STOLLER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STOLLER FOUNDATION (EIN 46-3119720)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349103252
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:43:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760616111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JTJONES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 CITYWEST BLVD STE 450 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77042 | 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 | 463119720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOLLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOL | BusinessNameControlTxt |
| Phone | 7134615012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDDY HALLOCK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7134615012 | 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 | EDDY | PersonFirstNm |
| Person Last | HALLOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T JONES CPA | PreparerPersonNm |
| PTIN | P00168345 | PTIN |
| Phone | 7132785100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,069,202 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,252,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,160,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,160,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,659,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,566,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $298,931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $297,915 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,051,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,458,049 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $365,845 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $362,845 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,726 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,726 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $76,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,878 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,666 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,114 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $80,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $122,969 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $36,318 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $301,962 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $100,654 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $119,692 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,030 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,503 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,646 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,330,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $406,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $717,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,356,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,762,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $406,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,073,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $289,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,051,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $657,592 | CashBOYAmt |
| Cash EOY | $1,779,692 | CashEOYAmt |
| Cash EOYFMV | $1,779,692 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $413,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,019,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,019,434 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $28 | AcctRcvblAmt |
| Acct Rcvbl EOY | $28 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $28 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,773 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,912 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,912 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,458,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,346,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,346,825 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,879,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,165,252 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,165,252 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,756,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,553,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,553,455 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,329,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $433,535 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,922,226 | LandBOYAmt |
| Land EOY | $4,895,910 | LandEOYAmt |
| Land EOYFMV | $5,048,352 | LandEOYFMVAmt |
| Other Assets BOY | $137,288 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,252 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,252 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,229,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,916,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,069,202 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,804 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $181,082 | AccountsPayableEOYAmt |
| Grants Payable BOY | $558,972 | GrantsPayableBOYAmt |
| Grants Payable EOY | $635,148 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $123,422 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $750,198 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $816,230 | 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 | $52,479,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,100,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,479,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,100,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,229,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,916,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,479,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $289,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,331,913 | OtherIncreasesAmt |
| Subtotal | $55,100,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,100,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | $10,102,600 | $11,391,931 | -$1,289,331 | -$1,289,331 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | $3,333,086 | $3,577,023 | -$243,937 | -$243,937 | |
| PASSTHROUGH K-1 LONG TERM CAPITAL GAIN | $257,079 | -$257,079 | -$257,079 | P | |
| CAPITAL GAINS DIVIDENDS | $131,005 | $131,005 | $131,005 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,659,342 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,494 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,494 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,881 | OverpaymentAmt |
| Applied To ES Tax | $20,881 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STOLLERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NAM BAEK | IndividualWithBooksNm |
| Phone | 7134615012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD STE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| XOCHILT CRUZ | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| MADAY REDD | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE/ASSOC DIRECTOR | 40.00 | $89,015 | $374 | $600 |
| SEONGAE KIM | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE/ASSOC DIRECTOR | 40.00 | $65,782 | $330 | $1,270 |
| DAN VAZQUEZ | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| NAM BAEK | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | ASSOC DIRECTOR | 40.00 | $79,211 | $320 | $710 |
| EDDY HALLOCK | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE/EXECUTIVE DIRECTOR | 40.00 | $90,837 | $312 | $700 |
