ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-07
- IRS object ID
- 202132809349101268
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-07T17:53:32-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marc C | PersonFirstNm |
| Person Last | Melcher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $8,788,176 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $401,313 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,854,036 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$57,286 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,396 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $582,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,253 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,896 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,896 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,803 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,285 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $127 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $127 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,850 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,467 | CashBOYAmt |
| Cash EOY | $15,545 | CashEOYAmt |
| Cash EOYFMV | $15,545 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $285,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $713,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $713,046 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,512,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,486,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,269,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,780 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,257,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,181,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,734,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,214,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,447,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,788,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,214,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,447,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,214,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,447,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,214,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,447,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,214,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,431 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,447,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,447,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $2,923,952 | $2,854,891 | $69,061 | $69,061 |
| Passthrough K-1 capital gain | $69,966 | -$69,966 | -$69,966 | |
| Litigation settlement | $96 | $96 | $96 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,493 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,493 | SubtotalAmt |
| Tax Based On Investment Income | $2,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,507 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | AppliedToESTaxAmt |
| Refund | $9,707 | RefundAmt |
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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $0 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Architectural History Program - Foundation Fellow, Stephen Fox, contributed to Rice Design Alliance magazine, the Architectural Record, and Houston Chronicle.Stephen provided presentations and lectures at colleges and other public forums. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $37,844 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,130,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $495,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $113,053 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,739,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,739,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,623,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,493 | TotalTaxAmt |
| Distributable Before Adj | $378,662 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $378,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $378,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,284 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $266,284 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $266,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,662 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $130,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $24,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $155,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,284 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,284 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $112,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $112,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,693 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,995 | ExcessFromYear4Amt |
