FOUR LEE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FOUR LEE FOUNDATION (EIN 47-2055080)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-29
IRS object ID
201913029349100121
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)
Return2019-10-29T19:50:54-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 Post Oak Blvd Ste 1500AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472055080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Four Lee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLON L ARMSTRONGInCareOfNm
Business Name ControlFOURBusinessNameControlTxt
Phone7139934075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 Post Oak Parkway Ste 2600-FOAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY L ARMSTRONGPersonNm
Person TitlePresidentPersonTitleTxt
Phone7134994600PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn W SteffesPreparerPersonNm
PTINP00186434PTIN
Phone7134994600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id76915820193025000006FederalOriginalSubmissionId
Federal Original Submission Id2019-10-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id98165EB03EC5112B1836F2786C2EFB28538CB06EAtSubmissionCreationDeviceId
At Submission Filing Device IdBDE6419D18BA3C0C81814895B01C6259835EC20CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,045,200FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,505,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$439,554DividendsRevAndExpnssAmt
Dividends Net Invst Incm$439,554DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,944,554TotalRevAndExpnssAmt
Total Net Invst Incm$439,554TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$12,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$12,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$89,904OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,904OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$17,523TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,523TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$119,527TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$104,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$692,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$692,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$812,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$104,427TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$704,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,132,527ExcessRevenueOverExpensesAmt
Net Investment Income$335,127NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$927,760SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$835,409SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$835,409SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,919,106CorporateStockBOYAmt
Corporate Stock EOY$23,884,524CorporateStockEOYAmt
Corporate Stock EOYFMV$24,209,791CorporateStockEOYFMVAmt
Total Assets BOY$16,846,866TotalAssetsBOYAmt
Total Assets EOY$24,719,933TotalAssetsEOYAmt
Total Assets EOYFMV$25,045,200TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$16,846,866RetainedEarningBOYAmt
Retained Earning EOY$24,719,933RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,846,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,719,933TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,846,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,719,933TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,846,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,132,527ExcessRevenueOverExpensesAmt
Subtotal$24,979,393SubtotalAmt
Other Decreases$259,460OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,719,933TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$642,466AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,195,504NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035309DistributionYr1Rt
Adjusted Qlfy Distri Yr2$431,499AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,386,096NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034837DistributionYr2Rt
Adjusted Qlfy Distri Yr3$218,347AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,782,537NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045655DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$696,239NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Total Distribution0.115801TotalDistributionRt
Average Distribution0.02895AverageDistributionRt
Net Vl Noncharitable Assets$21,159,520NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$612,568AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,351NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$615,919AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$704,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,351InvestmentIncomeExciseTaxAmt
Subtotal$3,351SubtotalAmt
Tax Based On Investment Income$3,351TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,607EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,607TotalPaymentsAndCreditsAmt
Overpayment$3,256OverpaymentAmt
Applied To ES Tax$3,256AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TYLON L ARMSTRONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7139934075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14400 POST OAK PARKWAY STE 2600-FOAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
GREGORY L ARMSTRONG
4400 Post Oak Parkway Ste 2600-FOHoustonTX77027PRESIDENT1.0$0$0$0
MELINDA L ARMSTRONG
4400 Post Oak Parkway Ste 2600-FOHoustonTX77027V.P./SECRETARY1.0$0$0$0
TYLON L ARMSTRONG
