HOOK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOOK FAMILY FOUNDATION (EIN 76-0574363)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349103254
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 760574363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hook Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN ANNE HOOK KING | InCareOfNm |
| Business Name Control | HOOK | BusinessNameControlTxt |
| Phone | 7133490711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Greenway Plaza Suite 1003 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN HOOK KING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7133490711 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 400562925D236CDC345AC3F597812042F9472CF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26C29E5F40912E873B4E7A5785B2430321D944C | 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 | $20,590,366 | 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 |
| Interest On Sav Rev And Expnss | $19,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $645,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $645,212 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $664,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $664,601 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $225 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,144 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,144 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,426 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,938 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,938 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $888,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $866,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $664,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $922,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $697,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $697,988 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,746 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $11,885,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,885,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,892,378 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,810,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,583,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,590,366 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,810,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,583,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,810,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,583,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,810,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,583,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,810,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,586,852 | SubtotalAmt |
| Other Decreases | $3,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,583,106 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $896,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,116,255 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $761,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,951,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040169 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $919,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,619,398 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05216 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $742,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,387,192 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $698,330 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,142,426 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038492 | DistributionYr5Rt |
| Total Distribution | 0.220414 | TotalDistributionRt |
| Average Distribution | 0.044083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,515,130 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $860,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,646 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $866,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $866,257 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,292 | SubtotalAmt |
| Tax Based On Investment Income | $13,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,624 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,624 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $295 | OverpaymentAmt |
| Applied To ES Tax | $295 | AppliedToESTaxAmt |
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 | KAREN ANNE HOOK KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133490711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Greenway Plaza Suite 1003 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770460126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joanne H Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Randall Townsend Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Pres | 3.0 | $0 | $0 | $0 |
| Thomas Wesley Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir | 1.0 | $0 | $0 | $0 |
| Karen Anne Hook King | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Assistant Sec, Dir | 3.0 | $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 | $18,703,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,108,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,812,315 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,812,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,515,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $975,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $975,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,292 | TotalTaxAmt |
| Distributable Before Adj | $962,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $962,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $962,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $866,257 | 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 | $866,257 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $866,257 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $962,465 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $47,572 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $47,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $866,257 | QualifyingDistributionsAmt |
| Applied To Current Year | $866,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,572 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,572 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $48,636 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNE H HOOK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS COUNTRY OF HOUSTON INC | |||||||
| 18806 ROBERTS RD | HOCKLEY | TX | 77447 | N/A | PC | General & Unrestricted | $25,000 |
| CAL FARLEYS BOYS RANCH | |||||||
| 600 SW 11TH AVE | AMARILLO | TX | 79101 | N/A | PC | General & Unrestricted | $25,000 |
| COLLEGE OF THE OZARKS | |||||||
| 100 OPPORTUNITY AVE | POINT LOOKOUT | MO | 65726 | N/A | PC | dormitory building fund | $100,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $50,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $75,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | Barney Charter School Initiative | $75,000 |
| HOUSTONS AMAZING PLACE INC | |||||||
| 3735 DREXEL DR | HOUSTON | TX | 77027 | N/A | PC | General & Unrestricted | $25,000 |
| MAIN STREET MINISTRIES HOUSTON | |||||||
| 5100 TRAVIS ST | HOUSTON | TX | 77002 | N/A | PC | General & Unrestricted | $10,000 |
| PTSD FOUNDATION OF AMERICA | |||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PC | Camp Hope | $25,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $75,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | N/A | PC | to support programs in the houston area | $25,000 |
| TRUE THE VOTE INC | |||||||
| PO BOX 3109 | HOUSTON | TX | 77253 | N/A | PC | voter research and database project | $100,000 |
| TRUE THE VOTE INC | |||||||
| PO BOX 3109 | HOUSTON | TX | 77253 | N/A | PC | voter research and database project | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $645,212 | 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 | |
| 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 | BANK CHARGE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $664,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $664,601 | 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 | TAX RETURN PREPARATION/REVIEW | CategoryTxt |
| Amt | $19,144 | Amt |
| Disbursements Charitable Prps | $19,144 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER INTERNATIONAL GROUP INC | $319,309 | $21,713 |
| AT&T, INC | $888,678 | $1,035,620 |
| BANK OF AMERICA CORP | $542,574 | $633,960 |
| COLGATE-PALMOLIVE COMPANY | $1,050,250 | $1,376,800 |
| CORTEVA INC | $159,476 | $262,109 |
| DOW CHEMICAL PV | $311,426 | $485,291 |
| DU PONT DE NEMOURS | $457,021 | $569,261 |
| DUKE ENERGY CO | $1,123,643 | $1,675,813 |
| ENBRIDGE INC | $994,562 | $1,469,621 |
| EXXON MOBIL CORP | $2,292,131 | $1,849,170 |
| FORD MOTOR COMPANY | $582,167 | $395,250 |
| JP MORGAN CHASE | $1,086,500 | $3,485,000 |
| KIMBERLY CLARK CORP | $1,576,383 | $2,654,715 |
| PFIZER INC | $275,815 | $431,999 |
| UNION PACIFIC | $217,931 | $3,543,483 |
| VISTEON CORP | $3,427 | $260 |
| WTS AMERICAN INTL GROUP EXP 01 | $3,825 | $2,313 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $225 | LegalFeesAmt |
| Disbursements Charitable Prps | $225 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,746 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Set-Up Fee | $6,500 | $6,500 |
| IT SERVICES | $234 | $234 |
| EQUIPMENT/FURNITURE PURCHASE | $19,179 | $19,179 |
| MOVING COSTS | $1,205 | $1,205 |
| POSTAGE | $112 | $112 |
| PROPERTY MAINTENANCE | $3,070 | $3,070 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | bank charge refund | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DESIGN SERVICES | CategoryTxt |
| Amt | $650 | Amt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $10,000 |
| 990-PF Extension for 2018 | $5,000 |
| IRS Miscellaneous Fee | $7,426 |
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