FRED AND MABEL R PARKS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MABEL R PARKS FOUNDATION (EIN 76-0122692)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202131239349102158
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T14:20:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760358346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G MCCLELLAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 100 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | 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 | 760122692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED AND MABEL R PARKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2813136464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G MCCLELLAN | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 2813136464 | PhoneNum |
| Signature | 2021-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MCCLELLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCCLELLAN | PreparerPersonNm |
| PTIN | P00047647 | PTIN |
| Phone | 2812400330 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $45,830,429 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $701,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $701,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $789,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,561,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $789,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $829 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,496,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,496,421 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $79,086 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,316 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,770 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $212,926 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $212,926 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,424 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,428 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $19,873 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $19,873 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,869 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $350,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,775,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,775,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,126,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,820,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$629,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,212,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,404 | CashBOYAmt |
| Cash EOY | $7,708 | CashEOYAmt |
| Cash EOYFMV | $7,708 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,031,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,199,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,199,289 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,054 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,479 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,479 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $643,045 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $712,759 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $742,574 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,842,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,807,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,654,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,012,637 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,560,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,672,269 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,503,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,119,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,552,712 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,787 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,787 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $37,038,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,409,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,830,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $37,038,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,409,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,038,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,409,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,038,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,409,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,038,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$629,756 | ExcessRevenueOverExpensesAmt |
| Subtotal | $36,409,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $36,409,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE 1 - S/T | P | $666,393 | $444,248 | $222,145 | $222,145 |
| TD AMERITRADE 1 - L/T | P | $2,273,450 | $2,119,243 | $154,207 | $154,207 |
| TD AMERITRADE 2 - L/T | P | $501,271 | $868,259 | -$366,988 | -$366,988 |
| UBS FINANCIAL - L/T | P | $870,045 | $693,515 | $176,530 | $176,530 |
| CHARLES SCHWAB - S/T | P | $273,699 | $280,494 | -$6,795 | -$6,795 |
| CHARLES SCHWAB - L/T | P | $447,048 | $365,682 | $81,366 | $81,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $789,955 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $215,350 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,858 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,858 | SubtotalAmt |
