STOLLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STOLLER FOUNDATION (EIN 46-3119720)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-01-27
- IRS object ID
- 202030279349100608
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-27T18:17:55-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760616111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JTJONES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 CITYWEST BLVD STE 450 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463119720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOLLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOL | BusinessNameControlTxt |
| Phone | 7134615012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAM BAEK | PersonNm |
| Person Title | ASSOCIATE DIRECTOR | PersonTitleTxt |
| Phone | 7134615012 | PhoneNum |
| Signature | 2020-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T JONES CPA | PreparerPersonNm |
| PTIN | P00168345 | PTIN |
| Phone | 7132785100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $43,238,288 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,587,522 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $552,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$91,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $328,642 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $328,642 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,377,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $880,654 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $274,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $277,623 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,868 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,868 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,962 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,516 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,044 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,522 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,522 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $220 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,358 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $124,278 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33,401 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $192,472 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $60,073 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $120,177 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,825 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,839 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $300 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $149,533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $913,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $531,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,692,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,764,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,605,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,296,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,771,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $624,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,169,926 | CashBOYAmt |
| Cash EOY | $2,349,786 | CashEOYAmt |
| Cash EOYFMV | $2,349,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,236 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $817 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,432 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,432 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,493,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,691,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,691,377 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,349,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,081,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,081,908 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,203,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $176,175 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,872,349 | LandBOYAmt |