| LUIS CAMPOS | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| MICHAEL LU | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,372,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,450,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,568,089 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,391,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,391,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $725,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,665,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,383,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,383,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,613 | TotalTaxAmt |
| Distributable Before Adj | $2,368,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,368,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,368,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,073,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $64,434 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,137,821 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,137,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,368,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,602,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,823,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,845,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,136,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,865 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,590,419 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,137,821 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,137,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $230,826 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $230,826 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,359,593 | 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 | $2,371,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,987,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,823,080 | ExcessFromYear4Amt |
| Excess From Year3 | $3,845,013 | ExcessFromYear3Amt |
| Excess From Year2 | $1,136,662 | ExcessFromYear2Amt |
| Excess From Year1 | $182,865 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STOLLER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134615012 | RecipientPhoneNum |
| Recipient Email Address | NBAEK@STOLLERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION PROCESS BEGINS BY THE APPLICANT SUBMITTING A LETTER OF INQUIRY. IF THE LOI IS APPROVED, THE APPLICANT WILL BE ASKED TO SUBMIT A FULL APPLICATION AND PROVIDE DETIALS ABOUT THEIR MINISTRY, PROGRAM AND PROJECT PLAN, AND OTHER ITEMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE APPLICANT MUST BE A CHRISTIAN 501(C)(3) NON-PROFIT ORGANIZATION. OTHER FACTORS ARE EVALUATED, INCLUDING VOLUNTEER BASIS, EVANGELISM FOCUS, AND SUSTAINABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGAPE DEVELOPMENT MINISTRIES | |||||||||||
| 6504 CALHOUN RD | HOUSTON | TX | 77021 | PC | GENERAL SUPPORT, DISASTER RELIEF | $9,350 | |||||
| BAPTIST GENERAL CONVENTION OF TEXAS | |||||||||||
| 7557 RAMBLER RD STE 1100 | DALLAS | TX | 75231 | PC | MISSION SUPPORT | $6,300 | |||||
| BAPTIST WORLD ALLIANCE | |||||||||||
| 405 N WASHINGTON ST | FALLS CHURCH | VA | 22046 | PC | GENERAL SUPPORT, DISASTER RELIEF | $20,000 | |||||
| BIBLE STUDY MEDIA | |||||||||||
| PO BOX 56187 | HOUSTON | TX | 77256 | PC | GENERAL SUPPORT, DISASTER RELIEF | $31,000 | |||||
| BROKEN PILLARS | |||||||||||
| PO BOX 363 | STAFFORD | TX | 77497 | PC | MISSION SUPPORT | $6,000 | |||||
| CAMPUS CRUSADE FOR CHRIST | |||||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | MISSION SUPPORT | $18,000 | |||||
| CENTRO PROMOCIONAL TIA ILEIDE | |||||||||||
| NC | GENERAL SUPPORT | $20,000 | RUA VLADIMIR PINTO 37 | CHACARA BOA VISTA | CAMPINAS | BR | 13068-560 | ||||
