WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILSON WHEREWITHAL FOUNDATION (EIN 45-3341944)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349101260
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T15:00:37-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760625995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward J Walsh & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 538 | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775530538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453341944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON WHEREWITHAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4095392055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 538 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERT WILSON GEARY | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN C WALSH | PreparerPersonNm |
| PTIN | P00007498 | PTIN |
| Phone | 4097634626 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,488,375 | 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 | $298,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,372 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,372 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,434 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $649 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $408,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,806 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,021 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $17,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,488 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $17,488 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,488 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $331,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,488 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $331,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,318 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,533 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,119 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $998,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,097,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,429,256 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,098,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,156,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,488,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,098,443 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,156,419 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,098,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,156,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,098,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,156,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,098,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,913 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,157,356 | SubtotalAmt |
| Other Decreases | $937 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,156,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 587 AMERICAN WTR WKS CO INC | P | 2012-08-23 | 2018-01-16 | $48,418 | $20,820 | $27,598 | $27,598 |
| 570 COMCAST CORP | P | 2012-07-18 | 2018-02-07 | $22,690 | $9,205 | $13,485 | $13,485 |
| 930 COMCAST CORP | P | 2016-06-03 | 2018-03-09 | $34,151 | $18,102 | $16,049 | $16,049 |
| 53 CITIGROUP INC | P | 2012-10-23 | 2018-03-09 | $3,986 | $1,960 | $2,026 | $2,026 |
| 135 ECOLAB INC | P | 2015-09-09 | 2018-03-09 | $18,133 | $15,056 | $3,077 | $3,077 |
| 5 TEXAS INSTRUMENTS | P | 2017-11-07 | 2018-03-09 | $554 | $492 | $62 | $62 |
| 24 BLACKROCK INC | P | 2015-02-19 | 2018-05-16 | $12,837 | $9,056 | $3,781 | $3,781 |
| 61 SUNTRUST BKS INC | P | 2017-10-04 | 2018-05-16 | $4,199 | $3,639 | $560 | $560 |
| 36 BROADCOM LTD | P | 2017-10-04 | 2018-07-11 | $8,836 | $8,633 | $203 | $203 |
| 18 GARRETT MOTION INC | P | 2012-06-07 | 2018-10-05 | $288 | $104 | $184 | $184 |
| 30 RESIDEO TECHNOLOGIES INC | P | 2012-06-07 | 2018-11-13 | $632 | $285 | $347 | $347 |
| 34 TEXAS INSTRUMENTS | P | 2017-11-07 | 2018-10-31 | $3,171 | $3,347 | -$176 | -$176 |
| 130 FEDEX CORP | P | 2013-02-08 | 2018-12-18 | $24,060 | $13,822 | $10,238 | $10,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $649 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $836,808 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,438,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.58173 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,274,015 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.23379 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,261,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $297,765 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,227,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.24256 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $258,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,114,796 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.23203 | DistributionYr5Rt |
| Total Distribution | 1.526156 | TotalDistributionRt |
| Average Distribution | 0.305231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,617,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $494,785 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $331,992 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,866 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,866 | SubtotalAmt |
| Tax Based On Investment Income | $1,866 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,866 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | BERT GEARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4095392055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| BERT WILSON GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | PRES/DIR | 1.00 | $0 |
| SHARON ESTELLE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | VP/TR/DIR | 1.00 | $0 |
| RUTH LOUISE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | SEC/DIR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WILSON WHEREWITHAL FOUNDATION WAS FORMED TO FUND THE ORIGINAL GALVESTON ARTIST RESIDENCY #45-3342294 CHARITY. | Description1Txt |
| Expenses1 | $331,992 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,493,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,642,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,642,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,617,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,866 | TotalTaxAmt |
| Distributable Before Adj | $79,032 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,032 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,032 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $331,992 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $331,992 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $331,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,032 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $203,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $235,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $234,437 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $765,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,675,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $331,992 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $252,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,928,846 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $203,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,725,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,847 | ExcessFromYear4Amt |
| Excess From Year3 | $235,177 | ExcessFromYear3Amt |
| Excess From Year2 | $234,437 | ExcessFromYear2Amt |
| Excess From Year1 | $765,590 | ExcessFromYear1Amt |
| Excess From Current Year | $252,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT WILSON GEARY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GALVESTON ARTIST RESIDENCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2521 SHIPS MECHANIC ROW | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $331,992 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $331,992 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,806 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERT W GEARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $298,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH STOCKS | StockNm |
| EOY Book Value | $1,097,300 | EOYBookValueAmt |
| EOYFMV | $1,429,256 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH COST BASIS ADJUSTMENT | Desc |
| Amt | $937 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $17,488 | Amt |
| Net Investment Income | $17,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,488 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $413 | Amt |
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