ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349102310
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T15:57:53-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,753,493 | 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 | $359,814 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,391,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,866 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,717 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $874,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,999 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,998 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,998 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,989 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,844 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,844 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,039 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,657 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $41 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,839 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,976 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $551,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $469,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,737 | CashBOYAmt |
| Cash EOY | $109,467 | CashEOYAmt |
| Cash EOYFMV | $109,467 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $587,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,488 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,955,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,512,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,717,577 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,140 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,210,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,257,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,589,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,891,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,214,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,753,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,891,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,214,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,891,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,214,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,891,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,214,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,891,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,485 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,214,850 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,214,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $3,350,009 | $3,148,036 | $201,973 | $201,973 |
| Passthrough K-1 capital gain | $41,858 | $41,858 | $41,858 | |
| Litigation settlement | $35 | $35 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,866 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,612,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03900 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,599 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,076,735 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02705 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $646,285 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,391,198 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $496,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,037,857 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $300,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,238,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02452 | DistributionYr5Rt |
| Total Distribution | 0.197704 | TotalDistributionRt |
| Average Distribution | 0.039541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,996,071 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $355,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,526 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $469,976 | 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 | $4,526 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,526 | SubtotalAmt |
| Tax Based On Investment Income | $4,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,509 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,509 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,983 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $6,983 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $0 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Architectural History Program - Foundation Fellow, Stephen Fox, this year contributed to: Rice Design Alliance magazine and the Journal of the Southeast Chapter of the Society of Architectural HistoriansHe also presented 4 lectures at colleges and other public forums, gave 10 architectural tours to visiting scholars and dignitaries. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $37,947 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,440,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $556,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $136,396 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,133,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,133,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,996,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,526 | TotalTaxAmt |
