MACDONALD-PETERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD-PETERSON FOUNDATION (EIN 76-0430319)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349101794
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:05:45-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741695589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & PEARSON COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 760430319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD-PETERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 7135792355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7135792355 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIK | PersonFirstNm |
| Person Last | PETERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GUY T TABOR CPA | PreparerPersonNm |
| PTIN | P00171798 | PTIN |
| Phone | 7136222310 | PhoneNum |
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 | $14,819,142 | 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 | $190,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,084,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,889,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,084,756 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,650 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,308,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,308,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,368 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,863 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,718 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,636 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $592,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $546,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,716,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,270,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,458 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,502,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,260,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,704,033 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,283,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,283,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,278 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,151 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,373 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,862,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,578,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,819,142 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $730 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $730 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $730 | 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 | $10,861,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,577,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,861,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,577,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,862,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,578,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,861,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,716,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,577,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,577,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| LOSS ON BASIS ADJUSTMENT | $6,744 | -$6,744 | -$6,744 | |
| PUBLIBLY TRADED SEUCRITIES | $10,798,369 | $3,091,500 | $3,091,500 | $13,889,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,084,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,373 | 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 | $4,373 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $41,145 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GUY TABOR CPA | IndividualWithBooksNm |
| Phone | 7135792355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 |
|---|---|---|---|---|---|---|---|---|
| ERIK G PETERSON | ||||||||
| 4614 IVANHOE | HOUSTON | TX | 77027 | PRESIDENT/TREASURER | 0.10 | $0 | $0 | $0 |
| WILLIAM T MILLER | ||||||||
| 4200 TEXAS COMMERCE TOWER | HOUSTON | TX | 77002 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| DIANA MACDONALD MOORE | ||||||||
| 45 WEST 67TH ST 31A | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| KATHIRENE ZOE PETERSON WHITE | ||||||||
| 392 PHOTINIA LANE | SAN JOSE | CA | 95127 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| KRISTIN MARIE CLARKE | ||||||||
| 1220 ADELE DRIVE | GRANTS PASS | OR | 97526 | SECRETARY | 0.10 | $0 | $0 | $0 |
| RODERICK NICHOLAS PETERSON | ||||||||
| 1259 OLEANDER AVE | CHICO | CA | 95926 | DIRECTOR | 0.10 | $0 | $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 | $10,988,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,278 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,137,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,137,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,970,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $548,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $548,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,460 | TotalTaxAmt |
| Distributable Before Adj | $503,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $503,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $503,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $546,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $546,636 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $444,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $546,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,581 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $488,387 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $75,720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $412,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,830 | ExcessFromYear4Amt |
| Excess From Year3 | $192,026 | ExcessFromYear3Amt |
| Excess From Year2 | $71,351 | ExcessFromYear2Amt |