| Tax Based On Investment Income | $16,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $858 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES G MCCLELLAN | IndividualWithBooksNm |
| Phone | 2813136464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774783293 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES G MCCLELLAN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | PRES./TREAS. | 10.00 | $76,836 | $0 | $0 |
| ANN PARKS STALLINGS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 1.00 | $750 | $0 | $0 |
| DEBRA MARFIN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 1.00 | $750 | $0 | $0 |
| VIRGINIA MCCLINTOCK | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | SECRETARY | 1.00 | $750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 1000 MAIN ST 26TH FLOOR | HOUSTON | TX | 77002 | INVSTMT ADVISOR | $90,205 |
| JAMES G MCCLELLAN CPA | |||||
| 12926 DAIRY ASHFORD 100 | SUGAR LAND | TX | 77478 | INVSTMT ADV/TAX | $76,836 |
| CIBC PRIVATE WEALTH MGMT | |||||
| 11 E GREENWAY PLAZA 2625 | HOUSTON | TX | 77046 | INVSTMT ADVISOR | $62,113 |
| GOODMAN FINANCIAL CORP | |||||
| 5177 RICHMOND AVE 700 | HOUSTON | TX | 77056 | INVSTMT ADVISOR | $60,608 |
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 | $35,756,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,169,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,939,647 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $39,939,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $599,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,340,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,967,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,967,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,858 | TotalTaxAmt |
| Distributable Before Adj | $1,950,170 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,950,170 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,950,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,820,441 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,820,441 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,820,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,950,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,426 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,820,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,426 | AppliedToYear1Amt |
| Applied To Current Year | $1,697,015 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $253,155 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES G MCCLELLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813136464 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE A COPY OF IRS 501(C) LETTER WITH A GRANT REQUEST LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| GATEWAY ACADEMY | |||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | STUDENT & TEACHER PROGRAMS | $25,000 | ||
| FAITH IN PRACTICE | |||||||||
| 7500 BEECHNUT ST 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| OPTIMIST INTERNATIONAL FOUNDATION | |||||||||
| 4494 LINDELL BOULEVARD | ST LOUIS | MO | 63108 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | ||
| UNIVERSAL DOOR MEDITATION CENTER | |||||||||
| 15202 DORA LANE | SUGAR LAND | TX | 77498 | N/A | PUBLIC | YOUTH & TEEN PROGRAM AWAKE | $2,500 | ||
| TENDERFEET FOUNDATION | |||||||||
| PO BOX 451 | WILDER | VT | 05088 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHABAD OF SUGAR LAND | |||||||||
| 4501 CARTWRIGHT RD 770 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| FORT BEND BOYS CHOIR OF TEXAS | |||||||||
| PO BOX 2042 | STAFFORD | TX | 774972042 | N/A | PUBLIC | SPONSOR EVENT | $10,000 | ||
| CHARITABLE GIFT PLANNERS OF HOUSTON | |||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| NEW ISRAEL FULL GOSPEL | |||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | |||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | ||
| BLUE CURE FOUNDATION | |||||||||
| PO BOX 22044 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| ADVOCATES OF HEALTHY MINDS | |||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| AISHEL HOUSE | |||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| THE BRIARWOOD SCHOOL | |||||||||
| 12207 WHITTINGTON DRIVE | HOUSTON | TX | 77077 | N/A | PUBLIC | TUITION ASSISTANCE PROGRAM | $25,000 | ||
| BROOKWOOD COMMUNITY | |||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| THE RISE SCHOOL OF HOUSTON | |||||||||
| 5618 H MARK CROSSWELL JR | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| HOLOCAUST MUSEUM HOUSTON | |||||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | PUBLIC | CAPITAL CAMPAIGN | $50,000 | ||
| FORT BEND YOUTH IN PHILANTHROPY | |||||||||
| 8900 EASTLOCH DR 200 | SPRING | TX | 77379 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $20,000 | ||
| LIFE HOUSTON | |||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | ||
| IMPACT A HERO | |||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| SIRE THERAPEUTIC HORSEMANSHIP | |||||||||
| 11211 KATY FREEWAY 660 | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| SOUTHWESTERN DIABETIC FOUNDATION | |||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $3,500 | ||
| BETHEL MINISTRY INC | |||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | PO BOX 280 | |
| TEXAS NETWORK OF YOUTH SERVICES | |||||||||
| 2525 WALLINGWOOD DR | AUSTIN | TX | 78746 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| GIGI'S PLAYHOUSE | |||||||||
