HILLCREST FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 31-1501699)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202213139349102176
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T16:17:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760066545 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTMANN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 S POST OAK LANE STE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770561913 | 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 | 311501699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 2816842511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1384 | AddressLine1Txt |
| City | SPRING BRANCH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE H KELLY | PersonNm |
| Person Title | DIRECTOR/ACCOUNTING | PersonTitleTxt |
| Phone | 2816842511 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | KELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD F CHRISTMANN | PreparerPersonNm |
| PTIN | P00175112 | PTIN |
| Phone | 7136220191 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $11,271,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $308,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,367,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,059,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,367,796 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,715 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,715 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,682,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,682,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,880 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $106,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $106,690 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $215 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $187,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $612,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,070,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,682,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $691,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $757,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $757,031 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,360,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,282,789 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,282,789 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $148,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $231,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $231,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,201,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,271,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,271,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,201,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,271,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,201,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,201,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,271,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,201,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,070,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,271,474 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $1,591,309 | $1,576,092 | $15,217 | $15,217 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $1,088,790 | $1,069,449 | $19,341 | $19,341 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $2,219,007 | $1,638,556 | $580,451 | $580,451 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $2,078,180 | $1,568,300 | $509,880 | $509,880 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $149,003 | $76,554 | $72,449 | $72,449 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $682,579 | $530,379 | $152,200 | $152,200 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $541,036 | $533,446 | $7,590 | $7,590 |
| AVALON ADVISORS, LLC (STMTS AVAILABLE UPON REQUEST) | P | $709,319 | $698,651 | $10,668 | $10,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,367,796 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,681 | 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 | $18,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $4,773 | 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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | RENEE J KELLY | IndividualWithBooksNm |
| Phone | 2816842511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 RIVER RIDGE | AddressLine1Txt |
| City | SPRING BRANCH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78070 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DR DAVID MOUTON | ||||||||
| 5634 CANDLEWOOD | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM PANILL | ||||||||
| 3709 PIPING ROCK | HOUSTON | TX | 77027 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELIZABETH GIMMLER | ||||||||
| 2406 W MAIN ST | HOUSTON | TX | 77098 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DIANE KEIR | ||||||||
| 12 THUNDER HOLLOW PLACE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MYERS | ||||||||
| 4024 OAKMEADOW | PLANO | TX | 75093 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RENEE J KELLY | ||||||||
| 221 RIVER RIDGE | SPRING BRANCH | TX | 78070 | DIRECTOR/ACCOUNTING | 3.00 | $14,400 | $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 |
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 | $13,816,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $770,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $231,654 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,817,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,817,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $757,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,060,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $703,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $703,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,390 | TotalTaxAmt |
