AGEE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AGEE FAMILY FOUNDATION (EIN 01-0939828)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202241339349104074
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T14:53:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2021-01-01 | 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 | 1310 W Sam Houston Parkway N | 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 | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Agee | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Sykes CPA | PreparerPersonNm |
| PTIN | P00188050 | PTIN |
| Phone | 7139601706 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $13,354,918 | 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 | $251,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $610,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,735 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $551,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $551,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,046 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,430 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,895 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $80,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $882,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $882,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $962,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $882,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$411,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $302,855 | CashBOYAmt |
| Cash EOY | $221,853 | CashEOYAmt |
| Cash EOYFMV | $221,853 | CashEOYFMVAmt |
| Other Investments BOY | $8,832,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,502,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,133,065 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,135,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,724,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,354,918 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,135,524 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,724,259 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,135,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,724,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,135,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,724,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,135,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$411,265 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,724,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,724,259 | 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 #6748 | 2021-12-31 | $28,066 | $28,854 | -$788 | -$788 | |
| GOLDMAN SACHS #6748 | 2021-12-31 | $221,934 | $209,798 | $12,146 | $12,136 | |
| GOLDMAN SACHS #9057 | 2021-12-31 | $360,000 | $250,000 | $110,000 | $110,000 | |
| CAPITAL GAIN DIVIDENDS | $178,377 | P | ||||
| CAPITAL GAIN DIVIDENDS | $178,377 | P | ||||
| CAPITAL GAIN DIVIDENDS | $178,377 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,812 | SubtotalAmt |
| Tax Based On Investment Income | $6,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,803 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,803 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,991 | OverpaymentAmt |
| Applied To ES Tax | $2,991 | AppliedToESTaxAmt |
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 | 1310 W SAM HOUSTON PARKWAY N | 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 (3 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 | ||||||||
| 1310 W Sam Houston Parkway N | Houston | TX | 77043 | President | 1.0 | $0 | $0 | $0 |
| Richard Agee | ||||||||
| 1310 W Sam Houston Parkway N | Houston | TX | 77043 | Treasurer/Secretary | 1.0 | $0 | $0 | $0 |
| Erin Agee Riley | ||||||||
| 1310 W Sam Houston Parkway N | Houston | TX | 77043 | Vice President | 1.0 | $0 | $0 | $0 |
| 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 | $12,482,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,782,518 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,782,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,590,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $629,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $629,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,812 | TotalTaxAmt |
| Distributable Before Adj | $622,727 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $622,727 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $622,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $882,033 | 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 | $882,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $622,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $493,046 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $882,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $493,046 | AppliedToYear1Amt |
| Applied To Current Year | $388,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $233,740 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 | Richard Agee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 W Sam Houston Parkway N | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134631500 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 13483 | TAMPA | FL | 336813483 | NONE | PC | SUPPORT OF MILITARY OPERATION FAMILIES | $15,000 |
| CCSC - CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| 3224 MERCER ST | HOUSTON | TX | 77027 | NONE | PC | EDUCATION/SERVICE TO THE POOR | $255,000 |
| 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 |
| CHILDREN'S PRISON ART PROJECT | |||||||
| PO BOX 130584 | HOUSTON | TX | 77219 | NONE | PC | SUPPORT ART-BASED PREVENTION SERVICES TO INCARCERATED JUVENILES | $10,000 |
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | PC | EDUCATION | $50,000 |
| ST PAUL'S CHOIR SCHOOL | |||||||
| 29 MOUNT AUBURN ST | CAMBRIDGE | MA | 01238 | NONE | PC | EDUCATION AND MUSIC | $13,500 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH ST | HOUSTON | TX | 77008 | NONE | PC | SERVING CHILDREN WHO ARE DISADVANTAGED, UNDER-SERVED, AND FROM LOW INCOME FAMILIES | $25,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER RD STE 2650 | HOUSTON | TX | 77024 | NONE | PC | HEALTHCARE PROGRAMS, EXPANSION PROJECTS, CLINICAL SERVICES | $33,333 |
| ST JOHN PAUL II FOUNDATION | |||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | NONE | PC | PROCLAIMING THE GOOD NEWS ABOUT LIFE AND FAMILY THROUGH EDUCATION AND FORMATION | $16,700 |
| SUA SPONTE FOUNDATION | |||||||
| PO BOX 60281 | SAVANNAH | GA | 31420 | NONE | PC | PROVIDE ASSISTANCE TO RANGERS AND THEIR FAMILIES | $15,000 |
| ST DAVID'S SCHOOL | |||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | NONE | PC | EDUCATION | $13,500 |
| MARYMOUNT SCHOOL | |||||||
| 1026 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | EDUCATION | $13,500 |
| ACE SCHOLARSHIP HOUSTON | |||||||
| 5251 DTC PARKWAY STE 1150 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | TO PROVIDE CHILDREN OF LOW-INCOME FAMILIES WITH SCHOLARSHIPS TO PRIVATE SCHOOLS | $125,000 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | TO HELP PEOPLE WHO ARE STRUGGLING WITH POVERTY AND OTHER COMPLEX ISSUES | $3,000 |
| CRISTO REY JESUIT | |||||||
| 6700 MOUNT CARMEL ST | HOUSTON | TX | 77087 | NONE | PC | TO PREPARE STUDENTS OF LIMITED ECONOMIC RESOURCES TO SUCCEED IN COLLEGE AND LEAD THEIR COMMUNITIES | $50,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST | HOUSTON | TX | 77002 | NONE | PC | TO ADVANCE THE OPERATIC ART, TO SERVE THE HOUSTON, COMMUNITY, AND TO BE A GLOBAL LEADER IN THE FUTURE OF OPERA | $50,000 |
| 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 | $2,500 |
| 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 | $25,000 |
| MAGNOLIA SCHOOL | |||||||
| 9902 LONG POINT RD | HOUSTON | TX | 77055 | NONE | PC | TO WORK IN COOPERATION WITH PARENTS TO EDUCATE THEIR DAUGHTERS TO BE INTELLIGENT AND TRUSTWORTHY LEADERS | $35,000 |
| 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 | $15,000 |
| TWLOHA - TO WRITE LOVE ON HER ARMS | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | NONE | PC | TO PRESENT HOPE AND FIND HELP FOR PEOPLE STRUGGLING WITH DEPRESSION, ADDICTION, SELF-INJURY, AND SUICIDE | $1,000 |
| WESTERN ACADEMY | |||||||
| 1511 BUTLERCREST ST | HOUSTON | TX | 77080 | NONE | PC | LIBERAL ARTS EDUCATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $882,033 | 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 | $251,854 | 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 | $299,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $551,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $551,589 | 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 | $2,450 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,895 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MGMT/INVESTMENT FEES #16674 | CategoryTxt |
| Amt | $59,046 | Amt |
| Net Investment Income | $59,046 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $13,430 | Amt |
Comments