BETA

KEAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KEAN FOUNDATION INC (EIN 37-1701236)
Tax period
2021-08-01 to 2022-07-31
Filed
2022-11-21
IRS object ID
202223259349100212
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)
Return2022-11-21T13:18:02-06:00ReturnTs
Tax Period End2022-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760083200PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID R RADER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13535 BRIARPARK SUITE 109AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371701236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEANBusinessNameControlTxt
Phone7133393002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13262 WESTHEIMER ROAD 441AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN J KEANPersonNm
Person TitlePRES/DIRECTORPersonTitleTxt
Phone7133393002PhoneNum
Signature2022-11-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastKEANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID R RADER CPAPreparerPersonNm
PTINP00175693PTIN
Phone7133393002PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$6,995,215FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,015,625ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$416,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$416,905DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$150,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,449,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,282,344TotalRevAndExpnssAmt
Total Net Invst Incm$416,905TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$17,334TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,240OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,346,917ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,346,917ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,383,491TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,346,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,898,853ExcessRevenueOverExpensesAmt
Net Investment Income$416,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,049SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$270,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$270,800SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,692,690CorporateStockBOYAmt
Corporate Stock EOY$640,704CorporateStockEOYAmt
Corporate Stock EOYFMV$516,162CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,296,338CorporateBondsBOYAmt
Corporate Bonds EOY$441,658CorporateBondsEOYAmt
Corporate Bonds EOYFMV$383,788CorporateBondsEOYFMVAmt
Other Investments BOY$660,263OtherInvestmentsBOYAmt
Other Investments EOY$217,406OtherInvestmentsEOYAmt
Other Investments EOYFMV$202,590OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$5,015,625OtherAssetsEOYAmt
Other Assets EOYFMV$5,621,875OtherAssetsEOYFMVAmt
Total Assets BOY$3,687,340TotalAssetsBOYAmt
Total Assets EOY$6,586,193TotalAssetsEOYAmt
Total Assets EOYFMV$6,995,215TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,687,340RetainedEarningBOYAmt
Retained Earning EOY$6,586,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,687,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,586,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,687,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,586,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,687,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,898,853ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,586,193SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,586,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS PACE INV FUNDSP2021-08-31$22,208$19,092$3,116$3,116
UBS PACE INV FUNDSP2021-08-31$314,592$276,294$38,298$38,298
UBS PACE INV FUNDSP2021-10-31$24,325$21,588$2,737$2,737
UBS PACE INV FUNDSP2021-10-31$220,675$199,071$21,604$21,604
UBS PACE INV FUNDSP2021-11-30$101,205$92,173$9,032$9,032
UBS PACE INV FUNDSP2021-11-30$128,795$111,222$17,573$17,573
UBS PACE INV FUNDSP2021-12-31$144,708$142,021$2,687$2,687
UBS PACE INV FUNDSP2021-12-31$51,292$47,286$4,006$4,006
UBS PACE INV FUNDSP2022-02-28$265,441$293,650-$28,209-$28,209
UBS PACE INV FUNDSP2022-02-28$8,959$9,354-$395-$395
UBS PACE INV FUNDSP2022-04-30$536,125$610,933-$74,808-$74,808
UBS PACE INV FUNDSP2022-04-30$3,700$3,635$65$65
UBS PACE INV FUNDSP2022-06-30$313,600$373,564-$59,964-$59,964
UBS PACE INV FUNDSP2022-07-31$313,600$399,528-$85,928-$85,928
FieldValueIRS element (for citing)
Capital Gain Net Income-$150,186CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,795InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,795SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,795TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$205EsPenaltyAmt
Tax Due$6,000TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID R RADER CPAIndividualWithBooksNm
Phone7133393002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13535 BRIARPARK SUITE 109AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77042ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN J KEAN
3262 WESTHEIMER ROAD 441HOUSTONTX77098DIRECTOR1.00$0$0$0
MELISSA C KEAN
3262 WESTHEIMER ROAD 441HOUSTONTX77098DIRECTOR1.00$0$0$0
MARGARET KEAN WISSINK
3262 WESTHEIMER ROAD 441HOUSTONTX77098DIRECTOR0.50$0$0$0
NORA KEAN OGLE
3262 WESTHEIMER ROAD 441HOUSTONTX77098DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,172,340AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,323,568TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,323,568AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,854CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,228,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$311,436MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$311,436MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,795TaxBasedOnInvestmentIncomeAmt
Total Tax$5,795TotalTaxAmt
Distributable Before Adj$305,641DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$305,641DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$305,641DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,346,917ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,346,917QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$305,641DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,591,910ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,192,127ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,303,303ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,457,701ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,780,621ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,325,662TotalExcessDistributionCyovAmt
Qualifying Distributions$2,346,917QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$305,641AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,041,276RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,366,938TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,591,910ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,775,028ExcessDistriCyovToNextYrAmt
Excess From Year4$2,192,127ExcessFromYear4Amt
Excess From Year3$2,303,303ExcessFromYear3Amt
Excess From Year2$2,457,701ExcessFromYear2Amt
Excess From Year1$1,780,621ExcessFromYear1Amt
Excess From Current Year$2,041,276ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN J KEANContributingManagerNm
Contributing ManagerMELISSA C KEANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TAKE PART FOUNDATION
5377 STATE HIGHWAY NORTH221ST CHARLESMO63304N/ASECTION 501(C)(3) ORUNRESTRICTED$16,917
THE SAINT CONSTANTINE SCHOOL
6000 DALE CARNEIGE LANEHOUSTONTX77036N/ASECTION 501(C)(3) ORUNRESTRICTED$2,330,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,346,917TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$416,905ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion-$150,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$266,719ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$266,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
STEVEN J KEAN
13262 WESTHEIMER ROAD 441HOUSTONTX77098$2,507,813Yes (X)
MELISSA C KEAN
23262 WESTHEIMER ROAD 441HOUSTONTX77098$2,507,812Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1KINDER MORGAN COMMON STOCK-156,250 SHARES$2,507,8132021-12-09
2KINDER MORGAN COMMON STOCK-156,250 SHARES$2,507,8122021-12-09

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS-PACE FIXED INC FDSBondNm
EOY Book Value$441,658EOYBookValueAmt
EOYFMV$383,788EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS-PACE EQUITY FUNDSStockNm
EOY Book Value$640,704EOYBookValueAmt
EOYFMV$516,162EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBS-PACE ALT STRATEGIES FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$217,406BookValueAmt
EOYFMV$202,590EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescKINDER MORGAN STOCK FMV IN EXCESS OF BASIS ON DATE OF CONTRIBUTIONDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$5,015,625EOYBookValueAmt
EOYFMV$5,621,875EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$19,240RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
STEVEN J KEAN
3262 WESTHEIMER ROAD 441HOUSTONTX77098
MELISSA C KEAN
3262 WESTHEIMER ROAD 441HOUSTONTX77098

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$17,334Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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