Gillson Longenbaugh Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- Gillson Longenbaugh Foundation (EIN 76-0001952)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-09-30
- IRS object ID
- 201912739349100816
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-30T15:34:45-07:00 | ReturnTs |
| Tax Period End | 2019-05-31 | 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 | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760001952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gillson Longenbaugh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILL | BusinessNameControlTxt |
| Phone | 7136683021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Sage Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence Levy | PersonNm |
| Person Title | Pres/GC/Tr/Dir | PersonTitleTxt |
| Signature | 2019-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| 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 | $37,323,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $301,270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $301,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $560,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $560,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $378,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,930,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $378,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,240,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,240,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,218 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,073 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,145 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,977 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $203,865 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,746 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,632 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,195 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,437 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,353,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,352,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,803,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,551,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,562,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,001,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,063,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,087,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,087,622 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,007,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,432,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,656,889 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,520,584 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,510,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,578,826 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,592,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,029,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,323,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $34,592,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,029,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,592,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,029,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,592,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,029,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,592,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,562,454 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,029,823 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,029,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $18,622,143 | $18,551,656 | $70,487 | $70,487 |
| Capital gain distributions | $777 | $777 | $777 | |
| Security litigation proceeds | $307,240 | $307,240 | $307,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $378,504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,493,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,863,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08344 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,997,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,798,612 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,008,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,613,446 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05201 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,268,507 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,280,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,987,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,661,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04889 | DistributionYr5Rt |
| Total Distribution | 0.316545 | TotalDistributionRt |
| Average Distribution | 0.063309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,528,973 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,502,540 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,015 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,512,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,551,118 | 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 | $10,015 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,015 | SubtotalAmt |
| Tax Based On Investment Income | $10,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $985 | OverpaymentAmt |
| Applied To ES Tax | $985 | 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 | Yes (true) | 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 | Lawrence Levy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136683021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Sage Rd Ste 120 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Lawrence Levy | ||||||
| 2121 Sage Rd Ste 120 | Houston | TX | 77056 | Pres/GC/Tr/Dir | 32.00 | $93,500 |
| Neal R Pellis PhD | ||||||
| 2121 Sage Rd Ste 120 | Houston | TX | 77056 | Sec/SciAdv/Dir | 6.60 | $32,000 |
| EW Ned Torian | ||||||
| 2121 Sage Rd Ste 120 | Houston | TX | 77056 | VP/Dir | 3.00 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S La Salle St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgr | ServiceTypeTxt |
| Compensation | $139,091 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,519,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,611,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,130,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $40,130,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $601,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,528,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,976,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,976,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,015 | TotalTaxAmt |
| Distributable Before Adj | $1,966,434 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,966,434 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,966,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,551,118 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,551,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,015 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,541,103 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,966,434 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,116,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,116,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,551,118 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,966,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,584,684 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,700,849 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,700,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,116,165 | ExcessFromYear1Amt |
| Excess From Current Year | $1,584,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFP Greater Houston Chapter | |||||||
| 4300 Wilson Blvd Ste 300 | Arlington | VA | 22203 | N/A | PC | General support | $1,500 |
| Arc of the Capital Area | |||||||
| 4902 Grover Ave | Austin | TX | 78756 | N/A | PC | General support | $15,000 |
| Baylor College of Medicine | |||||||
| PO Box 4976 MSC 800 | Houston | TX | 77210 | N/A | PC | General support | $207,000 |
| Camp for All Foundaton | |||||||
| 3701 Kirby Dr Ste 570 | Houston | TX | 77098 | N/A | PC | General support | $8,500 |
| Casa de Esperanza de los Ninos Inc | |||||||
| PO Box 66581 | Houston | TX | 77266 | N/A | PC | General support | $20,000 |
| Cystic Fibrosis Foundation | |||||||
| 57 Executive Park S Ste 380 | Atlanta | GA | 30329 | N/A | PC | General support | $10,000 |
| Sight Into Sound | |||||||
| 3935 Essex Lane | Houston | TX | 77027 | N/A | PC | General support | $10,000 |
| Star of Hope Mission | |||||||
| 4848 Loop Central | Houston | TX | 77081 | N/A | PC | General support | $2,500 |
| Texas Childrens Hospital | |||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | David Poplack Research Award | $50,000 |
| Texas Childrens Hospital | |||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | General Support | $172,500 |
| Texas Childrens Hospital | |||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | Lester & Sue Smith Rising Star Research Award | $50,000 |
| Texas Medical Center | |||||||
| 2450 Holcombe Blvd Ste 1 | Houston | TX | 77021 | N/A | PC | General support | $10,000 |
| TIRR Foundation | |||||||
| 4605 Post Oak Place Dr Ste 222 | Houston | TX | 77027 | N/A | PC | Mission Connect program | $165,000 |
| Univ of Texas MD Anderson Cancer Ct | |||||||
| PO Box 4486 | Houston | TX | 77210 | N/A | GOV | Research and clinical studies | $150,000 |
| University of Michigan | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | N/A | GOV | Research and clinical studies | $200,000 |
| University of Texas Health Science | |||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | UT Health's "Association of Dementia and Concussion in Elderly" | $51,425 |
| University of Texas Medical Branch | |||||||
| 301 University Blvd | Galveston | TX | 77555 | N/A | GOV | Research and clinical studies | $225,000 |
| Vanguard Charitable Endowment | |||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | Cancer and other medical research | $2,000,000 |
| Wig Out | |||||||
| 4028 Betsy Ln | Houston | TX | 77027 | N/A | PC | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,353,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,270 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $560,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $378,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,240,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,240,657 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $2,000 | $1,000 | $0 | $1,000 |
| Tax compliance | $6,977 | $3,489 | $0 | $3,488 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See attachment | BondNm |
| EOY Book Value | $6,510,156 | EOYBookValueAmt |
| EOYFMV | $6,578,826 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attachment | StockNm |
| EOY Book Value | $12,432,045 | EOYBookValueAmt |
| EOYFMV | $17,656,889 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dues and subscriptions | $875 | $875 | |
| Insurance | $5,181 | $4,404 | $777 |
| Office expenses | $2,483 | $2,055 | $428 |
| Supplies | $3,889 | $3,306 | $583 |
| Telephone | $2,186 | $1,858 | $328 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $203,865 | Amt |
| Net Investment Income | $203,865 | 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 taxes | $12,134 | |
| Foreign tax | $1,746 | $1,746 |
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