| Land EOY | $5,027,767 | LandEOYAmt |
| Land EOYFMV | $5,086,549 | LandEOYFMVAmt |
| Total Assets BOY | $12,953,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,179,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,238,288 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,740 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,302 | AccountsPayableEOYAmt |
| Grants Payable BOY | $402,576 | GrantsPayableBOYAmt |
| Grants Payable EOY | $320,001 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $446,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $362,303 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,506,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,817,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,506,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,817,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,953,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,179,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,506,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,771,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,278,246 | SubtotalAmt |
| Other Decreases | $3,461,043 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,817,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2018-08-06 | 2018-10-29 | $29,679 | $29,679 | $0 | $0 | |
| PASSTHROUGH K-1 INCOME | $91,067 | -$91,067 | -$91,067 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$91,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,452,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,314,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.361552 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,199,753 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,587,135 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.289932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,847,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,818,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.590903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,229,715 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,778,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.466611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,649,963 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155309 | DistributionYr5Rt |
| Total Distribution | 1.864307 | TotalDistributionRt |
| Average Distribution | 0.372861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,416,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,222,662 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,228,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,495,008 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $98 | EsPenaltyAmt |
| Overpayment | $8,607 | OverpaymentAmt |
| Applied To ES Tax | $8,607 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STOLLERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NAM BAEK | IndividualWithBooksNm |
| Phone | 7134615012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD STE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY H STOLLER | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | FOUNDER | 2.00 | $0 | $0 | $0 |
| XOCHILT CRUZ | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| MADAY GONZALEZ | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | ASSOC DIRECTOR | 40.00 | $85,000 | $3,291 | $141 |
| SEONGAE KIM | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| DAN VAZQUEZ | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| NAM BAEK | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | ASSOC DIRECTOR | 40.00 | $75,000 | $334 | $312 |
| EDDY HALLOCK | ||||||||
| 10750 HAMMERLY BLVD 200 | HOUSTON | TX | 77043 | EXECUTIVE DIRECTOR | 40.00 | $78,000 | $0 | $170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,676,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,426,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,731,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,834,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,834,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,416,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,370,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,370,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,495 | TotalTaxAmt |
