BETA

J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-22
IRS object ID
202221739349100102
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-22T08:34:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760535844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J Squared Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN W JOHNSONInCareOfNm
Business Name ControlJSQUBusinessNameControlTxt
Phone7136271101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13900 Essex Lane Ste 400AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7136271101PhoneNum
Signature2022-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN WPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGenny D JihPreparerPersonNm
PTINP01828951PTIN
Phone7139601706PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,412,548FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,525,680ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34,943InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,943InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$321,017DividendsRevAndExpnssAmt
Dividends Net Invst Incm$321,017DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,529,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,717,724GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,529,150CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,410,790TotalRevAndExpnssAmt
Total Net Invst Incm$8,885,110TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,744OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,744OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,629TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,129TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,063OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,617OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$56,436TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,490TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$957,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$957,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,013,436TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,490TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$957,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,397,354ExcessRevenueOverExpensesAmt
Net Investment Income$8,837,620NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$858,594CashBOYAmt
Cash EOY$1,117,812CashEOYAmt
Cash EOYFMV$1,117,812CashEOYFMVAmt
Acct Rcvbl$12,933AcctRcvblAmt
Acct Rcvbl BOY$7,314AcctRcvblBOYAmt
Acct Rcvbl EOY$12,933AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$12,933AcctRcvblEOYFMVAmt
US Government Obligations BOY$100,038USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,037USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$97,476USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,302,303CorporateStockBOYAmt
Corporate Stock EOY$18,959,707CorporateStockEOYAmt
Corporate Stock EOYFMV$30,856,724CorporateStockEOYFMVAmt
Corporate Bonds BOY$913,427CorporateBondsBOYAmt
Corporate Bonds EOY$2,307,601CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,327,603CorporateBondsEOYFMVAmt
Total Assets BOY$10,181,676TotalAssetsBOYAmt
Total Assets EOY$22,498,090TotalAssetsEOYAmt
Total Assets EOYFMV$34,412,548TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,181,676RetainedEarningBOYAmt
Retained Earning EOY$22,498,090RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,181,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,498,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,181,676TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,498,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,181,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,397,354ExcessRevenueOverExpensesAmt
Subtotal$29,579,030SubtotalAmt
Other Decreases$7,080,940OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,498,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
B.RILEY 5064 - LONG TERM$992,452$661,281$331,171$331,171
FIDELITY 1372 - SHORT TERM$59,783$42,290$17,493$17,493
FIDELITY 1372 - LONG TERM$13,665,483$5,484,999$8,180,484$8,180,484
B.RILEY 5064 - LONG TERM$6$4$2$22011-03-042021-10-29
FieldValueIRS element (for citing)
Capital Gain Net Income$8,529,150CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$122,843InvestmentIncomeExciseTaxAmt
Subtotal$122,843SubtotalAmt
Tax Based On Investment Income$122,843TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,049EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$150,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$162,049TotalPaymentsAndCreditsAmt
Overpayment$39,206OverpaymentAmt
Applied To ES Tax$39,206AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN W JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7136271101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANEAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN K JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027PRESIDENT2.0$0$0$0
JOHN W JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027SECRETARY/TREASURER2.0$0$0$0
CHRISTOPHER B JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
KIMBALL MORINIERE
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
RUTH J MILLER
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,263,799AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$802,559AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,066,358TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,066,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$405,995CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,660,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,333,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,333,018MinimumInvestmentReturnAmt
Tax Based On Investment Income$122,843TaxBasedOnInvestmentIncomeAmt
Total Tax$122,843TotalTaxAmt
Distributable Before Adj$1,210,175DistributableBeforeAdjAmt
Distributable Before Ded$1,210,175DistributableBeforeDedAmt
Distributable As Adjusted$1,210,175DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$957,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$957,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,210,175DistributableAsAdjustedAmt
Undistributed Income PY$595,891UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$957,000QualifyingDistributionsAmt
Applied To Year1$595,891AppliedToYear1Amt
Applied To Current Year$361,109AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$849,066UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANN K JOHNSONContributingManagerNm
Contributing ManagerJOHN W JOHNSONContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Nehemiah Center
5015 FANNIN STREETHOUSTONTX77004NONEIn Honor of Jay T. Brown$10,000
Christian Community Service Center
PO BOX 27924HOUSTONTX77227NONEContribution$25,000
Good Samaritan Foundation
3262 WESTHEIMER RD SUITE 764HOUSTONTX77098NONEContribution$5,000
Friends Fore Recovery
49500 MARNE COURTLA QUINTACA92253NONEContribution$10,000
The First Tee
13000 Sawgrass Village Circle BldgPonte Vedra BeachFL32082NONEFulfillment of commitment$25,000
Houston Arboretum
4501 WOODWAY DRHOUSTONTX77024NONEPayment on commitment$5,000
Community Foundation for Nantucket
PO Box 204NantucketMA02554NONEPayment on commitment to The Nantucket Fund$50,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030NONEContribution$5,000
The First Tee of West Texas
PO Box 53035MidlandTX79710NONEContribution$50,000
Camp Allen
18800 FM 362NAVASOTATX77868NONEContribution$2,500
Camp Aranzazu
5420 LOOP 1781ROCKPORTTX78382NONEContribution$2,500
Community Foundation for Nantucket
PO Box 204NantucketMA02554NONEOperational Support$10,000
Rice AthleticsOwl Club
POBOX 1892HOUSTONTX77251NONEContribution$2,500
Connect Community
6700 BELLAIRE BLVDHOUSTONTX77074NONEContribution$25,000
The Rise School of Houston
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEContribution$2,500
Nantucket Historical Association
POBOX 1016NANTUCKETMA02554NONEAnnual Fund$1,000
Amazing Place
3735 DrexelHoustonTX77027NONEContribution$5,000
Boys & Girls Country
18806 Roberts RoadHockleyTX77447NONEContribution$5,000
Archway Academy
6221 MAIN STHOUSTONTX77030NONEContribution$2,500
Pebble Beach Company Foundation
POBOX 1767PEBBLE BEACHCA93953NONEContribution$12,500
Nick Finnegan Counseling Center
2714 Joanel StHOUSTONTX77027NONEContribution$2,500
Scenic Houston
5615 Kirby Suite 645HoustonTX77005NONEContribution$5,000
Houston Parks Board
300 NORTH POST OAK LANEHOUSTONTX77024NONEContribution$5,000
Girls Preparatory School
205 ISLAND AVENUECHATTANOOGATN37405NONEContribution$25,000
The Menninger Clinic Foundation
12301 MAIN STREETHOUSTONTX77035NONEContribution$2,500
Families Empowered
7447 HARWIN DRIVE SUITE 246HOUSTONTX77036NONEContribution$2,500
St John's School
2401 CLAREMONT LANEHOUSTONTX77019NONEEndowed Fund$25,000
Vanderbilt University
PMB 407727 2301 VANDERBILT PLACENASHVILLETN37240NONEContribution$50,000
George W Bush Foundation
2943 SMU BOULEVARDDALLASTX75205NONEPayment on pledge$100,000
Houston Methodist Hospital Foundation
1707 SUNSET BLVDHOUSTONTX77005NONEPayment on pledge$100,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030NONEContribution$5,000
TX School Venture Fund
3900 ESSEX LANE SUITE 1200HOUSTONTX77027NONEContribution$25,000
United Way
50 Waugh DriveHoustonTX77007NONEContribution$25,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019NONEContribution$25,000
Teach for America
2 Greenway PlazaHoustonTX77027NONEContribution$5,000
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027NONEContribution$2,500
Star of Hope
4848 Loop Central Dr Suite 500HoustonTX77081NONEContribution$2,500
Houston Botanic Garden
8205 N Bayou DriveHoustonTX77017NONEContribution$10,000
The Rise School of Houston
5618 H Mark Crosswell Jr StHoustonTX77021NONEContribution$5,000
Egan Maritime Institute
PO Box 2923NantucketMA02584NONEContribution$1,000
Buffalo Bayou Partnership
1019 Commerce St Suite 200HoustonTX77002NONEContribution$2,500
Cristo Rey Jesuit
6700 Mount Carmel StreetHoustonTX77087NONEContribution$2,500
Foundation for Teen Health
2726 Bissonnet St 240-168HoustonTX77005NONEContribution$2,500
Neuhaus Education Center
4433 BissonnetBellaireTX77401NONEPayment of Commitment$25,000
Revision
6856 Bellaire BlvdHoustonTX77074NONEContribution$2,500
Communities in Schools
1111 North Loop West Ste 300HoustonTX77008NONEContribution$2,500
Houston Methodist Hospital Foundation
1707 Sunset BlvdHoustonTX77005NONEPayment on Commitment$150,000
St Luke's United Methodist Church
3471 Westheimer RoadHoustonTX77027NONEPayment on Commitment$50,000
Cassie's Place
622 Ashford DrSan AngeloTX76901NONEContribution$10,000
UT School of Public HealthNourish Program
7000 Fannin Suite 1200HoustonTX77030NONEContribution$5,000
Texas Children's Hospital
PO Box 300630 Ste 5214HoustonTX77230NONEPayment on Commitment$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$957,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,943ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$321,017ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,529,150ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,885,110ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,885,110TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN AND ANN JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANE STE 400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,525,680TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1COMMON STOCK 4000 SHS ECL$890,1802021-01-08
1COMMON STOCK 50000 SHS ECL$10,635,5002021-07-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS$14,649,758$19,371,441
WUNDERLICH$3,473,594$10,648,928
SAROFIM MULTIFAMILY$836,355$836,355

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSTOCK CONTRIBUTED IN - FMV > BASISDesc
Amt$7,080,940Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS EXPENSES$1,439$0
OTHER DEDUCTION$163$163
LOSS FROM SAROFIM MULTIFAMILY$4,461$4,454

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$35,744Amt
Net Investment Income$35,744NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$2,129$2,129
FEDERAL TAXES$7,500$0

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