JOHN M OQUINN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN M OQUINN FOUNDATION (EIN 76-0206844)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349104360
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:21:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 210 PARK AVE SUITE 1725 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 | 760206844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN M O'QUINN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7138715860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE NO 100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C WILSON III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138715860 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WILSON III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN NOWAKOWSKI | PreparerPersonNm |
| PTIN | P01796934 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2021-11-12 | 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 | 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 | $232,046,311 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,250,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $276,309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $276,309 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,566,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,546,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,033,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,514,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$185,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$15,550 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,874,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,807,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $361,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $180,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $101,123 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,449 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,674 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,762 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,676 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,086 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $107,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $78,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,908 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $547,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $546,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $905 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,270 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,073 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,866 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,232 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,616 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,616 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,427 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,453,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $991,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $395,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,071,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,071,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,525,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $991,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,467,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,348,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,815,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,560,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,911,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,911,813 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $99,682,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,308,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $151,574,965 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,384,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,997,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,304,202 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,017,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,774,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,766,872 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $302,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,610 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $152,660 | LandBOYAmt |
| Land EOY | $134,794 | LandEOYAmt |
| Land EOYFMV | $134,794 | LandEOYFMVAmt |
| Other Assets BOY | $74,731 | OtherAssetsBOYAmt |
| Other Assets EOY | $94,775 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,353,665 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $186,872,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,221,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $232,046,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $186,872,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $206,221,016 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,872,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,221,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,872,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,221,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,872,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,348,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $206,221,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $206,221,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - UBS | $22,128,637 | $22,087,675 | $40,962 | $40,962 | |