| Distributable Before Adj | $1,358,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,358,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,358,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,296,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $198,751 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,495,008 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,495,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,358,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,990,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,602,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,823,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,845,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,540,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,495,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,358,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,136,662 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,677,410 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $279,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,398,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,990,791 | ExcessFromYear4Amt |
| Excess From Year3 | $2,602,799 | ExcessFromYear3Amt |
| Excess From Year2 | $1,823,080 | ExcessFromYear2Amt |
| Excess From Year1 | $3,845,013 | ExcessFromYear1Amt |
| Excess From Current Year | $1,136,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY H STOLLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STOLLER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10750 HAMMERLY BLVD 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134615012 | RecipientPhoneNum |
| Recipient Email Address | NBAEK@STOLLERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION PROCESS BEGINS BY THE APPLICANT SUBMITTING A LETTER OF INQUIRY. IF THE LOI IS APPROVED, THE APPLICANT WILL BE ASKED TO SUBMIT A FULL APPLICATION AND PROVIDE DETIALS ABOUT THEIR MINISTRY, PROGRAM AND PROJECT PLAN, AND OTHER ITEMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE APPLICANT MUST BE A CHRISTIAN 501(C)(3) NON-PROFIT ORGANIZATION. OTHER FACTORS ARE EVALUATED, INCLUDING VOLUNTEER BASIS, EVANGELISM FOCUS, AND SUSTAINABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 VISION | |||||||||||
| 1039 WILSON ROAD | CLUTE | TX | 77531 | PC | STONEY CREEK CAMP | $10,875 | |||||
| AGAPE DEVELOPMENT MINISTRIES | |||||||||||
| PO BOX 460061 | HOUSTON | TX | 77056 | PC | STONEY CREEK CAMP | $6,525 | |||||
| ALL NATIONS SPORTS ACADEMY | |||||||||||
| 10750 HAMMERLY BLVD SUITE 250 | HOUSTON | TX | 77043 | PC | STONEY CREEK CAMP & STONEY CREEK & GENERAL SUPPORT | $290,875 | |||||
| BAYSHORE BAPTIST CHURCH | |||||||||||
| 11315 SPENCER HWY | LA PORTE | TX | 77571 | PC | CAMP OVERFLOW | $2,250 | |||||
| BIBLE STUDY MEDIA | |||||||||||
| 1034 BEN HUR DR | HOUSTON | TX | 77055 | PC | GENERAL SUPPORT | $32,500 | |||||
| CAMPUS CRUSADE FOR CHRIST | |||||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | GENERAL SUPPORT | $4,000 | |||||
| CASA EL BUEN SAMARITANO | |||||||||||
| PO BOX 20487 | HOUSTON | TX | 77225 | PC | GENERAL SUPPORT | $10,000 | |||||
| CHARACTER CAMP | |||||||||||
| PO BOX 841605 | PEARLAND | TX | 77584 | PC | TEXAS BAPTIST ENCAMPMENT | $8,000 | |||||
| CONVENTION-UNITED BAPTIST CHURCHES CEARA | |||||||||||
| NC | PROJECT - NABOR PEPE E ESPACO VOAR | $66,666 | RUA SILVA PAULET 1100 | ALDEOTA | FORTALEZA | BR | 60120-021 | ||||
| CORNERSTONE FAMILY MINISTRIES | |||||||||||
| 8945 LONG POINT SUITE 114 | HOUSTON | TX | 77055 | PC | STONEY CREEK CAMP | $7,700 | |||||
| CY-HOPE | |||||||||||
| 17401 VILLAGE GREEN DR | HOUSTON | TX | 77040 | PC | STONEY CREEK CAMP | $7,000 | |||||
| DESTINY PORTAL | |||||||||||
| 2100 ELDRIDGE PKWY SOUTH | HOUSTON | TX | 77077 | PC | GENERAL SUPPORT | $45,000 | |||||
