ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-24
- IRS object ID
- 201922979349100407
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-24T08:42:29-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| 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 | $8,321,972 | 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 | $455,249 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,286,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,210 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,350 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $504,278 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,918 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,918 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,749 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $283 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $283 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,870 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,327 | CashBOYAmt |
| Cash EOY | $137,737 | CashEOYAmt |
| Cash EOYFMV | $137,737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $993,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $587,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $587,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,748,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,955,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,204,808 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $662,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,210,088 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,391,778 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,420,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,891,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,321,972 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,420,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,891,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,420,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,891,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,420,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,891,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,420,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,155 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,891,365 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,891,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $2,289,526 | $2,071,307 | $218,219 | $218,219 |
| From Sch K-1 (Form 1065) | $2,816 | -$2,816 | -$2,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,403 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,076,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $646,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,391,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $496,034 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,037,857 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04494 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,132 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,238,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02452 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $773,288 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,143,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06940 | DistributionYr5Rt |
| Total Distribution | 0.228101 | TotalDistributionRt |
| Average Distribution | 0.045620 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,612,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $484,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $488,552 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,853 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,845 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,845 | SubtotalAmt |
| Tax Based On Investment Income | $8,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,903 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,903 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $49 | EsPenaltyAmt |
| Overpayment | $6,009 | OverpaymentAmt |
| Applied To ES Tax | $6,009 | 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 |
| 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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $0 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 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 | Architectural History Program - Foundation Fellow, Stephen Fox, this year contributed to: Rice Design Alliance magazine and the Journal of the Southeast Chapter of the Society of Architectural HistoriansHe also presented 4 lectures at colleges and other public forums, gave 10 architectural tours to visiting scholars and dignitaries. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $37,860 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,816,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $957,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,773,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,773,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,612,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $530,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $530,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,845 | TotalTaxAmt |
