FURP.ORG / PUBLIC DATA EXPLORER

STRAKE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STRAKE FOUNDATION (EIN 76-0041524)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-02-12
IRS object ID
202010439349100206
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-12T01:33:13-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BREEDLOVE & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117014 Seven Pines DrAddressLine1Txt
CitySpringCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77379ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760041524EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STRAKE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone7132162400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 MAIN STREET Room 3300AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770023215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDALL WOODRUFFPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2020-02-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard W Breedlove CPA CGMAPreparerPersonNm
Phone2813791065PhoneNum
Preparation2020-02-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.94.33IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-12IPDt
IP Tm19:31:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8E5DC6DE39A328AC51CB765B7D520647AA119439AtSubmissionCreationDeviceId
At Submission Filing Device IdDEA80426C937D7F6E60D482C366D6D0B9361ACE8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,152,105FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$556InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$556InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,491,619DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,491,619DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$570,383NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,682,847GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$570,383CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$806,579OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$806,579OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,869,137TotalRevAndExpnssAmt
Total Net Invst Incm$2,869,137TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$224,877CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$56,219CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$168,658CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$73,170OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$14,634OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$58,536OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$94,316PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$23,579PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$70,737PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$38,086AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,043AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,043AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$137,199OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$137,199OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,539TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,539TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$689DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$689DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$36,983OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$18,492OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$18,491OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,069TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,694TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,375TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$104,569OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$66,351OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38,214OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$727,497TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$345,439TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$382,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,393,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,393,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,121,247TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$345,439TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,775,804TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,252,110ExcessRevenueOverExpensesAmt
Net Investment Income$2,523,698NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$768,907CashBOYAmt
Cash EOY$1,136,352CashEOYAmt
Cash EOYFMV$1,136,352CashEOYFMVAmt
Prepaid Expenses EOY$47,243PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$47,243PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$16,410,782CorporateStockBOYAmt
Corporate Stock EOY$16,961,939CorporateStockEOYAmt
Corporate Stock EOYFMV$42,991,855CorporateStockEOYFMVAmt
Other Investments BOY$7,297,052OtherInvestmentsBOYAmt
Other Investments EOY$12,932,109OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,932,109OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$37,958LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,239LandBldgEquipAccumDeprecAmt
Land BOY$4,227LandBOYAmt
Land EOY$1,719LandEOYAmt
Land EOYFMV$1,719LandEOYFMVAmt
Other Assets BOY$975OtherAssetsBOYAmt
Other Assets EOY$42,827OtherAssetsEOYAmt
Other Assets EOYFMV$42,827OtherAssetsEOYFMVAmt
Total Assets BOY$24,481,943TotalAssetsBOYAmt
Total Assets EOY$31,122,189TotalAssetsEOYAmt
Total Assets EOYFMV$57,152,105TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$24,481,943CapitalStockBOYAmt
Capital Stock EOY$31,122,189CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$24,481,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,122,189TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,481,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,122,189TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,481,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,252,110ExcessRevenueOverExpensesAmt
Other Increases$7,892,356OtherIncreasesAmt
Subtotal$31,122,189SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,122,189TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$4,682,847GrossSalesPriceAmt
Cost Or Other Basis$4,112,464CostOrOtherBasisAmt
Gain Or Loss$570,383GainOrLossAmt