| COFFEE WITH A CHRISTIAN INC | |||||||||||
| 3336 PARKWOOD AVE | RICHMOND | VA | 23221 | PC | DISASTER RELIEF | $31,783 | |||||
| CONVENTION-UNITED BAPTIST CHURCHES CEARA | |||||||||||
| NC | PROJECT - NABOR PEPE E ESPACO VOAR, DISASTER RELIEF | $29,166 | RUA SILVA PAULET 1100 | ALDEOTA | FORTALEZA | BR | 60120-021 | ||||
| CORNERSTONE FAMILY MINISTRIES | |||||||||||
| 1400 BRITTMOORE RD | HOUSTON | TX | 77043 | PC | GENERAL SUPPORT | $5,000 | |||||
| DIAMOND WILLOW MINISTRIES | |||||||||||
| PO BOX 438 | FORT THOMPSON | SD | 57339 | PC | GENERAL SUPPORT, DISASTER RELIEF | $2,000 | |||||
| ELIJAH RISING | |||||||||||
| 2717 N SABINE ST | HOUSTON | TX | 77009 | PC | GENERAL SUPPORT | $12,500 | |||||
| EYES ON ME INC | |||||||||||
| 10750 HAMMERLY BLVD SUITE 263 | HOUSTON | TX | 77043 | PC | GENERAL SUPPORT, DISASTER RELIEF | $103,700 | |||||
| FORERUNNER MENTORING PROGRAM | |||||||||||
| 10110 MCCREE RD | DALLAS | TX | 75238 | PC | GENERAL SUPPORT | $15,000 | |||||
| FREESTYLE MINISTRIES | |||||||||||
| 18330 BLANCHMONT LANE | HOUSTON | TX | 77083 | PC | GENERAL SUPPORT, DISASTER RELIEF | $53,660 | |||||
| GALVESTON URBAN MINISTRIES | |||||||||||
| 3727 BALL ST | GALVESTON | TX | 77550 | PC | GENERAL SUPPORT | $25,000 | |||||
| GLOBAL OPERATIONS FOR ALL PEOPLES | |||||||||||
| PO BOX 118131 | CARROLLTON | TX | 75011 | PC | MISSION SUPPORT | $5,000 | |||||
| GOSPEL GARDEN MINISTRIES | |||||||||||
| NC | GENERAL SUPPORT | $60,000 | CALLE 20 NO 325 | IZAMAL | YUCATAN | MX | 97540 | ||||
| HOUSTON LEGAL AID CENTER | |||||||||||
| PO BOX 2738 | CYPRESS | TX | 77410 | PC | GENERAL SUPPORT | $65,000 | |||||
| LIFE HOUSE OF HOUSTON | |||||||||||
| PO BOX 27127 | HOUSTON | TX | 77227 | PC | GENERAL SUPPORT, DISASTER RELIEF | $20,875 | |||||
| LIFETREE MINISTRIES | |||||||||||
| 22507 SPRING WALK DR | KATY | TX | 77494 | PC | GENERAL SUPPORT, DISASTER RELIEF | $2,000 | |||||
| LOVE IS MINISTRY | |||||||||||
| 6119 GREENVILLE AVE 120 | DALLAS | TX | 75206 | PC | GENERAL SUPPORT, DISASTER RELIEF | $37,625 | |||||
| LOVE PEOPLE NOT PIXELS | |||||||||||
| 3435 SHELDON DR | PEARLAND | TX | 77584 | PC | GENERAL SUPPORT | $12,500 | |||||
| MICHIGAN MIGRANT MINISTRIES | |||||||||||
| 4925 TERRITORIAL RD | BENTON HARBOR | MI | 49022 | PC | SUMMER CAMP | $3,500 | |||||
| MISSION OF YAHWEH | |||||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | PC | GENERAL SUPPORT | $20,000 | |||||
| MISSIONS CONNEX INC | |||||||||||
| 600 S FRAZIER ST | CONROE | TX | 77301 | PC | MISSION SUPPORT | $2,000 | |||||
| MOUNT NEBO | |||||||||||
| 2709 S LAMAR BLVD 110 | AUSTIN | TX | 78704 | PC | SUMMER CAMP | $1,995 | |||||
| NABOR HOUSE COMMUNITY | |||||||||||
| 10750 HAMMERLY BLVD SUITE 250 | HOUSTON | TX | 77043 | PC | GENERAL SUPPORT, DISASTER RELIEF | $202,500 | |||||
| NEIGHBORHOOD KIDZ CLUB | |||||||||||
| 3239 RANDY LANE | KATY | TX | 77449 | PC | GENERAL SUPPORT, DISASTER RELIEF | $54,300 | |||||
| OPERATION SAN ANDRES | |||||||||||
| 11918 TAYLORCREST RD | HOUSTON | TX | 77024 | PC | GENERAL SUPPORT, DISASTER RELIEF | $12,500 | |||||
| PORTAL HOUSTON INC (OIL OF JOY) | |||||||||||
| PO BOX 90242 | HOUSTON | TX | 77090 | PC | GENERAL SUPPORT, DISASTER RELIEF | $20,600 | |||||
| RADIO LA PAZ | |||||||||||
| 425 BROUGHTON ST | ORANGEBURG | SC | 29115 | PC | GENERAL SUPPORT | $60,000 | |||||
| RESCUE AMERICA | |||||||||||
| PO BOX 130484 | HOUSTON | TX | 77219 | PC | GENERAL SUPPORT | $12,500 | |||||
| RESCUE US | |||||||||||
| 4407 MESA CROSSING LANE | SUGARLAND | TX | 77479 | PC | GENERAL SUPPORT | $12,500 | |||||
| SAN ANTONIO YOUTH FOR CHRIST | |||||||||||
| 5730 KENWICK ST | SAN ANTONIO | TX | 78238 | PC | GENERAL SUPPORT, DISASTER RELIEF | $65,640 | |||||
| SPRING SPIRIT | |||||||||||
| 8526 PITNER RD | HOUSTON | TX | 77080 | PC | GENERAL SUPPORT | $1,000 | |||||
| STILL WATER MINISTRIES | |||||||||||
| PO BOX 1885 | BOERNE | TX | 78006 | PC | STILL WATER CHRISTIAN CAMP, SUMMER CAMP | $10,000 | |||||
| STRAIGHTWAY INC | |||||||||||
| PO BOX 134 | HUNGERFORD | TX | 77448 | PC | GENERAL SUPPORT, DISASTER RELIEF | $52,500 | |||||
| TEEN LIFE CENTER | |||||||||||
| PO BOX 194 | BROOKSHIRE | TX | 77423 | PC | GENERAL SUPPORT, DISASTER RELIEF | $30,528 | |||||
| THE JESUS FILM PROJECT OF CRU | |||||||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | PC | MISSION SUPPORT | $6,000 | |||||
| THE MENTORING ALLIANCE | |||||||||||
| 504 W 32ND ST | TYLER | TX | 75702 | PC | ROSE CITY SUMMER CAMP | $10,000 | |||||
| THE OPENED BIBLE ACADEMY | |||||||||||
| 1333 OLD SPANISH TRAIL STE G 336 | HOUSTON | TX | 77054 | PC | GENERAL SUPPORT | $25,000 | |||||
| THE SOUTHERN METHODIST CHURCH | |||||||||||
| 425 BROUGHTON ST | ORANGEBURG | SC | 29115 | PC | GENERAL SUPPORT, DISASTER RELIEF | $2,500 | |||||
| THE WORKFAITH CONNECTION | |||||||||||
| PO BOX 4346 | HOUSTON | TX | 77210 | PC | GENERAL SUPPORT | $38,500 | |||||
| UNDEROVER FELLOWSHIP | |||||||||||
| 600 S FRAZIER ST | CONROE | TX | 77301 | PC | WATER SPRINKLER AND FIRE SUPPRESSION | $67,125 | |||||
| WORD2ACT | |||||||||||
| 3505 SPRING LAKE TERRACE | FAIRFAX | VA | 22030 | PC | GENERAL SUPPORT, DISASTER RELIEF | $47,500 | |||||
| YOUNG LIFE | |||||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | PC | MISSION SUPPORT | $6,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,356,147 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGAPE DEVELOPMENT MINISTRIES | |||||||||||
| 6504 CALHOUN RD | HOUSTON | TX | 77021 | PC | GENERAL SUPPORT | $15,000 | |||||
| BAPTIST GENERAL CONVENTION OF TEXAS | |||||||||||
| 7557 RAMBLER RD STE 1100 | DALLAS | TX | 75231 | PC | MISSION SUPPORT | $2,100 | |||||
| BAPTIST UNIVERSITY OF THE AMERICAS | |||||||||||
| 7838 BARLITE BLVD | SAN ANTONIO | TX | 78224 | PC | GENERAL SUPPORT | $70,000 | |||||
| BIBLE STUDY MEDIA | |||||||||||
| PO BOX 56187 | HOUSTON | TX | 77256 | PC | GENERAL SUPPORT | $9,500 | |||||
| BROKEN PILLARS | |||||||||||
| PO BOX 363 | STAFFORD | TX | 77497 | PC | MISSION SUPPORT | $500 | |||||
| CAMPUS CRUSADE FOR CHRIST | |||||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | MISSION SUPPORT | $8,000 | |||||
| COFFEE WITH A CHRISTIAN INC | |||||||||||
| 3336 PARKWOOD AVE | RICHMOND | VA | 23221 | PC | GENERAL SUPPORT | $10,250 | |||||
| CONVENTION-UNITED BAPTIST CHURCHES CEARA | |||||||||||
| NC | PROJECT - NABOR PEPE E ESPACO VOAR | $30,000 | RUA SILVA PAULET 1100 | ALDEOTA | FORTALEZA | BR | 60120-021 | ||||
| CORNERSTONE FAMILY MINISTRIES | |||||||||||
| 1400 BRITTMOORE RD | HOUSTON | TX | 77043 | PC | VIDEO SYSTEM | $4,998 | |||||
| ELIJAH RISING | |||||||||||
| 2717 N SABINE ST | HOUSTON | TX | 77009 | PC | GENERAL SUPPORT | $37,500 | |||||
| EVANGELICAL ALLIANCE MISSION | |||||||||||
| PO BOX 1683 | CAROL STREAM | IL | 60132 | PC | MISSION SUPPORT | $6,000 | |||||
| FORERUNNER MENTORING PROGRAM | |||||||||||
| 10110 MCCREE RD | DALLAS | TX | 75238 | PC | GENERAL SUPPORT | $10,000 | |||||
| FREESTYLE MINISTRIES | |||||||||||
| 18330 BLANCHMONT LANE | HOUSTON | TX | 77083 | PC | GENERAL SUPPORT | $40,550 | |||||
| GALVESTON URBAN MINISTRIES | |||||||||||
| 3727 BALL ST | GALVESTON | TX | 77550 | PC | GENERAL SUPPORT | $25,000 | |||||
| GLOBAL OPERATIONS FOR ALL PEOPLES | |||||||||||
| PO BOX 118131 | CARROLLTON | TX | 75011 | PC | MISSION SUPPORT | $1,000 | |||||
| GOSPEL GARDEN MINISTRIES | |||||||||||
| NC | GENERAL SUPPORT | $30,000 | CALLE 20 NO 325 | IZAMAL | YUCATAN | MX | 97540 | ||||
| LOVE IS MINISTRY | |||||||||||
| 6119 GREENVILLE AVE 120 | DALLAS | TX | 75206 | PC | GENERAL SUPPORT | $27,750 | |||||
| LOVE PEOPLE NOT PIXELS | |||||||||||
| 3435 SHELDON DR | PEARLAND | TX | 77584 | PC | GENERAL SUPPORT | $37,500 | |||||
| MISSION OF YAHWEH | |||||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | PC | GENERAL SUPPORT | $10,000 | |||||
| MISSIONS CONNEX INC | |||||||||||
| 600 S FRAZIER ST | CONROE | TX | 77301 | PC | MISSION SUPPORT | $1,500 | |||||
| NEIGHBORHOOD KIDZ CLUB | |||||||||||
| 3239 RANDY LANE | KATY | TX | 77449 | PC | GENERAL SUPPORT | $37,500 | |||||
| RESCUE AMERICA | |||||||||||
| PO BOX 130484 | HOUSTON | TX | 77219 | PC | GENERAL SUPPORT | $37,500 | |||||
| RESCUE US | |||||||||||
| 4407 MESA CROSSING LANE | SUGARLAND | TX | 77479 | PC | GENERAL SUPPORT | $37,500 | |||||
| TEEN LIFE CENTER | |||||||||||
| PO BOX 194 | BROOKSHIRE | TX | 77423 | PC | GENERAL SUPPORT | $20,000 | |||||
| THE WORKFAITH CONNECTION | |||||||||||
| PO BOX 4346 | HOUSTON | TX | 77210 | PC | GENERAL SUPPORT | $125,000 | |||||
| YOUNG LIFE | |||||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | PC | MISSION SUPPORT | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $635,148 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,160,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,659,342 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTHROUGH K-1 CAZ INCOME | 14 | $18,261 |
| OFFICE SPACE RENTAL INCOME | 16 | $279,654 |
| COPY CHARGE | 03 | $1,016 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$200,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$200,277 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOLLER GROUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9090 KATY FREEWAY STE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,252,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $38,666 | Amt |
| Net Investment Income | $9,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2014-10-01 | $13,489 | $10,118 | SL | 7.000000000000 | $1,927 | $0 |
| MACHINERY AND EQUIPMENT | 2014-10-01 | $31,897 | $31,897 | SL | 5.000000000000 | $0 | $0 |
| IMPROVEMENTS | 2016-01-27 | $4,612 | $2,534 | SL | 20.000000000000 | $231 | $0 |
| INTANGIBLE ASSETS | 2015-06-30 | $34,322 | $30,537 | SL | 5.000000000000 | $3,432 | $0 |
| BUILDING - HAMMERLY | 2017-12-14 | $3,925,944 | $196,298 | SL | 40.000000000000 | $98,149 | $0 |
| LAND - HAMMERLY | 2017-12-14 | $871,200 | L | $0 | $0 | ||
| IMPROVEMENTS | 2017-12-31 | $20,900 | $6,019 | SL | 20.000000000000 | $1,045 | $0 |
| FURNITURE AND FIXTURES | 2016-03-07 | $16,147 | $8,842 | SL | 7.000000000000 | $2,307 | $0 |
| FURNITURE AND FIXTURES | 2018-06-30 | $32,337 | $6,930 | SL | 7.000000000000 | $4,620 | $0 |
| BUILDING - HAMMERLY IMPROVEMENTS | 2018-06-30 | $245,289 | $10,319 | SL | 40.000000000000 | $6,132 | $0 |
| MACHINERY AND EQUIPMENT | 2014-12-01 | $2,893 | $2,893 | SL | 5.000000000000 | $0 | $0 |
| MACHINERY AND EQUIPMENT | 2015-04-24 | $1,718 | $1,604 | SL | 5.000000000000 | $114 | $0 |
| MACHINERY AND EQUIPMENT | 2017-06-30 | $1,124 | $675 | SL | 5.000000000000 | $225 | $0 |
| MACHINERY AND EQUIPMENT | 2018-06-30 | $2,070 | $621 | SL | 5.000000000000 | $414 | $0 |
| BUILDING - HAMMERLY IMPROVEMENTS | 2019-06-30 | $23,968 | $1,198 | SL | 10.000000000000 | $2,397 | $0 |
| MACHINERY AND EQUIPMENT | 2019-12-03 | $4,884 | $81 | SL | 5.000000000000 | $977 | $0 |
| BUILDING - HAMMERLY IMPROVEMENTS | 2020-07-27 | $45,743 | SL | 28.000000000000 | $681 | $0 | |
| BUILDING - HAMMERLY | 2020-10-04 | $50,908 | SL | 40.000000000000 | $318 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CVNTN-UNITED BAPTIST CHURCHES CEARA | ||||||||||
