Houston Osteopathic Hospital Found Inc: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- Houston Osteopathic Hospital Found Inc (EIN 74-2426837)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-31
- IRS object ID
- 201900909349100300
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-31T12:09:38-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C W Griffin CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main Street | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | 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 | 742426837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Osteopathic Hospital Found Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 2814853226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main Street | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr David Armbruster | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2814853226 | PhoneNum |
| Signature | 2019-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cecil W Griffin | PreparerPersonNm |
| PTIN | P01219095 | PTIN |
| Phone | 7135331111 | PhoneNum |
| Preparation | 2019-03-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.73.176.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-31 | IPDt |
| IP Tm | 12:09:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 04B5D11C7F19173ABF31A86BC61545494145D4FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04B5D11C7F19173ABF31A86BC61545494145D4FC | AtSubmissionFilingDeviceId |
| 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 | $137,454 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,263 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,263 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2,735 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,735 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,998 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,998 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,088 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,088 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,113 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $950,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $950,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $987,124 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $955,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$962,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,998 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,077 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $20,402 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $907,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,377 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $109,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| 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 | $1,098,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,454 | 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 | $1,098,075 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,454 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,098,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,098,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,098,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$962,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,240 | OtherIncreasesAmt |
| Subtotal | $137,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $137,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Cummulus Advisors Managed Account | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $1,594,423 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,591,688 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,735 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $2,735 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,735 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $165,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,097,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.150992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,369 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,117,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,181,554 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,223,664 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,637 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,130,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048337 | DistributionYr5Rt |
| Total Distribution | 0.340548 | TotalDistributionRt |
| Average Distribution | 0.068110 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $544,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $955,968 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $0 | 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 | 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 | Cecil W Griffin CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135331111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Mr Lanny Vlasak | ||||||||
| P O Box 630747 | Houston | TX | 77581 | Director | 1.00 | $2,000 | $0 | $0 |
| Dr David Armbruster | ||||||||
| 3322 Walnut 105 | Pearland | TX | 77581 | President | 4.00 | $3,200 | $0 | $0 |
| Dr David Suffian | ||||||||
| 6102 Queensloch Drive | Houston | TX | 77096 | Treasurer | 2.00 | $3,200 | $0 | $0 |
| Dr Robert Prangle | ||||||||
| 13310 Beamer Rd Suite G | Houston | TX | 77089 | Secretary | 1.00 | $3,200 | $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 | $520,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $552,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $552,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $544,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $27,217 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,217 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $955,968 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $955,968 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $955,968 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,217 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $955,968 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $928,751 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,072,843 | 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 | $1,072,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $32,286 | ExcessFromYear2Amt |
| Excess From Year1 | $111,806 | ExcessFromYear1Amt |
| Excess From Current Year | $928,751 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| Grant Committee CO Dr David Armbrus | |||||||
| 3322 E Walnut - Suite 105 | Pearland | TX | 77581 | 2814853226 | Evidence of enrollment in a College of Osteopathic Medicine. | None | Seee 2(B) - Students at Texas College of Osteopathic Medicine and licensed physicians enarolled |
| Dr David Armbruster | |||||||
| 3322 E Walnut - Suite 105 | Pearland | TX | 77581 | 2814853226 | Medicine with pertinent biographical, Educational, and Financial information on the applicant. | Part-Doctoral courses of instruction in qualified 501 (C) (3) entities. | |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of North Texas | ||||||
| 3500 Bowie Blvd | Fort Worth | TX | 76107 | 501(c)(3) | Educational | $200,000 |
| Kansas City University | ||||||
| of Medicine Biosciences | Kansas City | MO | 64106 | 501(c) (3) | Educational | $200,000 |
| A T Still University | ||||||
| 800 W Jefferson | Kirksville | MO | 63501 | 501(c) (3) | Educational | $200,000 |
| University of Incarnate Word | ||||||
| 4301 Broadway - CPO121 | San Antonio | TX | 78209 | 501(c) (3) | Educational | $250,000 |
| Sam Houston State University | ||||||
| SHSU Box 2537 | Huntsville | TX | 78209 | 501(c) (3) | Educational | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $950,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $24,263 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,263 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,263 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 14 | LineNumberTxt |
| Relationship Statement | This income provided the funds to continue the foundations purpose | RelationshipStatementTxt |
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 | Cecil W. Griffin CPA Financial Statements & Tax Returns | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MacNaughton & Knoblesdorff General Legal Counsel & Consultation | CategoryTxt |
| Legal Fees | $1,088 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,088 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $1,720 | $1,720 | |
| Office and Other | $743 | $743 | |
| Meetings Expense | $1,760 | $880 | $880 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Gain On Investments | Desc |
| Amt | $2,240 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Merrill Lynch Investment Fees | $7,954 | $7,954 |
| Accumus Advisors Investment Fees | $9,159 | $9,159 |
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