Gains Minus Excess Or Losses$570,383GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$570,383CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$570,383NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,610,062AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$61,501,090NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.058699DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,755,213AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$60,610,018NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.061957DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,328,724AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$62,805,477NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.068923DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,885,166AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$74,124,159NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.065905DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,290,072AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,718,440NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.050837DistributionYr5Rt
Total Distribution000.306321TotalDistributionRt
Average Distribution000.061264AverageDistributionRt
Net Vl Noncharitable Assets$60,565,518NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,710,486AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$25,237NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,735,723AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,775,804QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$25,237InvestmentIncomeExciseTaxAmt
Subtotal$25,237SubtotalAmt
Tax Based On Investment Income$25,237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$72,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$137,480TotalPaymentsAndCreditsAmt
Original Return Overpayment-$137,480OriginalReturnOverpaymentAmt
Overpayment$112,243OverpaymentAmt
Applied To ES Tax$30,000AppliedToESTaxAmt
Refund$82,243RefundAmt

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
Form990 T FiledfalseForm990TFiledInd
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 BooksMR RANDALL WOODRUFFIndividualWithBooksNm
Phone7134001170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1712 MAIN STREET SUITE 3300AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RANDALL K WOODRUFF
712 MAIN ST STE 3300HOUSTONTX77002EXEC DIR032.00$169,486
GEORGE W STRAKE JR
712 MAIN ST STE 3300HOUSTONTX77002PRESIDENT/TREASURER005.00$34,391
DIANA D HOOVER
712 MAIN ST STE 3300HOUSTONTX77002VICE PRESIDENT002.00$3,000
ROBERT S PARSLEY
712 MAIN ST STE 3300HOUSTONTX77002SECRETARY002.00$3,000
STEPHEN D STRAKE
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$3,000
DANIEL D PARSLEY
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$3,000
LINDA JOHNSON
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$3,000
STEVE SMITH
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$3,000
CATHY MCCONN
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$3,000
WILLIAM JACKSON
712 MAIN ST STE 3300HOUSTONTX77002DIRECTOR002.00$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonALICIA JUNGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 MAIN STREET STE 3300AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
TitleSECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos040.00AverageHrsPerWkDevotedToPosRt
Compensation$73,170CompensationAmt
Employee Benefits$33,506EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonUBS FINANCIAL SERVICESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1109 POST OAK CIRCLE SUITE 150AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$91,864CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1286 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSESDescription1Txt
Expenses1$3,393,750Expenses1Amt

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$46,809,046AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,060,233AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$13,618,557FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,487,836TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$61,487,836AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$922,318CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,565,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,028,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,028,276MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,237TaxBasedOnInvestmentIncomeAmt
Total Tax$25,237TotalTaxAmt
Distributable Before Adj$3,003,039DistributableBeforeAdjAmt
Distributable Before Ded$3,003,039DistributableBeforeDedAmt
Distributable As Adjusted$3,003,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,775,804ExpensesAndContributionsAmt
Qualifying Distributions$3,775,804QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$25,237PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,750,567AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,003,039DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,288,288ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,115,495ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$852,330ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$679,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,936,080TotalExcessDistributionCyovAmt
Qualifying Distributions$3,775,804QualifyingDistributionsAmt
Applied To Current Year$3,003,039AppliedToCurrentYearAmt
Remaining Distri From Corpus$772,767RemainingDistriFromCorpusAmt
Total Corpus$4,708,847TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,708,847ExcessDistriCyovToNextYrAmt
Excess From Year4$1,288,288ExcessFromYear4Amt
Excess From Year3$1,115,495ExcessFromYear3Amt
Excess From Year2$852,330ExcessFromYear2Amt
Excess From Year1$679,967ExcessFromYear1Amt
Excess From Current Year$772,767ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANTS ADMINISTRATORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1712 MAIN STREET SUITE 3300AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7134001170RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsMAXIMUM OF 1 GRANT APPLICATION / CALENDAR YEAR, EMPHASIS IS LOCAL TO HOUSTON, 501C3 ORGANIZATIONS. PRIMARY GIVING CATEGORIES ARE CATHOLIC INSTITUTIONS, YOUTH EDUCATION HIGH SCHOOL AND ABOVE, WOMENS HEALTH PRO LIFE, FREE MARKETS AND INDIVDUAL LIBERTY, HOUSTON CIVIC AND COMMUNITY, HOUSTON HOMELESS AND LOW INCOMERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (286 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Acton Institute for the Study of Religion and Liberty