| DIAMOND WILLOW | |||||||||||
| PO BOX 438 | FORT THOMPSON | SD | 57339 | PC | CANTEMAWASTE YOUTH CAMP AND GENERAL SUPPORT | $35,000 | |||||
| EYES ON ME INC | |||||||||||
| 10750 HAMMERLY BLVD SUITE 250 | HOUSTON | TX | 77043 | PC | CAMP EYES ON ME AND GENERAL SUPPORT | $252,000 | |||||
| FORERUNNER MENTORING PROGRAM | |||||||||||
| 9660 AUDELIA RD STE 123-4 | DALLAS | TX | 75238 | PC | T BAR M CAMPS | $5,000 | |||||
| FREESTYLE MINISTRIES | |||||||||||
| 18330 BLANCHMONT LANE | HOUSTON | TX | 77058 | PC | GENERAL SUPPORT | $90,000 | |||||
| GENERATION ONE | |||||||||||
| 1910 NAPOLEON STREET | HOUSTON | TX | 77003 | PC | KIDS ACROSS AMERICA | $3,980 | |||||
| GLOBAL OPERATIONS FOR ALL PEOPLES | |||||||||||
| PO BOX 118131 | CARROLLTON | TX | 75011 | PC | GENERAL SUPPORT | $500 | |||||
| GOSPEL GARDEN | |||||||||||
| NC | GENERAL SUPPORT | $100,000 | CALLE 20 NO 325 | IZAMAL | YUCATAN | MX | 97540 | ||||
| KEYSTONE PROJECT | |||||||||||
| PO BOX 473 | RAPID CITY | SD | 57709 | PC | GENERAL SUPPORT | $1,000 | |||||
| LETTING EVERYONE ACHIEVE DREAMS | |||||||||||
| 1225 OMAR ST | HOUSTON | TX | 77008 | PC | STONEY CREEK CAMP | $7,150 | |||||
| LIFETREE MINISTRIES | |||||||||||
| 1459-C SPRING ROCK LANE | HOUSTON | TX | 77055 | PC | GENERAL SUPPORT | $20,000 | |||||
| LIGHT OF THE WORLD CHRISTIAN FELLOWSHIP | |||||||||||
| 16161 OLD HUMBLE RD | HUMBLE | TX | 77396 | PC | STONEY CREEK CAMP | $10,500 | |||||
| LONG POINT BAPTIST CHURCH | |||||||||||
| 8009 LONG POINT RD | HOUSTON | TX | 77055 | PC | CAMP EAGLE | $7,140 | |||||
| LOVE IS MINISTRY | |||||||||||
| 6119 GREENVILLE AVE 120 | DALLAS | TX | 75206 | PC | GENERAL SUPPORT | $16,000 | |||||
| MISSION CENTERS OF HOUSTON | |||||||||||
| 1815 GANO ST | HOUSTON | TX | 77009 | PC | STONEY CREEK CAMP | $8,265 | |||||
| MISSION OF YAHWEH | |||||||||||
| 10247 ALGIERS | HOUSTON | TX | 77041 | PC | GENERAL SUPPORT | $20,000 | |||||
| MOUNT NEBO | |||||||||||
| PO BOX 650112 | AUSTIN | TX | 78765 | PC | ADVENTURES IN YOUTH MISSIONS | $2,400 | |||||
| NABOR HOUSE COMMUNITY | |||||||||||
| 10750 HAMMERLY BLVD SUITE 250 | HOUSTON | TX | 77043 | PC | GENERAL SUPPORT | $430,800 | |||||
| NEW BRAUNFELS CHRISTIAN MINISTRIES | |||||||||||
| 1659 STATE HWY 46 W 115-405 | NEW BRAUNFELS | TX | 78132 | PC | T BAR M CAMPS | $4,500 | |||||
| PORTAL HOUSTON INC (OIL OF JOY) | |||||||||||
| PO BOX 720768 | HOUSTON | TX | 77272 | PC | GENERAL SUPPORT | $70,000 | |||||
| SAN ANTONIO YOUTH FOR CHRIST | |||||||||||
| 5730 KENWICK ST | SAN ANTONIO | TX | 78238 | PC | STILL WATER CAMP | $11,900 | |||||
| SPRING SPIRIT BASEBALL | |||||||||||
| PO BOX 550549 | HOUSTON | TX | 77255 | PC | STONEY CREEK CAMP AND GENERAL SUPPORT | $75,000 | |||||
| THE FORGE FOR FAMILIES | |||||||||||
| 3435 DIXIE DRIVE | HOUSTON | TX | 77021 | PC | STONEY CREEK RANCH | $10,875 | |||||
| THE MENTORING ALLIANCE | |||||||||||
| 504 W 32ND ST | TYLER | TX | 75702 | PC | PINE COVE CAMP AND ROSE CITY | $25,000 | |||||
| URBAN FAITH MISSION | |||||||||||
| 381 MICKLEJOHN WALK | SAN ANTONIO | TX | 78207 | PC | STILL WATER CAMP | $5,450 | |||||
| WORD2ACT | |||||||||||
| 1000 POTOMAC ST NW 5TH FLOOR | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $30,000 | |||||
| WOVEN COVENANT CHURCH | |||||||||||
| 3219 COTTON RANCH DR | KATY | TX | 77494 | PC | MIDSOUTH COVENANT CAMP | $4,750 | |||||
| YOUNG LIFE SAN ANTONIO | |||||||||||
| 4102 S NEW BRAUNFELS 110-185 | SAN ANTONIO | TX | 78223 | PC | YOUNG LIFE WINDY GAP | $10,000 | |||||
| YOUNG LIFE TYLER | |||||||||||
| 120 S BROADWAY AVE 201 | TYLER | TX | 75702 | PC | FRONTIER RANCH | $10,000 | |||||
| YOUTH FOR CHRIST HOUSTON | |||||||||||
| 3202 FONTAINE DR | PEARLAND | TX | 77584 | PC | STILL WATER CAMP | $5,925 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,764,526 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL NATIONS SPORTS ACADEMY | |||||||||||
| 10750 HAMMERLY BLVD SUITE 250 | HOUSTON | TX | 77043 | PC | GENERAL SUPPORT | $90,000 | |||||
| BIBLE STUDY MEDIA | |||||||||||