| Distributable Before Adj | $679,646 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $679,646 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $679,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $612,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $387,958 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $387,958 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,297 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $455,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL WAR MUSEUM | |||||||
| 490 TREDEGAR ST | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| ANGEL REACH | |||||||
| 206-A SOUTH LOOP 336W-203 | CONROE | TX | 77304 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $7,000 |
| ANGELA HOUSE | |||||||
| 6725 REED RD | HOUSTON | TX | 77087 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| BEYOND BATTEN DISEASE FOUNDATION | |||||||
| PO BOX 50221 | AUSTIN | TX | 78763 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| CENTRAL VIRGINIA BATTLEFIELDS TRUST | |||||||
| PO BOX 3417 | FREDERICKSBURG | VA | 22402 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| CHILD ADVOCATES OF MONTGOMERY COUNTY | |||||||
| 412 WEST PHILLIPS SUITE 107 | CONROE | TX | 77301 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| CIVIL WAR TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| COMP-U-DOPT | |||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| COMPASSION UNITED | |||||||
| P O BOX 2582 | CONROE | TX | 77305 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| EVERY ORPHAN'S HOPE | |||||||
| 3245 W MAIN ST SUITE 235/332 | FRISCO | TX | 75034 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $24,500 |
| GALVESTON BAY AREA CHAPTER OF MASTER NATURALISTS | |||||||
| 4102 B MAIN ST | LA MARQUE | TX | 77568 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| GALVESTON BAY FOUNDATION | |||||||
| 17330 HIGHWAY 3 | WEBSTER | TX | 77598 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| GOD'S GARAGE INC | |||||||
| 2106 E DAVIS STREET | CONROE | TX | 77301 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| GRAN FONDO TEXAS TMCO | |||||||
| P O BOX 980983 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| HISTORIC BLANDFORD CEMETERY FOUNDATION INC | |||||||
| 250 SOUTH SYCAMORE ST | PETERSBURG | VA | 23803 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| HOPE'S PATH | |||||||
| 28918 S PLUM CREEK DR | SPRING | TX | 77386 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| HOUSTON LIVESTOCK SHOW AND RODEO | |||||||
| PO BOX 20070 | HOUSTON | TX | 77225 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $18,000 |
| HOUSTON PUBLIC MEDIA FOUNDATION | |||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| INTERNATIONAL STUDENTS INC | |||||||
| P O BOX C | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| JEB STUART BIRTHPLACE PRESERVATION TRUST INC | |||||||
| P O BOX 1210 | STUART VIRGINIA | VA | 24171 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| LAURA BUSH INSTITUTE FOR WOMEN'S HEALTH | |||||||
| 1400 WALLACE BLVD | AMARILLO | TX | 79106 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| LMCI | |||||||
| P O BOX 38 | BEDFORD | VA | 24523 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| MONTGOMERY COUNTY FOOD BANK | |||||||
| ONE FOOD FOR LIFE WAY | CONROE | TX | 77385 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $4,000 |
| MONTGOMERY COUNTY MASTER GARDENER ASSOC | |||||||
| 9020 AIRPORT ROAD | CONROE | TX | 77385 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| MONTGOMERY COUNTY WOMEN'S CENTER | |||||||
| 1600 LAKE FRONT CIRCLE 100 | THE WOODLANDS | TX | 77380 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| MONTGOMERY COUNTY YOUTH SERVICES | |||||||
| 1600 LAKE FRONT CIRCLE 130 | THE WOODLANDS | TX | 77380 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| MONTGOMERY UNITED METHODIST CHURCH | |||||||
| PO BOX 1330 | MONTGOMERY | TX | 77356 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| NATIONAL PARK FOUNDATION | |||||||
| P O BOX 17394 | BALTIMORE | MD | 21298 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,500 |
| ORPHAN OUTREACH | |||||||
| 2001 W PLANO PARKWAY SUITE 3700 | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $9,000 |
| PANTHER CREEK INSPIRATION RANCH | |||||||
| P O BOX 130001 | SPRING | TX | 77393 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $7,500 |
| PULMONARY FIBROSIS ASSOCIATION | |||||||
| 1525 LAKEVILLE DRIVE STE 101 | KINGWOOD | TX | 77339 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,500 |
| RED RIVER FIGHTER PILOTS ASSOCATION | |||||||
| 1376 NEEDHAM CIRCLE WEST | YORK | PA | 17404 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| RICHMOND BATTLEFIELDS | |||||||
| PO BOX 13945 | RICHMOND | VA | 23225 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| SAMARITAN'S PURSE | |||||||
| P O BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $20,000 |
| SOLDIER'S TO SUMMITS CO NO BARRIERS USA | |||||||
| 420 S HOWES SUITE B300 | FORT COLLINS | CO | 80521 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $4,000 |
| ST THOMAS HIGH SCHOOL | |||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,500 |
| ST DOMINIC VILLAGE | |||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| ST PIUS X HIGH SCHOOL | |||||||
| 811 W DONOVAN | HOUSTON | TX | 77091 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,500 |