| 14015 SW FREEWAY BLDG 11 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| UNIVERSITY OF HOUSTON CLEAR LAKE | |||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 770581002 | N/A | PUBLIC | CENTER FOR AUTISM & DEVELOPMENT | $10,000 | SUITE B1604 | |
| VOLUNTEER INTERFAITH CAREGIVERS | |||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CALVARY EPISCOPAL PREPARATORY | |||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | N/A | PUBLIC | SCHOLARSHIPS PROGRAM | $10,000 | ||
| OAKBEND MEDICAL CENTER | |||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| YMCA OF GREATER HOUSTON | |||||||||
| PO BOX 3007 | HOUSTON | TX | 77253 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| CATHOLIC CHARITIES ARCHDIOCESE OF | |||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | GALVESTON-HOUSTON | |
| BEL-INIZIO | |||||||||
| 7710 DEL REY | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $2,500 | ||
| GIRL START | |||||||||
| 2000 EDWARDS ST 114 | HOUSTON | TX | 77077 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | N/A | PUBLIC | PROGRAM SUPPORT | $4,500 | ||
| KICKSTART KIDS | |||||||||
| 10222 WESTHEIMER RD | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| BIRTHDAY BASH BOX | |||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $3,000 | ||
| COLLEGE COMMUNITY CAREER | |||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| NIGHT COURT | |||||||||
| 2009 LUBBOCK ST | HOUSTON | TX | 77007 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | ||
| CHRISTUS FOUNDATION FOR HEALTH CARE | |||||||||
| PO BOX 1919 | HOUSTON | TX | 77251 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | ||
| ADVOCATES OF HEALTHY MINDS | |||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| HOPE FOR THREE | |||||||||
| 10200 W AIRPORT BLVD 100 | SUGAR LAND | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| THE ROSE | |||||||||
| 12700 N FEATHERWOOD 260 | HOUSTON | TX | 77034 | N/A | PUBLIC | 3D MAMMOGRAPHY UNITS | $10,000 | ||
| BOYS & GIRLS CLUBS | |||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HOUSTON FOOD BANK | |||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | PUBLIC | BACKPACK BUDDY PROGRAM | $10,000 | ||
| THE CENTER FOR HEARING & SPEECH | |||||||||
| 1417 HOUSTON AVE | HOUSTON | TX | 77007 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| BETHESDA LUTHERAN COMMUNITIES | |||||||||
| 600 HOFFMAN DRIVE | WATERTOWN | WI | 53094 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND FAMILY PROMISE | |||||||||
| 4645 CARTWRIGHT ROAD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND HABITAT FOR HUMANITY | |||||||||
| 505 JULIE RIVERS 150 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| WORLD AFFAIRS COUNCIL OF GREATER | |||||||||
| PO BOX 920905 | HOUSTON | TX | 772920905 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | HOUSTON | |
| CASA DE ESPERANZA | |||||||||
| PO BOX 66581 | HOUSTON | TX | 772666581 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| PRESBYTERIAN CHILDRENS HOMES & | |||||||||
| 5920 W WILLIAM CANNON DR | AUSTIN | TX | 78749 | N/A | PUBLIC | FOSTER CARE & ADOPTION PROGRAMS | $10,000 | BLDG 3 100 | SERVICES |
| FORT BEND WOMENS CENTER | |||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HOUSTON PUBLIC MEDIA | |||||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| BIG BROTHERS BIG SISTERS | |||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CITY WIDE CLUB | |||||||||
| PO BOX 8446 | HOUSTON | TX | 772888446 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| EMERGE | |||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | ||
| CANCARE | |||||||||
| 9575 KATY FREEWAY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CENTER FOR PURSUIT | |||||||||
| 810 MARSTON ST | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ST CATHERINES MONTESSORI | |||||||||
| 9821 TIMBERSIDE | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| TEXANA | |||||||||
| 4910 AIRPORT AVE | ROSENBERG | TX | 77471 | N/A | PUBLIC | BUILDING FUND | $10,000 | ||
| ST DOMINIC VILLAGE | |||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND HISTORY ASSOCIATION | |||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND REGIONAL COUNCIL ON | |||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SUBSTANCE ABUSE INC | |
| ACHIEVE FORT BEND COUNTY | |||||||||
| PO BOX 707 | SUGAR LAND | TX | 774870707 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CULLINAN PARK CONSERVANCY | |||||||||
| PO BOX 422 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| FORT BEND CHILDRENS DISCOVERY CENTE | |||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| FORT BEND HISTORY ASSOCIATION | |||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | CAPITAL CAMPAIGN GRANT | $20,000 | ||
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 770301799 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| TEXAS CHILDRENS HOSPITAL | |||||||||
| PO BOX 300630 5214 | HOUSTON | TX | 772300630 | N/A | PUBLIC | NEUROLOGICAL RESEARCH INSTITUTE | $50,000 | ||
| FT BEND SENIORS MEALS ON WHEELS | |||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| LEHIGH UNIVERSITY | |||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | ENDOWMENT | $25,000 | ||
| GIRL SCOUTS OF SAN JACINTO | |||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | OUTREACH PROGRAM SUPPORT | $15,000 | ||
