AGEE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AGEE FAMILY FOUNDATION (EIN 01-0939828)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-20
- IRS object ID
- 202531409349100528
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-20T15:15:14-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010939828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agee Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD AGEE | InCareOfNm |
| Business Name Control | AGEE | BusinessNameControlTxt |
| Phone | 7134631500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 Lumpkin Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Agee | PersonNm |
| Person Title | Treas/Sec | PersonTitleTxt |
| Phone | 7134631500 | PhoneNum |
| Signature | 2025-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Sykes CPA | PreparerPersonNm |
| PTIN | P00188050 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,885,907 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $332,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $368,130 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $12,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $700,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $700,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $321,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $321,493 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,321 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,321 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,206 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,206 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,762 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $466,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $384,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $844,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$225,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $632,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,616 | CashBOYAmt |
| Cash EOY | $277,865 | CashEOYAmt |
| Cash EOYFMV | $277,865 | CashEOYFMVAmt |
| Other Investments BOY | $7,796,776 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,472,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,608,042 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,955,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,750,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,885,907 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,805 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,309 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,309 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,940,587 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,727,193 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,940,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,727,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,955,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,750,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,940,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$225,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,000 | OtherIncreasesAmt |
| Subtotal | $7,727,193 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,727,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS #9057 | 2024-12-31 | $200,000 | $220,645 | -$20,645 | -$20,645 | |
| GOLDMAN SACHS #6748 | 2024-12-31 | $648,431 | $436,612 | $211,819 | $211,819 | |
| GOLDMAN SACHS #6748 | 2024-12-31 | $51,806 | $48,127 | $3,679 | $3,679 | |
| CAPITAL GAIN DIVIDENDS | $173,277 | P | ||||
| CAPITAL GAIN DIVIDENDS | $173,277 | P | ||||
| CAPITAL GAIN DIVIDENDS | $173,277 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $368,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,787 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,787 | SubtotalAmt |
| Tax Based On Investment Income | $8,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,548 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $3,249 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134631500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 LUMPKIN RD | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Judith Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | President | 1.0 | $0 | $0 | $0 |
| Richard Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Treasurer/Secretary | 1.0 | $0 | $0 | $0 |
| Erin Agee Riley | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Vice President | 1.0 | $0 | $0 | $0 |
| Benjamin Agee | ||||||||
| 1251 Lumpkin Rd | Houston | TX | 77043 | Director | 20.0 | $321,493 | $0 | $43,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,342,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,499,118 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,499,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,311,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $615,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $615,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,787 | TotalTaxAmt |
| Distributable Before Adj | $606,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $618,795 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $618,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $844,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $844,412 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $618,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $844,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $618,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $366,139 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $366,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $140,522 | ExcessFromYear1Amt |
| Excess From Current Year | $225,617 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD JUDITH AGEE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Benjamin Agee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 Lumpkin Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134631500 | RecipientPhoneNum |
| Recipient Email Address | ben@ageefamilyfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Foundation for Suicide Prevention | |||||||
| 199 Water St 11th Floor | New York | NY | 10038 | NONE | PC | SAVING LIVES AND BRINGING HOPE TO THOSE AFFECTED BY SUICIDE, INCLUDING THOSE WHO HAVE EXPERIENCED A LOSS | $5,000 |
| GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER | |||||||
| 2350 WEST HIGGINS RD | HOFFMAN ESTATES | IL | 60169 | NONE | PC | SUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES | $15,000 |
| ST PAUL'S CHOIR SCHOOL | |||||||
| 29 MOUNT AUBURN ST | CAMBRIDGE | MA | 01238 | NONE | PC | EDUCATION AND MUSIC | $20,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH ST | HOUSTON | TX | 77008 | NONE | PC | SERVING CHILDREN WHO ARE DISADVANTAGED, UNDER-SERVED, AND FROM LOW INCOME FAMILIES | $50,000 |
| Horizons at St David's School | |||||||
| 12 East 89th St | New York | NY | 10128 | NONE | PC | LEARNING PROGRAM TO CLOSE THE OPPORTUNITY GAP | $12,000 |
| ST JOHN PAUL II FOUNDATION | |||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | NONE | PC | PROCLAIMING THE GOOD NEWS ABOUT LIFE AND FAMILY THROUGH EDUCATION AND FORMATION | $40,000 |
| SUA SPONTE FOUNDATION | |||||||
| PO BOX 60281 | SAVANNAH | GA | 31420 | NONE | PC | PROVIDE ASSISTANCE TO RANGERS AND THEIR FAMILIES | $5,000 |
| NAMI - NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | NONE | PC | TO PROVIDE ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS | $5,000 |
| HOUSTON PHILANTHROPY CIRCLE | |||||||
| 4550 POST OAK PLACE DR STE 451 | HOUSTON | TX | 77027 | NONE | PC | TO 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 300 | HOUSTON | TX | 77054 | NONE | PC | TO ENHANCE WELL-BEING BY EXPLORING THE RELATIONSHIP BETWEEN SPIRITUALITY AND HEALTH | $30,000 |
| CCSC - CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| 3224 MERCER ST | HOUSTON | TX | 77027 | NONE | PC | EDUCATION/SERVICE TO THE POOR | $70,000 |
| Big Country FCA | |||||||
| PO Box 6605 | ABILENE | TX | 79608 | NONE | PC | CHRISTIAN SPORTS MINISTRY | $10,000 |
| Little Sisters of Assumption Health Service | |||||||
| 333 E 115th St | New York | NY | 10029 | NONE | PC | To empower vulnerable families and children by meeting their basic needs for food, healthcare, education and a safe home, in the belief that affirming families in their own dignity improves the entire community | $20,000 |
| Christ The King Presbyterian Church | |||||||
| 1201 Silber Road | Houston | TX | 77055 | NONE | PC | CHURCH | $9,500 |
| Sharpen Recovery | |||||||
| PO Box 131364 | HOUSTON | TX | 77219 | NONE | PC | To raises money, invests the assets, and annually disperses the earned income to the Academy | $50,000 |
| Summerhouse Houston | |||||||
| 1424 Waseca St | Houston | TX | 77055 | NONE | PC | Community-based day services and supported employment services | $65,000 |
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | PC | EDUCATION | $10,000 |
| Child Advocates | |||||||
| 3701 Kirby Drive Suite 400 | Houston | TX | 77098 | NONE | PC | Offer a range of services to break the vicious cycle of child abuse. | $10,000 |
| Catholic Prison Ministries Coalition | |||||||
| 1708 Woodlawn Blvd | Austin | TX | 78703 | NONE | PC | Promote ministry to all people affected by incarceration and detention | $4,000 |
| MAPS | |||||||
| 14320 Ventura Blvd Suite 331 | Sherman Oaks | CA | 91423 | NONE | PC | Provide funds or services to seniors for basic necessities or to enhance their quality of life | $5,500 |
| Our Lady of Walsingham | |||||||
| 7809 Shady Villa Lane | Houston | TX | 77055 | NONE | PC | Help improving the lives of children who need the help | $20,000 |
| The Westview School | |||||||
| 1830 Kersten Drive | Houston | TX | 77043 | NONE | PC | Provide a unique, specialized, and nurturing learning environment offering outstanding educational and social opportunities for children | $1,000 |
| The Trevor Project | |||||||
| PO Box 69232 | West Hollywood | CA | 90069 | NONE | PC | the leading suicide prevention and crisis intervention nonprofit organization | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $368,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $700,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $700,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,730 | Amt |
| Net Investment Income | $2,730 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUP/COMPUTER/INSU/TELE | $7,414 | |
| FILING FEE | $10 | $10 |
| MEDIA RELEASE FOR FFC | $826 | $826 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR CHARITABLE AMOUNTS | Desc |
| Amt | $12,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MGMT/INVESTMENT FEES #16674 | CategoryTxt |
| Amt | $62,206 | Amt |
| Net Investment Income | $62,206 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,700 | ||
| FOREIGN TAXES | $3,782 | $3,782 | |
| PAYROLL TAXES | $18,762 | $18,762 |
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