SIMON BOLIVAR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIMON BOLIVAR FOUNDATION INC (EIN 20-5787382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-21
- IRS object ID
- 201922949349100217
- 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
- Schedule B
- Accounting Fees Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-21T13:58:08-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205787382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Bolivar Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 8324865562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Larry Elizondo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-10-21 | 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 | 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 | $6,801,364 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000,074 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,962 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | -$49,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$49,361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,954,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$45,399 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $78,885 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $79,478 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,932 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $22,932 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,236 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,393 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $291,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $227,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,185,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,235,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,477,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,462,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,477,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,187,839 | CashBOYAmt |
| Cash EOY | $1,168,273 | CashEOYAmt |
| Cash EOYFMV | $1,168,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $247,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,486 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,167 | AcctRcvblAmt |
| Acct Rcvbl BOY | $148,233 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,167 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,167 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $4,945,025 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $30,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $4,945,025 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $4,945,025 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $624,283 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $400,413 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $400,413 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $67,885 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,305,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,801,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,801,364 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,795 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,265,193 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,285,180 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,271,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,289,975 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,034,376 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,511,389 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,034,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,511,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,305,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,801,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,034,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,477,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,511,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,511,389 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,508,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,293,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.01762 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,248,231 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,734,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.57642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,581,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,221,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.88067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,098,002 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,513,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.39680 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,593,738 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,551,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.54603 | DistributionYr5Rt |
| Total Distribution | 17.417540 | TotalDistributionRt |
| Average Distribution | 3.483508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,283,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,952,884 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,952,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,462,242 | 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 |
| Estimated Plus Ovpmt Incm Tx | $94 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94 | TotalPaymentsAndCreditsAmt |
| Overpayment | $94 | OverpaymentAmt |
| Applied To ES Tax | $94 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| 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 | http://simonbolivarfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Grisell Nouis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8324864007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | VE | ForeignCountryCd |
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 |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alejandro Escarra | ||||||
| PO Box 4689 | Houston | TX | 77210 | Pres/Director | 9.25 | $0 |
| Rafael Gomez | ||||||
| PO Box 4689 | Houston | TX | 77210 | Pres/Director | 0.25 | $0 |
| Theresa Mitchell | ||||||
| PO Box 4689 | Houston | TX | 77210 | Controller | 0.75 | $0 |
| Holly Chastain Nini | ||||||
| PO Box 4689 | Houston | TX | 77210 | Secretary | 3.00 | $0 |
| Julie Okwara | ||||||
| PO Box 4689 | Houston | TX | 77210 | Asst Secretary | 1.50 | $0 |
| Gina Coon | ||||||
| PO Box 4689 | Houston | TX | 77210 | Treasurer | 1.00 | $0 |
| Curtis A Rowe | ||||||
| PO Box 4689 | Houston | TX | 77210 | Asst Treasurer | 0.25 | $0 |