| Distributable Before Adj | $521,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $521,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $521,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,853 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $413,853 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $413,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,766 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $219,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $130,373 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $350,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,853 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $413,853 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $107,913 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $107,913 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,351 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $111,978 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,373 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $130,373 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Asia Society Texas Center | |||||||
| 1370 Southmore Blvd | Houston | TX | 77004 | N/A | PC | General support | $10,000 |
| Colorado College | |||||||
| 14 E Cache La Poudre St | Colorado Springs | CO | 80903 | N/A | PC | General support | $16,667 |
| Farm and City | |||||||
| PO Box 171 | Austin | TX | 78767 | N/A | PC | General support | $10,000 |
| Federation of TX AM Univ Mothers Cl | |||||||
| PO Box 944 | Sealy | TX | 77474 | N/A | PC | Nowrthwest Harris County Aggie Moms' Club | $1,250 |
| Fort Worth Country Day School Inc | |||||||
| 4200 Country Day Ln | Fort Worth | TX | 76109 | N/A | PC | General support | $10,000 |
| Heritage Society | |||||||
| 1100 Bagby St | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Houston Artists Fund | |||||||
| 2900 Weslayan | Houston | TX | 77027 | N/A | PC | Collision: The Contemporary Art Scene in Houston | $10,000 |
| Houston Arts Alliance | |||||||
| 3201 Allen Parkway 250 | Houston | TX | 77019 | N/A | PC | Disaster resililence education project | $10,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston St | Houston | TX | 77002 | N/A | PC | Miller Outdoor Theater | $100,000 |
| Houston Museum African American Cul | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General support | $10,000 |
| Houston Public Media Foundation | |||||||
| PO Box 3626 | Houston | TX | 77253 | N/A | PC | General support | $5,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Glassell School of Art | $25,000 |
| Orange Show Foundation | |||||||
| 2334 Gulf Terminal Dr | Houston | TX | 77023 | N/A | PC | The Orange Show's 37th Annual Gala | $10,000 |
| Peckerwood Gardens Conservation Fdn | |||||||
| 20559 FM 359 Rd | Hempstead | TX | 77445 | N/A | PC | General support | $1,000 |
| President Fellows Middlebury Colleg | |||||||
| 5 Court St | Middlebury | VT | 05753 | N/A | PC | General support | $10,000 |
| St John's School | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | General support | $20,000 |
| Texas Children's Hospital | |||||||
| 1919 S Braeswood Blvd | Houston | TX | 77030 | N/A | PC | General support | $25,000 |
| The Council on Recovery | |||||||
| 303 Jackson Hill St | Houston | TX | 77007 | N/A | PC | The Waggoners Foundation speaker series | $50,000 |
| Trees For Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | General support | $2,000 |
| Trustees of Tufts College | |||||||
| PO Box 3306 | Boston | MA | 02241 | N/A | PC | General support | $10,000 |
| United Negro College Fund Inc | |||||||
| 1805 7th St NW | Washington | DC | 20001 | N/A | PC | """A Mind Is..."" Gala" | $5,000 |
| University of Houston Foundation | |||||||
| 4543 Post Oak Place Dr Ste 250 | Houston | TX | 77027 | N/A | PC | Friends of Women | $5,000 |
| Urban Harvest Inc | |||||||
| 3302 Canal St Ste 73 | Houston | TX | 77003 | N/A | PC | General support and 11/11/18 Sunday Supper | $17,000 |
| Urban Land Institute | |||||||
| 2001 L St NW Ste 200 | Washington | DC | 20036 | N/A | PC | Houston Development of Distinction Award | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,827 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,403 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Sch K-1 (Form 1065) | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $504,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $501,138 | 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 | Godfather Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $455,249 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 673 shs Abb Ltd | $16,502 | $12,794 |
| 158 shs Alibaba Group Holding Lt | $29,536 | $21,657 |
| 221 shs Allegion PLC | $14,056 | $17,616 |
| 23 shs Alphabet Inc | $24,227 | $24,034 |
| 1,257 shs Altria Group Inc | $75,460 | $62,083 |
| 21 shs Amazon Com Inc | $37,106 | $31,541 |
| 175 shs American Tower REIT Inc | $18,172 | $27,683 |
| 124 shs Anthem Inc | $24,832 | $32,566 |
| 233 shs Apple Inc | $23,016 | $36,753 |
| 91 shs ASML Hldg NV | $13,039 | $14,161 |
| 226 shs Automatic Data Proc | $27,337 | $29,633 |
| 1,595 shs Banco Bradesco SA | $13,616 | $15,775 |
| 413 shs BHP Group Ltd | $14,673 | $19,944 |
| 37 shs Blackrock Inc | $13,364 | $14,534 |
| 622 shs Canadian Natural Res Ltd | $16,274 | $15,009 |
| 211 shs Capital One Finl | $20,327 | $15,949 |
| 2,286 shs Cemex Sab DE CV | $20,448 | $11,019 |
| 774 shs CH Robinson Worldwide | $66,451 | $65,086 |
| 179 shs China Pete Chem | $12,741 | $12,637 |
| 431 shs Chubb Ltd | $49,475 | $55,677 |
| 464 shs Citigroup Inc | $23,686 | $24,156 |
| 549 shs Coca-Cola European | $22,528 | $25,172 |
| 192 shs COPA Holdings SA | $17,165 | $15,112 |
| 159 shs CostCo Wholesale Crp | $23,985 | $32,390 |
| 1,203 shs Credit Suisse GP | $17,431 | $13,065 |
| 253 shs Danaher Corp Del | $17,910 | $26,089 |
| 629 shs Darden Restaurants Inc | $69,038 | $62,812 |
| 218 shs Diageo PLC | $24,861 | $30,912 |
| 410 shs DowDuPont Inc | $28,890 | $21,927 |
| 696 shs Embraer SA | $14,121 | $15,402 |
| 850 shs Emerson Elec | $56,998 | $50,788 |
| 386 shs GENL Dynamics Corp | $68,345 | $60,683 |
| 118 shs GW Pharmaceuticals | $9,205 | $11,492 |
| 362 shs Hilton Worldwide | $28,407 | $25,992 |
| 205 shs Home Depot | $23,840 | $35,223 |
| 253 shs Honeywell Intl Inc | $33,809 | $33,426 |
| 370 shs HSBC Hldg | $16,118 | $15,211 |
| 108 shs Humana Inc | $25,806 | $30,940 |
| 293 shs IHS Markit Ltd | $15,019 | $14,055 |
| 1,204 shs ING GP | $16,402 | $12,835 |
| 673 shs JM Smucker Co | $73,471 | $62,919 |
| 278 shs JPMorgan Chase & Co | $32,514 | $27,138 |
| 810 shs Keurig Dr Pepper Inc | $21,807 | $20,768 |
| 501 shs Koninkl Phil | $20,637 | $17,590 |
| 113 shs Lockheed Martin Corp | $23,500 | $29,588 |
| 111 shs Lululemon Athletica Inc | $15,369 | $13,499 |
| 233 shs Medtronic PLC | $17,477 | $21,194 |
| 207 shs Microchip Technology Inc | $20,580 | $14,887 |
| 414 shs Microsoft Corp | $34,868 | $42,050 |
| 4,344 shs Mitsubishi UFJ Finl Grp | $27,083 | $21,155 |
| 470 shs National Grid PLC | $26,704 | $22,551 |
| 263 shs New Oriental Education | $23,286 | $14,415 |
| 469 shs Nextera Energy Inc | $76,666 | $81,522 |
| 255 shs Novartis ADR | $22,553 | $21,882 |
| 3,803 shs Oppenheimer Int Grwth Fd | $146,179 | $131,926 |
| 1,381 shs Orange ADR | $23,816 | $22,358 |
| 630 shs Procter & Gamble Co | $53,892 | $57,910 |
| 319 shs Prologis Inc | $19,554 | $18,732 |
| 502 shs Prudential PLC | $23,869 | $17,756 |
| 411 shs Raytheon Co Delaware | $74,089 | $63,027 |
| 358 shs Rockwell Automation Inc | $66,869 | $53,872 |
| 440 shs Rogers Communications B | $23,325 | $22,554 |
| 409 shs Royal Dutch Shel PLC | $26,950 | $24,515 |
| 539 shs Sanofi ADR | $22,689 | $23,398 |
| 185 shs SAP SE | $17,214 | $18,417 |
| 92,541 shs Schlumberger Ltd | $4,982,658 | $3,338,879 |
| 73 shs Sherwin Williams | $30,860 | $28,723 |
| 638 shs SK Telecom ADR | $15,705 | $17,098 |
| 601 shs Sony Corp ADR | $19,532 | $29,016 |
| 1,942 shs Sumitomo Mitsui | $15,248 | $12,642 |
| 360 shs Suntrust Bks Inc | $22,192 | $18,158 |
| 441 shs Sysco Corporation | $23,076 | $27,633 |
| 608 shs Taiwan S Manufacturing ADR | $25,030 | $22,441 |
| 650 shs Texas Instruments | $58,693 | $61,425 |
| 165 shs Thermo Fisher Scientific | $21,019 | $36,925 |
| 394 shs Toronto Dominion Bank | $15,919 | $19,590 |
| 470 shs Total SA SP ADR | $20,487 | $24,525 |
| 5,209 shs Transocean Ltd | $147,633 | $36,150 |
| 551 shs Unilever NV | $30,317 | $29,644 |
| 662 shs Union Pacific Corp | $89,867 | $91,508 |
| 1,537 shs Vale SA | $9,947 | $20,273 |
| 1,071 shs Vanguard Energy ETF | $110,229 | $82,585 |
| 788 shs Vanguard Industrial ETF | $83,930 | $94,883 |
| 594 shs Vanguard Inf Tech ETF | $62,208 | $99,097 |
| 727 shs VF Corporation | $69,771 | $51,864 |
| 286 shs Visa Inc Cl A | $20,402 | $37,735 |
| 387 shs Walmart Inc | $34,335 | $36,049 |
| 260 shs Walt Disney Co | $27,656 | $28,509 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alkeon Frowth Offshore Fund Ltd | AT COST | $299,998 | $356,428 |
| EIV Capital Fund III-A LP | AT COST | $77,736 | $100,000 |
| Ironwood Multi-Strategy Fund LLC | AT COST | $514,465 | $489,507 |
| Renaissance Access LLC | AT COST | $317,889 | $445,843 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $30 | $30 | |
| From Schedule K-1 (Form 1065) | $24,894 | $24,870 | |
| Insurance | $1,013 | $1,013 | |
| Payroll processing fees | $42 | $42 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Sch K-1 (Form 1065) | Desc |
| Revenue And Expenses Per Books | $11,210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,350 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $34,386 | Amt |
| Net Investment Income | $34,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $9,350 | |
| Foreign tax | $2,749 | $2,749 |
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