TIMOTHY A AND MARION LINDLEY GOUDEAU CHARITABLE FAMILY FOUNDATI: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY A AND MARION LINDLEY GOUDEAU CHARITABLE FAMILY FOUNDATI (EIN 46-1588682)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202011919349100501
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T07:24:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | 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 | 461588682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timothy A and Marion Goudeau Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Family Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY A GOUDEAU | InCareOfNm |
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 4325571218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 N I Street | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY GOUDEAU | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4326824312 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Fieler | PreparerPersonNm |
| PTIN | P01353445 | PTIN |
| Phone | 7139601706 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.112.173.229 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 79649420201915000094 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D5DD4A7D4E51AD7559B4A3FE835D826F5CF2457E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F82D631B6A092F2BE39FAEDA8DF390EB9ECFACD | AtSubmissionFilingDeviceId |
| 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 | $13,773,304 | 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 | $185,282 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $274,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,081,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,479 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,080,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $864,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,140 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,853 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,932 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,616 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $120,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $609,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $609,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $349,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $769,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,263,147 | CashBOYAmt |
| Cash EOY | $395,269 | CashEOYAmt |
| Cash EOYFMV | $395,269 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,314,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,378,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,378,035 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,577,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,773,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,773,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,577,754 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,773,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,577,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,773,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,577,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,773,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,577,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $349,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,845,821 | OtherIncreasesAmt |
| Subtotal | $13,773,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,773,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RBC 15207 | P | 2019-12-31 | $10,426 | $9,553 | $874 | $873 |
| RBC 15207 | P | 2019-12-31 | $341,193 | $248,294 | $93,000 | $92,899 |
| RBC 15208 | P | 2019-12-31 | $163,801 | $179,702 | -$15,901 | -$15,901 |
| RBC 15208 | P | 2019-12-31 | $803,255 | $594,235 | $209,020 | $209,020 |
| RBC 15211 | P | 2019-12-31 | $1,027 | $1,247 | -$220 | -$220 |
| RBC 15211 | P | 2019-12-31 | $252,838 | $160,596 | $92,242 | $92,242 |
| RBC 15212 | P | 2019-12-31 | $60,856 | $63,346 | -$2,490 | -$2,490 |
| RBC 15212 | P | 2019-12-31 | $233,030 | $223,284 | $9,746 | $9,746 |
| RBC 15213 | P | 2019-12-31 | $2,989 | $2,941 | $288 | $48 |
| RBC 15213 | P | 2019-12-31 | $195,469 | $116,266 | $79,203 | $79,203 |
| RBC 15215 | P | 2019-12-31 | $63,945 | $74,434 | -$10,489 | -$10,489 |
| RBC 15215 | P | 2019-12-31 | $136,889 | $146,643 | -$9,691 | -$9,754 |
| RBC 15233 | P | 2019-12-31 | $19,445 | $21,020 | -$1,575 | -$1,575 |
| RBC 15233 | P | 2019-12-31 | $59,439 | $52,501 | $6,938 | $6,938 |
| RBC 15239 | P | 2019-12-31 | $65,000 | $65,000 | ||
| RBC 15239 | P | 2019-12-31 | $118,714 | $111,019 | $7,695 | $7,695 |
| RBC 22096 | P | 2019-12-31 | $315,846 | $228,022 | $87,824 | $87,824 |
| RBC 22096 | P | 2019-12-31 | $161,991 | $167,221 | $16,091 | -$5,230 |
| RBC 22096 | P | 2019-12-31 | $5,129 | $5,944 | -$815 | -$815 |
| ENTERPRISE PRODUCTS PARTNERS | 2019-12-31 | $49 | -$49 | -$49 | ||
| ENTERPRISE PRODUCTS PARTNERS | 2019-12-31 | $38,023 | $38,023 | $38,023 | ||
| MAGELLAN MIDSTREAM PARTNERS | 2019-12-31 | $29,483 | $29,483 | $29,483 | ||
| MAGELLAN MIDSTREAM PARTNERS | 2019-12-31 | $21 | $21 | $21 | ||
| CAPITAL GAIN DISTRIBUTIONS | 2019-12-31 | $2,920 | $2,920 | $2,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $687,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,732,064 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05402 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $756,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,094,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $596,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,074,931 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05386 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $578,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,458,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $620,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,399,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050077 | DistributionYr5Rt |
