FOUR LEE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOUR LEE FOUNDATION (EIN 47-2055080)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202041929349101414
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T14:31:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472055080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Four Lee Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TYLON L ARMSTRONG | InCareOfNm |
| Business Name Control | FOUR | BusinessNameControlTxt |
| Phone | 7139934075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 Post Oak Parkway Ste 2600-FO | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY L ARMSTRONG | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7134994600 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Steffes | PreparerPersonNm |
| PTIN | P00186434 | PTIN |
| Phone | 7134994600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $29,150,903 | 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 | $1,999,896 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $460,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,977,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,045 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,721,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $722,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $252,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252,236 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,448 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $278,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $265,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,071,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,071,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,349,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $265,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,078,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,372,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $456,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $835,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,033,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,033,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,884,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,650,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,117,526 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,719,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,683,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,150,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,719,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,683,544 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,719,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,683,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,719,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,683,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,719,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,372,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,265 | OtherIncreasesAmt |
| Subtotal | $26,141,822 | SubtotalAmt |
| Other Decreases | $458,278 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,683,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 7,500 SHS CAMPBELL SOUP CO | D | 2019-03-29 | $284,401 | $361,789 | -$77,388 | -$77,388 | |
| 6,000 SHS COLGATE-PALMOLIVE | P | 2019-03-29 | $405,205 | $428,344 | -$23,139 | -$23,139 | 2017-05-12 |
| 7,500 SHS GENERAL MILLS INC | P | 2019-03-29 | $385,297 | $500,427 | -$115,130 | -$115,130 | |
| 15,000 SHS KEURIG DR PEPPER INC COM | D | 2019-12-26 | $430,932 | $430,932 | $430,932 | 2018-07-10 | |
| 4,000 SHS TOYOTA MOTOR CORP | P | 2019-03-29 | $472,129 | $425,359 | $46,770 | $46,770 | 2017-05-12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,045 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $701,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,159,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033141 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $642,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,195,504 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $431,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,386,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034837 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,782,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $696,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.148942 | TotalDistributionRt |
| Average Distribution | 0.029788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,119,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $807,839 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $812,403 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,078,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,564 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,564 | SubtotalAmt |
| Tax Based On Investment Income | $4,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,256 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,256 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,692 | OverpaymentAmt |
| Applied To ES Tax | $3,692 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLON L ARMSTRONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7139934075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 POST OAK PARKWAY STE 2600-FO | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY L ARMSTRONG | ||||||||
| 4400 Post Oak Parkway Ste 2600-FO | Houston | TX | 77027 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MELINDA L ARMSTRONG | ||||||||
| 4400 Post Oak Parkway Ste 2600-FO | Houston | TX | 77027 | V.P./SECRETARY | 1.0 | $0 | $0 | $0 |
| TYLON L ARMSTRONG | ||||||||
| 4400 Post Oak Parkway Ste 2600-FO | Houston | TX | 77027 | TREASURER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,911,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,532,598 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,532,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $412,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,119,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,355,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,355,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,564 | TotalTaxAmt |