| Excess From Year1 | $24,698 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Asia Society Texas Center | |||||||
| 1370 Southmore Blvd | Houston | TX | 77004 | N/A | PC | 2020 Arts and Culture Programming Season | $10,000 |
| Colorado College | |||||||
| 14 E Cache La Poudre St | Colorado Springs | CO | 80903 | N/A | PC | General support | $16,666 |
| Farm and City | |||||||
| PO Box 171 | Austin | TX | 78767 | N/A | PC | General support | $25,000 |
| Fort Worth Country Day School Inc | |||||||
| 4200 Country Day Ln | Fort Worth | TX | 76109 | N/A | PC | General support | $10,000 |
| Houston Arts Alliance | |||||||
| 5280 Caroline St Ste 100 | Houston | TX | 77004 | N/A | PC | General support | $5,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston St | Houston | TX | 77002 | N/A | PC | Program support | $75,000 |
| Houston Public Media Foundation | |||||||
| PO Box 3626 | Houston | TX | 77253 | N/A | PC | General support | $10,000 |
| The Orange Show Foundation | |||||||
| PO Box 230309 | Houston | TX | 77223 | N/A | PC | General support | $15,000 |
| St John's School | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | General support | $20,000 |
| The Council on Recovery | |||||||
| 303 Jackson Hill St | Houston | TX | 77007 | N/A | PC | General support | $25,000 |
| Tanglewood Foundation | |||||||
| 5757 Woodway Dr | Houston | TX | 77057 | N/A | PC | Community preservation | $1,000 |
| The Rothko Chapel | |||||||
| 1409 Sul Ross St | Houston | TX | 77006 | N/A | PC | General support | $10,000 |
| Lawndale Art and Performance Center | |||||||
| 4912 Main St | Houston | TX | 77002 | N/A | PC | Exhibitions and programs support | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,666 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$46 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$763 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Schedule K-1 (Form 1065) | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$70,784 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$70,830 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Godfather Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $401,313 | 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 | $4,500 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 shs Intl Bkt Note Iss Bns | $30,000 | $32,400 |
| 2,000 shs SP500 CLirns Issuer Bns | $20,000 | $22,380 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92,541 shs Schlumberger LTD | $4,982,658 | $2,020,170 |
| 5,209 shs Transocean LTD | $147,633 | $12,033 |
| 4,000 shs Athene Holding LTD | $100,000 | $100,960 |
| 2,000 shs Brookfield Fin I Uk PLC | $50,000 | $51,780 |
| 4,000 shs Cullen/Frost Bankers Inc | $100,000 | $103,400 |
| 4,000 shs MetLife Inc | $100,000 | $108,800 |
| 4,000 shs Signature Bank New York | $100,000 | $102,600 |
| 919 shs ABB LTD Spon ADR | $24,275 | $25,695 |
| 219 shs Abbott Labs | $17,734 | $23,978 |
| 157 shs Alcon Sa Act Nom | $8,872 | $10,359 |
| 211 shs Alibaba Group Holding | $39,531 | $49,106 |
| 92 shs Allegion PLC Shs | $9,204 | $10,707 |
| 39 shs Alphabet Inc Shs CL A | $45,431 | $68,353 |
| 24 shs Amazon Com Inc Com | $43,784 | $78,166 |
| 88 shs American Tower Reit Inc | $14,716 | $19,752 |
| 64 shs Anthem Inc | $17,630 | $20,549 |
| 127 shs Aon PLC Reg Shs | $22,752 | $26,831 |
| 667 shs Apple Inc | $31,620 | $88,504 |
| 69 shs Asml Hldg Nv Ny Reg Shs | $14,771 | $33,652 |
| 331 shs Astrazeneca PLC Spnd ADR | $18,107 | $16,546 |
| 94 shs Atlassian Corp PLC | $13,026 | $21,983 |
| 285 shs Ball Corp Com | $19,148 | $26,556 |
| 652 shs Bank Of Nova Scotia | $31,309 | $35,234 |
| 159 shs BHP Group LTD | $10,258 | $10,389 |
| 48 shs Blackrock Inc | $19,773 | $34,634 |
| 825 shs C.H. Robinson Worldwide | $70,591 | $77,443 |
| 315 shs Canadian Natl Railway Co | $30,671 | $34,603 |
| 136 shs Capital One Finl | $13,130 | $13,443 |
| 293 shs Chevron Corp | $25,033 | $24,744 |
| 537 shs Cisco Systems Inc Com | $26,022 | $24,031 |
| 416 shs Citigroup Inc Com New | $24,749 | $25,650 |
| 114 shs Constellation Brands Inc | $20,752 | $24,972 |
| 107 shs Costco Wholesale Crp Del | $19,479 | $40,315 |
| 153 shs Cyber-Ark Software LTD | $19,096 | $24,723 |
| 179 shs Danaher Corp Del Com | $14,544 | $39,763 |
| 230 shs Diageo PLC Spsd ADR New | $28,801 | $36,526 |
| 197 shs Disney (Walt) Co Com Stk | $23,594 | $35,692 |
| 1,015 shs Emerson Elec Co | $67,054 | $81,575 |
| 125 shs Ferrari Nv | $21,986 | $28,690 |
| 240 shs Fiserv Inc Wisc Pv 1 Ct | $24,603 | $27,326 |
| 622 shs Garmin LTD | $70,886 | $74,428 |
| 506 shs Genl Dynamics Corp Com | $76,981 | $75,303 |
| 399 shs Hdfc Bank LTD ADR | $21,938 | $28,832 |
| 190 shs Hilton Worldwide | $14,679 | $21,139 |
| 125 shs Home Depot Inc | $15,331 | $33,202 |
| 237 shs Honeywell Intl Inc Del | $35,374 | $50,410 |
| 277 shs IHS Markit LTD Shs | $14,662 | $24,883 |
| 490 shs Johnson And Johnson Com | $69,339 | $77,116 |
| 208 shs JPMorgan Chase & Co | $23,801 | $26,431 |
| 459 shs Koninkl Phil Nv Sh New | $18,658 | $24,864 |
| 120 shs Linde PLC Reg Shs | $20,102 | $31,621 |
| 79 shs Lockheed Martin Corp | $22,772 | $28,043 |
| 68 shs Lululemon Athletica Inc | $13,307 | $23,666 |
| 262 shs Medtronic PLC Shs | $28,178 | $30,690 |
| 235 shs Microchip Technology Inc | $22,333 | $32,456 |
| 347 shs Microsoft Corp | $38,303 | $77,179 |
| 416 shs National Grid PLC Shs | $23,583 | $24,556 |
| 91 shs New Oriental Education | $7,916 | $16,909 |
| 384 shs Nextera Energy Inc Shs | $17,704 | $29,626 |
| 174 shs Novartis ADR | $14,747 | $16,431 |
| 225 shs Novo Nordisk As ADR | $12,381 | $15,716 |
| 44 shs Parker Hannifin Corp | $11,420 | $11,986 |
| 79 shs Pepsico Inc | $9,341 | $11,716 |
| 1906 shs Pfizer Inc | $66,808 | $70,160 |
| 539 shs Procter & Gamble Co | $71,817 | $74,996 |
| 225 shs Prologis Inc | $16,348 | $22,424 |
| 809 shs Prudential PLC ADR | $28,783 | $29,876 |
| 320 shs Public Storage | $67,946 | $73,897 |
| 601 shs Quest Diagnostics Inc | $66,616 | $71,621 |
| 517 shs Relx PLC | $12,256 | $12,749 |
| 1,152 shs Roberthalf Intl Inc Com | $64,846 | $71,977 |
| 209 shs Ross Stores Inc Com | $21,439 | $25,667 |
| 508 shs Royal Bank Canada | $36,975 | $41,686 |
| 87 shs Ryanair Holdings PLC Shs | $9,641 | $9,568 |
| 298 shs Sanofi ADR | $13,071 | $14,480 |
| 134 shs Sea LTD | $6,324 | $26,673 |
| 700 shs Sibanye Stillwtr LTD Shs | $7,756 | $11,123 |
| 617 shs SK Telecom ADR | $12,579 | $15,104 |
| 423 shs Snap On Inc Com | $65,893 | $72,392 |
| 488 shs Sony Corp ADR New | $22,868 | $49,337 |
| 510 shs Taiwan S Manufctring ADR | $22,850 | $55,610 |
| 467 shs Texas Instruments | $59,380 | $76,649 |
| 80 shs Thermo Fisher Scientific | $10,313 | $37,262 |
| 338 shs Thomson Reuters Corp Reg | $26,700 | $27,679 |
| 437 shs Total Se | $19,631 | $18,315 |
| 172 shs Toyota Motor Corp ADR | $24,140 | $26,586 |
| 445 shs Truist Finl Corp | $20,696 | $21,329 |
| 1,121 shs Tyson Foods Inc CL A | $76,936 | $72,237 |
| 382 shs Unilever PLC New ADR | $21,335 | $23,058 |
| 184 shs Union Pacific Corp | $28,444 | $38,312 |
| 213 shs Visa Inc CL A Shrs | $21,094 | $46,589 |
| 267 shs Walmart Inc | $28,345 | $38,488 |
| 84 shs Wix Com LTD | $9,503 | $20,997 |
| 208 shs Yandex Nv CL A | $9,694 | $14,473 |
| 209 shs Zoetis Inc | $23,646 | $34,590 |
| 3,884 shs Invesco Oppenheimer | $149,501 | $182,121 |
| 434 shs Ishares Msci Japan ETF | $24,755 | $29,321 |
| 396 shs Vanguard Information | $41,574 | $140,101 |
| 2,017 shs Vanguard Energy ETF | $170,358 | $104,602 |
| 826 shs Vanguard Industrial ETF | $89,992 | $140,412 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alkeon Growth Offshore | AT COST | $299,998 | $684,812 |
| EIV Capital Fund III-A LP | AT COST | $103,837 | $103,934 |
| Ironwood Multi-Strategy | AT COST | $524,829 | $558,729 |
| Renaissance Access | AT COST | $243,167 | $377,500 |
| EIV Capital Fund IV | AT COST | $9,933 | $9,933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $460 | $460 | |
| From Schedule K-1 (Form 1065) | $34,022 | $33,850 | |
| Insurance | $937 | $937 | |
| Payroll processing fees | $48 | $48 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Schedule K-1 (Form 1065) | Desc |
| Revenue And Expenses Per Books | -$57,286 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,396 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $34,803 | Amt |
| Net Investment Income | $34,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $10,000 | |
| Foreign tax | $2,285 | $2,285 |
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