| BLUE CURE FOUNDATION | |||||||||
| PO BOX 22044 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| UNIVERSITY OF HOUSTON-SUGAR LAND | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | ||
| UNIVERSITY OF HOUSTON | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $10,000 | ||
| FRED & MABEL R PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | ||
| DIABETES RESEARCH INSTITUTE | |||||||||
| 200 S PARK ROAD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | ||
| FOUNDATION FOR PSP CBD & RELATED | |||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | BRAIN DISORDERS | |
| HEART OF TEXAS FOUNDATION INC | |||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $20,000 | ||
| SOUTH TEXAS COLLEGE OF LAW | |||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $100,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $100,000 | ||
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| IMPACT A HERO | |||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| EASTER SEALS GREATER HOUSTON | |||||||||
| 4888 LOOP CENTRAL DR 200 | HOUSTON | TX | 77081 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ACCESS HEALTH | |||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | ||
| UNIVERSITY OF HOUSTON | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| MAKE A WISH TX GULF COAST | |||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | ||
| SERENITY CLUB | |||||||||
| 699 PIEDMONT AVE B-2 | ATLANTA | GA | 30308 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | BUILDING EXPANSION | $125,000 | ||
| MAKE A WISH TX GULF COAST | |||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | ||
| A WISH WITH WINGS | |||||||||
| 3751 WEST FREEWAY | FORT WORTH | TX | 76107 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| THE ARC FORT BEND COUNTY | |||||||||
| 123 BROOKS STREET | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HUNTSVILLE ISD-STEWART ELEMENTARY | |||||||||
| 3400 BOETTCHER DR | HUNTSVILLE | TX | 77340 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FRED & MABEL R PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | ||
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 770301799 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HOLOCAUST MUSEUM HOUSTON | |||||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $1,875 | ||
| COPD FOUNDATION | |||||||||
| 3300 PONCE DE LEON BLVD | MIAMI | FL | 33134 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2021 READING BETWEEN THE WINES | $25,000 | ||
| GATEWAY ACADEMY | |||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | ||
| COPD FOUNDATION | |||||||||
| 3300 PONCE DE LEON BLVD | MIAMI | FL | 33134 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | ||
| CENTRAL TEXAS FOOD BANK | |||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| GALVESTON COUNTY FOOD BANK | |||||||||
| 624 4TH AVE N | TEXAS CITY | TX | 77590 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,775,875 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FAITH IN PRACTICE | ||||||||
| 7500 BEECHNUT ST 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SIRE HOUSTON'S THERAPEUTIC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | EQUESTRIAN CENTER |
| UNIVERSAL DOOR MEDIATION CENTER | ||||||||
| 15202 DORA LAND | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| ST DOMINIC VILLAGE | ||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND OPTIMIST CLUB SUGAR LAND | ||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |
| FORT BEND BOYS CHOIR OF TEXAS | ||||||||
| 4411 BLUEBONNET DR 103A | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| 306 MCELHINNEY HALL | HOUSTON | TX | 772045035 | N/A | PUBLIC | HILTON HOTEL WINE LECTURE SERIES | $20,000 | |
| COMMUNITIES IN SCHOOLS HOUSTON | ||||||||
| 1235 NORTH LOOP WEST 300 | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| 3100 CULLEN BLVD | HOUSTON | TX | 772046000 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $20,000 | |
| THE CHILDRENS FUND | ||||||||
| 5773 WOODWAY DR 189 | HOUSTON | TX | 77057 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BLUE CURE FOUNDATION | ||||||||
| 9619 VAL VERDE | JPISTPM | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 774060012 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR PSP CBD & RELATED | ||||||||
| 30 E PADONIA RD 201 | TIMONIUM | MD | 21003 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | BRAIN DISORDERS |
| LEHIGH UNIVERSITY ENDOWMENT | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | ENDOWMENT | $25,000 | |
| BIRTHDAY BASH | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | OUTREACH PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM | $10,000 | |
| CHILDRENS CRANIOFACIAL ASSOCIATION | ||||||||
| 13140 COIT RD 517 | DALLAS | TX | 75240 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHARITABLE GIFT PLANNER OF HOUSTON | ||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | |
| FORT BEND MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR AUTISM CARE | ||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | EDUCATION & SERVICES |
| BETHESDA LUTHERAN HOMES AND | ||||||||
| 18937 KZ RD | CYPRESS | TX | 774334355 | N/A | PUBLIC | COMMUNITY LIFE CENTER | $10,000 | SERVICES |
| THE PARKS YOUTH RANCH INC | ||||||||
| 34 TAYSIDE TRACK | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND YMCA | ||||||||