| Distributable Before Adj | $445,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $445,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $445,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $469,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $469,976 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,526 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $465,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,278 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $130,373 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $130,373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $469,976 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $445,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,698 | RemainingDistriFromCorpusAmt |
| Total Corpus | $155,071 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $155,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $130,373 | ExcessFromYear3Amt |
| Excess From Current Year | $24,698 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Farm and City | |||||||
| PO Box 171 | Austin | TX | 78767 | N/A | PC | General support | $20,000 |
| Houston Artists Fund | |||||||
| 2900 Weslayan | Houston | TX | 77027 | N/A | PC | Improbably Metropolis: Houston's Architectural | $21,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston St | Houston | TX | 77002 | N/A | PC | Miller Outdoor Theater | $100,000 |
| Houston Museum African American Cul | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General support | $10,000 |
| Houston Public Media Foundation | |||||||
| PO Box 3626 | Houston | TX | 77253 | N/A | PC | General support | $10,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Glassell School of Art | $35,000 |
| The Orange Show Foundation | |||||||
| 2334 Gulf Terminal Dr | Houston | TX | 77023 | N/A | PC | Annual Gala and Houston Art Car Parade | $19,500 |
| Texas Children's Hospital | |||||||
| 1919 S Braeswood Blvd | Houston | TX | 77030 | N/A | PC | General support | $25,000 |
| American Leadership Forum | |||||||
| 1400 Parkmoor Ave Ste 280 | San Jose | CA | 95126 | N/A | PC | Joseph Jaworski Award Dinner | $5,000 |
| Boy Scouts of America Troop 540 | |||||||
| 4213 Mangum Rd | Houston | TX | 77092 | N/A | PC | 2019 Summer Camp | $3,500 |
| Buffalo Bayou Partnership | |||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | N/A | PC | New Monuments Project | $10,000 |
| Houston Livestock Show and Rodeo | |||||||
| 3 NRG Park | Houston | TX | 77054 | N/A | PC | Armed Forces Appreciation Day | $5,000 |
| Rice University | |||||||
| 6100 Main St MS-480 | Houston | TX | 77005 | N/A | PC | Moody Center for The Arts | $2,000 |
| The Heritage Society | |||||||
| 1100 Bagby St | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Menil Foundation Inc | |||||||
| 1519 Branard St | Houston | TX | 77006 | N/A | PC | Program support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,644 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,866 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| From Sch K-1 (Form 1065) | 523000 | -$4,064 | 14 | $14,663 |
| Royalties | 15 | $118 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,064 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $518,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,935 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Godfather Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $359,814 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $9,989 | Amt |
| Net Investment Income | $4,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,844 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 shs Intl Bkt Note Iss Bns | $30,000 | $30,660 |
| 2,000 shs SP500 Clirns Issuer Bns | $20,000 | $20,480 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92,541 shs Schlumberger Ltd | $4,982,658 | $3,720,148 |
| 5,209 shs Transocean Ltd | $147,633 | $35,838 |
| 5,000 shs Aegon Funding Co | $125,000 | $129,750 |
| 2,000 shs Allstate Corp | $50,000 | $50,640 |
| 2,000 shs Amer Equity Invt Life | $50,000 | $51,500 |
| 5,000 shs PB Business Parks Inc | $125,000 | $123,950 |
| 2,000 shs Public Storage | $50,000 | $51,380 |
| 340 shs Abbott Labs | $28,470 | $29,532 |
| 71 shs Accenture Plc Shs | $11,445 | $14,950 |
| 149 shs Aercap Holdings N.V. Shs | $9,094 | $9,159 |
| 210 shs Alcon Sa Act Nom | $11,721 | $11,880 |
| 178 shs Alibaba Group Holding Lt | $33,189 | $37,754 |
| 150 shs Allegion Plc Shs | $10,324 | $18,681 |
| 43 shs Alphabet Inc Shs CL A | $48,332 | $57,594 |
| 34 shs Amazon Com Inc Com | $60,811 | $62,826 |