| Excess From Year1 | $66,879 | ExcessFromYear1Amt |
| Excess From Current Year | $43,581 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF OREGON | |||||||
| PO BOX 2442 | GRANTS PASS | OR | 97528 | UNRELATED | 501(C)(3) | GENERAL FUND | $4,000 |
| 100 CLUB OF HOUSTON | |||||||
| 5555 SAN FELIPE ST SUITE 1750 | HOUSTON | TX | 77056 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | UNRELATED | 501(C)(3) | GENERAL FUND | $7,500 |
| BREAD FOR THE WORLD INSTITUTE | |||||||
| 425 3RD ST SW SUITE 1200 | WASHINGTON | DC | 20024 | UNRELATED | 501(C)(3) | GENERAL FUND | $5,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | UNRELATED | 501(C)(3) | GENERAL FUND | $20,000 |
| COMMITTEE FOR SKEPTICAL INQUIRY | |||||||
| PO BOX 703 | AMHERST | NY | 14226 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| DRUSILLA HUFFMASTER ANDERSON PRIZE IN MUSIC | |||||||
| 4614 IVANHOE | HOUSTON | TX | 77027 | UNRELATED | 501(C)(3) | GENERAL FUND | $40,000 |
| ENLOE HOSPITAL FOUNDATION | |||||||
| WEST FIFTH AVENUE AND THE ESPLANADE | CHICO | CA | 95926 | UNRELATED | 501(C)(3) | GENERAL FUND | $15,000 |
| FOOD BANK OF NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | UNRELATED | 501(C)(3) | GENERAL FUND | $30,000 |
| GBOWEE PEACE FOUNDATION AFRICA - USA | |||||||
| 986 ROGERS AVE APT 6C | BROOKLYN | NY | 11226 | UNRELATED | 501(C)(3) | GENERAL FUND | $5,000 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| GRACE EPISCOPAL CHURCH | |||||||
| 4040 W BELFORD AVE | HOUSTON | TX | 77025 | UNRELATED | 501(C)(3) | GENERAL FUND | $30,000 |
| HABITAT FOR HUMMANITY | |||||||
| 322 WEST LAMAR ST | AMERICUS | GA | 31709 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| HOLY APOSTLES SOUP | |||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | UNRELATED | 501(C)(3) | GENERAL FUND | $20,000 |
| ILLINOIS VALLEY SAFE HOUSE DOMESTIC ABUSE | |||||||
| 103 S KERVY AVE | CAVE JUNCTION | OR | 97523 | UNRELATED | 501(C)(3) | GENERAL FUND | $9,000 |
| JO CO SPAY AND NEUTER FUND | |||||||
| PO BOX 787 | GRANTS PASS | OR | 97528 | UNRELATED | 501(C)(3) | GENERAL FUND | $5,000 |
| JOE'S PLACE MINISTRIES | |||||||
| PO BOX 1226 | GRANTS PASS | OR | 97528 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| KAILASH SATYARTHI CHILDREN'S FOUNDATION OF AMERICA | |||||||
| 1440 G STREET NW | WASHINGTON | DC | 20005 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| LA BREA TAR PITS | |||||||
| 5801 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| MURPHY OUTBACK YOUTH MINISTRY | |||||||
| 8561 NEW HOPE RD | GRANTS PASS | OR | 97527 | UNRELATED | 501(C)(3) | GENERAL FUND | $8,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION | |||||||
| 8001 BRADDOCK ROAD SPRING | SPRINGFIELD | VA | 22151 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| NEST PROJECT IN GEORGETOWN | |||||||
| 2201 OLD AIRPORT ROAD | GEORGETOWN | TX | 78626 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| OWN YOUR OWN UNIVERSE COMMUNITY | |||||||
| PO BOX 2340 | SAN MARCOS | TX | 78667 | UNRELATED | 501(C)(3) | GENERAL FUND | $19,000 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08544 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| REACHING OUR COMMUNITY | |||||||
| 564 SW FOUNDRY STREET | GRANTS PASS | OR | 97526 | UNRELATED | 501(C)(3) | GENERAL FUND | $5,000 |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| REMOTE AREA CLINIC | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| SOUTH CHICO COMMUNITY ASSISTANCE CENTER | |||||||
| 1805 PARK AVE | CHICAGO | CA | 95928 | UNRELATED | 501(C)(3) | GENERAL FUND | $12,500 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | UNRELATED | 501(C)(3) | OPERATING FUND | $20,000 |
| ST PETER'S EPISCOPAL CHURCH | |||||||
| PO BOX 1807 | ROCKPORT | TX | 78381 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| STANISLAUS FAMILY JUSTICE CENTER | |||||||
| 1418 J ST | MODESTO | CA | 95354 | UNRELATED | 501(C)(3) | GENERAL FUND | $28,000 |
| STAR OF HOPE MISSION | |||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | UNRELATED | 501(C)(3) | GENERAL FUND | $15,000 |
| THEATRE UNDER THE STARS | |||||||
| 800 BAGBY SUITE 200 | HOUSTON | TX | 77002 | UNRELATED | 501(C)(3) | GENERAL FUND | $10,000 |
| TRAFFICKING LAW CENTER OF OREGON | |||||||
| 1312 SW 16TH AVE FL 2 | PORTLAND | OR | 97201 | UNRELATED | 501(C)(3) | GENERAL FUND | $9,000 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | UNRELATED | 501(C)(3) | GENERAL FUND | $20,000 |
| WILDLIFE CENTER OF SILICON VALLEY | |||||||
| 3027 PENITENCIA CREEK RD | SAN JOSE | CA | 95132 | UNRELATED | 501(C)(3) | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,825 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,084,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,308,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,308,231 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $34,250 | Amt |
| Net Investment Income | $13,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $12,260,713 | EOYBookValueAmt |
| EOYFMV | $14,704,033 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERAL INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,283,100 | BookValueAmt |
| EOYFMV | $80,278 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX REFUND | Desc |
| BOY Book Value | $12,151 | BOYBookValueAmt |
| EOY Book Value | $4,373 | EOYBookValueAmt |
| EOYFMV | $4,373 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $38,281 | $15,312 | $22,969 |
| BANK FEES | $302 | $121 | $181 |
| OIL & GAS OTHER DEDUCTIONS | -$91 | -$36 | -$55 |
| OFFICE SUPPLIES | $16 | $6 | $10 |
| INVESTMENT FEES | $19,355 | $7,742 | $11,613 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $32,605 | $32,605 | $32,605 |
| SETTLEMENT PROCEEDS | $45 | $45 | $45 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX - MINERAL INTEREST | $1,702 | $681 | $1,021 |
| FEDERAL INCOME TAX | $7,778 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $579 | $232 | $347 |
Comments