JOURNEY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOURNEY CHARITABLE FOUNDATION (EIN 76-0574341)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202113129349101391
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T01:53:15-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hibbetts & Speers PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 West 34th Street - Suite 2 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78705 | 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 | 760574341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Journey Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOUR | BusinessNameControlTxt |
| Phone | 7132667309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 Shadow Creek Court | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760923400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica Kernan | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2147831212 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Erica | PersonFirstNm |
| Person Last | Kernan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary Speers | PreparerPersonNm |
| PTIN | P00243523 | PTIN |
| Phone | 5124525711 | PhoneNum |
| Preparation | 2021-11-03 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,164,356 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $86,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,164,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $308 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $497,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,427 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,660 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $53,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,947 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $960 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,000 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $838 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $66,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $228,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,867 | CashBOYAmt |
| Cash EOY | $16,531 | CashEOYAmt |
| Cash EOYFMV | $16,531 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $118,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,004 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $399,678 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $556,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $599,718 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,405,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,402,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,277,284 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,003,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $965,645 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,028,819 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,954,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,182,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,164,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,954,012 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,182,510 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,954,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,182,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,954,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,182,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,954,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $228,498 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,182,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,182,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Stock Sales - Schedule Attached | P | 2020-03-31 | 2020-06-30 | $76,745 | $76,589 | $156 | $156 |
| Stock Sales - Schedule Attached | P | 2017-06-30 | 2020-06-30 | $2,075,199 | $1,677,304 | $397,895 | $397,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,701 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $156 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,128 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,128 | SubtotalAmt |
| Tax Based On Investment Income | $6,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,331 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,331 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,331 | OriginalReturnTaxPaidAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $826 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Erica Kernan | IndividualWithBooksNm |
| Phone | 2147831212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 Shadow Creek Court | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760923400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Francine Fleming | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | President | 020.00 | $0 |
| Janice Oettmeier | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | Trustee | 004.00 | $0 |
| Weldon Milulik | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | Trustee | 004.00 | $0 |
| Erica Kernan | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | Trustee | 020.00 | $0 |
| Christina Parker | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | Trustee | 004.00 | $0 |
| Amanda Oettmeier | ||||||
| 9129 Briar Forest Drive | Houston | TX | 77024 | Trustee | 004.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,783,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,985,345 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,985,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,910,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,128 | TotalTaxAmt |
| Distributable Before Adj | $239,400 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,400 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,972 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,972 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $202,972 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,946 | UndistributedIncomePYAmt |
| Qualifying Distributions | $202,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,946 | AppliedToYear1Amt |
| Applied To Current Year | $13,026 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $226,374 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francine Fleming | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Angela House | |||||||