| 79 shs American Tower Reit Inc | $8,766 | $18,156 |
| 82 shs Anthem Inc | $21,381 | $24,766 |
| 91 shs Aon Plc | $16,201 | $18,954 |
| 239 shs Apple Inc | $30,971 | $70,182 |
| 70 shs Asml Hldg Nv Ny Reg Shs | $10,510 | $20,716 |
| 1,510 shs Banco Bradesco SA ADR | $11,824 | $13,515 |
| 363 shs Bank of Nova Scotia | $20,528 | $20,506 |
| 47 shs Blackrock Inc | $17,993 | $23,627 |
| 188 shs Canadian Natl Railway Co | $17,705 | $17,005 |
| 198 shs Capital One Finl | $19,079 | $20,376 |
| 270 shs Chubb Ltd | $32,666 | $42,028 |
| 662 shs Cisco Systems Inc Com | $32,105 | $31,750 |
| 335 shs Citigroup Inc Com New | $18,776 | $26,763 |
| 338 shs Coca-Cola European | $14,482 | $17,197 |
| 115 shs Constellation Brands Inc | $22,513 | $21,821 |
| 117 shs Costco Wholesale Crp Del | $17,731 | $34,389 |
| 130 shs Cyber-Ark Software Ltd | $16,276 | $15,155 |
| 227 shs Danaher Corp Del Com | $16,979 | $34,840 |
| 247 shs Diageo Plc Spsd ADR New | $30,327 | $41,600 |
| 337 shs Disney (Walt) Co Com Stk | $37,881 | $48,740 |
| 1,270 shs Emerson Elec Co | $88,832 | $96,850 |
| 515 shs Genl Dynamics Corp Com | $93,773 | $90,820 |
| 93 shs GW Pharmaceuticals Plc | $10,105 | $9,724 |
| 365 shs HDFC Bank Ltd ADR | $21,155 | $23,130 |
| 143 shs Home Depot Inc | $17,077 | $31,228 |
| 780 shs Honeywell Intl Inc Del | $138,204 | $138,060 |
| 321 shs IHS Markit Ltd | $16,838 | $24,187 |
| 1,493 shs Ing Gp Nv Spsd ADR | $17,682 | $17,991 |
| 174 shs Ingersoll-Rand Plc | $20,012 | $23,128 |
| 578 shs Johnson And Johnson Com | $79,178 | $84,313 |
| 260 shs JPMorgan Chase & Co | $30,686 | $36,244 |
| 783 shs Keurig Dr Pepper Inc | $21,112 | $22,668 |
| 460 shs Koninkl Phil Nv Sh New | $18,921 | $22,448 |
| 90 shs Lockheed Martin Corp | $21,032 | $35,044 |
| 39 shs Lululemon Athletica Inc | $5,665 | $9,035 |
| 160 shs Medtronic Plc Shs | $17,250 | $18,152 |
| 226 shs Microchip Technology Inc | $20,913 | $23,667 |
| 471 shs Microsoft Corp | $46,890 | $74,277 |
| 544 shs National Grid Plc | $30,704 | $34,092 |
| 126 shs New Oriental Edu | $10,917 | $15,278 |
| 139 shs Nextera Energy Inc | $24,765 | $33,660 |
| 379 shs Novartis ADR | $30,675 | $35,888 |
| 1,084 shs Orange ADR | $18,368 | $15,816 |
| 826 shs Packaging Corp America | $85,183 | $92,504 |
| 483 shs Pagseguro Digital Ltd | $20,111 | $16,499 |
| 191 shs Prologis Inc | $12,012 | $17,026 |
| 612 shs Prudential Plc ADR | $23,526 | $23,311 |
| 444 shs Public Storage | $106,811 | $94,554 |
| 741 shs Relx Plc | $17,487 | $18,725 |
| 231 shs Restaurant Brands Intl | $17,061 | $14,731 |
| 1,588 shs Roberthalf Intl Inc Com | $90,787 | $100,282 |
| 200 shs Ross Stores Inc Com | $21,332 | $23,284 |
| 245 shs Royal Bank Canada | $19,145 | $19,404 |
| 505 shs Royal Dutch Shel Plc | $33,115 | $30,285 |
| 303 shs Sanofi ADR | $12,751 | $15,211 |
| 59 shs Sherwin Williams | $24,667 | $34,429 |
| 772 shs SK Telecom ADR | $17,102 | $17,841 |
| 578 shs Snap On Inc Com | $93,149 | $97,913 |
| 604 shs Sony Corp ADR New | $21,037 | $41,072 |
| 303 shs Sysco Corporation | $15,889 | $25,919 |
| 429 shs Taiwan S Manufctring ADR | $17,804 | $24,925 |
| 759 shs Takeda Pharmaceutical | $14,558 | $14,975 |
| 767 shs Texas Instruments | $86,511 | $98,398 |
| 136 shs Thermo Fisher Scientific | $17,367 | $44,182 |
| 377 shs Toronto Dominion Bank | $19,048 | $21,161 |
| 1,236 shs Total SA SP ADR | $62,125 | $68,351 |
| 127 shs Toyota Motor Corp ADR | $17,582 | $17,849 |
| 514 shs Truist Finl Corp | $23,962 | $28,948 |
| 519 shs Unilever NV NY Reg Shs | $28,560 | $29,822 |
| 177 shs Union Pacific Corp | $26,498 | $32,000 |
| 965 shs V F Corporation | $86,345 | $96,172 |
| 209 shs Visa Inc Cl A Shrs | $15,269 | $39,271 |
| 255 shs Walmart Inc | $23,925 | $30,304 |
| 94 shs Wix Com Ltd | $10,187 | $11,504 |
| 197 shs Zoetis Inc | $21,264 | $26,073 |
| 4,407 shs Invesco Oppenheimer | $169,605 | $195,054 |
| 552 shs Vanguard Information | $57,831 | $135,157 |
| 1,391 shs Vanguard Energy ETF | $137,759 | $113,353 |
| 804 shs Vanguard Industrial ETF | $86,210 | $123,720 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alkeon Growth Offshore Fund Ltd | AT COST | $299,998 | $462,227 |
| EIV Capital Fund III-A LP | AT COST | $115,081 | $136,396 |
| Ironwood Multi-Strategy Fund LLC | AT COST | $514,465 | $509,289 |
| Renaissance Access LLC | AT COST | $327,651 | $481,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $214 | $214 | |
| From Schedule K-1 (Form 1065) | $23,947 | $23,839 | |
| Insurance | $931 | $931 | |
| Payroll processing fees | $48 | $48 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| From Sch K-1 (Form 1065) | $10,599 | $14,663 |
| Royalties | $118 | $118 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $35,039 | Amt |
| Net Investment Income | $35,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $14,500 | |
| Foreign tax | $2,657 | $2,657 |
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