98 East Fulton StreetGrand RapidsMI49503PCGlobalization Encounters, Possibilities, and Trials for the Church in the 21st Century$5,000
Aid to Victims of Domestic Abuse
1001 Texas Ave SteHoustonTX77002PC2018 Home Safe Home Gala$5,000
Alliance For Choice In Education
PO Box 580268HoustonTX77258PCACE Houston K-12 Scholarship Program$5,000
Alliance for School Choice
1020 19th Street NW Ste 675WashingtonDC20036PCHouston, TX Clergy Engagement$5,000
Alzheimer's Disease & Related Disorders Assn
6055 South Loop EastHoustonTX77087PC19th Annual AWARE Luncheon Sponsor$5,000
Amazing Place
3735 DrexelHoustonTX77027PC2018 Amazing Place Luncheon Sponsor$5,000
Americans United for Life
2101 Wilson Blvd Ste 525ArlingtonVA22201PCFour Consequential Years 2018-2021 An Extraordinary Window of Opportunity to Repeal Roe v. Wade and Advance Legal Protection for Human Life in America$5,000
America's Future Foundation
3434 Washington Blvd 1st FloorArlingtonVA22201PCLiberty in Action Empowering Young Leaders in Texas$3,000
Amigos de las Americas
1800 West Loop South Ste 1325HoustonTX77027PCAMIGOS Today Reaching New Youth Demographics$5,000
And Then There Were None
PO Box 2571Round RockTX78680PCAnd Then There Were None Exit Strategy and Healing Resource for Former Abortion Clinic Workers - General Operations$5,000
Angel Flight South Central
PO Box 763760DallasTX75376PCPassenger Outreach Coordinator for Angel Flight South Central$10,000
Annunciation Church
P O Box 214HoustonTX77001PCArchitectural Master Plan$10,000
Archdiocese for the Military Services USA
PO Box 4469WashingtonDC20017PCVocations and Co-Sponsored Seminarian Programs$7,500
Archdiocese of Galveston-Houston
1700 San Jacinto StHoustonTX770028216PCPrison/Jail Assistance$5,000
Archdiocese of Galveston-Houston
1700 San Jacinto StHoustonTX770028216PCInner City Catholic School Funding Initiative and The Cardinals Circle$5,000
Arts for Rural Texas
PO Box 33FayettevilleTX78940PCExpansion of Performing Arts Programs, 2018-2019 School Year$5,000
Ashland University
401 College AvenueAshlandOH44805PCCore American Documents Curriculum Educating the Next Generation of Citizens$2,000
Asia Society Texas Center
1370 Southmore BlvdHousotnTX77004PCTiger Ball 2019 Sponsor Celebrating 40 Years of Asia Society Texas Center$5,000
BakerRipley
PO Box 271389HoustonTX772771389PC2018 Heart of Gold Celebration Underwriter$10,000
Baylor College of Medicine - Huffington Center on Aging
1977 Butler Blvd Ste 4-400HoustonTX77030PCFamily functioning in adults with OCD$3,000
Baylor College of Medicine - Office of Philanthropy
MSC 800 PO Box 4967HoustonTX77210PCSpring Event Sponsor$2,000
Baylor Scott & White Health
2401 South 31st StreetTempleTX76508PCBaylor Scott White - Neurological and Spine Center$25,000
Bayou Preservation Association
7305 Navigation Blvd Ste AHoustonTX77011PCOperating Support$5,000
Bellwether Forum
12750 Champion Forest DrHoustonTX77066PCPolitics 101 Policy Fundamentals Educational Programs$2,500
Biblica
1820 Jet Stream DriveColorado SpringsCO80921PCAfrica Translation Projects$3,000
Big Brothers Big Sisters of Greater Houston
1003 Washington AvenueHoustonTX77002PCOne-to-One Mentoring for Youth Facing Adversity$5,000
Bishop Dunne Catholic School
3900 Rugged DriveDallasTX75224PCTuition Assistance for Low-Income Students$5,000
Blue Bird Circle
615 West AlabamaHoustonTX77006PCThe Blue Bird Clinic and Research Initiatives in Pediatric Neurology$5,000
Bo's Place
10050 Buffalo SpeedwayHoustonTX77054PCHispanic/Latino Outreach$5,000
Boy Scouts Of America
2225 N Loop WestHoustonHoustonTX770081311PCNew Eagle Scout Reception$5,000
Boys & Girls Clubs Of El Paso
801 S Florence StEl PasoTX79901PCBoys Girls Clubs of El Paso Project Learn$5,000
Boys & Girls Clubs of Greater Houston
815 CrosbyHoustonTX77019PCGreat Futures Dinner 2018 Underwriter$20,000
Boys & Girls Clubs of the Austin Area
5407 N IH 35 SteAustinTX78723PCGreat Futures Start Here$2,500
Boys & Girls Clubs of the Brazos Valley
PO Box 524BryanTX77806PCCelebrity Event Sponsor$5,000
Boys & Girls Harbor Inc
PO Box 848HoustonTX770010848PCResidential Program at Todays Harbor for Children$5,000
Breakthrough Austin
1050 East 11th Street Ste 350AustinTX78702PCProject Title Breakthroughs Middle School Summer Programs$5,000
Brenda & John Duncan RISE School of Houston
5618 H Mark CrosswellHoustonTX77021PCTuition Scholarship Program$5,000
Bridge Over Troubled Waters
3811 Allen Genoa RoadPasadenaTX77504PCHelping Families in Crisis$5,000
Bridges to Life
PO Box 570895HoustonTX77257PC2018 Bridges To Life Projects$15,000
Brookwood
1752 FM 489BrookshireTX77423PCBrookwood and Beyond Expanding the Capital Campaign$5,000
Buffalo Bayou Partnership
1019 Commerce St Ste 200HoustonTX77002PCRevitalizing and Activating Buffalo Bayou$2,500
Camp Allen Conference Center
3401 Fannin StreetHoustonTX77004PCThe Centennial Fund for Sustainability$5,000
Camp Aranzazu Inc
5420 Loop 1781RockportTX78382PCUnderwriting for Houston Campers with Special Needs and Chronic Illnesses$2,000
Camp for All Foundation
3701 Kirby Drive Ste 570HoustonTX77098PCCamper Funding$7,500
CanCare of Houston Inc
9575 Katy Fwy Ste 428HoustonTX77024PC1-on-1 emotional support and hospital visitation programs$7,000
Capital Research Center
1513 16th Street NWWashingtonDC20036PCGeneral Operations$5,000
Casa de Esperanza de Los Ninos Inc
P O Box 66581HoustonTX772666581PCResidential Program$5,000
CAST
810 W St Johns Ave 1288AustinTX78752PCGrounded Catholicism$5,000
Catholic Charities of Central Texas
1625 Rutherford LaneAustinTX78754PCGabriel Project Life Center$5,000
Catholic Charities of the Archdiocese of Galveston-Houston
2900 Louisiana StHoustonTX77002PCHomeSafe$15,000
Catholic Charities USA
2050 Ballinger Avenue Ste 400AlexandriaVA22314PCPoverty Solutions Initiative$25,000
Catholic Church Extension Society
150 S Wacker Dr Ste 2000ChicagoIL60606PCSeminarian Education in Texas$5,000
Center for Hearing & Speech
3636 West DallasHoustonTX77019PCCampaign for Our Future$5,000
Centurion Military Alliance