4400 Post Oak Parkway Ste 2600-FOHoustonTX77027TREASURER1.0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM RELATED INVESTMENTSDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,739,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$742,251AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,481,746TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,481,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$322,226CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,159,520NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,057,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,057,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,351TaxBasedOnInvestmentIncomeAmt
Total Tax$3,351TotalTaxAmt
Distributable Before Adj$1,054,625DistributableBeforeAdjAmt
Distributable Before Ded$1,054,625DistributableBeforeDedAmt
Distributable As Adjusted$1,054,625DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$704,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$704,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,351PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$701,249AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,054,625DistributableAsAdjustedAmt
Undistributed Income PY$449,119UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$704,600QualifyingDistributionsAmt
Applied To Year1$449,119AppliedToYear1Amt
Applied To Current Year$255,481AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$799,144UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREG AND MELINDA ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONEPCCHARITABLE$10,000
UNITED WAY
PO BOX 3247HOUSTONTX77253NONEPCCHARITABLE$75,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD SUITE 200BETHESDAMD20814NONEPCCHARITABLE$45,000
LEGIONARIES OF CHRIST
30 MANSELL CT STE 103ROSWELLGA300761580NONEPCCHARITABLE$105,000
SMALL STEPS NUTURING CENTER
1709 DEPELCHINHOUSTONTX77007NONEPCCHARITABLE$20,000
THE CENTER FOR HEARING AND SPEECH
3636 WEST DALLASHOUSTONTX77019NONEPCCHARITABLE$10,000
DALLAS CASA
2757 Swiss AvenueDallasTX75204NONEPCCHARITABLE$12,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 Third AvenueNew YorkNY10017NONEPCCHARITABLE$260,0003rd Floor
THE COUNCIL ON RECOVERY
303 Jackson Hill StreetHoustonTX77007NONEPCCHARITABLE$60,000
Junior Achievement of Southeast Texas
2115 E Governors CircleHoustonTX77092NONEPCCHARITABLE$25,000
Alley Theatre
615 Texas AvenueHoustonTX77002NONEPCCHARITABLE$12,500
Houston Arboretum & Nature Center
4501 WoodwayHOUSTONTX77024NONEPCCHARITABLE$10,000
Sam Houston Area Council Boy Scouts of America
2225 North Loop WestHOUSTONTX77008NONEPCCHARITABLE$10,000
Youth Development Center Inc
7725 Sandra StreetHOUSTONTX77016NONEEOFCHARITABLE$10,000
Texas Business Hall of Fame Foundation
4550 POST OAK PLACEDR STE 342HOUSTONTX77027NONEPCCHARITABLE$12,500
NO BARRIERS USA
224 Canyon Avenue Suite 207Fort CollinsCO80521NONEPCCHARITABLE$5,000
Houston Achievement Place
245 West 17th StreetHOUSTONTX77008NONEPCCHARITABLE$5,000
FIRST BAPTIST CHURCH - WYLIE
100 N 1stWYLIETX75098NONEPCCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$692,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$439,554ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$439,554ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,554TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGREG AND MELINDA ARMSTRONGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111511 MEMORIAL DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$8,505,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property350,000 SHARES OF PLAINS GP HLDGS LTDNoncashPropertyDesc
Fair Market Value$8,505,000FairMarketValueAmt
Received2018-09-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,100Amt
Disbursements Charitable Prps$12,100DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
7500 SHS CAMPBELL SOUP CO$387,917$247,425
6000 SHS PROCTER & GAMBLE CO$507,473$551,520
7000 SHS CHEVRON CORP$692,270$761,530
6400 SHS CONOCOPHILLIPS$336,516$399,040
9840 SHS ENBRIDGE INC$303,714$305,827
9500 SHS EXXON MOBIL CORP$825,550$647,805
5000 SHS JOHNSON AND JOHNSON$507,080$645,250
15,000 SHS PFIZER INC$467,442$654,750
6000 SHS OGE ENERGY CORP$199,320$235,140
6000 SHS ONEOK INC COM$248,876$323,700
5000 SHS SOUTHERN COMPANY$239,250$219,600
5000 SHS DISNEY WALT CO$485,560$548,250
4000 SHS MCDONALDS CORP$464,785$710,280
8000 SHS NIKE INC CL B$432,554$593,120
6000 SHS COLGATE-PALMOLIVE CO$428,344$357,120
12,000 SHS COCA COLA CO$522,756$568,200
7500 SHS GENERAL MILLS INC$500,427$292,050
7000 SHS NESTLE S A SPONSORED$487,859$566,650
5000 SHS PEPSICO INC$533,159$552,400
11,500 SHS UNILEVER N V$533,950$618,700
6000 SHS WAL-MART STORES$379,801$558,900
46 SHS CALIFORNIA RES CORP$484$784
7000 SHS OCCIDENTAL PETROLEUM$421,556$429,660
482,552 SHS PLAINS GP HLDGS$10,969,036$9,699,295
6000 SHS SCHLUMBERGER LTD$381,205$216,480
7000 SHS ELI LILLY & CO$559,214$810,040
3000 SHS 3M CO$417,582$571,620
5000 SHS APPLE INC$492,507$788,700
1500 SHS BIOGEN INC$383,183$451,380
5500 SHS MERCK & CO INC$349,795$420,255
4000 SHS TOYOTA MOTOR CORP$425,359$464,320

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS DIFFERENCE ON DONATED STOCK$258,476
OTHER COST BASIS ADJUSTMENTS$984

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$89,904Amt
Net Investment Income$89,904NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$14,523$14,523
EXCISE TAX$3,000

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