AGEE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AGEE FAMILY FOUNDATION (EIN 01-0939828)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349100623
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T09:03:55-05:00 | 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 | 010939828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agee Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD AGEE | InCareOfNm |
| Business Name Control | AGEE | BusinessNameControlTxt |
| Phone | 7134631500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 W SAM HOUSTON PARKWAY N | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD AGEE | PersonNm |
| Person Title | Treas/Sec | PersonTitleTxt |
| Phone | 7134631500 | PhoneNum |
| Signature | 2020-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Sykes CPA | PreparerPersonNm |
| PTIN | P00188050 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Preparation | 2020-05-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.194.182.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 79649420201935000214 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10D4C23195389C6C69F3AE1AB8E7473BE08B0A68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 24076F407A090B393BC26DABDC59E79E37C154B5 | 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 | $11,560,588 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $306,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,885 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,885 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $439,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,218 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,859 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $913 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $54,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $495,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,935 | CashBOYAmt |
| Cash EOY | $223,430 | CashEOYAmt |
| Cash EOYFMV | $223,430 | CashEOYFMVAmt |
| Other Investments BOY | $9,211,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,036,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,337,158 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,367,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,259,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,560,588 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,367,821 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,259,834 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,367,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,259,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,367,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,259,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,367,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $9,259,834 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,259,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - 9057 | 2019-12-31 | $15,684 | $15,520 | $164 | $164 | |
| GOLDMAN SACHS - 9057 | 2019-12-31 | $305,227 | $303,149 | $2,108 | $2,078 | |
| GOLDMAN SACHS - 9057 | 2019-12-31 | $29,089 | $28,168 | $921 | $921 | |
| CAPITAL GAIN DIVIDENDS | $122,822 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,015 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $404,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,856,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03723 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $650,972 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,900,284 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,306,626 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,929,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,017,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037305 | DistributionYr5Rt |
| Total Distribution | 0.179606 | TotalDistributionRt |
| Average Distribution | 0.035921 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,916,335 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $392,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $395,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $495,833 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,863 | SubtotalAmt |
| Tax Based On Investment Income | $3,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,255 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,255 | TotalPaymentsAndCreditsAmt |
| Tax Due | $608 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134631500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 W SAM HOUSTON PARKWAY N | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH AGEE | ||||||||
| 1310 W SAM HOUSTON PARKWAY N | Houston | TX | 77043 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD AGEE | ||||||||
| 1310 W SAM HOUSTON PARKAY N | Houston | TX | 77043 | TREASURER/SECRETARY | 1.0 | $0 | $0 | $0 |
| ERIN AGEE RILEY | ||||||||
| 1310 W SAM HOUSTON PARKWAY N | Houston | TX | 77043 | VICE PRESIDENT | 1.0 | $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 | $10,820,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,082,574 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,082,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,916,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $545,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $545,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,863 | TotalTaxAmt |
| Distributable Before Adj | $541,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $541,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $541,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $495,833 | 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 | $495,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,863 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $491,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $541,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $493,675 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $495,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $493,675 | AppliedToYear1Amt |
| Applied To Current Year | $2,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $539,796 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD JUDITH AGEE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD AGEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 W SAM HOUSTON PARKWAY N | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134631500 | RecipientPhoneNum |
| Form And Info And Materials | In Writing | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STAR OF HOPE | |||||||
| 6897 ARDMORE | HOUSTON | TX | 77054 | NONE | PC | ASSISTING THE HOMELESS | $5,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 13483 | TAMPA | FL | 336813483 | NONE | PC | SUPPORT OF MILITARY OPERATION FAMILIES | $20,000 |
| CCSC - CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| 3224 MERCER ST | HOUSTON | TX | 77027 | NONE | PC | EDUCATION/SERVICE TO THE POOR | $228,500 |
| GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER | |||||||
| 2350 WEST HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | NONE | PC | SUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES. | $15,000 |
| KIDQUEST CHILDREN'S MUSEUM | |||||||
| 1116 108TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | PC | EDUCATION | $16,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTION TO THE ARTS | $50,000 |
| CHILDREN'S PRISON ART PROJECT | |||||||
| PO BOX 130584 | HOUSTON | TX | 77219 | NONE | PC | SUPPORT ART-BASED PREVENTION SERVICES TO INCARCERATED JUVENILES | $5,000 |
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | PC | Education | $55,000 |
| COVENANT HOUSE | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | NONE | PC | ASSISTING THE HOMELESS | $1,000 |
| EMERGENCY AID COALITION | |||||||
| 5401 FANNIN ST | HOUSTON | TX | 77004 | NONE | PC | CONTRIBUTION TO FEEDING AND CLOTHING FAMILIES AND INDIVIDUALS IN NEED | $5,000 |
| ST PAUL'S CHOIR SCHOOL | |||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 01238 | NONE | PC | EDUCATION AND MUSIC | $5,000 |
| VILLA ACADEMY | |||||||
| 5001 NE 50th street | Seattle | WA | 98105 | none | PC | Education | $5,000 |
| SAN FRANCISCO NATIVITY ACADEMY | |||||||
| 5808 Renwick Drive | Houston | TX | 77081 | NONE | PC | education | $5,000 |
| Houston Achievement Place | |||||||
| 245 West 17th Street | Houston | TX | 77008 | NONE | PC | Serving children who are disadvantaged, under-served and from low income families. | $25,000 |
| Memorial Herman Foundation | |||||||
| 929 Gessner Rd 2650 | Houston | TX | 77024 | NONE | PC | Healthcare programs, expansion projects, clinical service. | $33,333 |
| Azalea House | |||||||
| 1905 Old Nacogdoches Rd | Henderson | TX | 75654 | NONE | PC | ASSISTED LIVING FACILITY | $1,000 |
| Trevor Project | |||||||
| 8950 W Olympic Blvd 197 | Beverly Hills | CA | 90211 | NONE | PC | Crisis ontervention and suicide prevention services to LGBTQ young people. | $1,000 |
| Big Country FCA | |||||||
| 618-B S Pioneer Drive | Abilene | TX | 79605 | NONE | PC | Christian sports ministry. | $10,000 |
| Turning Point Prog Center | |||||||
| 1701 Jacquelyn Dr | Houston | TX | 77055 | NONE | PC | Assisting elderly homeless, ages 50 and above. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,833 | 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 | $306,786 | 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 | $126,015 | 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 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $439,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,686 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,350 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $913 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $6,885 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,885 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MGMT/INVESTMENT FEES #16674 | CategoryTxt |
| Amt | $46,218 | Amt |
| Net Investment Income | $46,218 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $4,859 | Amt |
| Net Investment Income | $4,859 | NetInvestmentIncomeAmt |
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