WILL ERWIN HEADACHE RESEARCH FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILL ERWIN HEADACHE RESEARCH FOUNDATION (EIN 46-4886305)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202233089349303113
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T15:16:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD STE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464886305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILL ERWIN HEADACHE RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7132389100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 MAIN STREET 2350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770023230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ERWIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132389100 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ERWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE SANDERS | PreparerPersonNm |
| PTIN | P01508979 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES ERWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 MAIN STREET 2350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770023230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,084,172 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CUREHEADACHES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE WILL ERWIN HEADACHE RESEARCH FOUNDATION'S MISSION IS TO BRING RELIEF TO SUFFERERS, GLOBALLY, WHO ARE AFFLICTED WITH DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES, BY FUNDING RESEARCH FOCUSED ON FINDING A CURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $717,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,045,315 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18 | PYInvestmentIncomeAmt |
| CY Investment Income | $7 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,015 | PYOtherRevenueAmt |
| CY Other Revenue | -$91,971 | CYOtherRevenueAmt |
| PY Total Revenue | $704,733 | PYTotalRevenueAmt |
| CY Total Revenue | $953,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $505,205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $857,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $54,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $89,052 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,880 | PYOtherExpensesAmt |
| CY Other Expenses | $80,752 | CYOtherExpensesAmt |
| PY Total Expenses | $637,085 | PYTotalExpensesAmt |
| CY Total Expenses | $992,252 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $67,648 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$38,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $359,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,774 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $329,675 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,774 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE WILL ERWIN HEADACHE RESEARCH FOUNDATION'S MISSION IS TO BRING RELIEF TO SUFFERERS, GLOBALLY, WHO ARE AFFLICTED WITH DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES, BY FUNDING RESEARCH FOCUSED ON FINDING A CURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $600,000 | ExpenseAmt |
| Grant | $600,000 | GrantAmt |
| Desc | PROVIDING FUNDING TO MEMORIAL HERMANN FOUNDATION IN ORDER TO FACILITATE FUNDING RESEARCH AND SUPPORT SERVICES FOR INDIVIDUALS SUFFERING FROM DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $250,000 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Desc | PROVIDING FUNDING TO SPIRIT GOLF ASSOCIATION TO SPONSOR THE SPIRIT INTERNATIONAL AMATEUR GOLF CHAMPIONSHIP IN 2021 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,500 | ExpenseAmt |
| Grant | $7,500 | GrantAmt |
| Desc | PROVIDING FUNDING TO UNIVERSITY OF HOUSTON FOR THE GOLF TEAM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $857,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F ERWIN | PersonNm |
| Phone | 7132389100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 MAIN STREET STE 2350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES ERWIN - VOTING | ||||||
| DIRECTOR & PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES R EPPS - VOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK L STEINBAUER - VOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM ADAMS - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI BEDELL - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MALONE - NONVOTING | ||||||
| DIRECTOR - EMERITUS (DEC'D | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BECKWORTH - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAM ERWIN- NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE MURPHY - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGOT TREVINO ROSSON - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ED FRANK - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF LOVE - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN ROBINS - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MELODY - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM C ROSS - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG KNAUS - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETTE MALONE - NONVOTING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $244,400 | FundraisingAmt |
| All Other Contributions | $800,915 | AllOtherContributionsAmt |
| Total Contributions | $1,045,315 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Exclusion | $7 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $244,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $130,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$91,971 | TotalRevenueColumnAmt |
| Exclusion | -$91,971 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $953,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$91,964 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,500 | TotalAmt |
| Program Services | $857,500 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,562 | TotalAmt |
| Management And General | $5,562 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,199 | TotalAmt |
| Management And General | $7,199 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Fundraising | $54,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245 | TotalAmt |