| Total Distribution | 0.271026 | TotalDistributionRt |
| Average Distribution | 0.054205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,999,846 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $704,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,694 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $712,351 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $613,740 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,388 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,388 | SubtotalAmt |
| Tax Based On Investment Income | $15,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,578 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,578 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $4,829 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY A GOUDEAU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4326824312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 N I STREET | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY A GOUDEAU | ||||||||
| 2102 N I Street | Midland | TX | 79705 | PRESIDENT;DIRECTOR | 0 | $0 | $0 | $0 |
| MARION L GOUDEAU | ||||||||
| 2102 N I Street | MIDLAND | TX | 79705 | SECRETARY; DIRECTOR | 0 | $0 | $0 | $0 |
| STEVEN ALAN GOUDEAU | ||||||||
| 2102 N I Street | MIDLAND | TX | 79705 | VICE-PRESIDENT; DIRE | 0 | $0 | $0 | $0 |
| WILLIAM ALEXANDER GOUDEAU | ||||||||
| 2102 N I Street | MIDLAND | TX | 79705 | VICE-PRESIDENT; DIRE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,526,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,197,813 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,197,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,999,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,388 | TotalTaxAmt |
| Distributable Before Adj | $634,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $634,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $634,604 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $613,740 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $613,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $634,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $160,271 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $613,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,864 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,864 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $260,630 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $260,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,991 | ExcessFromYear3Amt |
| Excess From Year2 | $160,271 | ExcessFromYear2Amt |
| Excess From Year1 | $59,368 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Paul E Pesek | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N St Paul St Suite 530 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2148913015 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Come before Winter | ||||||
| PO Box 203381 | Austin | TX | 78720 | PC | CBW'S MEN RENEWAL & KAREN AND RANDY FENTER COSTS FOR MISSION TRIP | $4,600 |
| Hallal Worship LLC | ||||||
| PO BOX 80723 | Midland | TX | 79708 | PC | DONATION FOR HALLAL WORSHIP | $150,000 |
| Truth Quest Ministries | ||||||
| 520 Schoch Hollow Rd | Tyrone | PA | 16686 | PC | MINISTRY DONATION | $50,000 |
| PIKES PEAK CHRISTIAN SCHOOL | ||||||
| 5905 Flintridge Dr | Colorado Springs | CO | 80918 | PC | DONATION TO SCHOOL | $175,000 |
| Missions Research Network | ||||||
| 1903 Central Dr 410 | Bedford | TX | 76021 | PC | To help the Missions Research Network meet its goals. | $30,000 |
| Job 44 Ministries | ||||||
| 1207 Sugarberry Dr | Cedar Park | TX | 78613 | PC | Support for Job 4:4 Ministries | $100,000 |
| Unlock Ministries | ||||||
| 3310 W Wadley Ave | Midland | TX | 79707 | PC | To support Unlock Ministries' clubs and camps. | $10,000 |
| The Fields Edge | ||||||
| PO BOX 50068 | MIDLAND | TX | 79710 | PC | General | $20,000 |
| Mission Messiah | ||||||
| 1213 WEST SECOND STREET | ODESSA | TX | 79763 | PC | General | $15,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| 1702 E Highland Ave Suite 400 | Phoenix | AZ | 85016 | PC | General | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $609,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (LOSS) | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $894,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $894,796 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Timothy A Goudeau | ||||||
| 1 | 2102 North I Street | Midland | TX | 79705 | $92,641 | Yes (X) |
| Marion L Goudeau | ||||||
| 2 | 2102 North I Street | Midland | TX | 79705 | $92,641 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $8,280 | Amt |
| Net Investment Income | $4,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,140 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC #15207 | $2,037,747 | $2,037,747 |
| RBC #15208 | $2,261,604 | $2,261,604 |
| RBC #15211 | $2,028,923 | $2,028,923 |
| RBC #15212 | $694,146 | $694,146 |
| RBC #15213 | $1,056,874 | $1,056,874 |
| RBC #15215 | $442,585 | $442,585 |
| RBC #15233 | $446,053 | $446,053 |
| RBC #15239 | $1,340,108 | $1,340,108 |
| RBC #22096 | $2,131,574 | $2,131,574 |
| RBC #06668 | $938,421 | $938,421 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC-15207 | $96 | $96 |
| RBC-15208 | $18,056 | $18,056 |
| RBC-15211 | $18,101 | $18,101 |
| RBC-15212 | $6,112 | $6,112 |
| RBC-15213 | $9,758 | $9,758 |
| RBC-15215 | $4,665 | $4,665 |
| RBC-15233 | $4,212 | $4,212 |
| RBC-15239 | $4,178 | $4,178 |
| RBC-22096 | $20,438 | $20,438 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Enterprise Products Partners | -$7,082 | -$7,082 |
| Magellan Midstream Partners, LP | -$4,397 | -$4,397 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN ACCOUNT VALUE | Desc |
| Amt | $1,845,821 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC #15207 | $450 | $450 |
| RBC #15212 | $11 | $11 |
| RBC #15213 | $94 | $94 |
| RBC #15215 | $2,366 | $2,366 |
| RBC #15233 | $824 | $824 |
| RBC #22096 | $1,187 | $1,187 |
| FEDERAL EXCISE TAXES | $21,921 |