FURP.ORG / PUBLIC DATA EXPLORER

MAX FINNEY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MAX FINNEY FOUNDATION INC (EIN 83-1278261)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202023169349101957
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-10T11:30:25-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CINDY EATON CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18111 ASHLANE WAY SUITE 204AddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77382ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831278261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAX FINNEY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXFBusinessNameControlTxt
Phone8324449642PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 132737AddressLine1Txt
CitySPRINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77393ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE FINNEYPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY L EATONPreparerPersonNm
Phone7135531101PhoneNum
Preparation2020-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.44.192.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm19:21:33IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6958283994EEADDFBD444AF21E13E6C057ED55D7AtSubmissionCreationDeviceId
At Submission Filing Device Id6958283994EEADDFBD444AF21E13E6C057ED55D7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$881,928FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,045ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25,580OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$45,625TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$680AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,016OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,064ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,064ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,064TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,865ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,063CashBOYAmt
Cash EOY$81,928CashEOYAmt
Cash EOYFMV$81,928CashEOYFMVAmt
Corporate Stock BOY$626,000CorporateStockBOYAmt
Corporate Stock EOY$626,000CorporateStockEOYAmt
Corporate Stock EOYFMV$800,000CorporateStockEOYFMVAmt
Total Assets BOY$688,063TotalAssetsBOYAmt
Total Assets EOY$707,928TotalAssetsEOYAmt
Total Assets EOYFMV$881,928TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$688,063RetainedEarningBOYAmt
Retained Earning EOY$707,928RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$688,063TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$707,928TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$688,063TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$707,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$688,063TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,865ExcessRevenueOverExpensesAmt
Subtotal$707,928SubtotalAmt
Tot Net Ast Or Fund Balances EOY$707,928TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$74,967NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$699,264NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,064QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
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 RqrfalseComplyWithPublicInspRqrInd
Website AddressMAXFINNEYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksTROY FINNEYIndividualWithBooksNm
Phone8324449642PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1108 NORTH CHANDLER CREEKAddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TROY P FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
JULIE A FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
LUKE P FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
SEAN M FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
SAMUEL F FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
KENDRA A FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0
CLARE M FINNEY
108 N CHANDLER CREEKSPRINGTX77381DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LAX TO THE MAX HELD 5-18-2019 LACROSSE TOURNAMENTDescription1Txt
Expenses1$15,171Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$626,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$709,913TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$709,913AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,649CashDeemedCharitableAmt
Net Vl Noncharitable Assets$699,264NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,963MinimumInvestmentReturnAmt
Distributable Before Adj$34,963DistributableBeforeAdjAmt
Distributable Before Ded$34,963DistributableBeforeDedAmt
Distributable As Adjusted$34,963DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,064ExpensesAndContributionsAmt
Qualifying Distributions$24,064QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,064AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,963DistributableAsAdjustedAmt
Undistributed Income PY$1,725UndistributedIncomePYAmt
Qualifying Distributions$24,064QualifyingDistributionsAmt
Applied To Year1$1,725AppliedToYear1Amt
Applied To Current Year$22,339AppliedToCurrentYearAmt
Undistributed Income CY$12,624UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTROY FINNEYContributingManagerNm
Contributing ManagerJULIE FINNEYContributingManagerNm
Contributing ManagerLUKE FINNEYContributingManagerNm
Contributing ManagerSEAN FINNEYContributingManagerNm
Contributing ManagerSAMUEL FINNEYContributingManagerNm
Contributing ManagerKENDRA FINNEYContributingManagerNm
Contributing ManagerCLARE FINNEYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE ANNE FINNEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 132737AddressLine1Txt
CitySPRINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77393ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2817948857RecipientPhoneNum
Recipient Email AddressTPFINNEYGMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsSCHLARSHIP APPLICATION WITH ESSAYS AND TRANBSCRIPTS FILED ONLINE VIA WEBITE FOR FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesVARIABLE DEPENDING ON AREA AND YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ATHAN REGITZ
11714 LOCHBERRY CTTOMBALLTX77377NONEITUITION$6,087
FEDERICO CELIS
12625 MEMORIAL DR APT 180HOUSTONTX77024NONEITUITION$3,800
DOUG SUELL
4130 N BOULEVARD PARKHOUSTONTX77098NONEITUITION$10,875
LUCAS BOADA
63 W LASTING SPRING CIRCLETHE WOODLANDSTX77389NONEITUITION$2,500
NICHOLAS ARMIJO LEON
NONEIAIRFARE$802CALLE LAS ISLITAS ALTO MANEQUEHUEQUILPUECI2442457
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,064TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$25,580UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$25,580UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,580TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFES SOUTHWEST INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line119221 IH-45 SOUTHAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77385ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$680Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock100000 shares of PETROSANTANDER INCStockNm
EOY Book Value$626,000EOYBookValueAmt
EOYFMV$800,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMIN EXPENSEDesc
Revenue And Expenses Per Books$1,016RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLAX TO THE MAX FUNDRAISERDesc
Revenue And Expenses Per Books$25,580RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule