FURP.ORG / PUBLIC DATA EXPLORER

MAX FINNEY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAX FINNEY FOUNDATION INC (EIN 83-1278261)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202133149349101388
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T02:43:37-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CINDY EATON CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18111 ASHLANE WAY SUITE 204AddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77382ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831278261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAX FINNEY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXFBusinessNameControlTxt
Phone8324449642PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 133151AddressLine1Txt
CitySPRINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77393ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE FINNEYPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIEPersonFirstNm
Person LastFINNEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY L EATONPreparerPersonNm
PTINP00319067PTIN
Phone7135531101PhoneNum
Preparation2021-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$453,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,903ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,903TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$880AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$357OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,102TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,865TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,199ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$81,928CashBOYAmt
Cash EOY$43,729CashEOYAmt
Cash EOYFMV$43,729CashEOYFMVAmt
Corporate Stock BOY$626,000CorporateStockBOYAmt
Corporate Stock EOY$626,000CorporateStockEOYAmt
Corporate Stock EOYFMV$410,000CorporateStockEOYFMVAmt
Total Assets BOY$707,928TotalAssetsBOYAmt
Total Assets EOY$669,729TotalAssetsEOYAmt
Total Assets EOYFMV$453,729TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$707,928RetainedEarningBOYAmt
Retained Earning EOY$669,729RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$707,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$669,729TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$707,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,729TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$707,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,199ExcessRevenueOverExpensesAmt
Subtotal$669,729SubtotalAmt
Tot Net Ast Or Fund Balances EOY$669,729TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressMAXFINNEYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksTROY FINNEYIndividualWithBooksNm
Phone8324449642PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1108 NORTH CHANDLER CREEKAddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TROY P FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
JULIE A FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
LUKE P FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
SEAN M FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
SAMUEL F FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
KENDRA A FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
CLARE M FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/A - NONE DUE TO COVID-19Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$410,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$475,001TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$475,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,125CashDeemedCharitableAmt
Net Vl Noncharitable Assets$467,876NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,394MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,394MinimumInvestmentReturnAmt
Distributable Before Adj$23,394DistributableBeforeAdjAmt
Distributable Before Ded$23,394DistributableBeforeDedAmt
Distributable As Adjusted$23,394DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,865ExpensesAndContributionsAmt
Qualifying Distributions$44,865QualifyingDistributionsAmt
Adjusted Qualifying Distri$44,865AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,394DistributableAsAdjustedAmt
Undistributed Income PY$12,624UndistributedIncomePYAmt
Qualifying Distributions$44,865QualifyingDistributionsAmt
Applied To Year1$12,624AppliedToYear1Amt
Applied To Current Year$23,394AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,847RemainingDistriFromCorpusAmt
Total Corpus$8,847TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,847ExcessDistriCyovToNextYrAmt
Excess From Current Year$8,847ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTROY FINNEYContributingManagerNm
Contributing ManagerJULIE FINNEYContributingManagerNm
Contributing ManagerLUKE FINNEYContributingManagerNm
Contributing ManagerSEAN FINNEYContributingManagerNm
Contributing ManagerSAMUEL FINNEYContributingManagerNm
Contributing ManagerKENDRA FINNEYContributingManagerNm
Contributing ManagerCLARE FINNEYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE ANNE FINNEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 133151AddressLine1Txt
CitySPRINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77393ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2817948857RecipientPhoneNum
Recipient Email AddressTPFINNEYGMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsSCHLARSHIP APPLICATION WITH ESSAYS AND TRANSCRIPTS FILED ONLINE VIA WEBITE FOR FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesVARIABLE DEPENDING ON AREA AND YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOUG SUELL
4130 N BOULEVARD PARKHOUSTONTX77098NONEITUITION$11,350
FEDERICO MELENA
5603 JANE AUSTEN STHOUSTONTX77005NONEITUITION$11,350
FEDERICO CELIS
12625 MEMORIAL DRIVE APT 180HOUSTONTX77024NONEITUITION$7,869
COLLIN DUFRENE
110 N SHWANEE RIDGE CIRCLESPRINGTX77382NONEITUITION$4,212
ATHAN REGITZ
13419 ELMSGROVE LANEHOUSTONTX77070NONEITUITION$3,811
AUGUSTINE RUDOLPH
18123 RUSTIC SPRINGS DRIVETOMBALLTX77375NONEITUITION$3,773
LUCAS BOADA
63 W LASTING SPRING CIRCLETHE WOODLANDSTX77389NONEITUITION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,865TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMIKE AND KATHY KEGGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15320 VALERIE STREETAddressLine1Txt
CityBELLAIRECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$880Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock100000 shares of PETROSANTANDER INCStockNm
EOY Book Value$626,000EOYBookValueAmt
EOYFMV$410,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMIN EXPENSEDesc
Revenue And Expenses Per Books$357RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule