TAU TRUSTEES EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TAU TRUSTEES EDUCATIONAL FOUNDATION INC (EIN 75-1886641)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102861
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T13:07:37-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lange & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 Ridglea Place Suite 500 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | 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 | 751886641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tau Trustees Educational Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAUT | BusinessNameControlTxt |
| Phone | 8174221108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Preston Avenue | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sharpe | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 8174221108 | PhoneNum |
| Signature | 2019-04-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | T Field Lange CPA | PreparerPersonNm |
| PTIN | P00174565 | PTIN |
| Phone | 8173353800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.37.99.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 13:07:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E0000F4E620749980866930C7DEEDB69329CACF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FED34FE5DFD16E70A38229B89B4C50FBDC9DD0DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,427,454 | 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 | $45,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $539 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $539 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $45,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $539 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$204,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $534 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,212 | CashBOYAmt |
| Cash EOY | $233,696 | CashEOYAmt |
| Cash EOYFMV | $233,696 | CashEOYFMVAmt |
| Acct Rcvbl | $2,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,500 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $1,341,258 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,191,258 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,191,258 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,631,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,427,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,427,454 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,631,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,427,454 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,631,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,631,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,427,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,631,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$204,516 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,427,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,454 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $272,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $260,165 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.183633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $185,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.541730 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,939 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.902514 | TotalDistributionRt |
| Average Distribution | 0.180503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $260,642 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,052 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,300 | 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 | $5 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $5 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Michael Sharpe | IndividualWithBooksNm |
| Phone | 8173487508 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 Southern Hills Dr | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76132 | 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 | Yes (true) | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Robert T Sabom | ||||||||
| 4200 Montrose Blvd Suite 480 | Houston | TX | 77006 | President | 0.25 | $0 | $0 | $0 |
| John R Warren Jr | ||||||||
| PO Box 5723 | Austin | TX | 78763 | Vice-President | 0.25 | $0 | $0 | $0 |
| Michael B Sharpe | ||||||||
| 6320 Southern Hills Dr | Fort Worth | TX | 76132 | Secretary/Treasurer | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $264,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $264,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $260,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5 | TotalTaxAmt |
| Distributable Before Adj | $13,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,027 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $100,300 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,027 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,027 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $209,117 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $209,117 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,717 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $47,775 | ExcessFromYear2Amt |
| Excess From Year1 | $48,325 | ExcessFromYear1Amt |
| Excess From Current Year | $100,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Matthew Bertini | ||||||
| 4707 Caduceus Pl | Galveston | TX | 77551 | I | Scholarship | $225 |
| Nico Bianchi | ||||||
| 601 Hackberry Ridge Dr | McKinney | TX | 75070 | I | Scholarship | $2,875 |
| Paul Bushong | ||||||
| 11734 Wood Lane | Houston | TX | 77024 | I | Scholarship | $3,300 |
| Chandler Brenton | ||||||
| 5374 Sugar Hill Dr | Houston | TX | 77056 | I | Scholarship | $1,875 |