| PUBLICLY TRADED SECURITIES - JPM 2001 | $24,315,193 | $26,138,807 | -$1,823,614 | -$1,823,614 | |
| TOTAL PARTNERSHIP GAIN/(LOSS) | $152 | $152 | |||
| PUBLICLY TRADED SECURITIES - JPM 2000 | $365,917 | $321,058 | $44,859 | $44,859 | |
| CAPITAL GAINS DIVIDENDS | $704,307 | $704,307 | $704,307 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,033,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,642 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $113,642 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74,510 | OverpaymentAmt |
| Applied To ES Tax | $74,510 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OQUINNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MS MICK PRITCHETT | IndividualWithBooksNm |
| Phone | 7138715860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE SUITE 100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT C WILSON III | ||||||||
| 19 BRIAR HOLLOW LANE SUITE 100 | HOUSTON | TX | 77027 | PRESIDENT, TRUSTEE | 40.00 | $350,000 | $11,929 | $0 |
| DAVID A OTT MD | ||||||||
| PO BOX 20345 | HOUSTON | TX | 77225 | VICE PRESIDENT, TRUSTEE | 1.00 | $3,750 | $0 | $0 |
| DR ANETTE EDENS | ||||||||
| 1040 LOUISE ST | HOUSTON | TX | 77009 | SECRETARY, TRUSTEE | 1.00 | $3,750 | $0 | $0 |
| MICHAEL J LOWENBERG | ||||||||
| 5419 JACKSON PARK LANE | KATY | TX | 77494 | TREASURER, TRUSTEE | 1.00 | $3,750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICK PRITCHETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE SUITE 100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF FOUNDATI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 28.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,853 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 4400 POST OAK PARKWAY | HOUSTON | TX | 77027 | INVESTMENT ADVISORY SERVICES | $361,506 |
| JP MORGAN | |||||
| 707 TRAVIS STREET FLOOR 11 | HOUSTON | TX | 77002 | INVESTMENT ADVISORY SERVICES | $184,642 |
| RSM US LLP | |||||
| 1330 POST OAK BLVD | HOUSTON | TX | 77056 | ACCOUNTING SERVICES | $118,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $164,290,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,107,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,113,940 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,511,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,511,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,067,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,443,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,072,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,072,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,132 | TotalTaxAmt |
| Distributable Before Adj | $10,033,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,033,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,033,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,467,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,467,171 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,467,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,033,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,568,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,824,329 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,393,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,467,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,467,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,565,892 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,565,892 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $827,356 | 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 | $827,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $827,356 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT C WILSON III PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE SUITE 100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138715860 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR INFORMATION ON APPLICATION FORMS AND INFORMATION AND MATERIAL THAT SHOULD BE INCLUDED PLEASE DIRECT ANY INQUIRIES TO MICK PRITCHETT AT (713)871-5860 OR MICK@OQUINNFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR DETAILED SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT REQUESTS WILL BE CONSIDERED ONLY FROM (1) TAX EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND FURTHER CLASSIFIED AS A PUBLIC CHARITY, THAT IS, AN ORGANIZATION WHICH IS NOT A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE, OR (2) GOVERNMENTAL UNITS DESCRIBED IN SECTION 170 OF THE CODE HOWEVER, GRANTS WILL NOT BE MADE (1) TO ANY PUBLIC CHARITY CLASSIFIED AS A TYPE III SUPPORTING ORGANIZATION WHICH IS NOT A FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION" WITHIN THE MEANING OF SECTION 4942(G)(4)(A)(I) OF THE CODE OR (2) TO FOREIGN CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOPE & HEALING CENTER & INSITITUE | |||||||
| 717 SAGE RD | HOUSTON | TX | 77056 | NONE | PC | TO SPONSOR/UNDERWRITE 2020 LUNCHEON | $75,000 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | TO STRENGTHEN CAMP ENDOWED SCHOLARSHIP | $100,000 |
