS MEDICAL BRANCH
301 UNIVERSITY BLVDGALVESTONTX775550148ASSIST 501(C)(3) ORGANIZATION$353,818
THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY FOUNDATION
701 E EXPRESSWAY BOX 13MCALLENTX78501ASSIST 501(C)(3) ORGANIZATION$1,000
TRINITY EPISCOPAL SCHOOL
720 TREMONTGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$100
TRUSTEES OF THE FORBES LIBRARY
20 WEST STNORTHAMPTONMA11060ASSIST 501(C)(3) ORGANIZATION$500
TURTLE ISLAND RESTORATION NETWORK
1028 BROADWAY AVENUEGALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$8,000
UNC - CHAPEL HILL
120 FRIDAY CENTER DRIVECHAPEL HILLNC27517ASSIST 501(C)(3) ORGANIZATION$384
UNITED WAY OF GALVESTON
PO BOX 2250GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$2,500
UNITED WAY OF GALVESTON
PO BOX 2250GALVESTONTX77553ASSIST 501(C)(3) ORGANIZATION$10,000
UNIVERSITY OF MICHIGAN GIFTS AND RECORDS ADMINISTRATION
3003 S STATE STREET SUITE 8000ANN ARBORMI48109ASSIST 501(C)(3) ORGANIZATION$400
UNIVERSITY OF TEXAS MEDICAL BRANCH - SCHOOL OF NURSING
301 UNIVERSITY BLVDGALVESTONTX77555ASSIST 501(C)(3) ORGANIZATION$2,000
UPTOGETHER
PO BOX 71363OAKLANDCA94612ASSIST 501(C)(3) ORGANIZATION$1,000
URJ CAMP NEWMAN
4088 PORTER CREEK RDSANTA ROSACA95404ASSIST 501(C)(3) ORGANIZATION$207
UW FOUNDATION UW MEDICINE ADVANCEMENT
PO BOX 358045SEATTLEWA98195ASSIST 501(C)(3) ORGANIZATION$200
VISION GALVESTON
2121 MARKET ST STE 109GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$2,000
VISION GALVESTON
2121 MARKET STREET SUITE 109GALVESTONTX77550ASSIST 501(C)(3) ORGANIZATION$75,000
WAMU 885 FM
PO BOX 98101WASHINGTONDC20090ASSIST 501(C)(3) ORGANIZATION$270
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC200908204ASSIST 501(C)(3) ORGANIZATION$354
WILLOW WATERHOLE GREENSPACE CONSERVANCY
PO BOX 35676HOUSTONTX77235ASSIST 501(C)(3) ORGANIZATION$5,000
WOODLEY HOUSE INC
3000 CONNECTICUT AVE NW SUITE 108WASHINGTONDC20008ASSIST 501(C)(3) ORGANIZATION$1,000
WOODS HUMANE SOCIETY
875 OKLAHOMA AVESAN LUIS OBISPOCA93405ASSIST 501(C)(3) ORGANIZATION$256
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7WASHINGTONDC20001ASSIST 501(C)(3) ORGANIZATION$2,000
YCORE
PO BOX 170093SAN FRANCISCOCA97117ASSIST 501(C)(3) ORGANIZATION$100
YOUTH DYNAMICS
2334 LEWIS AVEBILLINGSMT59102ASSIST 501(C)(3) ORGANIZATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,432,118TotalGrantOrContriPdDurYrAmt
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$1,826,898ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,667ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,852,859RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCDesc
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,883,565ExclusionAmt
Related Or Exempt Function Incm$2,852,859RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,736,424TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDES INCOME FOR GRANTS.
4PROVIDES INCOME FOR GRANTS.
7PROVIDES INCOME FOR GRANTS.
11PROVIDES INCOME FOR GRANTS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL AUDIT$21,166$21,166$0
ACCOUNTING & TAX PREP$35,632$8,908$26,724

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$31,872,299EOYBookValueAmt
EOYFMV$31,872,299EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$6,850,563USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$9,324,096USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$7,460,186BookValueAmt
EOYFMV$8,513,847EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$204BOYBookValueAmt
EOY Book Value$14,781EOYBookValueAmt
EOYFMV$14,781EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON-DEDUCTIBLE EXPENSES FROM PASS-THRU$13
ROUNDING$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$741$0$741
COMPUTER SOFTWARE & SERVICES$16,061$0$16,061
INSURANCE$27,278$0$27,278
LEASED OFFICE EQUIPMENT$5,545$0$5,545
MEALS$4,227$0$4,227
MEMBERSHIP FEES$3,295$0$3,295
MISCELLANEOUS$29,731$0$29,731
OFFICE SUPPLIES$2,143$0$2,143
OTHER INVESTMENT EXPENSE$133,605$133,605$0
PARKING$3,816$0$3,816
REGISTRATION FEES$1,135$0$1,135
SUBSCRIPTIONS AND PRINTED MATERIAL$981$0$981
OFFICE EQUIPMENT/FURNITURE$1,271$0$1,271

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$66,767$66,767$66,767
OTHER INCOME(LOSS)-$10,100-$10,100-$10,100

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDEPLETION ON KEMPNER ROYALTIES NOT RECORDED ON BOOKSDesc
Amt$14,136Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PENSION PLAN PAYABLE$379$427
ROUNDING$1$1
CREDIT CARD PAYABLE$10,281$12,763

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$234,426$234,426$0
CONSULTANT$75,400$0$75,400
$0$0$0
$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE & UBIT TAXES$59,918$0$0
FOREIGN TAXES ON SECURITIES$13,546$13,546$0
PAYROLL TAXES$16,710$0$16,710
TAX PENALTY$505$0$0

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