18226 Stockton Springs DrSpringTX77379PCCMA - Warrior Transition Program - DOD Transition Assistance Program DOD-TAP$20,000
Child Advocates of Montgomery County
412 W Phillips St Ste 107ConroeTX77301PCRecruiting Training Volunteer Advocates$2,500
Child Advocates Inc
3701 Kirby Drive Ste 400HoustonTX77098PCCourt Services Program$5,000
Child Builders
2425 Fountain View Ste 210HoustonTX77057PCStand strong Stay Safe$3,000
Children at Risk
2000 Weslayan St Ste 400HoustonTX77027PCEmpowering Parents to Understand Educational Options$3,000
Children's Museum of Houston
1500 Binz StHoustonTX77004PCEcoStation Environmental Exhibit at the Childrens Museum of Houston$7,500
Chinese Community Center
9800 Town Park DrHoustonTX77036PCAt-Risk Youth Program$2,000
Christian Community Service Center
P O Box 27924HoustonTX772277924PCEmergency Services Basic Needs Program$2,500
Christian Renewal Center
1515 Hughes RdDickinsonTX77539PCMaking 32 guest rooms safe and usable for retreat participants by repairing a leaking roof.$5,000
Christus Foundation for Health Care
P O Box 1919HoustonTX772511919PCChristus Gala 2019 Underwriter$10,000
Cistercian Preparatory School
3660 Cistercian RdIrvingTX77002PCEndowment for Teaching Excellence$15,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford Street Ste 700HoustonTX77002PCGeneral Operating Support$5,000
Colegio San Ignacio de Loyola Inc
Urb Santa Mara 1940 Sauco StSan JuanPR009276718PCColegio San Ignacio de Loyola - Bridge to the Future$15,000
Colonial Williamsburg Foundation
Post Office Box 1776WilliamsburgVA23187PCThe Colonial Williamsburg Fund$2,000
Communities in Schools
1235 North Loop West Ste 300HoustonTX77008PCCIS On-Campus Dropout Prevention Program - Bastian Elementary$5,000
Community Foundation Of Jackson Hole
245 East Simpson Ave PO 574JacksonWY83001PCCenter for the Secret of Peace$10,000
Connect Community
6700 Bellaire BlvdHoustonTX77074PCEvery Child and adult in Sharpstown/Gulfton will lead a healthy prosperous life in a safe and vibrant neighborhood in which residents choose to live, learn, work, worship, and play.$20,000
Corpus Christi Pregnancy Center Inc
4730 Everhart RoadCorpus ChristiTX78411PCPregnancy Center Operations Support$3,000
Covenant House Texas
1111 Lovett BlvdHoustonTX77006PCCovenant Hose Texas Sercices Benefits Homeless Youth - General Operating$3,000
Crime Stoppers of Houston Inc
PO Box 541654HoustonTX77254PCcapital campaign$25,000
Crime Stoppers of Houston Inc
PO Box 541654HoustonTX77254PCHouston Heroes Luncheon 2017 Sponsor$10,000
Crisis Pregnancy Center of Southwest Houston
8300 Bissonnet Ste 160HoustonTX77074PCLimited Ultrasound Program$2,500
Cristo Rey Dallas College Prep
1064 N St Augustine DriveDallasTX75217PCCRD Academic Gap$10,000
Cristo Rey Jesuit College Preparatory School of Houston
6700 Mount Carmel StreetHoustonTX77087PCTackling Football And Renovating the Athletics Complex$5,000
Cristo Rey Jesuit College Preparatory School of Houston
6700 Mount Carmel StreetHoustonTX77087PCCristo Rey Jesuit Moonlight Serenade Gala Sponsor$15,000
Crohn's and Colitis Foundation of America Inc
5120 Woodway Drive Ste 8008HoustonTX77056PCPediatric Project - Camp Oasis and RISK Stratification Study$4,000
Dallas Children's Theater Inc
5938 SkillmanDallasTX75231PCWe request support for the most important, but underfunded DCT educational program, the Student Matinee Performance Series SMPS$8,000
Dance of Asian America
9889 Bellaire Blvd C-335HoustonTX77036PCChinese Cultures through Dance$3,000
De Pelchin Children's Center
4950 Memorial DriveHoustonTX77007PCTransition to Adulthood through Guidance and Support TAGS$10,000
Diocese of BeaumontCommunications Ministry
PO Box 3948BeaumontTX770043984PCCommunications Ministry Project$8,000
Diocese of El PasoCatholic Pastoral Center
499 St Matthews StreetEl PasoTX79907PCSupport for the Seminarian Formation Program in the Diocese of El Paso$2,000
Diocese of Lubbock
4011 54th StreetLubbockTX78201PCChrist the King School Tuition Assistance$5,000
Discalced Carmelite Fathers of San Antonio
824 Kentucky AveAntonioTX78201PCConvent Renovations$5,000
Duchesne Academy of the Sacred Heart
10202 Memorial DriveHoustonTX77024PCHome Field Advantage$5,000
Educational Programs Inspiring Communities Inc
6707 Stuebner Airline Rd Ste 207HoustonTX77091PCGeneral Operations$5,000
Educational Research Analysts
PO Box 7518LongviewTX756077518PCCritique of new public school 1st grade Reading programs submitted for 2018 Texas State Board of Education approval and 2019 local adoption statewide$5,000
EMERGE FELLOWSHIP
11251 NW FWY Ste 330HoustonTX77092PCGeneral operating support that fuels EMERGEs innovative high school fellowship and college success programs$10,000
Ensemble Theatre
3535 Main StreetHoustonTX77002PCThe Ensemble Theatre Tour Education Program$2,000
Epilepsy Foundation Southeast Texas
2401 Fountain View Dr Ste 900HoustonTX77057PCCamp Spike n Wave$4,000
ESCAPE Family Resource Center of The Exchange Clubs of Houston
2410 Hamilton StreetHoustonTX77004PCCurriculum-Based Child Abuse Prevention Programs- 2 years$7,500
Faith in Practice
7500 Beechnut Street Ste 208HoustonTX77074PCOrthopedic Surgical Program$25,000
Fellowship of Catholic University Students
603 Park Point Dr Ste 200GeneseeCO80401PCThe Growth and Expansion of FOCUS in Texas$15,000
Focus on the Family
8605 Explorer DriveColorado SpringsCO80920PCRaising Highly Capable Kids$5,000
Fort Bend Family Promise
4645 Cartwright RoadMissouri CityTX77459PCGeneral Operating$5,000
Foster Angels Of Central Texas
PO Box 152575AustinTX78715PCDirect Support for Children and Youth in Central Texas Foster Care$5,000
Foundation for Christian Values Inc
336 N Chapel Ave Apt HAlhambraCA91801PCGeneral activities$5,000
Foundation of International Freedom
5861 Sugar Hill DriveHoustonTX77057PCCountering international oppression.$2,500
Frassati Catholic High School
22151 Frassati WaySpringTX77389PCTuition Assistance Program$10,000
Free Congress Foundation
901 N Washington Street 206 PO 574AlexandriaVA22314PCAmerican Opportunity$6,000
Freedom Works Foundation
111 K St NE Ste 600WashingtonDC20002PCExpanding Freedom Bringing Texas Values to the Nation$5,000
Freedoms Foundation at Valley Forge
