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JAMES & MARGARET EARTHMAN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES & MARGARET EARTHMAN FOUNDATION INC (EIN 76-0487098)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202001369349100645
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T15:33:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832933734PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEAD MAXWELL & MCKENNA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 MARKET ST STE 401AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760487098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND MARGARET EARTHMANBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone4097711321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES B EARTHMAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4097711321PhoneNum
Signature2020-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY D MAXWELL JRPreparerPersonNm
PTINP00627267PTIN
Phone4097636479PhoneNum
Preparation2020-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.148.247.65IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-15IPDt
IP Tm15:33:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id378F613000319C0BEA388E048F754F015A67F5A1AtSubmissionCreationDeviceId
At Submission Filing Device Id378F613000319C0BEA388E048F754F015A67F5A1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$405,450FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$283InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$283InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,888DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,888DividendsNetInvstIncmAmt
Total Rev And Expnss$7,171TotalRevAndExpnssAmt
Total Net Invst Incm$7,171TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,954TaxesRevAndExpnssAmt
Taxes Net Invst Incm$119TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,454TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$369TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$369TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,780TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,813ExcessRevenueOverExpensesAmt
Net Investment Income$6,802NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$120,435SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,622SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,622SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$162,271CorporateStockBOYAmt
Corporate Stock EOY$162,262CorporateStockEOYAmt
Corporate Stock EOYFMV$293,828CorporateStockEOYFMVAmt
Total Assets BOY$282,706TotalAssetsBOYAmt
Total Assets EOY$273,884TotalAssetsEOYAmt
Total Assets EOYFMV$405,450TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$282,706RetainedEarningBOYAmt
Retained Earning EOY$273,884RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$282,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$273,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$282,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$273,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$282,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,813ExcessRevenueOverExpensesAmt
Subtotal$273,893SubtotalAmt
Other Decreases$9OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$273,884TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$136InvestmentIncomeExciseTaxAmt
Subtotal$136SubtotalAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Tax Due$136TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksJAMES B EARTHMAN IIIIndividualWithBooksNm
Phone4097711321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd
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
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22017UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES B EARTHMAN III
6808 DRIFTWOOD LANEGALVESTONTX77551PRESIDENT1.00$0$0$0
ADDIE EARTHMAN PAPPOUS
22 CEDAR LAWN NORTHGALVESTONTX77551SECRETARY-TR1.00$0$0$0
CYNTHIA WOLMA EARTHMAN
6808 DRIFTWOOD LANEGALVESTONTX77551DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GAVE FINANCIAL ASSISTANCE TO CHARITABLE, RELIGIOUS, CIVIC OR EDUCATIONAL ORGANIZATIONS AND INSTITUTIONS.Description1Txt
Expenses1$13,780Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$272,794AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,461AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$388,255TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$388,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,824CashDeemedCharitableAmt
Net Vl Noncharitable Assets$382,431NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,122MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,122MinimumInvestmentReturnAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Total Tax$136TotalTaxAmt
Distributable Before Adj$18,986DistributableBeforeAdjAmt
Distributable Before Ded$18,986DistributableBeforeDedAmt
Distributable As Adjusted$18,986DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,780ExpensesAndContributionsAmt
Qualifying Distributions$13,780QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,780AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,986DistributableAsAdjustedAmt
Undistributed Income PY$18,958UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$5,652TotalForPriorYearsAmt
Qualifying Distributions$13,780QualifyingDistributionsAmt
Applied To Year1$13,780AppliedToYear1Amt
Prior Year Undistributed Incm$5,652PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$5,652PriorYearDeficiencyOrTaxAmt
Taxable2$5,178Taxable2Amt
Undistributed Income CY$18,986UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DARWIN GILMORE ELEMENTARY SCHOOL
3552 BRITTANY BAY BLVDLEAGUE CITYTX77573NONEPCFOR OPERATIONS$50
DIOCESAN SVC FD-CATHOLIC CHARITIES
P O BOX 4681HOUSTONTX772104681NONEPCFOR OPERATIONS$100
FRIENDS OF ROSENBERG LIBRARY
2310 SEALYGALVESTONTX77550NONEPCFOR OPERATIONS$100
GALVESTON HISTORICAL FOUNDATION
P O BOX 149GALVESTONTX77553NONEPCFOR OPERATIONS$1,000
HOLY FAMILY PARISH
1010 35TH STREETGALVESTONTX77550NONEPCFOR OPERATIONS$500
OPPE SCHOOL
2915 81ST STREETGALVESTONTX77554NONEPCFOR OPERATIONS$25
ORDER OF THE HOLY SEPULCHRE
2001 KIRBY DR 902HOUSTONTX77019NONEPCFOR OPERATIONS$1,000
ORDER OF THE HOLY SEPULCHRE
2001 KIRBY DR 902HOUSTONTX77019NONEPCFOR OPERATIONS$200
OUR LADY STAR OF THE SEA CHURCH
1401 FIDELITY STREETHOUSTONTX77029NONEPCFOR OPERATIONS$500
SAN JACINTO MUSEUM
1 MONUMENT CIRCLELAPORTETX77571NONEPCFOR OPERATIONS$100
ST JOHN THE DIVINE CHURCH
2450 RIVER OAKS BLVDHOUSTONTX77019NONEPCFOR OPERATIONS$20
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$100
THE BRYAN MUSEUM
1315 21ST STREETGALVESTONTX77550NONEPCFOR OPERATIONS$3,335
UTMB
301 UNIVERSITY BOULEVARDGALVESTONTX77555NONEGOVFOR OPERATIONS$5,000
UTMB
301 UNIVERSITY BOULEVARDGALVESTONTX77555NONEGOVFOR OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,530TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$283ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,888ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,171ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,171TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF PREP FEECategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$162,262EOYBookValueAmt
EOYFMV$293,828EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJ-NON-DIVIDEND DISTRIBUTIONDesc
Amt$9Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$139
TAX ON UNDISTRIBUTED INCOME$1,696
FOREIGN TAXES ON DIVIDENDS$119$119

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