| ST THOMAS HIGH SCHOOL | |||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | TO SUPPORT 4500 FOREVER CAPITAL CAMPAIGN | $25,000 |
| CRISTO REY JESUIT COLLEGE PREP SCHOOL | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | PC | TO SUPPORT BUILDING OF SOFTBALL FIELD | $25,000 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE RD | HOUSTON | TX | 77056 | NONE | PC | TO SUPPORT BUILDING TWO CLASSROOMS IN CHILDREN'S MINISTRY | $50,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVE DALLAS | DALLAS | TX | 75204 | NONE | PC | TO SUPPORT CAPITAL IMPROVEMENTS FOR ED COX TFFC | $100,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | GOV | TO SUPPORT CONSTRUCTION OF STADIUM | $500,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 GRANT - STAMAN OGILVIE FUND | $15,000 |
| HARRIS HEALTH | |||||||
| 2525 HOLLY HALL ST | HOUSTON | TX | 77054 | NONE | PC | TO SUPPORT COVID-19 GRANT AND FOR IPADS | $60,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | GOV | TO SUPPORT COVID-19 RECOVERY GRANT FOR DIAMOND EMERGENCY FUND | $5,000 |
| CRISTO REY JESUIT COLLEGE PREP SCHOOL | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 402 SIMONTON ST 125 | CONROE | TX | 77031 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| HOUSTON SPCA | |||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| ST THOMAS HIGH SCHOOL | |||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| HOUSTON BAPTIST UNIVERSITY | |||||||
| 7502 FOUNDREN RD | HOUSTON | TX | 77074 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| PRO-VISION INC | |||||||
| 4590 WILMINGTON ST | HOUSTON | TX | 77051 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| SPRINGSPIRIT | |||||||
| 8526 PITNER RD | HOUSTON | TX | 77080 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| RISE SCHOOL OF AUSTIN | |||||||
| 4800 MANOR RD BLDGJ | AUSTIN | TX | 78723 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 50 BRIAR HOLLOW LN 250E | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| HOUSTON APHASIA RECOVERY CENTER | |||||||
| 5005 WOODWAY DR SUITE 110 | HOUSTON | TX | 77056 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| NEHEMIAH CENTER INC | |||||||
| 5015 FANNIN ST | HOUSTON | TX | 77004 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST UNIT 1504 | HOUSTON | TX | 77002 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| THE JUNG CENTER | |||||||
| 5200 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| PALMER DRUG ABUSE PROGRAM | |||||||
| 840 GESSNER RD SUITE 1300 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $7,000 |
| PRESBYTERIAN SCHOOL | |||||||
| 40 OAKDALE ST | HOUSTON | TX | 77006 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| YES PREP | |||||||
| 5515 SOUTH LOOP EAST SUITE B | HOUSTON | TX | 77033 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| THE HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| BAYTOWN CHRISTIAN ACADEMY | |||||||
| 5555 N MAIN | BAYTOWN | TX | 77521 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $7,000 |
| RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| HIS FATHER'S HEART MINISTRIES | |||||||
| 5715 NW CENTRAL DR 109 | HOUSTON | TX | 77092 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $2,500 |
| WONDERLAND EDUCATIONAL ESTATE ASSOCIATION | |||||||
| 5807 CALHOUN RD | HOUSTON | TX | 77021 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| THE WILL ERWIN HEADACHE RESEARCH FOUND | |||||||
| 609 MAIN ST SUIT 2350 | HOUSTON | TX | 77002 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| HOUSTON ZOO INC | |||||||
| 6200 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| ARCHWAY ACADEMY | |||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| FIRST BAPTIST CHURCH POLLOCK | |||||||
| 7956 RIDGE ST | POLLOCK | LA | 71467 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| TEXAS HEART INSTITUTE | |||||||
| 6770 BERTNER AVE | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| ST FRANCIS EPISCOPAL SCHOOL | |||||||
| 335 PINEY POINT RD | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| DRESS FOR SUCCESS HOUSTON | |||||||
| 3310 EASTSIDE ST | HOUSTON | TX | 77098 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| THE POSSE FOUNDATION | |||||||
| 1001 MCKINNEY ST | HOUSTON | TX | 77002 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| TEEN AND FAMILY SERVICES | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| THE MENNINGER CLINIC FOUNDATION | |||||||
| 12301 S MAIN ST | HOUSTON | TX | 77035 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| HOUSTON HUMANE SOCIETY | |||||||
| 14700 ALMEDA RD | HOUSTON | TX | 77053 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $8,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| THE BROOKWOOD COMMUNITY | |||||||
| 1752 FARM TO MARKET 1489 | BROOKSHIRE | TX | 77423 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| HEALTHCARE FOR THE HOMELESS - HOUSTON | |||||||
| 1934 CAROLINE ST | HOUSTON | TX | 77002 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| THE KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| SERENITY RETREAT | |||||||