1601 Valley Forge RdValley ForgePA19481PCGraduate level professional development teacher programs$5,000
Friends of the Texas Historical Commission
PO Box 13497AustinTX78711PCThe San Felipe de Austin State Historic Site Museum$12,500
Fund for American Studies
1706 New Hampshire Ave NWWashingtonDC20009PCTeaching Freedom to Tomorrows Leaders$5,000
Galveston Bay Foundation
1100 Hercules Ave Ste 200HoustonTX77058PCGalveston Bay Foundation Education Programs$3,000
George Bush Presidential Library Foundation (George HW Bush)
Texas AM University PO Box 14141College StationTX77841PCVintner Dinner Underwriter$10,000
Greater Houston Preservation Alliance Inc
3272 Westheimer Road Ste 2HoustonTX77098PCRiverside Terrace Landmark Designation Program$5,000
Guadalupe Regional Middle School
1214 E Lincoln StBrownsvilleTX78521PCTuition Assistance Program$3,000
Harvard Catholic Center
29 Mt Auburn StreetCambridgeMA02138PCFOCUS and the New Evangelization at Harvard$5,000
Healthcare for the Homeless-Houston
1934 Caroline StHoustonTX77002PCHealthcare for the Homeless$4,000
Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002PCReclaim America$8,000
Heritage Museum of Montgomery County
POBox 2262ConroeTX77305PCResearch About the Conroe OilField and Exhibits 10,000Community Engagement Programming - 15,000.00$25,000
Heritage Society
1100 Bagby StHoustonTX77002PCGeneral Operating Support/Event Donation$5,000
Hermann Park Conservancy
1700 Hermann DriveHoustonTX77004PCHermann Park Conservancys General Operations$5,000
His Father's Heart Ministries
5715 NW Central Dr Ste F109HoustonTX77092PCThe Releasing the Kingdom Initiative$5,000
Holocaust Museum Houston
9220 Kirby Dr Ste 100HoustonTX77054PCRemember Our Past. Building Our Future 2014 - 2018 Capital Campaign$10,000
Holy Cross Community Services Of Texas
426 N San FelipeSan AntonioTX78228PCHoly Cross Mission Retreat$1,250
Holy Family Cristo Rey Catholic High School
2001 19th Street EnsleyBirminghamAL35218PCHoly Family Cristo Rey Operating Funds$10,000
Holy Name Passionist Retreat Center
430 Bunker Hill RoadHoustonTX770246399PCGeneral Operations and Ministry Support$5,000
Hope and Healing Institute
717 Sage RoadHoustonTX77056PCCommunity Mental Health Services$5,000
Houston Achievement Place
245 W 17th StHoustonTX77008PCProject CLASS Cristo Rey Jesuit Catholic Schools Initiative$7,500
Houston Aphasia Recovery Center
5050 Woodway Dr Ste 110HoustonTX77056PCHARC Financial Aid and Luncheon Sponsor$12,500
Houston Arboretum & Nature Center
4501 Woodway DrHoustonTX77024PCAdopt-A-School Science Education Program$8,000
Houston Area Parkinson Society
2700 SW Freeway Ste 296HoustonTX77098PCHAPS Services and Programs$5,000
Houston Area Pastor Council
PO Box 692207HoustonTX77269PCInstitute for American Christian Citizenship$5,000
Houston Area Women's Center
1010 Waugh DrHoustonTX77019PCEmergency Shelter for Women and Children Victims of Domestic Violence$5,000
Houston Asian American Festival Assn
1714 TannehillHoustonTX77008PC2019 Lunar New Year Houston$3,000
Houston Children's Chorus
POBox 66567HoustonTX772666567PC30th Anniversary Gift$5,000
Houston Christian Broadcasters Inc
2424 South BlvdHoustonTX77098PCNew controller/caller system$3,000
Houston Coalition for Life
PO Box 301094HoustonTX77230PCSupport for the Mobile Crisis Pregnancy Center Program$20,000
Houston Community College Foundation
3100 Main Street MC 1148HoustonTX77002PCVeterans Workforce Scholarship Fund$15,000
Houston Eye Associates Foundation
7155 Old Katy Road Ste N100HoustonTX77024PCIn Support of Preserving and Restoring Sight to Adults and Children in Need$4,000
Houston Food Bank
535 Portwall StHoustonTX77029PCGeneral Operating$5,000
Houston History Alliance
PO Box 25086HoustonTX77265PCThe Stories of Houston Women Agitating, Educating, Advocating$5,000
Houston Hospice
1905 Holcombe BlvdHoustonTX77030PCOperating Support$5,000
Houston Pi Beta Phi Foundation
9668 Westheimer Rd Ste 200 95HoustonTX77063PCA Secret Garden Style Show Underwriter$2,500
Houston Police Foundation
PO Box 346HoustonTX770010346PCTactical Training Center$5,000
Houston Pregnancy Help Center
3636 San Jacinto StreetHoustonTX77004PCCase Management Services$5,000
Houston Symphony Society
615 Louisiana Street Ste 102HoustonTX770022715PCSupport for 2017-18 Education and Community Programming Initiatives and for Harvey Relief Funding$5,000
Houston Texans YMCA
2600 North Loop WestHoustonTX77092PCD. Bradley McWilliams YMCA Annual Campaign$2,500
Houston Tri Delta Philanthropies Inc
PO Box 131262HoustonTX77219PCthe SALE - Shop to Cure Childhood Cancer$15,000
Houston-Harris County Immunization Registry Inc
PO Box 5168KatyTX77492PCGeneral Operating Support$5,000
Human Coalition
7800 N Dallas Parkway Ste 5500PlanoTX75024PC2018 Expansion$5,000
Human Resources Development Foundation
7300 Bertner AvenueHoustonTX77030PCThe grant is to help cover general operating expenses and therefore has no Project Title to the request.$5,000
I Am Waters Foundation Inc
3262 Westheimer Road 229HoustonTX77098PC2017-18 Houston I Am Waters / I Am Jobs Program$3,000
Incarnate Word Academy - Houston
609 Crawford StreetHoustonTX77002PCI AM IN capital campaign and annual Spirit of the Word fund$25,000
Injured Marine Semper Fi Fund
825 College Boulevard Ste 102 PMB 6OceansideCA92057PCGeneral Operating Support$10,000
Institute for Spirituality and Health at the Texas Medical Center
8100 Greenbriar Ste 300HoustonTX77054PCGeneral Operating Expenses related to education of medical and nursing students$20,000
Institute of Hispanic Culture of Houston Inc
3315 Sul RossHoustonTX77098PCDay of the Hispanic World- Da de la Hispanidad$12,500
Interfaith Care Partners
701 N Post Oak Road Ste 330HoustonTX77098PCCarePartners Programs$3,000
Interfaith Ministries for Greater Houston
3303 Main StreetHoustonTX77002PCMeals on Wheels$5,000
Jesuit College Preparatory School of Dallas
12345 Inwood RoadDallasTX75244PCAll Aboard 2019 Celebration Auction$7,000
Jesuit Volunteer Corps
801 St Paul StreetBaltimoreMD21202PCJesuit Volunteer Corps In Service to Houston Ministries$7,500
Jesuits USA Central and SouthernProvince
4511 West Pine BoulevardSt LouisMO63108PCLighting the Fire Formation of New Jesuits$5,000
Jewish Institute for National Security Affairs
1101 14th Street NW Ste 1030WashingtonDC20005PC2018 Generals and Admirals Program$5,000
