PARTEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PARTEN FOUNDATION (EIN 74-6043490)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-08-14
- IRS object ID
- 201902279349100605
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T20:24:13-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746043490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Parten Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MR RF PRATKA | InCareOfNm |
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 2818759100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Highland Cross Drive No 100 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RF PRATKA | PersonNm |
| Person Title | Vp-Treasurer | PersonTitleTxt |
| Signature | 2019-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony Gamez | PreparerPersonNm |
| PTIN | P01371590 | PTIN |
| Phone | 7139601706 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.7.148.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 79649420192265000075 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BB68502CE18BE1DADD008D66E65C90626F9AC6D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 111D5E4C3362F4EBE6BB69B7FBFABF4D46D86270 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,966,950 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $786 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,450 | CashBOYAmt |
| Cash EOY | $28,087 | CashEOYAmt |
| Cash EOYFMV | $28,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,638 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,143,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,072,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,920,166 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $596 | OtherAssetsBOYAmt |
| Other Assets EOY | $59 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $59 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,195,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,119,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,966,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,195,116 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,119,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,195,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,119,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,195,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,119,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,195,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,701 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,119,415 | SubtotalAmt |
| Other Decreases | $356 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,119,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES #3584 | P | 2017-09-20 | 2018-07-19 | $29,632 | $37,415 | -$7,783 | -$7,783 |
| UBS FINANCIAL SERVICES #3584 | P | 2003-05-08 | 2018-07-19 | $10,760 | $23,113 | -$12,353 | -$12,353 |
| UBS FINANCIAL SERVICES #3584 | P | 2017-04-18 | 2018-07-19 | $10,097 | $10,242 | -$145 | -$145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,281 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,996 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,891,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,148,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,750,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019141 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,978,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017434 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,914,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013578 | DistributionYr5Rt |
| Total Distribution | 0.086233 | TotalDistributionRt |
| Average Distribution | 0.017247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,895,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,690 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,500 | 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 | $537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $537 | SubtotalAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $596 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $596 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59 | OverpaymentAmt |
| Applied To ES Tax | $59 | 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 |
| 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 | MR RF PRATKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2818759100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HIGHLAND CROSS DRIVE NO 100 | AddressLine1Txt |
| City | houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77073 | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R PARTEN | ||||||||
| 211 Highland Cross Drive No 100 | Houston | TX | 77073 | PRESIDENT-DIRECTOR | 0 | $0 | $0 | $0 |
| R F PRATKA | ||||||||
| 211 Highland Cross Drive No 100 | houston | TX | 77073 | VP,TREAS-DIRECTOR | 0 | $0 | $0 | $0 |
| Virginia Cortinas | ||||||||
| 211 Highland Cross Drive No 100 | houston | TX | 77073 | SECRETARY | 0 | $0 | $0 | $0 |
| john austin parten | ||||||||
| 211 Highland Cross Drive No 100 | houston | TX | 77073 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,876,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,924,254 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,924,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,895,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537 | TotalTaxAmt |
| Distributable Before Adj | $94,233 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,233 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,233 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $106,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,592 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,592 | AppliedToYear1Amt |
| Applied To Current Year | $49,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $44,325 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN R PARTEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Heartspring Foundation | |||||||
| 5215 Main St | Houston | TX | 77002 | n/a | PC | General Support | $40,000 |
| Madison County House of Hope | |||||||
| 901 W Trinity | Madisonville | TX | 778641819 | n/a | PC | General Support | $5,000 |
| Texas Tech Foundation | |||||||
| TEXAS TECH PLAZA PO BOX 45025 | Lubbock | TX | 794095025 | n/a | PC | generaL SUPPORT | $10,000 |
| episcopal theological seminary of the southwest | |||||||
| PO Box 2247 | AUstin | TX | 78788 | n/a | PC | General Support | $6,000 |
| St Agnes Academy | |||||||
| 9000 Bellaire Boulevard | Houston | TX | 77036 | N/A | PC | General Support | $2,500 |
| Strake Jesuit College Prepatory | |||||||
| 8900 Bellaire Boulevard | Houston | TX | 77036 | N/A | PC | General Support | $1,000 |
| Madisonville Cemetery Assoc Inc | |||||||
| PO Box 486 | Madisonville | TX | 77864 | N/A | PC | General Support | $10,000 |
| Hardin Simmons University | |||||||
| BOX 18230 | Abilene | TX | 79698 | N/A | PC | General Support | $2,000 |
| ACLU Foundation of Texas | |||||||
| POBOX 8306 | HOUSTON | TX | 77288 | N/A | General Support | $10,000 | |
| JDRF | |||||||
| 26 Broadway 16th floor | NEW YORK | NY | 10004 | N/A | General Support | $5,000 | |
| St Thomas More Foundation | |||||||
| 450 E Farrel Rd | Lafayette | LA | 70508 | N/A | General Support | $1,000 | |
| The Texas Democracy Foundation | |||||||
| 207 West 7th Street | AUSTIN | TX | 78701 | N/A | General Support | $5,000 | |
| St Stephen 's Episcopal School | |||||||
| 6500 ST STEPHENS DRIVE | AUSTIN | TX | 78746 | N/A | General Support | $1,000 | |
| Houston Public Media Foundation | |||||||
| 4343 ELGIN STREET | HOUSTON | TX | 77204 | N/A | General Support | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,285 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK-UBS | StockNm |
| EOY Book Value | $1,072,275 | EOYBookValueAmt |
| EOYFMV | $1,920,166 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $596 | BOYBookValueAmt |
| EOY Book Value | $59 | EOYBookValueAmt |
| EOYFMV | $59 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL PENALTIES | Desc |
| Amt | $356 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $786 | Amt |
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