FUSCO FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FUSCO FAMILY FOUNDATION INC (EIN 52-2363816)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202121329349102802
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-12T14:40:08-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 BAGBY STREET SUITE 4500AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770022591ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522363816EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUSCO FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KRISTIN FUSCOInCareOfNm
Business Name ControlFUSCBusinessNameControlTxt
Phone4102955927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTIN FUSCO PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4102955927PhoneNum
Signature2021-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTIN FUSCOPersonFirstNm
Person LastPRESIDENTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDoug RobbPreparerPersonNm
PTINP00780826PTIN
Phone7139822000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,293,706FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,119ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$96,650DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,650DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$16,875NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,115,765GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$360OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$360OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$330,254TotalRevAndExpnssAmt
Total Net Invst Incm$97,010TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,785AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,893AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,893AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,256TaxesRevAndExpnssAmt
Taxes Net Invst Incm$471TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,785TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,402OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,402OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$32,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,766TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,678TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$253,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,766TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$226,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,811ExcessRevenueOverExpensesAmt
Net Investment Income$70,244NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$994,186CashBOYAmt
Cash EOY$1,104,287CashEOYAmt
Cash EOYFMV$1,104,287CashEOYFMVAmt
Corporate Stock BOY$2,948,893CorporateStockBOYAmt
Corporate Stock EOY$2,895,683CorporateStockEOYAmt
Corporate Stock EOYFMV$3,748,424CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,171,952CorporateBondsBOYAmt
Corporate Bonds EOY$1,193,146CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,245,044CorporateBondsEOYFMVAmt
Other Investments BOY$201,397OtherInvestmentsBOYAmt
Other Investments EOY$201,397OtherInvestmentsEOYAmt
Other Investments EOYFMV$195,951OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,316,428TotalAssetsBOYAmt
Total Assets EOY$5,394,513TotalAssetsEOYAmt
Total Assets EOYFMV$6,293,706TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,925,635RetainedEarningBOYAmt
Retained Earning EOY$6,293,706RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,925,635TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,293,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,925,635TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,293,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,925,635TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,811ExcessRevenueOverExpensesAmt
Other Increases$291,260OtherIncreasesAmt
Subtotal$6,293,706SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,293,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS$2,825$3,201-$376-$376
GOLDMAN SACHS$526,131$572,574-$46,443-$46,443
GOLDMAN SACHS$395,363$447,396-$52,033-$52,033
GOLDMAN SACHS$699,584$611,678$87,906$87,906
GOLDMAN SACHS$85,170$91,863-$6,693-$6,693
GOLDMAN SACHS$366,322$405,929-$39,607-$39,607
CAPITAL GAIN DIVIDENDS$40,370P
CAPITAL GAIN DIVIDENDS$40,370P
CAPITAL GAIN DIVIDENDS$40,370P
CAPITAL GAIN DIVIDENDS$40,370P
CAPITAL GAIN DIVIDENDS$40,370P
CAPITAL GAIN DIVIDENDS$40,370P
FieldValueIRS element (for citing)
Capital Gain Net Income-$16,876CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$976InvestmentIncomeExciseTaxAmt
Subtotal$976SubtotalAmt
Tax Based On Investment Income$976TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,680TotalPaymentsAndCreditsAmt
Overpayment$2,704OverpaymentAmt
Applied To ES Tax$2,704AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KRISTIN FUSCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4102955927PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTIN A FUSCO
2727 KIRBY DRIVE 28LHOUSTONTX77098PRESIDENT & TREAS.0$0$0$0
JACK A FUSCO
2727 KIRBY DRIVE 28LHOUSTONTX77098SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,554,081AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,554,081TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,554,081AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$83,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,470,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$273,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$273,539MinimumInvestmentReturnAmt
Tax Based On Investment Income$976TaxBasedOnInvestmentIncomeAmt
Total Tax$976TotalTaxAmt
Distributable Before Adj$272,563DistributableBeforeAdjAmt
Distributable Before Ded$272,563DistributableBeforeDedAmt
Distributable As Adjusted$272,563DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$226,678ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$226,678QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$226,678AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$272,563DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$344,466ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$353,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,936ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$162,511ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$33,851ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$896,888TotalExcessDistributionCyovAmt
Qualifying Distributions$226,678QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$226,678AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$45,885ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$45,885ExcessDistributionCyovAppCYAmt
Total Corpus$851,003TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$298,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$552,422ExcessDistriCyovToNextYrAmt
Excess From Year4$353,124ExcessFromYear4Amt
Excess From Year3$2,936ExcessFromYear3Amt
Excess From Year2$162,511ExcessFromYear2Amt
Excess From Year1$33,851ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKRISTIN A FUSCOContributingManagerNm
Contributing ManagerJACK A FUSCOContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KEY SCHOOL
534 HILLSMERE DRIVEANNAPOLISMD21403PCGeneral Fund$25,000
ASTROS FOUNDATION
501 Crawford StreetHoustonTX77002PCGeneral Fund$66,000
ST MARY'S CHURCH
3006 ROSEDALE STREETHOUSTONTX77004PCGENERAL FUND$5,000
KEY SCHOOL
534 HILLSMERE DRIVEANNAPOLISMD21403PCFUSCO PARK$100,000
CHENIERE FOUNDATION
700 MILAM STREET SUITE 1900HOUSTONTX77002PCGENERAL FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,650ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$16,875ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$79,775ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,775TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJACK A FUSCOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,119TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySHARES OF THE FOLLOWING: 1144 SHS AAPL, FMV $132,658.24 265 SHS MSFT, FMV $56,676.88 182 SHS UNH, FMNoncashPropertyDesc
Fair Market Value$250,119FairMarketValueAmt
Received2020-11-25ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX LLPCategoryTxt
Amt$3,785Amt
Net Investment Income$1,893NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,893DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS FIXED INCOMEBondNm
EOY Book Value$1,193,146EOYBookValueAmt
EOYFMV$1,245,044EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS PUBLIC EQUITYStockNm
EOY Book Value$2,895,683EOYBookValueAmt
EOYFMV$3,748,424EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$24,402RevenueAndExpensesPerBooksAmt
Net Investment Income$24,402NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGOLDMAN SACHSDesc
Revenue And Expenses Per Books$360RevenueAndExpensesPerBooksAmt
Net Investment Income$360NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$291,260Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJACK A FUSCOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$3,785$3,785
FOREIGN TAX$471$471

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