| 1034 BEN HUR DR | HOUSTON | TX | 77055 | PC | GENERAL SUPPORT | $32,500 | |||||
| CAMPUS CRUSADE FOR CHRIST | |||||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | GENERAL SUPPORT | $8,000 | |||||
| CONVENTION-UNITED BAPTIST CHURCHES CEARA | |||||||||||
| NC | PROJECT - NABOR PEPE E ESPACO VOAR | $25,001 | RUA SILVA PAULET 1100 | ALDEOTA | FORTALEZA | BR | 60120-021 | ||||
| DESTINY PORTAL | |||||||||||
| 2100 ELDRIDGE PKWY SOUTH | HOUSTON | TX | 77077 | PC | GENERAL SUPPORT | $45,000 | |||||
| DIAMOND WILLOW | |||||||||||
| PO BOX 438 | FORT THOMPSON | SD | 57339 | PC | GENERAL SUPPORT | $30,000 | |||||
| GLOBAL OPERATIONS FOR ALL PEOPLES | |||||||||||
| PO BOX 118131 | CARROLLTON | TX | 75011 | PC | GENERAL SUPPORT | $5,500 | |||||
| KEYSTONE PROJECT | |||||||||||
| PO BOX 473 | RAPID CITY | SD | 57709 | PC | GENERAL SUPPORT | $5,000 | |||||
| LOVE IS MINISTRY | |||||||||||
| 6119 GREENVILLE AVE 120 | DALLAS | TX | 75206 | PC | GENERAL SUPPORT | $24,000 | |||||
| MISSION OF YAHWEH | |||||||||||
| 10247 ALGIERS | HOUSTON | TX | 77041 | PC | GENERAL SUPPORT | $20,000 | |||||
| PORTAL HOUSTON INC (OIL OF JOY) | |||||||||||
| PO BOX 720768 | HOUSTON | TX | 77272 | PC | GENERAL SUPPORT | $30,000 | |||||
| WORD2ACT | |||||||||||
| 1000 POTOMAC ST NW 5TH FLOOR | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $320,001 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$91,067 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| PARTNERSHIP K-1 INCOME | 14 | $54,918 | |
| OFFICE SPACE RENTAL INCOME | 16 | $273,724 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $789,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $789,587 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STOLLER GROUP INC | |||||||
| 1 | 9090 KATY FREEWAY STE 400 | HOUSTON | TX | 77024 | $3,798,840 | Yes (X) | |
| STOLLER GROUP INC | |||||||
| 2 | 9090 KATY FREEWAY STE 400 | HOUSTON | TX | 77024 | $31,788,082 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $31,788,082 | FairMarketValueAmt |
| Received | 2018-06-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $15,044 | Amt |
| Net Investment Income | $7,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,522 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2014-10-01 | $13,489 | $6,263 | SL | 7.000000000000 | $1,928 | $0 | $0 |
| MACHINERY AND EQUIPMENT | 2014-10-01 | $31,897 | $19,879 | SL | 5.000000000000 | $4,656 | $0 | $0 |
| IMPROVEMENTS | 2016-01-27 | $4,612 | $1,263 | SL | 20.000000000000 | $659 | $0 | $0 |
| INTANGIBLE ASSETS | 2015-06-30 | $34,322 | $17,325 | SL | 5.000000000000 | $6,864 | $0 | $0 |
| BUILDING - HAMMERLY | 2017-12-14 | $3,925,944 | SL | 40.000000000000 | $98,149 | $0 | $98,149 | |
| LAND - HAMMERLY | 2017-12-14 | $871,200 | L | $0 | $0 | $0 | ||
| IMPROVEMENTS | 2017-12-31 | $20,900 | SL | 20.000000000000 | $2,986 | $0 | $0 | |
| FURNITURE AND FIXTURES | 2016-03-07 | $16,147 | $4,229 | SL | 7.000000000000 | $2,306 | $0 | $0 |
| FURNITURE AND FIXTURES | 2018-06-30 | $32,337 | SL | 7.000000000000 | $2,310 | $0 | $0 | |
| BUILDING - HAMMERLY IMPROVEMENTS | 2018-06-30 | $245,289 | SL | 40.000000000000 | $3,066 | $0 | $3,066 | |
| MACHINERY AND EQUIPMENT | 2014-12-01 | $2,893 | $1,797 | SL | 5.000000000000 | $578 | $0 | $0 |
| MACHINERY AND EQUIPMENT | 2015-04-24 | $1,718 | $916 | SL | 5.000000000000 | $344 | $0 | $0 |
| MACHINERY AND EQUIPMENT | 2017-06-30 | $1,124 | $225 | SL | 5.000000000000 | $225 | $0 | $0 |
| MACHINERY AND EQUIPMENT | 2018-06-30 | $2,070 | SL | 5.000000000000 | $207 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| CVNTN-UNITED BAPTIST CHURCHES CEARA | ||||||||
| RUA SILVA PAULET 1100 ALDEOTA | FORTALEZA | CE 60120-021 | BR | 2018-01-09 | $41,667 | PROJECT - NABOR PEPE E ESPACO VOAR (SPACE TO FLY) | $41,667 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
| CVNTN-UNITED BAPTIST CHURCHES CEARA | ||||||||
| RUA SILVA PAULET 1100 ALDEOTA | FORTALEZA | CE 60120-021 | BR | 2018-09-18 | $24,999 | PROJECT - NABOR PEPE E ESPACO VOAR (SPACE TO FLY) | $24,999 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