| 4433 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| EASTER SEALS OF GREATER HOUSTON | ||||||||
| 4500 BISSONNET 340 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| A WISH WITH WINGS INC | ||||||||
| 917 WEST SANFORD ST | ARLINGTON | TX | 76012 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| WORLD AFFAIRS COUNCIL OF HOUSTON | ||||||||
| 2500 E TC JESTER BLVD | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION IN | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| BRIARWOOD SCHOOL | ||||||||
| 12207 WHITTINGTON ROAD | HOUSTON | TX | 77077 | N/A | PUBLIC | TUITION ASSISTANCE PROGRAM | $25,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 470 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | HEALTH SERVICES PROGRAM | $10,000 | |
| CULLINAN PARK CONVERSANCY | ||||||||
| ADDICKS HOWELL RD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/LA | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| TENDERFEET FOUNDATION | ||||||||
| 16506 FM 529 130 | HOUSTON | TX | 77095 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| YOUTH IN PHILANTHROPY-FORT BEND | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | GRANT FOR SCHOLARSHIPS | $20,000 | FORWARD |
| CASA DE ESPERANZA | ||||||||
| 2911 CORDER ST BLDG A | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CALVARY EPISCOPAL SCHOOL | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | N/A | PUBLIC | SCHOLARSHIPS PROGRAM | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIGIS PLAYHOUSE | ||||||||
| 14015 SW FREEWAY BLDG 11 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| PO BOX 1032 | RICHMOND | TX | 77406 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| THE HARRIS SCHOOL | ||||||||
| 6210 ROOKIN ST | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| AISHEL HOUSE | ||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| COLLEGE COMMUNITY CENTER | ||||||||
| 12926 DAIRY ASHFORD 110 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIRLS START | ||||||||
| 2000 EDWARDS 114 | HOUSTON | TX | 77007 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| NEW ISRAEL FULL GOSPEL CHURCH | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ARC OF FORT BEND COUNTY | ||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| HOUSTON METHODIST HOSPITAL | ||||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | FOUNDATION |
| HOUSTON ALUMNAE PANHELLENIC | ||||||||
| 9589 DOLIVER DR | HOUSTON | TX | 77063 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | FOUNDATION |
| FORT BEND REGIONAL COUNCIL OF | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SUBSTANCE ABUSE |
| BIG BROTHERS BIG SISTERS | ||||||||
| 450 JOHN CARPENTER FWY | IRVING | TX | 75062 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 3110 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 7880 SAN FELIPE 111 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SERVICES |
| CAMP HOPE PTSD FOUNDATION OF | ||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | AMERICA |
| ACHIEVE FORT BEND | ||||||||
| PO BOX 3322 | SUGAR LAND | TX | 774873322 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ROSE | ||||||||
| 5420 W LOOP SOUTH 3300 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| CITY WIDE CLUB | ||||||||
| 3229 HADLEY ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CAN CARE | ||||||||
| 9575 KATY FWY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | |
| IMPACT A HERO | ||||||||
| PO BOX 531201 | CINCINNATI | OH | 452531201 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| DIABETES RESEARCH INSTITUTE | ||||||||
| 200 S PARK RD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | |
| TEXANA CENTER | ||||||||
| 4910 AIRPORT AVENUE | ROSENBERG | TX | 77471 | N/A | PUBLIC | BUILDING FUND | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LIFEHOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | |
| CHRISTUS FOUNDATION FOR HEALTHCARE | ||||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | |
| CHILDRENS MUSEUM OF HOUSTON AT | ||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | SUGAR LAND |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 13016 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | SCIENCE PROGRAMS & TECH HALL EXHIBIT | $20,000 | SUGAR LAND |
| HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BEL INIZIO INC | ||||||||
| 7710 DEL REY LN | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $3,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| IMPACT A HERO | ||||||||
| PO BOX 531201 | CINCINNATI | OH | 452531201 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| MAMIE GEORGE CENTER-CATHOLIC | ||||||||
| 1111 COLLINS RD | RICHMOND | TX | 77469 | N/LA | PUBLIC | PROGRAM SUPPORT | $10,000 | CHARITIES |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 77058 | N/A | PUBLIC | CENTER FOR AUTISM | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CNETER | ||||||||
| 3230 MERCER | HOUSTON | TX | 77027 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR DR 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2022 READING BETWEEN THE WINES | $25,000 | |
| PARKS YOUTH RANCH | ||||||||
| 11614 FM 361 | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE WAY HOME ADOPTION INC | ||||||||
| PO BOX 10182 | HOUSTON | TX | 77206 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTH TEXAS COLLEGE OF LAW HOUSTON | ||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $200,000 | |
