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JAMES & MARGARET EARTHMAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JAMES & MARGARET EARTHMAN FOUNDATION INC (EIN 76-0487098)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-29
IRS object ID
201911199349100566
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

FieldValueIRS element (for citing)
Return2019-04-29T12:00:34-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832933734PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEAD MAXWELL & MCKENNA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 MARKET ST STE 401AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760487098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND MARGARET EARTHMANBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone4097711321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES B EARTHMAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4097711321PhoneNum
Signature2019-04-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY D MAXWELL JRPreparerPersonNm
PTINP00627267PTIN
Phone4097636479PhoneNum
Preparation2019-04-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.148.247.65IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm12:00:34IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id378F613000319C0BEA388E048F754F015A67F5A1AtSubmissionCreationDeviceId
At Submission Filing Device Id378F613000319C0BEA388E048F754F015A67F5A1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$369,926FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$951InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$951InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,417DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,417DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,630NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$403GrossSalesPriceAmt
Total Rev And Expnss$1,738TotalRevAndExpnssAmt
Total Net Invst Incm$7,368TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$216TaxesRevAndExpnssAmt
Taxes Net Invst Incm$147TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$716TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,030ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,030ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,280TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,008ExcessRevenueOverExpensesAmt
Net Investment Income$6,971NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54CashBOYAmt
Sav And Temp Cash Invst BOY$137,001SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$120,435SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$120,435SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$153,668CorporateStockBOYAmt
Corporate Stock EOY$162,271CorporateStockEOYAmt
Corporate Stock EOYFMV$249,491CorporateStockEOYFMVAmt
Total Assets BOY$290,723TotalAssetsBOYAmt
Total Assets EOY$282,706TotalAssetsEOYAmt
Total Assets EOYFMV$369,926TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$290,723RetainedEarningBOYAmt
Retained Earning EOY$282,706RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$290,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$282,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$290,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$282,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$290,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,008ExcessRevenueOverExpensesAmt
Subtotal$282,715SubtotalAmt
Other Decreases$9OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$282,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property65 SH HELIX ENERGY SOLUTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-07-27AcquiredDt
Sold2018-04-23SoldDt
Gross Sales Price$403GrossSalesPriceAmt
Cost Or Other Basis$6,033CostOrOtherBasisAmt
Gain Or Loss-$5,630GainOrLossAmt
Gains Minus Excess Or Losses-$5,630GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,630CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,606AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$369,958NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042183DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,425AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$343,672NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.021605DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,604AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$350,478NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053082DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,710AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$384,386NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040870DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,675AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$356,094NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038403DistributionYr5Rt
Total Distribution0.196143TotalDistributionRt
Average Distribution0.039229AverageDistributionRt
Net Vl Noncharitable Assets$381,943NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,983AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$70NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,053AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,280QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$139InvestmentIncomeExciseTaxAmt
Subtotal$139SubtotalAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Tax Due$139TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES B EARTHMAN IIIIndividualWithBooksNm
Phone4097711321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12017UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES B EARTHMAN III
6808 DRIFTWOOD LANEGALVESTONTX77551PRESIDENT1.00$0$0$0
ADDIE EARTHMAN PAPPOUS
22 CEDAR LAWN NORTHGALVESTONTX77551SECRETARY-TR1.00$0$0$0
CYNTHIA WOLMA EARTHMAN
6808 DRIFTWOOD LANEGALVESTONTX77551DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GAVE FINANCIAL ASSISTANCE TO CHARITABLE, RELIGIOUS, CIVIC OR EDUCATIONAL ORGANIZATIONS AND INSTITUTIONS.Description1Txt
Expenses1$9,280Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$261,130AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,629AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$387,759TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$387,759AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$381,943NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,097MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,097MinimumInvestmentReturnAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Total Tax$139TotalTaxAmt
Distributable Before Adj$18,958DistributableBeforeAdjAmt
Distributable Before Ded$18,958DistributableBeforeDedAmt
Distributable As Adjusted$18,958DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,280ExpensesAndContributionsAmt
Qualifying Distributions$9,280QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,280AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,958DistributableAsAdjustedAmt
Undistributed Income PY$14,932UndistributedIncomePYAmt
Qualifying Distributions$9,280QualifyingDistributionsAmt
Applied To Year1$9,280AppliedToYear1Amt
Taxable2$5,652Taxable2Amt
Undistributed Income CY$18,958UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIOCESAN SVC FD-CATHOLIC CHARITIES
P O BOX 4681HOUSTONTX772104681NONEPCFOR OPERATIONS$500
FLATWATER FOUNDATION
411 WEST MONROEAUSTINTX78704NONEPCFOR OPERATIONS$100
GALVESTON HISTORICAL FOUNDATION
P O BOX 149GALVESTONTX77553NONEPCFOR OPERATIONS$1,000
GALVESTON ISLAND HUMANE SOCIETY
6814 BROADWAYGALVESTONTX77554NONEPCFOR OPERATIONS$200
HOLY FAMILY PARISH
1010 35TH STREETGALVESTONTX77550NONEPCFOR OPERATIONS$500
OPPE SCHOOL
2915 81ST STREETGALVESTONTX77554NONEFOR OPERATIONS$75
ORDER OF THE HOLY SEPULCHRE
2001 KIRBY DR 902HOUSTONTX77019NONEPCHOLY LAND$1,200
RONALD MCDONALD HOUSE
301 14TH STREETGALVESTONTX77550NONEPCFOR OPERATIONS$100
ST THOMAS HIGH SCHOOL
4500 MEMORIAL DRHOUSTONTX77007NONEPCFOR OPERATIONS$400
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$1,500
ST VINCENT CHURCH
397 WHITE HALL RDCARBONDALECO81623NONEPCFOR OPERATIONS$200
ST VINCENT'S HOUSE
2817 POSTOFFICE STREETGALVESTONTX77550NONEPCFOR OPERATIONS$100
THE BRYAN MUSEUM
1315 21ST STREETGALVESTONTX77550NONEPCFOR OPERATIONS$2,000
UTMB
301 UNIVERSITY BOULEVARDGALVESTONTX77555NONEGOVFOR OPERATIONS$155
UTMB
P O BOX 660387DALLASTX752669468NONEPCPRESIDENT'S CABINET$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,030TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$951ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,417ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,630ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,738ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,738TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF PREP FEECategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$162,271EOYBookValueAmt
EOYFMV$249,491EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Amt$9Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$69
FOREIGN TAXES ON DIVIDENDS$147$147

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