POSOLI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POSOLI FAMILY FOUNDATION (EIN 45-6211344)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-03
- IRS object ID
- 202212769349100216
- Schema version
- 2021v4.2
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-03T13:30:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO RIVERWAY 15TH FLOOR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456211344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSOLI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POSO | BusinessNameControlTxt |
| Phone | 7136646431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL POSOLI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7136646431 | PhoneNum |
| Signature | 2022-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | POSOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA JOHNSON | PreparerPersonNm |
| PTIN | P00117479 | PTIN |
| Phone | 7136218090 | PhoneNum |
| Preparation | 2022-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,975,446 | 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 | $215,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,235,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,863 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $720,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $505,292 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,725 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $346,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,091 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,091 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $344,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $240,180 | CashBOYAmt |
| Cash EOY | $219,291 | CashEOYAmt |
| Cash EOYFMV | $219,291 | CashEOYFMVAmt |
| Other Investments BOY | $5,509,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,874,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,756,155 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,749,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,094,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,975,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,749,988 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,094,242 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,749,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,094,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,749,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,094,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,749,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $344,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,094,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,094,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERNSTEIN - 9692 | 2021-01-01 | 2021-12-31 | $201,122 | $216,514 | -$15,392 | -$15,392 |
| BERNSTEIN - 3718 | 2021-01-01 | 2021-12-31 | $565,538 | $305,843 | $259,695 | $259,695 |
| BERNSTEIN - 3718 | 2021-01-01 | 2021-12-31 | $468,986 | $371,418 | $97,568 | $97,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $157 | EsPenaltyAmt |
| Tax Due | $6,790 | TaxDueAmt |
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 | Yes (1) | 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 | Yes (1) | 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 | PAUL JOSEPH POSOLI | IndividualWithBooksNm |
| Phone | 7136646431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE ST | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL JOSEPH POSOLI | ||||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOY MICHELLE POSOLI | ||||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | VICE-PRESIDENT | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL PROGRAMS. | Description1Txt |
| Expenses1 | $158,500 | Expenses1Amt |
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 | $5,671,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,022,161 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,913,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,913,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,810,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $340,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,633 | TotalTaxAmt |
| Distributable Before Adj | $333,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $333,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $333,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,091 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $346,091 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $17,310 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $17,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,091 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $333,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,212 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,522 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,310 | ExcessFromYear3Amt |
| Excess From Current Year | $12,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL JOSEPH POSOLI | ContributingManagerNm |
| Contributing Manager | JOY MICHELLE POSOLI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL JOSEPH POSOLI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136646431 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A LITTLE HOPE | |||||||||||
| 20 STERLING ROAD S | ARMONK | NY | 10504 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 | ||||
| ALZHEIMERS ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| CANCER CARE INC | |||||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,500 | ||||
| CASA EL BUEN SAMARITANO | |||||||||||
| 14060 DUBLIN ST | HOUSTON | TX | 77085 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $11,609 | ||||
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $15,000 | ||||
| CHILD ADVOCATES INC | |||||||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $3,290 | ||||
| CHRIS KING FOUNDATION | |||||||||||
| 5311 VALERIE STREET | BELLAIRE | TX | 77401 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $250 | ||||
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||||||
| PO BOC 27924 | HOUSTON | TX | 77227 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $14,000 | ||||
| CHRISTOPHER AND DANA REEVE FOUNDATION | |||||||||||
| 636 MORRIS TURNPIKE STE 3A | SHORT HILLS | NJ | 07078 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $10,000 | ||||
| COVENANT HOUSE | |||||||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 | ||||
| CRISTO REY JESUIT | |||||||||||
| 6700 MOUNT CARMEL STREET | HOUSTON | TX | 77087 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $100,000 | ||||
| DISCOVERU | |||||||||||