| SIRE HOUSTONS THERAPEUTIC | ||||||||
| 24161 SPRING DRIVE | HOCKLEY | TX | 77447 | N/A | PUBLIC | CAPITAL CAMPAIGN | $10,000 | EQUESTRIAN CENTER |
| IMPACT A HERO | ||||||||
| PO BOX 531201 | CINCINNATI | OH | 452531201 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BLUE CURE FOUNDATION | ||||||||
| 9619 VAL VERDE | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,450,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,712 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $701,925 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $789,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,496,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,496,421 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER DESK | 2002-09-09 | $460 | $460 | 200DB | 7.0000 | |
| FILE CABINET | 2002-09-09 | $340 | $340 | 200DB | 7.0000 | |
| DESK BASE | 2002-09-09 | $240 | $240 | 200DB | 7.0000 | |
| DESK TOP | 2002-09-09 | $410 | $410 | 200DB | 7.0000 | |
| HUTCH | 2002-09-09 | $569 | $569 | 200DB | 7.0000 | |
| PRINTER & CABLES | 2002-10-03 | $525 | $525 | 200DB | 5.0000 | |
| DELL DIMENSION 9150 | 2006-01-16 | $2,276 | $2,276 | 200DB | 5.0000 | |
| DELL VOSTRO 430 | 2010-06-21 | $1,540 | $1,540 | 200DB | 5.0000 | |
| $1,428 | $1,428 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 0 EMBRAER OVERSEAS LTD SR 6.375% | ||
| 0 TRANSCANADA PIPELINES LTD SR NOTE | ||
| 0 AXIS SPECIALTY FINANCE LLC SR NOTE | ||
| 0 SENIOR HOUSING PROP TRUST SR NOTE | ||
| 70000 COVENTRY HEALTH CARE INC SR NO | $80,274 | $70,671 |
| 100000 WYNDHAM DESTINATIONS INC NOTE | $108,773 | $100,500 |
| 0 ADVANCE AUTO PARTS INC SR NOTE 4.5 | ||
| 100000 MONTPELIER RE HLDGS LTD SR NO | $106,271 | $106,871 |
| 0 EXPRESS SCRIPTS HOLDING CO SR NOTE | ||
| 100000 VERISIGN INC SR NOTE CALLABLE | $101,730 | $100,875 |
| 100000 PNC FINL CORP SUB NOTE 3.9% | $98,950 | $110,803 |
| 75000 ABBOTT LABS SR GLBL 3.4% | $74,348 | $81,270 |
| 50000 CISCO SYS INC SR GLBL 2.2% | $48,936 | $50,153 |
| 0 COCA COLA CO NT 3.15% | ||
| 50000 COMCAST CORP NEW NT 2.35% | $44,440 | $53,748 |
| 50000 DEERE JOHN CAP CORP MTNS FR 2. | $48,991 | $52,558 |
| 75000 ELECTRONIC ARTS INC SR GLBL 4. | $77,167 | $89,204 |
| 0 JP MORGAN CHASE & CO SR NT 4.25% | ||
| 40000 ORACLE CORP SR BD 3.4% | $39,828 | $43,691 |
| 25000 PFIZER INC NT 3% | $24,769 | $26,627 |
| 75000 STATE STREET CORP SR NT 3.3% | $73,625 | $83,191 |
| 75000 STRYKER CORP SR GLBL NT 3.375% | $73,031 | $83,902 |
| 50000 VISA INC SR GLBL 2.8% | $49,059 | $52,306 |
| 0 WELLS FARGO CO MTN SR N FIT NT VAR | ||
| 75000 FEDERAL NATL MTG ASSN 2.375% | $73,556 | $78,404 |
| 115000 FEDERAL NATL MTG ASSN 2.625% | $117,621 | $125,011 |
| 175000 FREDDIE MAC 2.375% | $173,296 | $179,056 |
| 0 BEST BUY CO INC SR NOTE 5.5% | ||
| 100000 DXC TECHNOLOGY COMPANY NOTE 4 | $105,602 | $105,252 |
| 150000 MAIN STREET CAP CORP NOTE 5.2 | $161,389 | $162,685 |
| 125000 BUNGE LTD FINANCE CORP NOTE 4 | $132,912 | $137,892 |
| 100000 CITIGROUP INC SR SB GLBL NT 2 | $101,649 | $102,996 |
| 100000 FEDERAL NATL MTG ASSN 2.125% | $101,941 | $108,704 |
| 185000 FEDERAL HOME LOAN BKS CONS BD | $204,868 | $220,164 |
| 150000 LAS VEGAS SANDS CORP NOTE 2.9 | $146,836 | $156,965 |
| 150000 NATIONAL FUEL GAS CO NOTE 4.9 | $155,769 | $154,135 |
| 30000 UNITED PARCEL SER 3.4% | $34,724 | $34,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (194 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 0 HELMERICH & PAYNE INC COM | ||
| 66 AMAZON.COM INC COM | $5,380 | $214,957 |
| 5500 VANGUARD DIVIDEND APPRECIATION | $395,060 | $776,435 |
| 1500 DIGITL REALTY TRUST INC COM | $97,829 | $209,265 |
| 0 ADAMS NATURAL RESOURCES FUND COM | ||
| 2900 SPDR PRTFOLIO EMERGING MARKETS | $95,556 | $122,264 |
| 12000 INVESCO INTER DIV ACHIEVERS | $201,010 | $184,200 |
| 4000 APPLE INC COM | $62,462 | $530,760 |
| 500 M&T BANK CORPORATION COM | $49,460 | $63,650 |
| 500 ISHARES MSCI INDONESIA ETF | $16,753 | $11,710 |
| 0 UBS AG JERSEY E TRACS BLOOMBERG CM | ||
| 500 CH ROBINSON WORLDWIDE INC COM | $28,760 | $46,935 |
| 1000 GLOBAL X FUNDS GURU INDEX ETF | $20,894 | $43,810 |
| 3000 HUNTINGTON BANCSHARES INC COM | $22,958 | $37,890 |
| 2500 BERKSHIRE HATHAWAY INC DEL CL B | $288,720 | $579,675 |
| 1000 ISHARES MSCI MEXICO ETF | $64,800 | $42,990 |
| 1000 NEWMONT MINING CORP COM | $30,010 | $59,890 |
| 2000 ISHARES USA QUALITY FACTOR ETF | $99,820 | $232,420 |
| 1500 AUTODESK INC COM | $52,930 | $458,010 |
| 1000 VANGUARD INTL EQUITY INDEX | $47,500 | $58,360 |
| 1000 INVESCO S&P 500 EQUAL WEIGHT | $65,045 | $127,540 |
| 1000 FIRST TRUST US EQ OPPORTUNITIE | $39,295 | $118,310 |
| 600 CAMDEN PPTY TR SH BEN INT | $38,335 | $59,952 |
| 1000 CISCO SYSTEMS INC COM | $23,310 | $44,750 |
| 1500 INVESCO GOLDEN DRAGON CHINA ETF | $44,725 | $95,805 |
| 1000 ORACLE CORP COM | $36,660 | $64,690 |
| 128 AMERIPRISE FINL INC COM | $16,148 | $24,874 |
| 125 AMETEK INC NEW COM | $6,879 | $15,117 |
| 209 AMPHENOL CORP CL A | $13,669 | $27,331 |
| 88 ANSYS INC COM | $7,304 | $32,014 |
| 101 ASHLAND GLOBAL HLDGS INC COM | $6,491 | $7,999 |
| 34 AUTOZONE INC COM | $17,797 | $33,192 |
| 265 BERRY GLOBAL GROUP INC | $7,532 | $14,890 |
| 122 BROWN FORMAN CORP CL B | $3,418 | $9,690 |
| 194 CHURCH & DWIGHT INC COM | $7,614 | $16,923 |
| 68 CITRIX SYS INC COM | $3,438 | $8,847 |
| 0 CONCHO RES INC COM | ||
| 228 CROWN HLDGS INC COM | $11,259 | $22,846 |
| 156 APTIV PLC COM NEW | $11,179 | $20,325 |
| 217 DOLLAR TREE INC COM | $14,069 | $23,445 |
| 151 EPAM SYS INC COM | $7,983 | $54,111 |
| 0 EQUINIX INC COM PAR | ||
| 172 FMC CORP COM NEW | $9,425 | $19,768 |
| 0 FIDELITY NATL INFORMATION SVCS INC | ||
| 0 FISERV INC COM | ||
| 108 HCA HEALTHCARE INC | $7,937 | $17,762 |
| 306 ENCOMPASS HEALTH CORP COM | $12,031 | $25,303 |
| 75 HUBBELL INC CL A | $9,903 | $11,759 |
| 46 HUMANA INC COM | $7,226 | $18,872 |
| 245 IHS MARKET LTD SHS | $9,230 | $22,008 |
| 136 INTERCONTINENTAL EXCHANGE GROUP | $6,219 | $15,679 |
| 0 JONES LANG LASALLE INC COM | ||
| 77 KANSAS CITY SOUTHERN COM | $7,358 | $15,718 |
| 125 MARRIOTT INTERNATIONAL CL A | $9,365 | $16,490 |
| 250 MICROCHIP TECHNOLOGY INC COM | $11,270 | $34,528 |
| 0 MOHAWK INDS INC COM | ||
| 213 MONSTER BEVERAGE CORP COM | $9,189 | $19,698 |
| 128 PENTAIR PLC SHS | $5,003 | $6,796 |
| 65 ROPER TECHNOLOGIES INC | $10,532 | $28,021 |
| 144 ROSS STORES INC COM | $6,907 | $17,685 |
| 112 SBA COMMUNICATIONS CORP COM | $11,676 | $31,599 |
| 106 SKYWORKS SOLUTIONS INC COM | $8,679 | $16,205 |
| 140 TRACTOR SUPPLY CO COM | $12,337 | $19,681 |
| 0 UNIVERSAL HLTH SVCS INC CL B | ||
| 0 WEX INC COM | ||
| 0 SCHLUMBERGER LTD COM | ||
| 0 GAMESTOP CORP COM | ||
| 500 SSGA ACTIVE TRUST MULTI ASSET | $14,035 | $12,330 |
| 1500 VANGUARD INDEX FUNDS S&P 500 | $245,995 | $515,535 |
| 0 BP PLC SPONS ADR | ||
| 1000 FREEPORT MCMORAN COPPER & GOLD | $32,508 | $26,020 |
| 0 TRANSOCEAN LTD ORD | ||
| 1000 WEIGHT WATCHERS INTL INC COM | $20,850 | $24,400 |
| 3000 ISHARES CORE HIGH DIVIDEND ETF | $224,860 | $263,010 |
| 1600 VANGUARD FTSE EUROPE ETF | $96,480 | $96,384 |
| 2918 ABERDEEN EMERGING MARKETS | $29,860 | $23,811 |
| 0 VALARIS PLC | ||
| 4500 BROOKFIELD ASSET MGMT INC COM | $87,401 | $185,715 |
| 500 HONEYWELL INTERNATIONAL INC COM | $40,203 | $106,350 |
| 1000 BHP BILLITON LIMITED ADR | $45,150 | $65,340 |
| 0 BORGWARNER INC COM | ||
| 123 CARTER INC COM | $11,770 | $11,571 |
| 227 GLOBAL PMTS INC COM | $19,315 | $48,900 |
| 0 HD SUPPLY HLDGS INC COM | ||
| 39 OREILLY AUTOMOTIVE INC NEW COM | $9,610 | $17,650 |
| 260 PTC INC COM | $11,739 | $31,099 |
| 357 REXNORD CORP NEW COM | $9,771 | $14,098 |
| 433 SPROUTS FMRS MKT INC COM | $9,621 | $8,703 |
| 0 ULTA BEAUTY INC | ||
| 0 QUALYS INC COM | ||
| 400 SOUTH32 LTD ORD | $6,620 | $3,808 |
| 1000 H&E EQUIPMENT SVCS INC COM | $16,950 | $29,810 |
| 500 MARATHON PETE CORP COM | $23,135 | $20,680 |
| 750 BIOTELEMETRY INC COM | $8,710 | $54,060 |
| 312 EDWARDS LIFESCIENCES CORP COM | $8,884 | $28,464 |
| 0 EURONET WORLDWIDE INC COM | ||
| 62 FLEETCOR TECHNOLOGIES INC COM | $9,680 | $16,915 |
| 0 ALASKA AIR GROUP INC COM | ||
| 0 DR HORTON INC COM | ||
| 20 ADVANSIX INC | $223 | $400 |
| 700 VANGUARD CRSP US MEGA CAP INDEX | $47,820 | $93,415 |
| 6000 VANGUARD SHORT TERM CORP BOND | $485,174 | $497,400 |
| 152 AUTODESK INC COM | $17,100 | $46,412 |
| 0 BRIGHT HORIZONS FAM SOL IN DEL COM | ||
| 200 EXACT SCIENCES CORP COM | $10,603 | $26,498 |
| 0 HEXCEL CORP NEW COM | ||
| 76 JAZZ PHARMACEUTICALS PLC SHS USD | $11,775 | $12,544 |
| 259 MASCO CORP COM | $9,825 | $14,227 |
| 57 MSCI INC CL A | $4,738 | $25,452 |
| 146 PRA HEALTH SCIENCES INC COM | $11,887 | $18,314 |
| 52 TELEFLEX INC COM | $11,824 | $21,402 |
| 216 TRANSUNION COM | $8,982 | $21,432 |
| 129 XILINX INC COM | $9,297 | $18,288 |
| 0 UNDER ARMOUR INC COM CL A | ||
| 0 KROGER CO COM | ||
| 8314 SPDR S&P REGIONAL BANKING | $430,620 | $431,912 |
| 2116 CHEVRON CORP COM | $233,893 | $178,696 |
| 17 TRISURA GROUP LTD COM | $219 | $1,186 |
| 143 ALEXION PHARMACEUTICALS INC COM | $17,693 | $22,342 |
| 37 COOPER COS INC COM NEW | $8,773 | $13,443 |
| 0 KAR AUCTION SVCS INC COM | ||
| 0 MARRIOTT VACATIONS WRLDWDE CP COM | ||
| 0 WESTERN ALLIANCE BANCORP COM | ||
| 850 EVEREST REINSURANCE HLDGS INC CO | $186,935 | $198,977 |
| 0 VERIZON COMMUNICATIONS COM | ||
| 3120 GILEAD SCIENCES INC COM | $234,426 | $181,771 |
| 6695 ESSENT GROUP LTD COM | $222,089 | $289,224 |
| 4860 TENCENT HOLDINGS LTD ADR UNSPON | $215,143 | $349,385 |
| 3024 TYSON FOODS INC COM CL A | $183,716 | $194,867 |
| 14460 SALLY BEAUTY HOLDINGS COM | $243,030 | $188,558 |
| 5920 WESTROCK CO COM | $237,419 | $257,698 |
| 3801 APPLIED MATERIALS INC COM | $141,881 | $328,026 |
| 50 GARRETT MOTION INC COM | $451 | $222 |
| 83 RESIDEO TECHNOLOGIES INC COM | $1,204 | $1,765 |
| 300 TARGET CORP COM | $21,907 | $52,959 |
| 0 AIR LEASE CORP COM CL A | ||
| 11140 SPDR PORTFOLIO DEVELOPED ETF | $444,661 | $483,975 |
| 400 VANGUARD WORLD FUNDS ENERGY ETF | $37,747 | $20,744 |
| 1000 ABB LTD ADR SPON | $22,867 | $27,960 |
| 8675 LKQ CORP COM | $230,606 | $305,707 |
| 0 ALLERGAN PLC COM | ||
| 3020 NEKTAR THERAPEUTICS COM | $100,449 | $51,340 |
| 22952 PLAINS GP HOLDINGS LP LTD PART | $307,930 | $193,944 |
| 3205 PTC INC COM | $214,605 | $383,350 |
| 11181 SCHLUMBERGER LIMITED COM | $306,444 | $244,081 |
| 0 FLUOR CORP COM | ||
| 3840 ROBERT HALF INTERNATIONAL INC C | $222,576 | $239,923 |
| 16159 HOST HOTELS & RESORTS INC COM | $266,202 | $236,406 |
| 3395 ALBEMARLE CORP COM | $229,010 | $500,830 |
| 7470 II-IV INC COM | $243,997 | $567,421 |
| 221 II-IV INC COM | $8,240 | $16,787 |
| 1000 ISHARES TRUST GLOB HLTHCRE | $58,223 | $76,450 |
| 115 CDW CORP COM | $13,557 | $15,156 |
| 39 CINTAS CORP COM | $10,074 | $13,785 |
| 18 COSTAR GROUP INC COM | $6,270 | $16,637 |