| RUA SILVA PAULET 1100 ALDEOTA | FORTALEZA | CEARA | BR | 60120-021 | 2020-02-03 | $26,666 | TO DEVELOP THE NABOR INSTITUTE PROGRAM AND SPACE TO FLY PROGRAM, REACHING CHILDREN AND THEIR FAMILIES FOR JESUS AND CONTRIBUTING TO THE GOAL OF THESE FAMILIES TO OVERCOME THE POVERTY SITUATION IN WHICH THEY LIVE. | $26,666 | 05/13/2020, 09/11/2020 AND 10/15/2020 | THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANTEE HAS DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
| GOSPEL GARDEN | ||||||||||
| CALLE 20 NO 325 | IZAMEL | YUCATAN | MX | 97450 | 2020-02-06 | $60,000 | TO PROVIDE CHRISTIAN EDUCATION TO REGIONAL YOUTH AT THE BICA SCHOOL AND VBS PROGRAM TO CHURCHES IN THE STATE OF YUCATAN IN MEXICO. | $60,000 | 04/28/2020, 07/17/2020, 10/09/2020 AND 01/19/2021 | THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANTEE HAS DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
| CENTRO PROMOCIONAL TIA ILEIDE | ||||||||||
| RUA VLADIMIR PINTO 37 | CAMPINAS | SAO PAULO | BR | 13068-560 | 2020-09-10 | $20,000 | IN LIGHT OF THE COVID19 PANDEMIC, A DISASTER RELIEF ASSISTANCE IS MADE TO CPTI TO PURCHASE AN ULTRASOUND MACHINE AND PPE'S FOR MARIO GATTI HOSPITAL IN BRAZIL. | $20,000 | 12/01/2020 | THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANTEE HAS DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $513,104 | $513,104 |
| AMERICAN TOWER CO | $21,008 | $21,008 |
| ARES CAPITAL MANA | $415,800 | $415,800 |
| AT&T INC. | $5,330 | $5,330 |
| AUTOZONE, INC. | $503,845 | $503,845 |
| BANK OF AMERICA | $457,061 | $457,061 |
| BOARDWALK PIPEL | $467,965 | $467,965 |
| BROADCOM INC. | $478,078 | $478,078 |
| CATERPILLAR FINL | $517,547 | $517,547 |
| CINTAS CORP NO. | $118,819 | $118,819 |
| CVS HEALTH CORP | $469,648 | $469,648 |
| EXELON GENERATIO | $443,671 | $443,671 |
| FAIRFAX FINL HOL | $86,960 | $86,960 |
| FOX CORP | $445,025 | $445,025 |
| GENERAL MOTORS | $18,167 | $18,167 |
| HCA HEALTHCARE | $524,813 | $524,813 |
| INTEL CORP | $5,615 | $5,615 |
| JEFFERIES FINL GR | $187,401 | $187,401 |
| KINDER MORGAN ENE | $196,473 | $196,473 |
| LEGG MASON INC | $326,884 | $326,884 |
| MARKEL CORP | $478,651 | $478,651 |
| MARRIOTT INTERNTN | $455,446 | $455,446 |
| MOODY'S CORP | $538,965 | $538,965 |
| NUCOR CORP | $486,337 | $486,337 |
| OLD REPUBLIC IN | $467,942 | $467,942 |
| OTIS WORLDWIDE | $5,271 | $5,271 |
| PHILLIPS 66 | $439,165 | $439,165 |
| ROPER TECHNOLOGIE | $459,541 | $459,541 |
| SYNCHRONY FINL | $526,538 | $526,538 |
| THE BOEING CO | $60,625 | $60,625 |
| THE CHARLES SCHW | $204,735 | $204,735 |
| THE INTERPUBLIC GRO | $529,392 | $529,392 |
| VERISK ANALYTIC | $474,453 | $474,453 |
| WALGREENS BOOTS A | $454,082 | $454,082 |
| WESTROCK CO | $464,770 | $464,770 |
| WILLIAMS PARTNER | $462,187 | $462,187 |
| WILLIS TOWERS | $453,938 | $453,938 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $342,589 | $342,589 |
| AT&T INC | $240,521 | $240,521 |
| AENA S.M.E. S.A. | $104,240 | $104,240 |
| ALLIANT ENERGY CORP | $62,609 | $62,609 |
| APPLE INC | $703,257 | $703,257 |
| ARES CAPITAL CORP | $470,218 | $470,218 |
| BERKSHIRE HATHAWAY | $561,125 | $561,125 |
| C M S ENERGY CORP | $96,396 | $96,396 |
| CHENIERE ENERGY INC | $186,693 | $186,693 |
| COHEN AND STEERS INFRAST | $162,150 | $162,150 |
| COMCAST CORP | $242,088 | $242,088 |
| CONOCOPHILLIPS | $504,674 | $504,674 |
| DOW INC | $569,430 | $569,430 |
| DTE ENERGY CO | $114,732 | $114,732 |
| DUKE ENERGY CORP | $84,235 | $84,235 |
| ENBRIDGE INC | $188,741 | $188,741 |
| EVERSOURCE ENERGY | $89,105 | $89,105 |
| EXELON CORP | $97,317 | $97,317 |
| EXXON MOBIL CORP | $214,344 | $214,344 |
| GENERAL MILLS INC | $306,642 | $306,642 |
| GENERAL MOTORS CO | $1,122,156 | $1,122,156 |
| GOLUB CAPITAL BDC INC | $651,995 | $651,995 |
| INTERNTNL PAPER | $523,552 | $523,552 |
| JOHNSON & JOHNSON | $620,864 | $620,864 |
| KEYERA CORP | $65,180 | $65,180 |
| KINDER MORGAN INC | $102,798 | $102,798 |
| KONINKLIJKE VOPAK | $103,470 | $103,470 |