| 6725 Reed Rd | Houston | TX | 77087 | None | PC | To support the mission of Angela House to successfully transition women into society after incarceration. | $7,500 |
| Appalshop | |||||||
| 91 Madison Ave | Whitesburg | KY | 41858 | None | PC | To support new entrepreneurial endeavors in and around Whitesburg, and support operations based on COVID-19 impacts. | $10,000 |
| Caravan To Class | |||||||
| 1001 Bridgeway 308 | Sausalito | CA | 94965 | None | PC | To support the upcoming Dourgou school construction project. | $8,000 |
| Catholic Charities | |||||||
| 2900 Louisiana St | Houston | TX | 77066 | None | PC | To support the Women Veterans Program. | $10,000 |
| Dining For Women | |||||||
| PO Box 25633 | Greenville | SC | 29616 | None | PC | To support the collateral materials for the new messaging strategy, specifically 5,000 for the banners, 6,000 for the video. | $11,000 |
| EARTH University | |||||||
| 151 Ellis St NE Floor 1 Suite 133 | Atlanta | GA | 30303 | None | PC | To support the Community Development Program. | $10,000 |
| Fabretto | |||||||
| 1563 Sherman Ave Suite 201 | Evanston | IL | 60201 | None | PC | To support the SAT program. | $10,000 |
| Kenya Drylands Education Fund | |||||||
| PO Box 505 | Mancester | VT | 05254 | None | PC | To support The Mentorship Program. | $10,000 |
| Kula Project | |||||||
| 2307 Counsel Court | Marietta | GA | 30068 | None | PC | To support investing in six Rwandan entrepreneurs through the Kula Fellowship. | $5,400 |
| Limitless Horizons | |||||||
| PO Box 3120 | Santa Cruz | CA | 95063 | None | PC | To support the Saber Sin Limites Limitless Knowledge Community Library. | $10,000 |
| Houston Local Initiatives Support Corporation | |||||||
| 1111 North Loop West Suite 740 | Houston | TX | 77008 | None | PC | To support the small grants initiative offered through the GO Neighborhoods program Journey Community Seed Grants. | $30,000 |
| Maasai Girls Education Fund | |||||||
| 5800 MacArthur Blvd NW | Washington | DC | 20016 | None | PC | To support funding for the salaries for MGEF-Kajiados professional staff. | $13,072 |
| MAIA co Posenr Center for International Development | |||||||
| 1031 33rd St | Denver | CO | 80205 | None | PC | To support the promotion and selection of a cohort of 45-50 Girl Pioneers to enroll in the MAIA Impact School. | $10,000 |
| Malayaka House | |||||||
| PO Box 9352 | S Burlington | VT | 05407 | None | PC | To support the building of a safari lodge on the land in the Fort Portal area of Uganda. | $7,000 |
| Plant With Purpose | |||||||
| 4747 Moreno Blvd Suite 100 | San Diego | CA | 92117 | None | PC | To support 3 Sustainable Development Groups in Mexico. | $10,000 |
| Tahirih Justice Center | |||||||
| 1717 St James Place Suite 450 | Houston | TX | 77056 | None | PC | To support general operating funds for legal representation and targeted education to immigrant women and girls. | $10,000 |
| The Foundation For Tomorrow | |||||||
| PO Box 470836 | Charlotte | NC | 28247 | None | PC | To support the Teacher Training Conference. | $10,000 |
| Full Dimension Ministry | |||||||
| PO Box 572 | Mauldin | SC | 29662 | None | PC | To support the preschool education program in the Yulansoni Valley. | $6,000 |
| Catholic Charities Humanitarian Respite Center | |||||||
| 1115 15th St | McAllen | TX | 78501 | None | PC | To support migrants from Central America with basic needs as they wait for court hearings in the US to determine if they will be given asylum in the US. | $2,500 |
| Northwest Assistance Ministries | |||||||
| 15555 Kuykendahl | Houston | TX | 77090 | None | PC | To provide assistance to those who need food, shelter, health, education, safety and financial education in the Northwest Houston area. | $2,500 |
| Arise Adelante | |||||||
| PO Box 778 | Alamo | TX | 78516 | None | PC | To provide materials and staff salaries to support creative outlet classes for students of immigrant families in the Rio Grande Valley. | $2,500 |
| Unbound | |||||||
| PO Box 219114 | Kansas City | MO | 64121 | None | PC | To transform people living in poverty into leaders and agents of change in their own communities through small scale, local solutions to a community problem. | $2,500 |
| DriButts | |||||||
| 6351 Hillcrest Way | Douglasville | GA | 30117 | None | PC | To produce and distribute reusable diapers created to work in extreme environments with hot climates and where there is not running water or electricity. | $2,500 |
| Mother Maryam Foundation | |||||||
| 8705 Shoal Creek Blvd Suite 103 | Austin | TX | 78757 | None | PC | To improve the health and well-being of people in Sudan through health, education, and economic development projects. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,972 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,701 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Dividend Distributions and Adjustments | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $497,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $497,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Francine M Fleming | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9129 Briar Forest Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hibbetts Speers, PC | CategoryTxt |
| Amt | $3,320 | Amt |
| Net Investment Income | $1,660 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Invesments Managed By BBVA Compass Bank | $515,841 | $557,850 |
| Invesments Managed By Kanaly Trust | $449,804 | $470,969 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Invesments Managed By BBVA Compass Bank | $1,256,314 | $1,835,967 |
| Invesments Managed By Kanaly Trust Co | $1,145,948 | $1,441,317 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Service Charges | $60 |
| Insurance | $756 |
| Office Supplies Expenses | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Dividend Distributions and Adjustments | Desc |
| Revenue And Expenses Per Books | $308 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BBVA Compass Bank Investment Management and Advisory Services | $31,031 | $31,031 |
| Kanaly Trust Company Investment Management and Advisory Services | $22,716 | $22,716 |
| Fidelity DAF Investment Management Fees | $200 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes on investment income | $960 | $960 |
| Income tax | $5,200 |