| 2060 N LOOP WEST SUITE 200 | HOUSTON | TX | 77018 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| CAMP FOR ALL | |||||||
| 3701 KIRBY DR 570 | HOUSTON | TX | 77098 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK RD | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| BRIDGES TO LIFE | |||||||
| 8554 KATY FWY SUITE 300 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $8,000 |
| BREAKTHROUGH HOUSTON | |||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| AMERICAN HERITAGE EDUCATION FOUNDATION INC | |||||||
| 3100 WESLAYAN ST SUITE 375 | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $2,500 |
| THE CENTER FOR HEARING AND SPEECH | |||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| THE COUNCIL ON RECOVERY | |||||||
| 303 JACKSON HILL ST | HOUSTON | TX | 77007 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| GIRL SCOUTS OF SAN JACINTO | |||||||
| 3000 SOUTHWEST FWY | HOUSTON | TX | 77098 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVE DALLAS | DALLAS | TX | 75204 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE DR 222 | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| HOPE STONE INC | |||||||
| 2726 BISSONNET ST 240 | HOUSTON | TX | 77005 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $5,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| CHINQUAPIN PREPARATORY SCHOOL | |||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| YMCA OF GREATER HOUSTON | |||||||
| 2600 N LOOP W FWY 300 | HOUSTON | TX | 77092 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $15,000 |
| MONARCH SCHOOL | |||||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | NONE | PC | TO SUPPORT COVID-19 RELIEF | $10,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT DR. BRENDAN LEES RESEARCH FOR EHLERS DANLOS SYNDROME AT THE PAMELA AND DAVID OTT CENTER | $200,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT ENDOWED CHAIR IN CANCER RESEARCH | $200,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK RD | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT FINANCIAL ASSISTANCE SCHOLARSHIPS | $34,000 |
| THE MENNINGER CLINIC FOUNDATION | |||||||
| 12301 S MAIN ST | HOUSTON | TX | 77035 | NONE | PC | TO SUPPORT THE DEVELOPMENT OF A BEHAVIORAL HEALTH CAMPUS FOR THE MENNINGER CLINIC | $1,400,000 |
| MONARCH SCHOOL | |||||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $300,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | TO SUPPORT GRANT FOR APPLE IPADS AND AMAZON ECHO DOTS | $200,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | GOV | TO SUPPORT THE REFURBISHMENT OF O'QUINN GREAT HALL AT ATHLETICS-ALUMNI CENTER | $25,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | GOV | TO SUPPORT UNIVERSITY OF HOUSTON COUGAR EMERGENCY FUND | $20,000 |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| PO BOX 12456 | AUSTIN | TX | 78711 | NONE | PC | TO SUPPORT SCHOOL FIELD TRIPS | $50,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT THE TEXAS ADVANCE COMMITMENT FOR UNDERGRADUATE TUITION ASSISTANCE | $50,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | TO SUPPORT SPIRIT FOOD FUND | $50,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 1 BOTANIC LANE | HOUSTON | TX | 77017 | NONE | PC | TO SUPPORT COMMENCEMENT OF ENDOWMENT | $50,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | TO SUPPORT JMOQ CENTENNIAL CHAIR IN CONCUSSION RESEARCH | $250,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO ADD TO THE JMOQF ENDOWED SCHOLARSHIP FUND FOR STUDENTS AT UT DELL MEDICAL SCHOOL | $150,000 |
| BOY SCOUTS OF AMERICA SAM HOUSTON AREA COUNCIL | |||||||
| 2225 N LOOP W | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT LEADERS OF TOMORROW CAMPAIGN | $50,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT LIFE FLIGHT | $200,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT PEDIATRIC TOWER | $1,000,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT PROFESSORSHIP IN THE DEPT. OF OBSTETRICS & GYNECOLOGY | $50,000 |
| UT HEALTH | |||||||
| 7000 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT RESEARCH ACCELERATOR FUND | $50,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT THE BUILDING OF THE RESEARCH INSTITUTE AND OUTPATIENT CENTER AT THE MENTAL HEALTH EPICENTER ON THE MENNINGER CAMPUS | $242,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,071,857 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| PO BOX 12456 | AUSTIN | TX | 78711 | NONE | PC | TO SUPPORT SCHOOL FIELD TRIPS | $100,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT THE TEXAS ADVANCE COMMITMENT FOR UNDERGRADUATE TUITION ASSISTANCE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,309 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,566,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,033,334 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORD INC/(LOSS) FROM PSHIPS REPORTED ON FORM 990-T | 901101 | -$62,321 | 18 | -$7,248 |
| RENTAL INC/(LOSS) FROM PSHIPS | 901101 | -$107,928 | 18 | -$7,442 |
| SEC 1231 GAIN/(LOSS) FROM PSHIPS | 18 | -$1,796 | ||
| OTHER INC/(LOSS) FROM PSHIPS | 18 | $936 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$170,249 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,793,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,623,277 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT C WILSON III | ||||||