| MARKEL CORP | $273,825 | $273,825 |
| MEDTRONIC PLC | $222,566 | $222,566 |
| MERCURY GEN CORP | $487,902 | $487,902 |
| MICROSOFT CORP | $325,845 | $325,845 |
| NISOURCE INC | $67,214 | $67,214 |
| NTNL GRID PLC | $175,909 | $175,909 |
| ONEOK INC | $94,415 | $94,415 |
| PG & E CORP | $119,678 | $119,678 |
| PEMBINA PIPELINE CO | $57,730 | $57,730 |
| PLAINS GP HLDGS | $134,778 | $134,778 |
| PORTLAND GENERAL ELECTRIC | $99,440 | $99,440 |
| PUB SVC ENTERPISE GP | $424,424 | $424,424 |
| RAYTHEON TECHNOLOGIES CO | $699,368 | $699,368 |
| SEAGATE TECHNOLOGY | $387,878 | $387,878 |
| SEMPRA ENERGY | $129,958 | $129,958 |
| SYSCO CORP | $426,252 | $426,252 |
| TC ENERGY CORP | $624,645 | $624,645 |
| THE GOLDMAN SACHS GROUP | $412,956 | $412,956 |
| US BANCORP | $538,580 | $538,580 |
| VERIZON COMMUNICATION | $401,263 | $401,263 |
| VINCI S A ORDF | $86,479 | $86,479 |
| VISA INC | $442,491 | $442,491 |
| VISTRA ENERGY CORP | $89,158 | $89,158 |
| VODAFONE GROUP | $251,402 | $251,402 |
| WALMART INC | $249,380 | $249,380 |
| WALT DISNEY CO | $418,526 | $418,526 |
| WELLS FARGO PFD | $463,834 | $463,834 |
| WESTROCK CO | $644,244 | $644,244 |
| WILLIAMS COMPANIES | $65,564 | $65,564 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN EMERGING | FMV | $2,825,408 | $2,825,408 |
| ALERIAN MLP ETF | FMV | $244,541 | $244,541 |
| CAZ HALCYON OFFSHORE STRATEGIC OPP FUND | FMV | $2,918,089 | $2,918,089 |
| CHARLES SCHWAB US MC | FMV | $561,462 | $561,462 |
| CHIMERA INVESTME | FMV | $373,068 | $373,068 |
| DELAWARE SMALL CAP CORE | FMV | $604,495 | $604,495 |
| FIRST EAGLE GLOBAL FUND | FMV | $534,696 | $534,696 |
| FIRST TRUST NORTH | FMV | $862,077 | $862,077 |
| FULLER & THALER BEHAVIOR | FMV | $761,354 | $761,354 |
| GAMING & LEISURE PPT | FMV | $883,234 | $883,234 |
| INVESCO S&P 500 EQUAL HEALTH CARE ETF | FMV | $394,968 | $394,968 |
| INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | FMV | $195,164 | $195,164 |
| LAZARD GLOBAL LISTED | FMV | $227,302 | $227,302 |
| MFS INTL INTRINSIC VALUE | FMV | $1,791,466 | $1,791,466 |
| NEXTERA ENERGY PARTNE LP | FMV | $221,600 | $221,600 |
| TEMPLETON GLOBAL BOND | FMV | $3,993,660 | $3,993,660 |
| THE ALLSTATE COR | FMV | $160,871 | $160,871 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $61,973 | $34,743 | $27,230 | $27,230 |
| MACHINERY AND EQUIPMENT | $44,586 | $39,501 | $5,085 | $5,085 |
| BUILDINGS | $4,291,852 | $315,494 | $3,976,358 | $3,400,000 |
| IMPROVEMENTS | $25,512 | $9,828 | $15,684 | $15,684 |
| LAND | $871,200 | $0 | $871,200 | $1,600,000 |
| MISCELLANEOUS | $34,322 | $33,969 | $353 | $353 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $137,288 | BOYBookValueAmt |
| EOY Book Value | $150,252 | EOYBookValueAmt |
| EOYFMV | $150,252 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | -$182 | $0 | -$182 |
| EMPLOYEE TRAINING AND DEVELOPMENT | $536 | $0 | $675 |
| INSURANCE | $1,793 | $0 | $1,793 |
| INVESTMENT FEES | $125,077 | $125,077 | $0 |
| IT SERVICES | $6,305 | $0 | $6,305 |
| OFFICE EQUIPMENT & SUPPLIES | $19,506 | $0 | $19,574 |
| PASSTHROUGH K-1 EXPENSES | $83,991 | $83,991 | $0 |
| PAYROLL SERVICES | $667 | $0 | $732 |
| PROMOTION AND DEVELOPMENT | $15,895 | $0 | $17,851 |
| SOFTWARE EXPENSE | $1,865 | $0 | $1,898 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH K-1 CAZ INCOME | $18,261 | $18,261 | $18,261 |
| OFFICE SPACE RENTAL INCOME | $279,654 | $279,654 | $279,654 |
| COPY CHARGE | $1,016 | $1,016 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN VALUE OF INVESTMENTS | Desc |
| Amt | $2,331,913 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $123,422 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $29,167 | $0 | $0 |
| FOREIGN TAX | $51,593 | $51,593 | $0 |
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