| ST VINCENT DEPAUL SOCIETY SACRED HEART CHURCH | |||||||
| 119 N FRAZIER STREET | CONROE | TX | 77301 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| STAR OF HOPE MISSION | |||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $7,000 |
| TEXAS NEW COMMUNITY ALLIANCE | |||||||
| PO BOX 7181 | THE WOODLANDS | TX | 77387 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| THE ANDY RODDICK FOUNDATION | |||||||
| 8509 FM 969 BLDG 509 | AUSTIN | TX | 78724 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| THE BRIDGE | |||||||
| P O BOX 710100 | DALLAS | TX | 75371 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $13,500 |
| THE FORT DELAWARE SOCIETY | |||||||
| PO BOX 553 | DELAWARE CITY | DE | 19706 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| THE PATRICK C WALSH PROSTATE BRADY UROLOGICAL INSTITUTE | |||||||
| 100 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $15,000 |
| THE UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 3657 CULLEN BLVD SUITE 214 | HOUSTON | TX | 77204 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| VAQUERO LEGACY PRESERVATION FOUNDATION | |||||||
| 14310 APPLE TREE | HOUSTON | TX | 77079 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $10,000 |
| YES TO YOUTH - MCYS | |||||||
| 8701 NEW TRAILS DR 118 | THE WOODLANDS | TX | 77381 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| GORING HILL SCHOLARSHIP CLASS OF 1961 | |||||||
| 4000 DAUPHIN STREET | MOBILE | AL | 36608 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| THE JEWISH COMMUNITY CENTER | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $3,000 |
| DALLAS DOG RRR | |||||||
| 1314 W MCDERMOTT SUITE 106-741 | ALLEN | TX | 75013 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| SNAP INC | |||||||
| PO BOX 70286 | HOUSTON | TX | 77270 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 4900 JACKWOOD STREET | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $30,000 |
| TEXAS MASTER GARDENER ASSOCIATION | |||||||
| 325 RESOURCE DRIVE | NEW BRAUNFELS | TX | 78132 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $6,000 |
| VOLUNTEERS OF AMERICA TEXAS INC | |||||||
| 300 EAST MIDWAY DR | EULESS | TX | 76039 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| GOD'S DAILY WORD MINISTRIES | |||||||
| PO BOX 12441 | JACKSON | TN | 38308 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $7,000 |
| NAVIDAD VALLEY CATTLE WOMEN | |||||||
| PO BOX 251 | SCHULENBURG | TX | 78956 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| TURTLE WING FOUNDATION | |||||||
| PO BOX 631 | SCHULENBURG | TX | 78956 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,000 |
| WILLIAM DILLON MINISTRIES | |||||||
| 3110 LEGENDS CREEK DR | SPRING | TX | 77386 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $2,500 |
| FRIENDS FOR WISHES | |||||||
| PO BOX 1926 | CYPRESS | TX | 77410 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $3,000 |
| FAITHFUL AND TRUE FELLOWSHIP INC | |||||||
| 721 SOUTH TRAVIS | CLEVELAND | TX | 77327 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $4,000 |
| TEXAS MASTER NATURALIST LINDHEIMER CHAPTER INC | |||||||
| 325 RESOURCE DRIVE | NEW BRAUNFELS | TX | 78132 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $308,199 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,715 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,367,796 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,682,710 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,682,710 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME PROVIDES A HEDGE AGAINST INFLATION |
| 7 | TO PROTECT THE MONETARY RESOURCES SO THAT |
| 8 | FUTURE GRANTS MAY BE CARRIED OUT. |
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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE TAXPAYER IS REPORTING ALL CASH ON HAND AT YEAR END ON PART X, LINE 4 DUE TO THE FOLLOWING REASONS:HISTORICALLY, THE AMOUNT OF ALL CASH ON HAND IS LESS THAN THE AMOUNT OF CONTRIBUTIONS MADE DURING THE YEAR.BEGINNING WITH THE TAX YEAR 12/31/2015, THE FOUNDATION BEGAN REPORTING ALL ANNUAL EXPENSES AS CHARITABLE EXPENSES.THE PURPOSE OF THE FOUNDATION IS TO MAKE CHARITABLE CONTRBUTIONS AND ALL CASH ON HAND AT YEAR END IS SOLELY HELD FOR CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE ACCOUNTS | StockNm |
| EOY Book Value | $10,282,789 | EOYBookValueAmt |
| EOYFMV | $10,282,789 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORLD UNION FLORIDA, LLC | AT COST | $96,386 | $96,386 |
| MLPX LP SERIES B PREFERRED | AT COST | $26,198 | $26,198 |
| ENLINK MIDSTREAM PARTNERS | AT COST | $21,653 | $21,653 |
| ENERGY TRANSFER LP SERIES H | AT COST | $21,334 | $21,334 |
| ENERGY TRANSFER LP SERIES F | AT COST | $45,672 | $45,672 |
| DCP MIDSTREAM, LP | AT COST | $20,411 | $20,411 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $5,880 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,880 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $227 | $0 | $227 |
| BANK FEES | $21 | $0 | $21 |
| BOND AMORTIZATION | $7,080 | $0 | $7,080 |
| OFFICE EXPENSE | $354 | $0 | $354 |
| WORLD UNION FLORIDA, LLC | $52,388 | $0 | $52,388 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MPLX LP SERIES B PREFERRED | $860 | $860 | $860 |
| ENLINK MIDSTREAM PARTNERS LP | $849 | $849 | $849 |
| ENERGY TRANSFER LP SERIES H | $542 | $542 | $542 |
| ENERGY TRANSFER LP SERIES F | $3,343 | $3,343 | $3,343 |
| DCP MIDSTREAM, LP | $1,121 | $1,121 | $1,121 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $106,690 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $106,690 | DisbursementsCharitablePrpsAmt |
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