| PO BOX 4059 | HOUSTON | TX | 77210 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,100 | ||||
| FAMILY LEGACY MISSIONS | |||||||||||
| 5005 WEST ROYAL LANE SUITE 252 | IRVING | TX | 75063 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $864 | ||||
| FOCUS | |||||||||||
| 603 PARK POINT DR | GOLDEN | CO | 80401 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $3,600 | ||||
| GARY SINISE FOUNDATION | |||||||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 | ||||
| GEORGETOWN UNIVERSITY | |||||||||||
| PO BOX 0734 | WASHINGTON | DC | 200730734 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 | ||||
| HIS GRACE FOUNDATION | |||||||||||
| PO BOX 722 | TOMBALL | TX | 77377 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $1,500 | ||||
| HOUSTON CLASSICAL CHARTER SCHOOL | |||||||||||
| 6403 ADDICKS CLODINE RD | HOUSTON | TX | 77083 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 | ||||
| JESUIT HIGH | |||||||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $10,000 | ||||
| JUBILEE | |||||||||||
| 607 E ROGERS ST | HOUSTON | TX | 77022 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $250 | ||||
| KELLOG SCHOOL OF MANAGEMENT | |||||||||||
| 2169 CAMPUS DR | EVANSTON | IL | 60208 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 | ||||
| KIDS MEALS | |||||||||||
| 330 GARDEN OAKS | HOUSTON | TX | 77018 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| LEGIONARIES OF CHRIST - REGNUM CHRISTI | |||||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $10,000 | ||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| 4009 BANISTER LANE SUITE 200 | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,500 | ||||
| NATIONAL MS SOCIETY | |||||||||||
| 101A FIRST AVENUE STE 6 | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 | ||||
| RC ACTIVITIES INC | |||||||||||
| WILDCANDLE DRIVE | SPRING | TX | 77388 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $4,800 | ||||
| REFUGE FOR DMST - AUSTIN | |||||||||||
| PO BOX 90804 | AUSTIN | TX | 78709 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| SAN FRANCISCO NATIVITY | |||||||||||
| 245 LINDEN ST | SAN FRANCISCO | CA | 94102 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 | ||||
| SEARCH HOMELESS SERVICES | |||||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $10,000 | ||||
| SMALL STEPS NURTURING CENTER | |||||||||||
| 1709 DEPELCHIN ST | HOUSTON | TX | 77007 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $19,000 | ||||
| SPRINGSPIRIT BASEBALL | |||||||||||
| PO BOX 550549 | HOUSTON | TX | 77255 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| ST AGNES ACADEMY | |||||||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | EDUCATIONAL INSTITUI | FOR ENDOWMENT PURPOSES | $16,000 | ||||
| ST JOHN PAUL II FOUNDATION | |||||||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| ST VINCENT DE PAUL | |||||||||||
| 6800 BUFFALO SPEEDWAY | HOUSTON | TX | 77025 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $5,000 | ||||
| STAR OF HOPE MISSION | |||||||||||
| 4848 LOOP CENTRAL DR SUITE 500 | HOUSTON | TX | 77081 | NONE | RELIGIOUS ORGANIZATI | FOR GENERAL PURPOSES | $250 | ||||
| STRAKE JESUIT COLLEGE PREPARATORY | |||||||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $23,500 | ||||
| STUDENT MOBILIZATION | |||||||||||
| PO BOX 567 | CONWAY | AR | 720330567 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 | ||||
| SUSTAINABLE FOOD CENTER | |||||||||||
| 2921 E 17TH STREET BUILDING C | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,000 | ||||
| TEXAS SOUTHERN UNIVERSITY | |||||||||||
| 3100 CLEBURNE ST | HOUSTON | TX | 77004 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $500 | ||||
| THE COMMUNITY ARTISTS' COLLECTIVE | |||||||||||
| 4101 SAN JACINTO STREET STE 116 | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| THE WOMENS INSTITUTE | |||||||||||
| 2202 AVALON PL | HOUSTON | TX | 77019 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $3,500 | ||||
| THE WOODS PROJECT | |||||||||||
| 2700 SOUTHWEST FREEWAY SUITE B | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $2,000 | ||||
| THE YMCA | |||||||||||
| 7101 STELLA LINK BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $3,000 | ||||
| UNBOUND | |||||||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $532 | ||||
| UNICEF | |||||||||||
| NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,046 | HOUSE NUMBER 18 SOUTH LIBERIA LINK | ADABRAKA | ACCRA | GH | ||||
| UNIVERSITY OF MIAMI HYPERION COUNCIL FUND | |||||||||||
| 5821 SAN AMARO DRIVE | CORAL GABLES | FL | 33146 | NONE | EDUCATIONAL INSTITUI | TO FUND SCHOLARSHIP PROGRAM | $5,000 | ||||
| UNIVERSITY OF ST THOMAS | |||||||||||
| 3800 MONTROSE | HOUSTON | TX | 77006 | NONE | EDUCATIONAL INSTITUI | FOR GENERAL PURPOSES | $5,000 | ||||
| WORK TEXAS | |||||||||||
| 3900 ESSEX LANE SUITE 1200 | HOUSTON | TX | 77027 | NONE | PUBLIC CHARITY | FOR GENERAL PURPOSES | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,091 | 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 | $7,120 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,438 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $505,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $505,292 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL J POSOLI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5311 VALERIE ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $215,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERNSTEIN & CO., LLC | AT COST | $3,865,510 | $4,746,714 |
| PFIC - BERNSTEINALLIANCE SECURITIZED ASSETS FUND CAYMAN, LP | AT COST | $975,698 | $975,698 |
| ORION ENERGY CREDIT OPPORTUNITIES FUND III GPFA, LP | AT COST | $99,482 | $99,482 |
| TBC-VIGEO I, LLC | AT COST | $263,746 | $263,746 |
| TBC V. LLC | AT COST | $370,515 | $370,515 |
| IMERTECH | AT COST | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & PROFESSIONAL FEES | $3,650 | $1,825 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $20,413 | $20,413 | $0 | $0 |
| BANK FEES | $30 | $30 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $4,129 | $4,129 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY EARNINGS FROM ALLIANCEBERNSTEIN SECURITIZED ASSETS FUND CAYMAN, LP | $43,928 | $43,928 |
| INCOME FROM PASSTHROUGH | -$19,065 | -$19,065 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PAUL JOSEPH POSOLI | |||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 |
| JOY MICHELLE POSOLI | |||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,725 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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