John Paul II Foundation for Life and Family
PO Box 5927KatyTX77491PCShepherds Heart$25,000
John Paul II Life Center
1600 West 38th Street Ste 110AustinTX78731PCPregnancy Help Services$10,000
JPS Foundation
1223 South Main StreetFort WorthTX76104PCHealthcare To Promote Academic Success For Vulnerable Children$4,000
Junior League of Houston Inc
1811 Briar Oaks LaneHoustonTX77027PCJunior League of Houston Charity Ball 2018 - 2019 Underwriter$10,000
Justice Foundation
8023 Vantage Drive Ste 1275San AntonioTX78230PCCenter Against Forced Abortion$5,000
Kappa Kappa Gamma Charitable Foundation
P O Box 6770HoustonTX772656770PCKappa Kappa Gamma Holiday Pilgrimage Home Tour$2,500
Katy Prairie Conservancy
5615 Kirby Drive Ste 867HoustonTX77005PCHelping Slow Down Floodwaters and Protecting the Coastal Prairie$4,000
Kick Drugs Out of America Foundation Kickstart Kids
10222 Westheimer RoadHoustonTX77042PCKickstart Kids Houston-Area Programs$7,500
Kids Meals
330 Garden Oaks BlvdHoustonTX77018PCEducation Success Feeding Program$4,000
KIPP Academy
10711 KIPP WayHoustonTX77099PCKIPP Houston Public Schools KIPP Though College$5,000
La Porte Education Foundation
PO Box 1272La PorteTX77572PCEmpowering Educators with the Help of TAPS Tablets, Apps, Printers3-D, and SMART Boards$5,000
Latino Learning Center Inc
3522 Polk StHoustonTX77003PCResidential Air Conditioning/Refrigeration$10,000
Leadership Houston Inc
4119 Montrose Blvd Ste 170HoustonTX77006PCSignature Leadership Program$5,000
Leadership Institute
1101 N HIGHLAND STArlingtonVA222012807PCNormandy Project$7,500
Legionaries of Christ
33 Rossotto DrHamdenCT06514PCLegionaries of Christ Gala Sponsor$5,000
Leukemia & Lymphoma Society
5433 Westheimer Road Ste 300HoustonTX77056PCPatient Service programs for Houston area blood cancer patients and their families$6,000
Liberty Institute
2001 West Plano Parkway Ste 1600PlanoTX75075PCLegal Defense of Religious Liberty$5,000
LifeHouse of Houston
PO Box 27127HoustonTX77227PCResidential Housing Program$5,000
Lincoln Network Inc
1661 Hanchett AvenueSan JoseCA95128PCLincoln Deployed The Technical Advisor and Support Team for the Liberty Movement$2,500
Local Infant Formula for Emergencies
AAMA 204 Clifton StreetHoustonTX77011PCFood for Hungry Babies$3,000
Lord of the Streets Episcopal Church
3401 Fannin StreetHoustonTX77004PCDirect Assistance Program$6,000
Loretto Academy
1300 Hardaway StEl PasoTX79903PCLoretto Scholarships for Faculty and Staff Dependents$2,500
Manned Space Flight Education Foundation
1601 NASA ParkwayHoustonTX77058PCTo The Moon and Beyond 2018 Fall Luncheon Sponsor$4,000
March of Dimes Foundation
5420 Dashwood Drive Ste 301HoustonTX77081PCBecoming a mom/Comenzando bien$2,000
Marine Corps Heritage Foundation
18900 Jefferson Davis HighwayTriangleVA22172PCMarine Corps Heritage Foundation Program Support$1,000
Mary Help of Christians School
10 E Del Mar BlvdLaredoTX78041PCTuition Assistance$3,000
Match Midtown Arts & Theater Center Houston
3333 West Alabama Ste 110HoustonTX77098PCThe MATCH Midtown Arts Theater Center Houston$25,000
Matt Musil All Star Golf Classic
PO Box 310537HoustonTX77231PCMatt Musil Charity Golf Classic Sponsor$5,000
Media Research Center
1900 Campus Commons Dr Ste 600RestonVA20191PCGeneral Operating Support to Fight Bias in Media and Social Media$10,000
Memorial Hermann Foundation
929 Gessner Ste 2650HoustonTX77024PCMobile Stroke Unit$12,500
Memorial Hermann Foundation
929 Gessner Ste 2650HoustonTX77024PCMemorial Hermann Circle of Life Gala Underwriter$17,500
Memorial Park Conservancy
7575 North Picnic LaneHoustonTX77007PCMaster Plan for Memorial Park$25,000
Military Community Youth Ministries
540 N Cascade Ave Ste 300Colorado SpringsCO80903PCMCYM Houston Regional Luncheon$3,500
Miracle Foundation
1506 West 6th StreetAustinTX78703PCCatholic Child Care Centers for Excellence India$4,000
Mobile Loaves & Fishes
9301 Hog Eye Rd Ste 950AustinTX78724PCCommunity First Village$7,000
Morality In Media Inc
440 1st St NW Ste 840WashingtonDC20001PCDirty Dozen List Activism to End Sexual Exploitation$10,000
Museum of Fine Arts Houston - Bayou Bend
PO Box 6826HoustonTX77265PCSupport for Rienzi$6,000
Museum of Health & Medical Science
1515 Herman DriveHoustonTX77004PCHealthcare Education$20,000
National Review Institute
19 West 44th Street Ste 1701New YorkNY10036PCNRIs Core Programs$5,000
National Taxpayers Union Foundation
122 C St NWWashingtonDC20001PCNTUFs General Operations$2,500
National World War II Museum
945 Magazine StreetNew OrleansLA70130PCMeet the Author Series$15,000
Nehemiah Center
5015 Fannin StreetHoustonTX77004PCNehemiah Center General Support$5,000
Nick Finnegan Counseling Center
2714 Joanel StHoustonTX77027PCTo provide operating support for Nick Finnegan Counseling Centers counseling services and outreach programs.$5,000
O'Connell College Preparatory School
1320 Tremont StreetGalvestonTX77550PCGuardian Angel Tuition Assistance Fund$2,500
Our Lady of Walsingham Catholic Church
7809 Shadyvilla LaneHoustonTX77055PCHouston Mission Convent of the Dominican Sisters of Mary, Mother of the Eucharist$10,000
Palmer Drug Abuse Program - Houston
840 Gessner Ste 1300HoustonTX77024PCOutreach Services$2,500
Paradisus Dei
PO Box 19127HoustonTX77224PCWhat is Love An Outreach to Millennials$10,000
Pathways for Little Feet
9 Greenway Plaza Ste 3150HoustonTX77046PCInterest-Free Adoption Loans / Perpetual Fund$10,000
Patriot PAWS Service Dogs
254 Ranch TrailRockwallTX75032PCTraining dogs to help disabled veterans$5,000
Periwinkle Foundation
3400 Bissonnet Street Ste 185HoustonTX77005PCGeneral Operating$5,000
Playworks Houston
7676 Hillmont Street Ste 208HoustonTX77040PCPlayworks Texas$7,500
Pontifical Faculty of the Immaculate Conception
487 Michigan Ave NEWashingtonDC20017PCDevelopment of Texas Campus Chapters$5,000
Pontifical North American College
3211 Fourth Street NEWashingtonDC20018PC2018 Rectors Dinner Sponsor$20,000
Presbyterian School
5300 Main StreetHoustonTX77004PCMake Room for the Future Capital Campaign$25,000
Prevent Blindness Texas
2202 Waugh DriveHoustonTX77006PCHealthy Eyes Program$2,500
Pro-Vision Inc
4590 Wilmington StreetHoustonTX77051PCThe Campaign for Pro-Vision Support Program$40,000
Red Cloud Indian School
100 Mission DrivePine RidgeSD57770PCRed Cloud Indian School Housing Challenge$5,000
Regis School of the Sacred Heart
7330 Westview DriveHoustonTX77055PCActive Learning Classroom$10,000
Retina Research Foundation
1977 Butler BlvdHoustonTX77030PCBasic grants$1,500
Ronald McDonald House
1907 Holcombe BlvdHoustonTX77030PC2018 Boo Ball Underwriter$10,000
San Jacinto Museum of History Association
One Monument CircleLa PorteTX77571PC2018 San Jacinto Day Dinner Sponsor$12,500
San Jose Clinic
2615 Fannin StreetHoustonTX77002PCAddressing the Economic, Clinical and Social Impact of Community Health for the Uninsured$25,000
San Juan Diego Catholic High School
800 Herndon LaneAustinTX78704PCTuition Assistance for Low-Income Students$10,000
SER-Jobs for Progress of the Texas Gulf Coast
1710 Telephone RoadHoustonTX77023PCSTARS for Veterans$10,500
Seton Healthcare
1201 West 38th StreetAustinTX78705PCVIVA EASB - The 2018 Elizabeth Ann Seton Board Gala Underwriter$10,000
SIRE Inc
11211 Katy Freeway Ste 660HoustonTX77079PCTherapeutic Horsemanship for Children with Disabilities$2,500
Small Steps Nurturing Center
2902 Jensen DrHoustonTX77026PC2018 Small Steps Wine Classic Sponsor$10,000
Social Motion Inc
1450 West Sam Houston Pkwy North BlHoustonTX77043PCAlleviate the Wait - Building Program Capacity to provide social skill and job training to youth with autism$10,000
Society of St Vincent de PaulHouston
2403 Holcombe BoulevardHoustonTX77021PCFood Network$7,500
Sophia Institute Press
PO Box 5284ManchesterNH03108PCCatechizing Houston Catholic School Teachers$2,500
Souper Bowl of Caring
6260 Westpark Dr Ste 260HoustonTX77057PCFifth Annual Tackle Hunger Luncheon Sponsor$5,000
Special Olympics Texas
10777 Northwest Freeway Ste 110HoustonTX77092PCSpecial Olympics Texas Greater Houston Area Program$8,000
SpringSpirit Baseball
8526 Pitner RoadHoustonTX77080PC2018 Breakfast for Champions Underwriter$15,000
St John The Divine Episcopal Church & School
2450 River Oaks BlvdHoustonTX77019PC85th Anniversary - Scholarship Fund$10,000
St Joseph Schools Inc
110 E Red River StVictoriaTX77901PCSt. Joseph High School Activity Bus$10,000
St Agnes Academy
9000 Bellaire BlvdHoustonTX770364683PCCapital Campaign$400,000
St Dominic Village
2401 Holcombe BlvdHoustonTX77021PCMaking New Senior Playground Accessible$5,000
St John Bosco School
5630 West Commerce StreetSan AntonioTX78237PCTuition Assistance$5,000
St Michael Catholic School
1833 Sage RoadHoustonTX77056PCSprit of St. Michael Annual Fund$10,000
St Paul's Choir School
29 Mount Auburn StreetCambridgeMA02138PCTuition Assistance$5,000
St Peter Catholic Student Center at Baylor University
1415 S 9th StreetWacoTX76706PCFOCUS Missionary Development$10,000
St Theresa Home & School Association
622 Haskell StHoustonTX77007PCOur Church, Our School, Our Future Campaign$25,000
St Thomas High School
4500 Memorial DrHoustonTX77007PCcapital campaign support$600,000
St Vincent de Paul Catholic School
6800 Buffalo SpeedwayHoustonTX77025PCBuilding Bright Futures capital campaign$15,000
Stages Inc
3201 Allen Parkway Ste 101HoustonTX77019PCStaging Our Future A Transformational Campaign for Stages - Toward implementation of Stages master plan$20,000
Star of Hope Mission
4848 Loop Central Drive Ste 500HoustonTX77081PCGeneral Operations$5,000
Strake Jesuit College Preparatory
8900 Bellaire BoulevardHoustonTX77036PCto support the In All Things capital campaign$200,000
Students for Life of America
4755 Jefferson Davis HighwayFredericksburgVA22408PCDiocesan Student Grant Awards$5,000
Susan B Anthony List Education Fund
2800 Shirlington Road Ste 1200ArlingtonVA222063616PCScience and Statistics for Life$7,000
Sycamore Trust
2028 E Ben White BlvdSTE 240 PMB 18AustinTX787416931PCStudent Support and Development$15,000
Tax Foundation
1325 G Street NW Ste 950WashingtonDC20005PCImproving Lives Through Smarter Tax Policy Refining Our Tax Model and Promoting Growth and Opportunity in the States$5,000
Texas Christian University
TCU Box 297044Fort WorthTX76129PCScholarship Support$25,000
Texas Public Policy Foundation
900 Congress Ave Ste 400AustinTX78701PCCapital campaign for the new building Headquarters 901 Congress$40,000
Texas Public Policy Foundation
900 Congress Ave Ste 400AustinTX78701PCAwards Dinner Sponsor$5,000
Texas State Aquarium Association
2710 North Shoreline BoulevardCorpus ChristiTX78402PCSHARKS On Assignment with Brian Skerry$12,000
Texas State History Museum Foundation
PO Box 12456AustinTX78711PC2018 Texas Indendence Day Dinner Sponsor$10,000
Texas Values
900 Congress L115AustinTX78701PCU. S. Supreme Court Case From Houston Defending Taxpayers Traditional Values$7,000
The Briarwood School
12207 Whittington DrHoustonTX77077PCClassroom Laptop Computers for 7th Grade Students$5,000
The Council on Alcohol & Drugs Houston
PO Box 2768HoustonTX77252PCThe Center for Recovering Families$2,500
The Jesse Helms Center Foundation
PO Box 247WingateNC28174PCFree Enterprise Youth Education$5,000
The Museum Of Western Art Foundation
PO Box 294300KerrvilleTX78029PCRequest for General Operating Support$5,000
The Sharpsville Area Historical Society
955 Forest LaneSharpsvillePA16150PCHistoric Pipe Organ Restoration at Sharpsville Area Historical Societys headquarters$3,000
The Summerhouse
1814 Columbia StHoustonTX77008PCSummerhouse Houston Waseca Campus$8,000
Thomas Aquinas College
10000 Ojai RoadSanta PaulaCA93060PCStudent Financial Aid 2017-2018$6,000
Thomas More College of Liberal Arts
6 Manchester StreetMerrimackNH03054PCSt. Franics Student Scholarship Fund$2,500
TIRRInstitute for Rehabilitation & Research Foundation
4605 Post Oak Place Ste 222HoustonTX77027PCMission Connect$7,500
Trees for Houston
PO Box 270477HoustonTX77027PCTrees For Houston$5,000
United Negro College Fund Inc
2101 Crawford St Ste 307HoustonTX77002PCHurricane Harvey HBCU Student Relief Fund$5,000
University Catholic Center
2010 University AveAustinTX78705PCSacred Music Program$5,000
University of St Thomas
3800 Montrose BlvdHoustonTX77006PCSponsorship of the Strake Cohort at the University of St. Thomas Center for Thomistic Studies$50,000
University of St Thomas
3800 Montrose BlvdHoustonTX77006PCLight the Way Gala Sponsor$5,000
University of St Thomas