| Fundraising | $1,245 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Fundraising | $28,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $32,562 | $32,562 | |
| SOFTWARE LICENSE & SUPP | $3,465 | $3,465 | |
| PRINTING | $1,327 | $1,327 | |
| POSTAGE AND SHIPPING | $1,015 | $1,015 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377 | TotalAmt |
| Management And General | $377 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,252 | TotalAmt |
| Program Services | $857,500 | ProgramServicesAmt |
| Management And General | $45,700 | ManagementAndGeneralAmt |
| Fundraising | $89,052 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,382 | BOYAmt |
| EOY | $290,774 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,382 | BOYAmt |
| EOY | $290,774 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,707 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,707 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,675 | BOYAmt |
| EOY | $290,774 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,675 | BOYAmt |
| EOY | $290,774 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,382 | BOYAmt |
| EOY | $290,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$38,901 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $753,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $756,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $717,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,324 | CurrentTaxYearAmt |
| Total | $3,717,269 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $753,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $756,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $717,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,324 | CurrentTaxYearAmt |
| Total | $3,717,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,717,269 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3 | CurrentTaxYearAmt |
| Total | $950 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,850 | CurrentTaxYearAmt |
| Total | $186,690 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,904,909 | TotalSupportAmt |
| Public Support CY170 | 0.95190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA HART MILLER DBA THE GRANT POET | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4375 FIESTA LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING-FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $54,000 | RetainedByContractorAmt |
| Net To Organization | $54,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $54,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $54,000 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $283,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $244,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,850 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $31,227 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $283,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $244,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,850 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,227 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $31,227 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,623 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MEMORIAL HERMANN FOUNDATION | ||||||||
| 929 GESSNER STREET STE 2650 | HOUSTON | TX | 77024 | 741653640 | 501(C)(3) | $600,000 | $0 | TO PROVIDE FUNDING TO OPEN THE WILL ERWIN HEADACHE RESEACH CENTER FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES. TO CREATE A DATABASE OF SYMPTOMS FOR THOSE SUFFERING FROM MIGRAINE AND CLUSTER HEADACHES. TO FUND RESEARCH BY NEUROLOGISTS FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES. |
| UNIVERSITY OF HOUSTON | ||||||||
| 221 E CULLEN BLDG | HOUSTON | TX | 77024 | 746001399 | 501(C)(3) | $7,500 | $0 | TO PROVIDE FUNDING TO FUND THE UNIVERSITY OF HOUSTON FOR THE GOLF TEAM |
| SPIRIT GOLF ASSOCIATION | ||||||||
| 2441 HIGH TIMBERS SUITE 130 | WOODLANDS | TX | 77380 | 311654247 | 501(C)(3) | $250,000 | $0 | PROVIDING FUNDING TO SPIRIT GOLF ASSOCIATION TO SPONSOR THE SPIRIT INTERNATIONAL AMATEUR GOLF CHAMPIONSHIP IN 2021 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS MONTHLY MEETINGS WITH THE ORGANIZATION RECEIVING THE GRANT FUNDS TO RECEIVE UPDATES ON THE PROGRESS OF THE ACTIVITES FUNDED BY THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | H. SCOTT HUNSAKER IS JAMES ERWIN'S FAMILY ATTORNEY AND WAS THE GODFATHER TO JAMES ERWIN'S PREDECEASED SON, WILLIAM ERWIN. JAMES SAVAGE IS A PRINCIPAL IN A REAL ESTATE FUND IN WHICH JAMES ERWIN IS AN INVESTOR. JAMES SAVAGE IS THE GODFATHER TO JAMES ERWIN'S SON, ROBERT ERWIN. CHARLES EPPS, PGA GOLF PROFESSIONAL, PROVIDES GOLF-RELATED SERVICES FOR COMPENSATION (AS AN INDEPENDENT CONTRACTOR) FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY. MARK STEINBAUER, PGA GOLF PROFESSIONAL, IS THE DIRECTOR OF GOLF AT THE CLUB AT CARLTON WOODS, THE WOODLANDS, TEXAS ("THE CLUB"). JAMES ERWIN IS A MEMBER OF THE CLUB, AND THE CLUB WAS THE VENUE OF THE FOUNDATION'S GOLF TOURNAMENT IN OCTOBER 2021. IN ADDITION, MARK STEINBAUER AND THE CLUB PROVIDE GOLF-RELATED SERVICES FOR COMPENSATION FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS TO JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FOUNDATION HAS THREE VOTING MEMBERS AND 14 NON-VOTING MEMBERS. NO ADDITIONAL BOARD MEMBERS WERE ADDED IN 2021. THERE ARE NO COMMITTEES ACTING ON BEHALF OF THE DIRECTORS AT THIS TIME. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND VOTING DIRECTOR OF THE FOUNDATION REVIEWS THE FORM 990 IN ITS ENTIRITY AND DISTRIBUTES COPIES TO THE OTHER DIRECTORS FOR COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS AND OFFICERS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE OBLIGATED TO REPORT ANY CONFLICTS AS SOON AS THEY ARE AWARE FOR EVALUATION. IF THERE IS REASONABLE CAUSE THAT A CONFLICT HAS NOT BEEN DISCLOSED, THE BOARD SHALL INVESTIGATE SUCH SITUATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DOES NOT PAY COMPENSATION TO ANY MANAGEMENT, OFFICERS, DIRECTORS OR EMPLOYEES AT THIS TIME. HOWEVER, SHOULD THE FOUNDATION BE IN A POSITION TO PAY COMPENSATION, THESE PRACTICES WOULD BE PUT INTO EFFECT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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