SEARING BROWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SEARING BROWN FOUNDATION (EIN 72-1522030)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-29
- IRS object ID
- 202102729349100205
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T10:18:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760473687 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVETT TURNER & WYBLE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2032 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721522030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEARING BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAR | BusinessNameControlTxt |
| Phone | 7134641862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14507 TIVOLI DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7134641862 | PhoneNum |
| Signature | 2021-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY A TURNER CPA | PreparerPersonNm |
| PTIN | P00704549 | PTIN |
| Phone | 4098980070 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,005,449 | 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 | $21,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,959 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,789 | 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 |
| Other Prof Fees Rev And Expnss | $5,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,677 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,533 | CashBOYAmt |
| Cash EOY | $21,520 | CashEOYAmt |
| Cash EOYFMV | $21,520 | CashEOYFMVAmt |
| Corporate Stock BOY | $843,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $983,929 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $877,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $857,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,005,449 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,876 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | 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 | $871,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $852,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $871,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $877,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $857,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $871,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,829 | OtherIncreasesAmt |
| Subtotal | $852,900 | SubtotalAmt |
| Other Decreases | $485 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $852,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FEDERAL MONEY MARKET FUND | P | 2019-09-11 | 2020-09-16 | $30,000 | $30,000 | $0 | $0 |
| VANGUARD FEDERAL MONEY MARKET FUND | P | 2019-09-11 | 2020-12-16 | $30,000 | $30,000 | $0 | $0 |
| ISHARES TR CORE US AGGBD ET | P | 2019-11-26 | 2020-06-08 | $2,104 | $2,036 | $68 | $68 |
| ISHARES TR CORE 1 5 YR USD | P | 2019-11-26 | 2020-06-08 | $19,138 | $18,806 | $332 | $332 |
| ISHARES TR CORE 1 5 YR USD | P | 2019-11-18 | 2020-09-23 | $1,959 | $1,915 | $44 | $44 |
| ISHARES TR CORE US AGGBD ET | P | 2017-10-23 | 2020-06-08 | $31,095 | $29,113 | $1,982 | $1,982 |
| ISHARES TR CORE US AGGBD ET | P | 2017-10-23 | 2020-09-23 | $6,498 | $6,020 | $478 | $478 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | P | 2017-10-23 | 2020-09-23 | $17,292 | $13,463 | $3,829 | $3,829 |
| ISHARES INCORPORATED CORE MSCI EMKT | P | 2017-10-23 | 2020-09-23 | $1,142 | $1,222 | -$80 | -$80 |
| ISHARES TR CORE MSCI EAFE | P | 2017-10-23 | 2020-09-23 | $3,907 | $4,222 | -$315 | -$315 |
| ISHARES TR CORE MSCI EAFE | P | 2017-10-23 | 2020-06-08 | $17,131 | $18,510 | -$1,379 | -$1,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,959 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $260 | 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 |
| 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 | SCOTT S BROWN | IndividualWithBooksNm |
| Phone | 7134641862 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14507 TIVOLI DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT S BROWN | ||||||||
| 14507 TIVOLI DRIVE | HOUSTON | TX | 77077 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARKELL B ROWE | ||||||||
| 149 ROSSITER STREET | CORPUS CHRISTI | TX | 78411 | TREASURER | 0.00 | $0 | $0 | $0 |
| MELANIE C DAUPHIN | ||||||||
| 14507 TIVOLI DRIVE | HOUSTON | TX | 77077 | SECRETARY | 0.00 | $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 | $893,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $935,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $935,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $921,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $45,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,069 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,186 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,004 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100 | ExcessFromYear4Amt |
| Excess From Year3 | $3,069 | ExcessFromYear3Amt |
| Excess From Year1 | $1,649 | ExcessFromYear1Amt |
| Excess From Current Year | $2,186 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN MISSION HEALTHCAR FOUNDATION | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $10,500 |
| ALLIANCE DEFENSE FUND | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $6,000 |
| BUILDING HOMES FOR HEROES | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| FIRST BAPTIST CHURCH MARBLE FALLS | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3,500 |
| JDRF SOUTHERN TEXAS CHAPTER | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $6,000 |
| MDUMC | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,500 |
| MERCY SHIPS | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| SAMARITAN'S PURSE | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $5,000 |
| SHRINERS HOSPITAL GALVESTON | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| THE ROBBINS FUND | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,500 |
| THE WORLD OUR PARISH | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3,000 |
| TUNNELS AND TOWERS | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,000 |
| WORLD CENTRAL KITCHEN | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $500 |
| WOUNDED WARRIOR | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,830 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,959 | 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 | $26,789 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,789 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME PRODUCED FROM INVESTMENTS |
| 8 | INCOME FROM SALE OF ASSETS CONTRIBUTED AND REINVESTED |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $835,895 | EOYBookValueAmt |
| EOYFMV | $983,929 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $485 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $200 | $200 | $0 |
| LEGAL AND PROFESSIONAL | $2,200 | $2,200 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE INCOME | Desc |
| Amt | $10,829 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SEARING, LTD. | Desc |
| BOY Book Value | $5,876 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $5,677 | Amt |
| Net Investment Income | $5,677 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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