3800 Montrose BlvdHoustonTX77006PCFaithful Citizenship Dinner on behalf of The Nesti Center for Faith and Culture$5,000
Urban Harvest
3302 Canal St Ste 73HoustonTX77003PCGeneral operations of our programs Community Gardens, Youth Education, Gardening Classes and Farmers Markets$2,000
Victims of Communism Memorial Foundation
300 New Jersey Ave NW Ste 900WashingtonDC20001PCProfessional Development Workshop for Houston Educators$10,000
Vietnamese Dominican Sisters
5250 Gasmer StreetHoustonTX77035PCEducation and Healthcare for Sisters$20,000
Volunteer Interfaith Caregivers Southwest
5001 Bellaire BlvdBellaireTX77401PCExpansion of Free Transportation Services for Seniors$3,000
Washington Legal Foundation
2009 Massachusetts Avenue NWWashingtonDC20036PC2018 General Operating Support$2,500
West Side Helping Hand
PO Box 5431Corpus ChristiTX78465PCHelping Hand Youth Outreach and Education Programs$5,000
Western Academy
1511 ButlercrestHoustonTX77080PCWestern Academy Scholarships$5,000
Wildlife Habitat Federation
2525 Nantucket Dr Unit 6HoustonTX770574829PCPrairie Restoration Program$3,000
Women's Home
607 Westheimer RoadHoustonTX77006PCHousing and wraparound support services to help prevent and end homelessness in the Houston area.$10,000
Women's Resource of Greater Houston
730 N Post Oak Ste 204HoustonTX77024PCRISE Your Road to Independence, Success and Empowerment$3,000
Wonders & Worries Inc
9101 Burnet Road Ste 205AustinTX78758PCMental Health and Coping Support Services for Underserved Children and Families Facing a Serious Parental Illness$2,500
YES Prep Public Schools Inc
5515 S Loop Fwy Ste BHoustonTX77033PCYES Prep Public Schools Annual Fund$4,000
Young America's Foundation
11480 Commerce Park Dr 6th FloorRestonVA20191PC40th Annual National Conservative Student Conference$5,000
Young Catholic Professionals Houston Chapter
PO Box 1793HoustonTX77007PCLeadership Team Education Operational Update$5,000
Young Life
900 Town and Country Ln Ste 300HoustonTX77024PCYoung Life Greater Houston Region 40 in 5 Campaign$5,000
Youth With Faces
6333 E Mockingbird Ln Ste 147-872DallasTX75214PCYouth With Faces Direct Services$2,500
YWCA of Houston
6309 Martin Luther King Jr BlvdHoustonTX77021PCWYNDOWS Project Women In Need of Development, Opportunity, Wellness, and Sustainability$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,393,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Baylor Scott & White Health
2401 South 31st StreetTempleTX76508PCDevelop a regional Neuroscience program$25,000
Centurion Military Alliance
18226 Stockton Springs DrSpringTX77379PCWarrior Transition Program$20,000
Church of the Annunciation
PO Box 214HoustonTX77001PCArchitectural Master Plan$10,000
Incarnate Word Academy
609 Crawford StHoustonTX77002PCI Am In Capital Campaign$400,000
John Paul II FDN For Life and Family
PO Box 5927KatyTX77491PCGrow the Shepherds Heart Initiative$20,000
Paradisus Dei
PO Box 19127HoustonTX77224PCWhat is Love An Outreach to Millennials$10,000
Presbyterian School
5300 Main StHoustonTX77004PCMake Room for the Future Capital Campaign$75,000
St Agnes Academy
9000 Bellaire BlvdHoustonTX770364683PCCapital Campaign$200,000
St Thomas High School
4500 Memorial DrHoustonTX77007PCCapital Campaign$300,000
Strake Jesuit College Preparatory
8900 Bellaire BlvdHoustonTX77036PCCapital Campaign$100,000
Texas Christian University
TCU Box 297044Fort WorthTX76129PCScholarship Support$75,000
University of St Thomas
3800 MontroseHoustonTX77006PCCapital Campaign$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,285,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$556ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,491,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$570,383ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionAmt
PARTNERSHIP INCOME$579,873
OIL GAS ROYALTIES$262
OTHER INVESTMENT INCOME$226,444

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,869,137ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,869,137TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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)
CategoryProfessional Services - Audit TaxCategoryTxt
Amt$38,086Amt
Net Investment Income$19,043NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,043DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyEQUIPMENTPropertyDesc
Acquired2014-01-01AcquiredDt
Cost Or Other Basis$37,958CostOrOtherBasisAmt
Prior Year Depreciation$35,550PriorYearDepreciationAmt
Computation MethodSTRAIGHT LINEComputationMethodTxt
Current Year Expense$689CurrentYearExpenseAmt
Net Investment Income$689NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HELD AT FIDELITY$3,177,731$22,143,174
HELD AT UBS$13,784,208$20,848,681

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE MINERALS CO, LPFMV$10,552,287$10,552,287
BELRIDGE ENERGY ADVISORS LPFMV$132,300$132,300
SALIENT FUNDS ENDOWMENT PMF TEIFMV$128,187$128,187
SALIENT NATURAL RESOURCE FUND, L.P.FMV$765,405$765,405
NAVITAS FUND, L.P.FMV$325,587$325,587
PELICAN ENERGY PARTNERS, LPFMV$386,448$386,448
ZARVONA FUND II-B LPFMV$388,314$388,314
SPQR ENERGY LPFMV$252,100$252,100
TEXAS REEXPLORATION LTD. 06FMV$1,481$1,481

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemEQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$37,958CostOrOtherBasisAmt
Accumulated Depreciation$36,239AccumulatedDepreciationAmt
Book Value$1,719BookValueAmt
EOYFMV$1,719EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER CURRENT ASSETS$975
ACCRUED INTEREST RECEIVABLE$42,827$42,827

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$11,265$5,633$5,632
MEALS ENTERTAINMENT$196$98$98
TELEPHONE$4,805$1,442$3,363
OFFICE ADMIN SERVICES$16,294$4,882$11,408
COMPUTER OPERATIONS$18,502$1,850$16,652
COMMUNICATIONS$2,646$1,585$1,061
BOND PREMIUM INTEREST$50,861$50,861

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME$579,873$579,873
OIL GAS ROYALTIES$262$262
OTHER INVESTMENT INCOME$226,444$226,444

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENT-PARTNERSHIP COSTDesc
Amt$7,892,356Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSECategoryTxt
Amt$137,199Amt
Net Investment Income$137,199NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE AND PROPERTY TAXES$25$25
FOREIGN TAXES$7,514$7,514