TAU TRUSTEES EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAU TRUSTEES EDUCATIONAL FOUNDATION INC (EIN 75-1886641)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349104540
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:43:48-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752858189 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lange & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 Ridglea Place Suite 500 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751886641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tau Trustees Educational Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAUT | BusinessNameControlTxt |
| Phone | 8174221108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Preston Avenue | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael B Sharpe | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 8174221108 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melanie D Henshaw CPA | PreparerPersonNm |
| PTIN | P00495265 | PTIN |
| Phone | 8173353800 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $419,507 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,232 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,873 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,596 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $19,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,140 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $153 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,791 | CashBOYAmt |
| Cash EOY | $60,955 | CashEOYAmt |
| Cash EOYFMV | $60,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $164,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,294 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $441,258 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $291,258 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $291,258 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $620,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $419,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $419,507 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $620,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $419,507 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $419,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $419,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,542 | ExcessRevenueOverExpensesAmt |
| Subtotal | $419,507 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $419,507 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Michael Sharpe | IndividualWithBooksNm |
| Phone | 8173487508 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 Southern Hills Dr | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76132 | 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 | Yes (true) | 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 |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robert T Sabom | ||||||||
| 3939 West Alabama Street 543 | Houston | TX | 77027 | President | 0.10 | $0 | $0 | $0 |
| John R Warren Jr | ||||||||
| PO Box 5723 | Austin | TX | 78763 | Vice-President | 0.20 | $0 | $0 | $0 |
| Michael B Sharpe | ||||||||
| 6320 Southern Hills Dr | Fort Worth | TX | 76132 | Secretary/Treasurer | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $502,987 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $596,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $596,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $587,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $29,374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,374 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $251,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,950 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $66,950 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,374 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,374 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $289,276 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $289,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,376 | ExcessFromYear4Amt |
| Excess From Year3 | $49,250 | ExcessFromYear3Amt |
| Excess From Year2 | $42,500 | ExcessFromYear2Amt |
| Excess From Year1 | $111,200 | ExcessFromYear1Amt |
| Excess From Current Year | $66,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Texas Kappa Sigma Educational Foundation Inc | ||||||
| PO Box 470061 | Fort Worth | TX | 76147 | NC | EducationalPurposes | $150,000 |
| Aam Ageeb | ||||||
| 2414 Longview St | Austin | TX | 78705 | I | Scholarship | $3,000 |
| Luke Alexander | ||||||
| 3734 Ella Lee Lane | Houston | TX | 77027 | I | Scholarship | $250 |
| Joe Annoura | ||||||
| 3910 Canyon Blufff Court | Clear Lake | TX | 77059 | I | Scholarship | $250 |
| Chris Aubin | ||||||
| 932 Navidad St | Bryan | TX | 77801 | I | Scholarship | $750 |
| Mitchell Bird | ||||||
| 3613 Delaney Dr | Fort Worth | TX | 76244 | I | Scholarship | $250 |
| William Blount | ||||||
| 917 Hampton Manor Way | Southlake | TX | 76092 | I | Scholarship | $2,000 |
| Will Bone | ||||||
| 1530 Longacre Dr | Houston | TX | 77055 | I | Scholarship | $250 |
| Wilson Brizzi | ||||||
| 2621 Argyle Ln | Trophy Club | TX | 76262 | I | Scholarship | $1,000 |
| Blake Burkhart | ||||||
| 4911 Elm St | Bellaire | TX | 77401 | I | Scholarship | $750 |
| Chris Curran | ||||||
| 15719 Sylvan Lake Drive | Houston | TX | 77062 | I | Scholarship | $250 |
| Swagat Das | ||||||
| 608 Garner Park Drive | Georgetown | TX | 78628 | I | Scholarship | $2,000 |
| Brenden Debergh | ||||||
| 11375 Frontier Drive | Frisco | TX | 75033 | I | Scholarship | $250 |
| Stefan Diaz | ||||||
| 6717 West County Rd 48 | Midland | TX | 79707 | I | Scholarship | $500 |
| Wyatt Freeman | ||||||
| 3656 Stratford Ave | Dallas | TX | 75205 | I | Scholarship | $500 |
| Joseph Fulp | ||||||
| 426 Blackstone Ct | Walnut Creek | CA | 94598 | I | Scholarship | $1,750 |
| Scott Gafka | ||||||
| 4506 Noble Sage Ct | Houston | TX | 77059 | I | Scholarship | $500 |
| Will Gallagher | ||||||
| 2404 Glasgow Dr | Trophy Club | TX | 76262 | I | Scholarship | $3,500 |
| Tommy Gentempo | ||||||
| 5911 Valkeith Dr | Houston | TX | 77096 | I | Scholarship | $2,000 |
| Larry Godfrey | ||||||
| 7603 Rainbow Bend Drive | Pasadena | TX | 77505 | I | Scholarship | $1,000 |
| James Henehan | ||||||
| 8513 Merlin Drive | Houston | TX | 77055 | I | Scholarship | $1,750 |
| Donny Ho | ||||||
| 14202 Breeland Park Court | Sugar Land | TX | 77498 | I | Scholarship | $250 |
| Lucas Hubbard | ||||||
| 6031 Plainview Rd | Midlothian | TX | 76065 | I | Scholarship | $750 |
| Branton Huffman | ||||||
| 2840 Skinner Rd | Midlothian | TX | 76065 | I | Scholarship | $1,250 |
| Richard Jacky | ||||||
| 5622 Saint Paul Street | Bellaire | TX | 77401 | I | Scholarship | $500 |
| Ryan Jinnette | ||||||
| 4707 Shetland Lane | Houston | TX | 77027 | I | Scholarship | $5,500 |
| Caden Jones | ||||||
| 6008 Brookhill Lane | Frisco | TX | 75034 | I | Scholarship | $750 |
| Owen Kelly | ||||||
| 2723 Morganfair Ln | Katy | TX | 77450 | I | Scholarship | $500 |
| Trent Kinder | ||||||
| 3601 Euclid Ave | Dallas | TX | 75205 | I | Scholarship | $500 |
| Sam Kosieja | ||||||
| 11 Mellowwood Place | The Woodlands | TX | 77381 | I | Scholarship | $750 |
| George Lyke | ||||||
| 4452 Mockingbird Parkway | Dallas | TX | 75205 | I | Scholarship | $6,700 |
| Parker Lynch | ||||||
| 8213 Alophia Dr | Austin | TX | 78739 | I | Scholarship | $750 |
| Constatine Mathews | ||||||
| 634 Hunters Grove | Houston | TX | 77024 | I | Scholarship | $250 |
| Nick Moffatt | ||||||
| 435 Creek Rd | Carlisle | PA | 17013 | I | Scholarship | $1,250 |
| Brian Muller | ||||||
| 9002 Crighton Crossing Dr | Conroe | TX | 77302 | I | Scholarship | $750 |
| Matthew Narez | ||||||
| 309 Clear Haven Dr | Coppell | TX | 75019 | I | Scholarship | $1,500 |
| Charlie Nedwed | ||||||
| 10718 Bayou Glen | Houston | TX | 77042 | I | Scholarship | $250 |
| Joncarlo Ortiz | ||||||
| 603 W 8th St | Weslaco | TX | 78596 | I | Scholarship | $1,500 |
| Jaiden Patel | ||||||
| 806 Pennsylvania Ave | Kennedale | TX | 76060 | I | Scholarship | $250 |
| Riley Payne | ||||||
| 12001 Bryony Dr | Austin | TX | 78739 | I | Scholarship | $500 |
| Reinaldo Perera | ||||||
| 72 Ash Juniper Way | Magnolia | TX | 77354 | I | Scholarship | $1,250 |
| Sabastian Perez | ||||||
| 6300 Franklin Red Re | El Paso | TX | 79912 | I | Scholarship | $2,500 |
| Michael Roa | ||||||
| 11 Mott Ln | Houston | TX | 77024 | I | Scholarship | $500 |
| Zander Rogiers | ||||||
| 11168 Blackhawk Dr | Frisco | TX | 75033 | I | Scholarship | $2,500 |
| Michael Schultze | ||||||
| 15509 Burwood Ct | Roanoke | TX | 76262 | I | Scholarship | $1,500 |
| Stewart Scott | ||||||
| 4305 Grassmere Lane | Dallas | TX | 75205 | I | Scholarship | $250 |
| Mathis Spannuet | ||||||
| 5450 South Broadwing Way | Boise | ID | 83716 | I | Scholarship | $1,250 |
| Colton Stark | ||||||
| 1225 Co Rd 154 | Georgetown | TX | 78626 | I | Scholarship | $1,500 |
| Jack Stone | ||||||
| 1808 Lexington St | Houston | TX | 77098 | I | Scholarship | $750 |
| Adrian Sydor | ||||||
| 11574 Bermuda Way | Frisco | TX | 75033 | I | Scholarship | $1,500 |
| Billy Thackston | ||||||
| 1250 Dover Creek Lane | Manakin Sobot | VA | 23103 | I | Scholarship | $4,500 |
| Fayette Thackston | ||||||
| 1250 Dover Creek Lane | Manakin Sabot | VA | 23103 | I | Scholarship | $250 |
| Ethan Tran | ||||||
| 8269 Park Place Blvd | Houston | TX | 77017 | I | Scholarship | $750 |
| Kai Weaver | ||||||
| 1704 Aden Dr | Houston | TX | 77003 | I | Scholarship | $750 |
| Drake Young | ||||||
| 10027 Candlewood Dr | Houston | TX | 77042 | I | Scholarship | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,873 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,469 | 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 | Yes (true) | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(5) | LineNumberTxt |
| Involved | $291,258 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Kappa Sigma Educational Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | Loan for Construction Activities | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| Kappa Sigma Fraternity | |
| 501(c)7 | Historical but no common ownership |
| Texas Kappa Sigma Educational Foundation Inc | |
| 501(c)7 | Common Members on Board of Trustees |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Lange and Associates, PC Bookkeeping & Tax Preparation | CategoryTxt |
| Amt | $3,140 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank Charges | CategoryTxt |
| Amt | $153 | Amt |
Comments