| Justino Salazar | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,317,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,317,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,317,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,283,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,151 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $114,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $296,728 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $410,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,462,242 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,462,242 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,462,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,879 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,416,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,715,562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,163,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,756,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,158,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,210,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,462,242 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,051,363 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,261,441 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,416,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,845,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,715,562 | ExcessFromYear4Amt |
| Excess From Year3 | $13,163,255 | ExcessFromYear3Amt |
| Excess From Year2 | $14,756,862 | ExcessFromYear2Amt |
| Excess From Year1 | $11,158,236 | ExcessFromYear1Amt |
| Excess From Current Year | $12,051,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Larry Elizondo | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway N5108 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8324861925 | RecipientPhoneNum |
| Recipient Email Address | lelizon@citgo.com, mgimene@citgo.com, mgonza6@citgo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Apply by email to one of the above addresses | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Medical grants - see attachment | ||||||||||||
| State and zip code for e-filing | purposes | TX | 77077 | None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $9,656,436 | |||||
| Fundacion Instituto Carabobeno p la | ||||||||||||
| N/A | GOV | Medical supplies | $1,259,445 | Av Lisandro Alvarado Local Ciudad | Valencia | Carabobo | VE | 2003 | ||||
| Hospital Materno Infantil | ||||||||||||
| N/A | PC | Medical supplies | $411,000 | Av La Playa Calle San Bartolome | Macuto | Estado Vargas | VE | |||||
| Hospital Dr Rafael Medina Jimenez | ||||||||||||
| N/A | PC | Medical supplies | $405,055 | Calle Real de Pariata con Calle Mir | Carlos Soublette | Estado Vargas | VE | |||||
| Hosp Card Dr Gilberto Rodriguez Och | ||||||||||||
| N/A | PC | Medical supplies | $3,267 | Final Avenida Teheran Urbanizacion | Juan Pablo II | Montalban | VE | Caracas | ||||
| Harris County Hospital District Fdn | ||||||||||||
| 2525 Holly Hall Suite 292 | Houston | TX | 77054 | N/A | PC | Medical supplies | $100,000 | |||||
| Ann Robert H Lurie Children's Hospi | ||||||||||||
| 225 East Chicago Avenue Box 4 | Chicago | IL | 60611 | N/A | PC | Medical supplies | $100,000 | |||||
| West Calcasieu Cameron Hospital Fdn | ||||||||||||
| 701 East Cypress Street | Sulphur | LA | 70663 | N/A | PC | Medical supplies | $100,000 | |||||
| Mission of Mercy Inc | ||||||||||||
| 2421 Ayers Street | Corpus Christi | TX | 78404 | N/A | PC | Medical supplies | $100,000 | |||||
| St Jude Children's Research Hospita | ||||||||||||
| 1535 West Loop South Side Suite 240 | Houston | TX | 77027 | N/A | PC | Medical supplies | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,235,203 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fundacion Instituto Carabobeno p la | ||||||||||||
| Av Lisandro Alvarado Local Ciudad | Valencia | Carabobo | VE | 2003 | N/A | GOV | Medical supplies | $259,505 | ||||
| Medical grants - see attachment | ||||||||||||
| None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $1,779,126 | State and zip code for e-filing | purposes | TX | 77077 | |||||
| Hospital Materno Infantil | ||||||||||||
| Av La Playa Calle San Bartolome | Macuto | Estado Vargas | VE | N/A | PC | Medical supplies | $1,838 | |||||
| Hospital Dr Rafael Medina Jimenez | ||||||||||||
| Calle Real de Pariata con Calle Mir | Carlos Soublette | Estado Vargas | VE | N/A | PC | Medical supplies | $1,838 | |||||
| Hosp Card Dr Gilberto Rodriguez Och | ||||||||||||
| Final Avenida Teheran Urbanizacion | Juan Pablo II | Montalban | VE | Caracas | N/A | PC | Medical supplies | $14,746 | ||||
| Inst Anzoatiguense Salud - SALUDANZ | ||||||||||||
| Avenida Arginio Gabaldon Sector | Las Colinas | Barcelona | VE | Estado Anzoateg | N/A | PC | Medical supplies | $129,553 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,186,606 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,962 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign exchange loss | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$49,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$45,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$45,399 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CITGO Petroleum Corporation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4689 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit, tax planning & compliance | CategoryTxt |
| Amt | $22,932 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,932 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury RegulationSection 1.6043-3(a)(1) and the Form 990-PF instructions:The Foundation made distributions of cash to the grantees listed in the attachmentto Part XV, Line 3a; each such grant was made solely for the charitable purposelisted on the schedule. During this tax year, the Foundation paid grants in anamount representing more than 25% of the Foundation's net assets of $4,305,844(as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a"substantial contraction," it will continue in existence and has no plans fordissolution. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $78,885 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $79,478 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $1,808 | $1,808 | |
| Fossil replicas disposal | $67,885 | ||
| Hospitality | $374 | $374 | |
| Insurance | $50,631 | $53,915 | |
| Other patient expenses | $2 | $3,854 | |
| Postage & freight | $34,250 | $34,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign exchange loss | Desc |
| Revenue And Expenses Per Books | -$49,361 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$49,361 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administrative services | $35,033 | $0 | $0 | $32,069 |
| Immigration services | $167 | $0 | $0 | $167 |
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