| 1 | 19 BRIAR HOLLOW LANE SUITE 100 | HOUSTON | TX | 77027 | $750 | Yes (X) |
| ESTATE OF JOHN M O'QUINN | ||||||
| 2 | 1300 POST OAK BLVD SUITE 2000 | HOUSTON | TX | 77056 | $24,250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $107,708 | Amt |
| Net Investment Income | $78,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,908 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OIL PORTRAIT | 2012-04-27 | $820 | $820 | 200DB | 7.000000000000 | $0 | $0 |
| DELL COMPUTER OPTIPLEX 990 SMALL | 2012-05-23 | $800 | $800 | 200DB | 5.000000000000 | $0 | $0 |
| DELL COMPUTER OPTIPLEX 990 SMALL | 2012-05-23 | $1,600 | $1,600 | 200DB | 5.000000000000 | $0 | $0 |
| PRINTER | 2013-01-29 | $625 | $625 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNISHINGS | 2014-02-26 | $27,605 | $23,910 | 200DB | 7.000000000000 | $2,463 | $0 |
| LEASEHOLD IMPROVEMENTS | 2014-01-01 | $260,843 | $114,519 | 150DB | 15.000000000000 | $15,403 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT # 3850 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $19,097,909 | $20,200,773 |
| UBS ACCOUNT # 5334 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $8,885,615 | $8,965,515 |
| UBS ACCOUNT # 9861- ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $2,013,833 | $2,137,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN ACCOUNT # 2001 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $101,824,830 | $119,405,549 |
| UBS ACCOUNT # 1241 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $2,827,583 | $3,098,122 |
| UBS ACCOUNT # 1242 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $1,450,725 | $1,682,546 |
| UBS ACCOUNT # 1243 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $1,072,110 | $1,490,599 |
| UBS ACCOUNT # 5334 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $9,004,173 | $12,266,288 |
| UBS ACCOUNT # 5339 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $1,099,171 | $1,247,276 |
| UBS ACCOUNT # 5340 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $5,752,985 | $6,851,294 |
| UBS ACCOUNT # 5341 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $665,399 | $702,443 |
| UBS ACCOUNT # 5680 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $818,710 | $470,465 |
| UBS ACCOUNT # 8418 - ADDITIONAL DETAIL AVAILABLE UPON REQUEST | $3,792,357 | $4,360,383 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2017 TIMBER FOREST - REAL ESTATE | AT COST | $211,860 | $211,860 |
| PTP INVESTMENTS | AT COST | $291,885 | $332,311 |
| BASIS ADJUSTMENT | AT COST | $49,235 | $0 |
| CURTIS COVE | AT COST | $6,443,589 | $6,443,589 |
| TELMAX, LLC | AT COST | $476,190 | $476,190 |
| FLAGSHIP CAPITAL PTRS EQUITY OP | AT COST | $218,400 | $218,400 |
| FLAGSHIP CAPITAL PTRS FUND V LP | AT COST | $83,075 | $83,075 |
| GRAND PARKWAY/I-10 ASSOCIATES | AT COST | $0 | $1,447 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OIL PORTRAIT | $820 | $820 | $0 | $0 |
| DELL COMPUTER OPTIPLEX 990 SMALL | $800 | $800 | $0 | $0 |
| DELL COMPUTER OPTIPLEX 990 SMALL | $1,600 | $1,600 | $0 | $0 |
| WEB DESIGN | $4,024 | $3,074 | $950 | $950 |
| WEB DESIGN | $6,087 | $4,396 | $1,691 | $1,691 |
| PRINTER | $625 | $625 | $0 | $0 |
| OFFICE FURNISHINGS | $27,605 | $26,373 | $1,232 | $1,232 |
| LEASEHOLD IMPROVEMENTS | $260,843 | $129,922 | $130,921 | $130,921 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,762 | LegalFeesAmt |
| Net Investment Income | $1,676 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,086 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $6,356 | $6,356 | $6,356 |
| ARTWORK | $19,810 | $19,810 | $1,278,700 |
| RECEIVABLES | $42,219 | $62,263 | $62,263 |
| PREPAID RENT | $6,346 | $6,346 | $6,346 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE DEDUCTIONS FROM PSHIPS | $25 | $0 | $25 |
| INVESTMENT INTEREST EXPENSE FROM PSHIPS | $400 | $400 | $0 |
| NONDEDUCTIBLE EXPENSES FROM PSHIPS | $236 | $0 | $0 |
| HEALTH INSURANCE | $11,929 | $5,965 | $5,965 |
| MEALS & ENTERTAINMENT | $4,219 | $2,109 | $2,109 |
| BANK FEES | $365 | $183 | $182 |
| COMPUTER AND INTERNET EXPENSES | $14,684 | $7,342 | $7,342 |
| MILEAGE | $1,337 | $0 | $1,337 |
| OFFICE EXPENSES | $8,778 | $4,389 | $4,389 |
| POSTAGE, MAILING SERVICE | $1,997 | $998 | $999 |
| PRINTING AND COPYING | $8,784 | $4,392 | $4,392 |
| TELEPHONE, TELECOMMUNICATIONS | $6,220 | $3,110 | $3,110 |
| OTHER INSURANCE | $60,727 | $30,364 | $30,364 |
| PARKING | $187 | $94 | $94 |
| STORAGE | $158 | $0 | $158 |
| ART APPRAISAL | $961 | $0 | $961 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORD INC/(LOSS) FROM PSHIPS REPORTED ON FORM 990-T | -$69,569 | -$7,248 | -$69,569 |
| RENTAL INC/(LOSS) FROM PSHIPS | -$115,370 | -$7,442 | -$115,370 |
| SEC 1231 GAIN/(LOSS) FROM PSHIPS | -$1,796 | -$1,796 | -$1,796 |
| OTHER INC/(LOSS) FROM PSHIPS | $936 | $936 | $936 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $546,148 | $546,148 | $0 |
| PAYROLL SERVICE | $905 | $0 | $905 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $37,759 | $37,759 | $0 |
| FOREIGN TAXES PAID FROM PSHIPS | $236 | $236 | $0 |
| PAYROLL TAXES | $21,348 | $10,275 | $11,073 |
| EXCISE TAXES | $48,000 | $0 | $0 |