TAU TRUSTEES EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: TAU TRUSTEES EDUCATIONAL FOUNDATION INC (EIN 75-1886641)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-13
IRS object ID: 201823179349101987
Schema version: 2017v2.2
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-13T15:09:44-08:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2017-01-01	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	8173487508	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 SHARPE	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	8173487508	PhoneNum
Signature	2018-05-10	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	T FIELD LANGE CPA	PreparerPersonNm
PTIN	P00174565	PTIN
Phone	8173353800	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.32.240.211	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-13	IPDt
IP Tm	15:09:40	IPTm
IP Timezone	PS	IPTimezoneCd
Federal Original Submission Id	75290220183170157mi4	FederalOriginalSubmissionId
Federal Original Submission Id	2018-11-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	FD40EC3DFB96E6C8D86799329246487ABDBDD0E7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FED34FE5DFD16E70A38229B89B4C50FBDC9DD0DB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	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	$1,631,970	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	$60,950	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$131	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$131	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$131	InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$61,081	TotalRevAndExpnssAmt
Total Net Invst Incm	$131	TotalNetInvstIncmAmt
Total Adj Net Incm	$131	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$3,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$3,300	AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss	$5	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$5	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$3,305	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,305	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$3,305	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$198,325	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$48,325	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$201,630	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,305	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$3,305	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$48,325	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$140,549	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$278,761	CashBOYAmt
Cash EOY	$288,212	CashEOYAmt
Cash EOYFMV	$288,212	CashEOYFMVAmt
Acct Rcvbl	$2,500	AcctRcvblAmt
Acct Rcvbl BOY	$2,500	AcctRcvblBOYAmt
Acct Rcvbl EOY	$2,500	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$2,500	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl BOY	$1,491,258	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$1,341,258	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$1,341,258	OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY	$1,772,519	TotalAssetsBOYAmt
Total Assets EOY	$1,631,970	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,631,970	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$1,772,519	CapitalStockBOYAmt
Capital Stock EOY	$1,631,970	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,772,519	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,631,970	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,772,519	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,631,970	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,772,519	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$140,549	ExcessRevenueOverExpensesAmt
Subtotal	$1,631,970	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,631,970	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$47,775	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$260,165	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.183633	DistributionYr1Rt
Net Vl Noncharitable Assets Yr2	$185,642	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$72,425	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$133,692	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.541730	DistributionYr3Rt
Net Vl Noncharitable Assets Yr4	$127,939	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$39,725	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$96,661	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.410972	DistributionYr5Rt
Total Distribution	1.136335	TotalDistributionRt
Average Distribution	0.227267	AverageDistributionRt
Net Vl Noncharitable Assets	$272,790	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$61,996	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$61,996	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$48,325	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
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
4200 Montrose Blvd Suite 480	Houston	TX	77006	President	0.25	$0	$0	$0
JOHN R WARREN JR
PO Box 5723	Austin	TX	78763	Vice-President	0.25	$0	$0	$0
MICHAEL B SHARPE
6320 Southern Hills Dr	Fort Worth	TX	76132	Secretary/Treasurer	0.25	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$276,944	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$276,944	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$276,944	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,154	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$272,790	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$13,640	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$13,640	MinimumInvestmentReturnAmt
Distributable Before Adj	$13,640	DistributableBeforeAdjAmt
Distributable Before Ded	$13,640	DistributableBeforeDedAmt
Distributable As Adjusted	$13,640	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$48,325	ExpensesAndContributionsAmt
Qualifying Distributions	$48,325	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$48,325	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,640	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$39,384	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$47,775	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$87,159	TotalExcessDistributionCyovAmt
Qualifying Distributions	$48,325	QualifyingDistributionsAmt
Remaining Distri From Corpus	$48,325	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$13,640	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$13,640	ExcessDistributionCyovAppCYAmt
Total Corpus	$121,844	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$121,844	ExcessDistriCyovToNextYrAmt
Excess From Year3	$25,744	ExcessFromYear3Amt
Excess From Year1	$47,775	ExcessFromYear1Amt
Excess From Current Year	$48,325	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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MICHAEL SWAYNE
3834 Village Oaks Dr	Kingwood	TX	77339	I	Scholarship	$4,000
CHAD BALDWIN
6902 Vista Willow Dr	Dallas	TX	75248	I	Scholarship	$4,000
JOSHUA NOTARI
135 Fuller Lane	Winnetka	IL	60093	I	Scholarship	$4,000
JOHN URMIN
1304 Lakeview Dr	Celina	TX	75009	I	Scholarship	$2,250
CONNOR RAMBIN
3624 Marquette St	Dallas	TX	75225	I	Scholarship	$2,250
BEN SARVADI
20 Village Oaks Lane	Houston	TX	77055	I	Scholarship	$2,250
SCOTT DICKEY
405 Bayou Vista	Southlake	TX	76092	I	Scholarship	$1,125
CY OBERT
3901 Mirarmar Ave	Dallas	TX	75205	I	Scholarship	$1,125
ETHAN BEASLEY
3249 Greenbrier Dr	Dallas	TX	75225	I	Scholarship	$1,000
MATTHEW BERTINI
4707 Caduceus Pl	Galveston	TX	77551	I	Scholarship	$450
TRASK DIX
2724 Maple Springs Blvd	Dallas	TX	75235	I	Scholarship	$1,000
RYAN STANTON
3301 Buckethorn Ct	Dallas	TX	75044	I	Scholarship	$1,000
WES DOOLEY
702 Piney Ridge Dr	Friendswood	TX	77546	I	Scholarship	$900
VINCENT SALDANA
5415 Sycamore Creek Dr	Kingswood	TX	77345	I	Scholarship	$900
DAVID MALAVE
22230 Midbury	San Antonio	TX	78259	I	Scholarship	$800
DARYA MOLAVI
11915 Broken Bough Dr	Houston	TX	77024	I	Scholarship	$675
EDWARD TOOHEY
4221 Lomo Alto Court	Dallas	TX	75219	I	Scholarship	$1,000
CONNOR RENNICK
811 Vinecrest Lane	Richardson	TX	75080	I	Scholarship	$1,000
JOHN ELDER
2505 Longview St	Austin	TX	78705	I	Scholarship	$1,000
ERIC NICHOLS
6856 Mossvine Circle	Dallas	TX	75245	I	Scholarship	$1,000
JOHN GENTEMPO
5911 Valkeith Dr	Houston	TX	77096	I	Scholarship	$1,000
SAM VEATCH
1110 Pueblo Dr	Richardson	TX	75080	I	Scholarship	$2,250
TOMMY PRICE
420 Highland Oaks Circle	Southlake	TX	76092	I	Scholarship	$2,250
KEVIN TOVSON
623 Beal Lane	Coppell	TX	75019	I	Scholarship	$2,250
DAVID JESSEY
3 Monarch Way	Lincoln	RI	02865	I	Scholarship	$1,375
MARK KILDAY
7015 Glenwood Dr	Sugar Land	TX	77479	I	Scholarship	$1,375
NICO BIANCHI
601 Hackberry Ridge Dr	McKinney	TX	75070	I	Scholarship	$1,375
WILL COOK
3389 Foxfire Ln	Southlake	TX	76092	I	Scholarship	$1,125
MATTHEW ANDERSON
350 Catalina Pl	Corpus Christi	TX	78411	I	Scholarship	$625
DREW VAN NORMAN
611 Hunters Grove Lane	Houston	TX	77024	I	Scholarship	$625
ETHAN BEASLEY
3249 Greenbrier Dr	Dallas	TX	75225	I	Scholarship	$1,000
BEN SARVADI
20 Village Oaks Lane	Houston	TX	77055	I	Scholarship	$675
CHAS GOLSON
101 Vale Street	Austin	TX	78746	I	Scholarship	$675
Texas Kappa Sigma Educational Foundation Inc
PO Box 470061	Fort Worth	TX	76147	NC	PurposesEducational	$150,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$198,325	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$131	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$131	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$131	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	$1,341,258	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
Greater Houston Community Foundation
1	5120 Woodway Dr Ste 6000	Houston	TX	77056	$30,000	Yes (X)
KIP SOWDEN
2	4245 N Central Expressway Ste 420	Dallas	TX	75205	$10,000	Yes (X)
WEBB SOWDEN
3	4245 Westway Ave	Dallas	TX	75205	$10,000	Yes (X)
North Texas Community Foundation
4	306 W 7th St Suite 1045	Fort Worth	TX	76102	$7,500	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Lange & Associates, PC Bookkeeping & Tax Preparation	CategoryTxt
Amt	$3,300	Amt
Net Investment Income	$3,300	NetInvestmentIncomeAmt
Adjusted Net Income	$3,300	AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Bank Charges	Desc
Revenue And Expenses Per Books	$5	RevenueAndExpensesPerBooksAmt
Net Investment Income	$5	NetInvestmentIncomeAmt
Adjusted Net Income	$5	AdjustedNetIncomeAmt

TAU TRUSTEES EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (4 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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