| Chi Brandon | ||||||
| 4408 Camellia Lane | Bellaire | TX | 77401 | I | Scholarship | $1,400 |
| Knnin Chiravanich | ||||||
| 734 East Creekside Dr | Houston | TX | 77024 | I | Scholarship | $4,475 |
| Jack Cozort | ||||||
| 10003 Green Tree Rd | Houston | TX | 77042 | I | Scholarship | $900 |
| Cantu David | ||||||
| 3004 W Colorado Blvd | Dallas | TX | 75211 | I | Scholarship | $1,300 |
| Parker Donaldson | ||||||
| 770 Pifer Road | Houston | TX | 77024 | I | Scholarship | $500 |
| Peter Driscoll | ||||||
| 2504 San Gabriel | Austin | TX | 78705 | I | Scholarship | $2,300 |
| Bruno Garcia | ||||||
| 2215 Highwood Dr | Dallas | TX | 75228 | I | Scholarship | $3,500 |
| John Gentempo | ||||||
| 5911 Valkeith Dr | Houston | TX | 77096 | I | Scholarship | $1,250 |
| Chas Golson | ||||||
| 101 Vale Street | Austin | TX | 78746 | I | Scholarship | $700 |
| Jake Groesbeck | ||||||
| 1414 Sherwood Park Circle | Houston | TX | 77043 | I | Scholarship | $1,400 |
| David Jessey | ||||||
| 3 Monarch Way | Lincoln | RI | 02865 | I | Scholarship | $1,775 |
| Mark Kilday | ||||||
| 7015 Glenwood Dr | Sugarland | TX | 77479 | I | Scholarship | $1,875 |
| Cameron Krajeck | ||||||
| 2504 san Gabriel | Austin | TX | 78705 | I | Scholarship | $900 |
| Cameron Kurzner | ||||||
| 6936 Lakeshore Dr | Dallas | TX | 75214 | I | Scholarship | $1,300 |
| Thomas Loudermilk | ||||||
| 208 W 55th St | Austin | TX | 78731 | I | Scholarship | $900 |
| Noah Moss | ||||||
| 14176 Russell Rd | Frisco | TX | 75035 | I | Scholarship | $2,125 |
| Cy Obert | ||||||
| 3901 Mirarmar Ave | Dallas | TX | 75205 | I | Scholarship | $4,500 |
| Joey Parker | ||||||
| 8 Stonegate Dr | Houston | TX | 77024 | I | Scholarship | $900 |
| Connor Rennick | ||||||
| 811 Vinecrest Lane | Richardson | TX | 75080 | I | Scholarship | $6,075 |
| Jacob Roschmann | ||||||
| 3620 Ranch View Ct | Kerrville | TX | 78028 | I | Scholarship | $5,250 |
| Tyler Samsill | ||||||
| 8601 Buckner Lane | Keller | TX | 76248 | I | Scholarship | $2,375 |
| Ben Sarvadi | ||||||
| 20 Village Oaks Lane | Houston | TX | 77055 | I | Scholarship | $4,500 |
| Connor Simione | ||||||
| 407 W 23rd St | Houston | TX | 77008 | I | Scholarship | $3,900 |
| John Urmin | ||||||
| 1304 Lakeview Drive | Celine | TX | 75009 | I | Scholarship | $4,375 |
| Sam Veatch | ||||||
| 1110 Pueblo Drive | Richardson | TX | 75080 | I | Scholarship | $1,575 |
| Jed Vick | ||||||
| 1215 Van Buren St | Houston | TX | 77019 | I | Scholarship | $650 |
| Harrison Wells | ||||||
| 700 Barton Blvd | Austin | TX | 78704 | I | Scholarship | $4,050 |
| William Wilson | ||||||
| 11319 Coloma Lane | Houston | TX | 77024 | I | Scholarship | $500 |
| Texas Kappa Sigma Educational Foundation Inc | ||||||
| PO Box 470061 | Fort Worth | TX | 76147 | NC | EducationalPurposes | $150,000 |
| Ben Broughton | ||||||
| 6237 Berwyn Lane | Dallas | TX | 75204 | I | Scholarship | $750 |
| Robert Brown | ||||||
| 11839 Longleaf | Houston | TX | 77024 | I | Scholarship | $5,500 |
| Seth Campos | ||||||
| 2222 Buena Vista Lane | Round Rock | TX | 78665 | I | Scholarship | $1,375 |
| Grayson Coker | ||||||
| 6950 Coronado Avenue | Dallas | TX | 75214 | I | Scholarship | $500 |
| Harper Deloach | ||||||
| 263 Reeder Dr | Coppell | TX | 75019 | I | Scholarship | $2,400 |
| Austin Frerichs | ||||||
| 5920 Aberdeen Place | Frisco | TX | 75034 | I | Scholarship | $2,000 |
| Zachary Gerhard | ||||||
| 3500 Silas Court | Plano | TX | 75093 | I | Scholarship | $2,400 |
| Sean Kelly | ||||||
| 2017 Kipling Dr | Flower Mound | TX | 75023 | I | Scholarship | $450 |
| Jake Kinnear | ||||||
| 1991 Brooks Bluff Cove | Collierville | TN | 38017 | I | Scholarship | $500 |
| Michael Kolander | ||||||
| 2200 Faldo Cove | Round Rock | TX | 78664 | I | Scholarship | $1,800 |
| Edwardo Marcos | ||||||
| 351 Pecan Hollow | Coppell | TX | 75019 | I | Scholarship | $1,200 |
| Hunter McKenna | ||||||
| 1503 Lakeview Court | Granbury | TX | 76048 | I | Scholarship | $1,375 |
| Nico Salazar | ||||||
| 8487 SW 138 Terrace | Miami | FL | 33158 | I | Scholarship | $2,000 |
| George Sarvadi | ||||||
| 20 Village Oaks | Houston | TX | 77005 | I | Scholarship | $500 |
| Bennett Somera | ||||||
| 2509 Wordsworth St | Houston | TX | 77030 | I | Scholarship | $1,200 |
| Cooper StClair | ||||||
| 2141 Bancroft | Houston | TX | 77027 | I | Scholarship | $500 |
| Garrison Taska | ||||||
| 3411 Garden Lake | Kingwood | TX | 77339 | I | Scholarship | $1,200 |
| Drew VanNorman | ||||||
| 611 Hunters Grove Lane | Houston | TX | 77024 | I | Scholarship | $1,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539 | 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 | Yes (true) | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(5) | LineNumberTxt |
| Involved | $1,191,258 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Kappa Sigma Educational Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | Loan for Construction Activities | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| Kappa Sigma Fraternity | |
| 501(c)7 | Historical but no common ownership |
| Texas Kappa Sigma Educational Foundation Inc | |
| 501(c)7 | Common Members on Board of Trustees |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Greater Houston Community Foundation | ||||||
| 1 | 5120 Woodway Dr Ste 6000 | Houston | TX | 77056 | $35,250 | Yes (X) |
| North Texas Community Foundation | ||||||
| 2 | 306 W 7th St Suite 1045 | Fort Worth | TX | 76102 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Lange & Associates, PC Bookkeeping & Tax Preparation | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5 | AdjustedNetIncomeAmt |
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