| GOSPEL GARDEN | ||||||||
| CALLE 20 NO 325 | IZAMEL | YUCATAN | MX | 2018-02-12 | $100,000 | GENERAL SUPPORT | $100,000 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 33,714 SHS AT&T INC | $962,198 | $962,198 |
| 7,400 SHS BANK OF AMERICA CORP | $182,336 | $182,336 |
| 10,000 SHS INTEL CORPORATION | $469,300 | $469,300 |
| 7,100 SHS JPMORGAN CHASE & CO | $693,102 | $693,102 |
| 9,688 SHS SUPERIOR UNIFORM GRP | $170,993 | $170,993 |
| 10,000 SHS VERIZON COMMUNICATION | $562,200 | $562,200 |
| 2,000 SHS WELLS FARGO BANK NA | $92,160 | $92,160 |
| 163 SHS APPLE INC | $25,712 | $25,712 |
| 200 SHS W & T OFFSHORE INC | $824 | $824 |
| 13160 SHS AT&T INC | $375,586 | $375,586 |
| 18,400 SHS ABBOTT LABORATORIES | $1,330,872 | $1,330,872 |
| 13,200 SHS ALTRIA GROUP INC | $651,948 | $651,948 |
| 5,340 SHS AMGEN INC | $1,039,538 | $1,039,538 |
| 47,845 SHS BANK OF AMERICA CORP | $1,178,901 | $1,178,901 |
| 20,600 SHS BANK OF NY MELLON CO | $969,642 | $969,642 |
| 17,400 SHS BRISTOL-MYERS SQUIBB | $904,452 | $904,452 |
| 9,250 SHS CHEVRON CORP | $1,006,308 | $1,006,308 |
| 18,439 SHS CITIGROUP INC | $959,934 | $959,934 |
| 178 SHS ENSCO PLC | $634 | $634 |
| 12,200 SHS EXXON MOBIL CORP | $831,918 | $831,918 |
| 88,260 SHS FORD MOTOR CO | $675,189 | $675,189 |
| 1,190 SHS GENERAL ELECTRIC CO | $9,008 | $9,008 |
| 23,479 SHS GENERAL MOTORS CO | $785,373 | $785,373 |
| 12,146 SHS GILEAD SCIENCES INC | $759,732 | $759,732 |
| 8,487 SHS GOLDMAN SACHS GROUP | $1,417,753 | $1,417,753 |
| 33,503 SHS INTEL CORP | $1,572,296 | $1,572,296 |
| 12,296 SHS J P MORGAN CHASE & CO | $1,200,336 | $1,200,336 |
| 11,700 SHS LILLY ELI & CO | $1,353,924 | $1,353,924 |
| 15,500 SHS MERCK & CO INC | $1,184,355 | $1,184,355 |
| 32,886 SHS MICROSOFT CORP | $3,340,231 | $3,340,231 |
| 24,800 SHS MORGAN STANLEY | $983,320 | $983,320 |
| 172 SHS NABORS INDUSTRIES | $344 | $344 |
| 243 SHS NOBLE CORP PLC | $637 | $637 |
| 5,193 SHS W & T OFFSHORE INC | $21,395 | $21,395 |
| 17,000 SHS WELLS FARGO BK N A | $783,360 | $783,360 |
| 8,900 SHS PHILIP MORRIS INTL | $594,164 | $594,164 |
| 17,000 SHS QUALCOMM INC | $967,470 | $967,470 |
| 19,000 ROTAL DUTCH SHELL | $1,107,130 | $1,107,130 |
| 290 SHS SEADRILL PARTNERS LLC | $502 | $502 |
| 180 SHS SOUTHWESTERN ENERGY | $614 | $614 |
| 39,800 SHS VERIZON COMMUNICATION | $2,237,556 | $2,237,556 |
| 9,763 SHS VISA INC | $1,288,130 | $1,288,130 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAZ HALCYON OFFSHORE STRATEGIC OPP FUND | FMV | $2,496,471 | $2,496,471 |
| CAZ PARTNERS FUND LIQUID INCOME (TE), LP | FMV | $585,437 | $585,437 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $61,973 | $17,036 | $44,937 | $44,937 |
| MACHINERY AND EQUIPMENT | $39,702 | $28,827 | $10,875 | $10,875 |
| BUILDINGS | $4,171,233 | $101,215 | $4,070,018 | $3,911,000 |
| IMPROVEMENTS | $25,512 | $4,908 | $20,604 | $20,604 |
| LAND | $871,200 | $0 | $871,200 | $1,089,000 |
| MISCELLANEOUS | $34,322 | $24,189 | $10,133 | $10,133 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DECLINE IN VALUE OF INVESTMENTS | Desc |
| Amt | $3,461,043 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES AND FEES | $707 | $0 | $0 | $737 |
| EMPLOYEE TRAINING AND DEVELOPMENT | $333 | $0 | $0 | $333 |
| INSURANCE - D & O | $901 | $0 | $0 | $901 |
| IT SERVICES | $6,456 | $0 | $0 | $6,456 |
| OFFICE EQUIPMENT & SUPPLIES | $16,337 | $0 | $0 | $15,931 |
| PASSTHROUGH K-1 EXPENSES | $149,533 | $149,533 | $0 | $0 |
| PAYROLL SERVICES | $990 | $0 | $0 | $990 |
| PROMOTION AND DEVELOPMENT | $7,392 | $0 | $0 | $7,477 |
| SOFTWARE EXPENSE | $2,926 | $0 | $0 | $2,941 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP K-1 INCOME | $54,918 | $54,918 | $0 |
| OFFICE SPACE RENTAL INCOME | $273,724 | $273,724 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $220 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $24,899 | $0 | $0 | $0 |
| FOREIGN TAX | $5,358 | $5,358 | $0 | $0 |
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