| Distributable Before Adj | $1,351,416 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,351,416 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,351,416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,078,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,078,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,074,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,351,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $799,144 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,078,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $799,144 | AppliedToYear1Amt |
| Applied To Current Year | $279,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,071,880 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG AND MELINDA ARMSTRONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | CHARITABLE | $25,000 | |
| UNITED WAY | ||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | CHARITABLE | $75,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD SUITE 200 | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE | $20,000 | |
| LEGIONARIES OF CHRIST | ||||||||
| 30 MANSELL CT STE 103 | ROSWELL | GA | 300761580 | NONE | PC | CHARITABLE | $105,000 | |
| SMALL STEPS NUTURING CENTER | ||||||||
| 1709 DEPELCHIN | HOUSTON | TX | 77007 | NONE | PC | CHARITABLE | $10,000 | |
| THE CENTER FOR HEARING AND SPEECH | ||||||||
| 3636 WEST DALLAS | HOUSTON | TX | 77019 | NONE | PC | CHARITABLE | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 Third Avenue | New York | NY | 10017 | NONE | PC | CHARITABLE | $300,000 | 3rd Floor |
| THE COUNCIL ON RECOVERY | ||||||||
| 303 Jackson Hill Street | Houston | TX | 77007 | NONE | PC | CHARITABLE | $288,680 | |
| Junior Achievement of Southeast Texas | ||||||||
| 2115 E Governors Circle | Houston | TX | 77092 | NONE | PC | CHARITABLE | $10,000 | |
| Alley Theatre | ||||||||
| 615 Texas Avenue | Houston | TX | 77002 | NONE | PC | CHARITABLE | $15,000 | |
| Sam Houston Area Council Boy Scouts of America | ||||||||
| 2225 North Loop West | HOUSTON | TX | 77008 | NONE | PC | CHARITABLE | $10,000 | |
| Texas Business Hall of Fame Foundation | ||||||||
| 4550 POST OAK PLACEDR STE 342 | HOUSTON | TX | 77027 | NONE | PC | CHARITABLE | $12,500 | |
| NO BARRIERS USA | ||||||||
| 224 Canyon Avenue Suite 207 | Fort Collins | CO | 80521 | NONE | PC | CHARITABLE | $10,000 | |
| The AbleGamers Foundation Inc | ||||||||
| PO Box 508 | Charles Town | WV | 25414 | NONE | PC | CHARITABLE | $15,000 | |
| Houston Methodist Hospital Foundation | ||||||||
| 6565 Fannin St Gb240 | Houston | TX | 77030 | NONE | PC | CHARITABLE | $20,000 | |
| Houston Zoo | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | NONE | PC | CHARITABLE | $50,000 | |
| Mission K9 Rescue | ||||||||
| PO Box 395 | Needville | TX | 77461 | NONE | PC | CHARITABLE | $20,000 | |
| Muscular Dystrophy Association | ||||||||
| 161 N Clark St Ste 3550 | Chicago | IL | 60601 | NONE | PC | CHARITABLE | $20,000 | |
| North Carolina Arboretum Society | ||||||||
| 100 Frederick Law Olmsted Way | Asheville | NC | 28806 | NONE | PC | CHARITABLE | $20,000 | |
| PTSD Foundation | ||||||||
| 9724 Derrington Rd | Houston | TX | 77064 | NONE | PC | CHARITABLE | $5,000 | |
| SMU Cox School of Business | ||||||||
| PO Box 750333 | Dallas | TN | 752750333 | NONE | PC | CHARITABLE | $10,000 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Pl Stop 761 | Memphis | TN | 38105 | NONE | PC | CHARITABLE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,071,180 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $722,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,092 | 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 | GREG AND MELINDA ARMSTRONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11511 MEMORIAL DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,999,896 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7,300 SHARES DISNEY WALT 3,250 SHARES MICROSOFT 15,000 SHARES KEURIG | NoncashPropertyDesc |
| Fair Market Value | $1,999,896 | FairMarketValueAmt |
| Received | 2019-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6000 SHS PROCTER & GAMBLE CO | $507,473 | $749,400 |
| 7000 SHS CHEVRON CORP | $692,270 | $843,570 |
| 6400 SHS CONOCOPHILLIPS | $336,516 | $416,192 |
| 9840 SHS ENBRIDGE INC | $303,714 | $391,337 |
| 9500 SHS EXXON MOBIL CORP | $825,550 | $662,910 |
| 5000 SHS JOHNSON AND JOHNSON | $507,080 | $729,350 |
| 15,000 SHS PFIZER INC | $467,442 | $587,700 |
| 6000 SHS OGE ENERGY CORP | $199,320 | $266,820 |
| 6000 SHS ONEOK INC COM | $230,443 | $454,020 |
| 5000 SHS SOUTHERN COMPANY | $239,250 | $318,500 |
| 12,300 SHS DISNEY WALT CO | $1,541,724 | $1,778,949 |
| 4000 SHS MCDONALDS CORP | $464,785 | $790,440 |
| 8000 SHS NIKE INC CL B | $432,554 | $810,480 |
| 12,000 SHS COCA COLA CO | $522,756 | $664,200 |
| 7000 SHS NESTLE S A SPONSORED | $487,859 | $757,435 |
| 5000 SHS PEPSICO INC | $533,159 | $683,350 |
| 11,500 SHS UNILEVER N V | $533,950 | $660,790 |
| 6000 SHS WAL-MART STORES | $379,801 | $713,040 |
| 46 SHS CALIFORNIA RES CORP | $484 | $415 |
| 7000 SHS OCCIDENTAL PETROLEUM | $421,556 | $288,470 |
| 482,552 SHS PLAINS GP HLDGS | $10,351,764 | $9,144,360 |
| 6000 SHS SCHLUMBERGER LTD | $381,205 | $241,200 |
| 7000 SHS ELI LILLY & CO | $559,214 | $920,010 |
| 3000 SHS 3M CO | $417,582 | $529,260 |
| 5000 SHS APPLE INC | $492,507 | $1,468,250 |
| 1500 SHS BIOGEN INC | $383,183 | $445,095 |
| 5500 SHS MERCK & CO INC | $349,794 | $500,225 |
| 5400 SHS PHILIP MORRIS INTL | $475,281 | $459,486 |
| 2300 SHS UNITED TECHNOLOGIES | $294,916 | $344,448 |
| 3250 SHS MICROSOFT CORP | $511,583 | $512,525 |
| 4200 SHS TEXAS INSTRUMENTS INC | $445,370 | $538,818 |
| 1900 SHS AIR PRODUCTS & CHEM | $360,082 | $446,481 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF DONATED STOCK COST BASIS DIFF | Desc |
| Amt | $458,278 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD COST BASIS ADJUSTMENTS | Desc |
| Amt | $49,265 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $252,236 | Amt |
| Net Investment Income | $252,236 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $13,448 | $13,448 |
| EXCISE TAX | $5,000 |
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