| 50 DOMINOS PIZZA INC COM | $13,505 | $19,173 |
| 622 GENPACT LIMITED SHS | $21,539 | $25,726 |
| 0 GLOBAL BLOOD THERAPEUTICS INC COM | ||
| 259 IAA INC COM | $9,717 | $16,830 |
| 197 KEYSIGHT TECHNOLOGIES INC COM | $17,187 | $26,022 |
| 44 KLA CORPORATION | $7,097 | $11,392 |
| 62 L3 HARRIS TECHNOLOGIES INC | $12,951 | $11,719 |
| 72 LAM RESH CORP COM | $13,933 | $34,003 |
| 475 LIVENT CORP COM | $5,526 | $8,949 |
| 0 PIONEER NAT RES CO COM | ||
| 0 XYLEM INC COM | ||
| 1000 IRON MOUNTAIN INC COM | $27,310 | $29,480 |
| 706 AVANTOR INC | $13,814 | $19,874 |
| 234 CADENCE DESIGN SYS | $20,114 | $31,925 |
| 158 CATALENT INC | $15,449 | $16,443 |
| 75 CHARLES RIVER LABS | $12,999 | $18,739 |
| 326 DYNATRACE INC | $12,170 | $14,106 |
| 58 ENPHASE ENERGY INC | $6,249 | $10,177 |
| 159 ENTEGRIS INC | $9,885 | $15,280 |
| 117 EVERBRIDGE INC | $17,296 | $17,441 |
| 66 FIVE BELOW | $6,586 | $11,549 |
| 211 GOODRX HOLDINGS INC | $8,297 | $8,512 |
| 84 IDEX CORP | $10,825 | $16,733 |
| 59 LIBERTY BROADBAND CO CL C | $7,249 | $9,344 |
| 443 MARVELL TECH GROUP | $11,404 | $21,060 |
| 117 RESMED INC | $20,088 | $24,870 |
| 338 SMARTSHEET INC CL A | $17,797 | $23,420 |
| 68 SPLUNK INC | $13,343 | $11,553 |
| 100 SYNOPSYS INC | $19,212 | $25,924 |
| 81 TELADOC INC | $16,790 | $16,197 |
| 52 TWILIO INC CL A | $14,076 | $17,602 |
| 108 CYRUSONE LLC REIT | $8,108 | $7,900 |
| 154 ALPHABET INC COM CL C | $167,753 | $269,790 |
| 34657 DESIGNER BRANDS INC COM CL A | $318,364 | $265,126 |
| 9623 ICHOR HOLDINGS LTD COM | $231,982 | $290,085 |
| 2461 INGREDION INC COM | $197,344 | $193,607 |
| 10040 PATTERSON COMPANIES INC COM | $204,583 | $297,485 |
| 4969 SENSATA TECH HOLDING PLC COM | $217,244 | $262,065 |
| 11686 SPROUTS FARMERS MARKETS INC CO | $248,070 | $234,889 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $712,759 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $742,574 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 154975.574 CIBC ATLAS DISCIPLINED EQ | AT COST | $2,091,140 | $4,119,315 |
| 30689.873 MATTHEWS PACIFIC TIGER FD | AT COST | $809,761 | $1,070,289 |
| 0 JANUS HENDERSON DIVERSIFIED ALTS T | AT COST | ||
| 21848.149 WESTCHESTER CAPITAL MERGER | AT COST | $350,000 | $380,813 |
| 4875.67 BLACKROCK GLBL ALLOCATION CL | AT COST | $100,000 | $104,973 |
| 11891.46 AMG YACKTMAN FUND SERVICE C | AT COST | $267,824 | $252,812 |
| 7545.881 MATTHEWS INTL FDS ASIA DIVI | AT COST | $120,363 | $170,763 |
| 1000 WISDOMTREE EMERG MKTS HIGH DIVI | AT COST | $50,845 | $41,140 |
| 122945.603 PACE INTERNATIONAL EQUITY | AT COST | $1,897,907 | $2,104,829 |
| 105322.495 PACE LARGE CO VALUE EQUIT | AT COST | $1,978,017 | $2,211,772 |
| 60352.993 PACE SMALL/MEDIUM CO GROWT | AT COST | $934,443 | $1,273,448 |
| 61708.852 PACE GLOBAL REAL ESTATE SE | AT COST | $433,898 | $398,639 |
| 93451.471 PACE ALTERNATIVE STRATEGIE | AT COST | $1,009,278 | $1,032,639 |
| 77550.94 PACE LARGE CO GROWTH EQUITY | AT COST | $1,791,981 | $2,095,426 |
| 67408.331 PACE SMALL/MEDIUM CO VALUE | AT COST | $1,224,595 | $1,510,621 |
| 21780.263 TWEEDY BROWNE GLOBAL VALUE | AT COST | $581,060 | $597,868 |
| 0 FIDELITY EVENT DRIVEN OPPTYS I | AT COST | ||
| 1385.042 JANUS FUNDS HENDERSON EURO | AT COST | $50,000 | $54,612 |
| 10477.4 VANGUARD TOTAL STOCK MKT IND | AT COST | $500,000 | $992,629 |
| 14394.632 WASATCH GLOBAL VALUE INV | AT COST | $168,754 | $115,301 |
| 10380.023 PIMCO FUNDS DYNAMIC BOND A | AT COST | $114,844 | $112,208 |
| 55639.76 PACE GLOBAL FIXED INCOME IN | AT COST | $582,221 | $594,789 |
| 1246.68 PACE MORTGAGE-BACKED SECURIT | AT COST | $15,907 | $16,244 |
| 85.684 PACE INTERMEDIATE FIXED INCOM | AT COST | $1,116 | $1,112 |
| 16726.799 PACE STRATEGIC FIXED INCOM | AT COST | $235,781 | $242,539 |
| 90025.81 PACE HIGH YIELD INVESTMENTS | AT COST | $930,282 | $890,355 |
| 7487.068 VANGUARD TOTAL INTL BOND IN | AT COST | $150,000 | $175,123 |
| 56208.647 JOHN HANCOCK FUNDS III DIS | AT COST | $1,073,571 | $1,310,786 |
| 4191.794 TETON WESTWOOD MIGHTY MITES | AT COST | $116,494 | $109,406 |
| 350000 FEDERATED INVESTORS GOVT OBLI | AT COST | $350,000 | $350,000 |
| 1800 INVESCO DB G10 CURRENCY HARVEST | AT COST | $48,180 | $43,227 |
| WALTON US LAND FUND 5 LP CL A NSA | AT COST | $136,214 | $168,465 |
| MINERAL INTEREST - WALTON CO, FL | AT COST | $5,500 | $5,500 |
| ORRI INTEREST - CHEROKEE CO, TX | AT COST | $1 | $4,959 |
| MINERAL INTEREST - KIT CARSON CO, CO | AT COST | $110 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $7,787 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,787 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FOUNDATION ASSOC. MEMBERSHIP | $765 | $765 | |
| INSURANCE | $3,104 | $3,104 | |
| POSTAGE | $54 | $54 | |
| PARTNERSHIP PORTFOLIO DEDUCTI | $2,526 | $2,526 | |
| BROKER ACCOUNT FEES | $420 | $420 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PELES LLC - GROSS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $829 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $829 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTOR ADVISOR FEES | CategoryTxt |
| Amt | $212,926 | Amt |
| Net Investment Income | $212,926 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $152 | $152 |
| EXCISE TAX ON INVESTMENT INCOME | $20,696 | |
| FOREIGN DIVIDEND TAX WITHHELD | $9,224 | $9,224 |
| STATE SEVERANCE TAXES-ROYALTY IN | $48 | $48 |