BETA

J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349101817
Schema version
2017v2.3
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)
Return2018-11-14T12:45:18-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BLVD SUITE 2400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760535844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J SQUARED FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJSQUBusinessNameControlTxt
Phone7136273303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANE SUITE 400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7136273303PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUBEN RODRIGUEZPreparerPersonNm
PTINP01338769PTIN
Phone7136253500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.171IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm12:44:30IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04D0DDF336503F462E77D688F99C036205BA1C71AtSubmissionCreationDeviceId
At Submission Filing Device Id370690F97BC1DB56094070EF7737BF04FC73BC1FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,230,726FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,104,795ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,288InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,288InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$198,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$198,889DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$879,097NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,377,188GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$879,097CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,195,069TotalRevAndExpnssAmt
Total Net Invst Incm$1,090,274TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,630TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,390TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,061OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,488TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,701TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$372,203ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$372,203ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$392,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,701TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$374,453TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,802,378ExcessRevenueOverExpensesAmt
Net Investment Income$1,076,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$395,611CashBOYAmt
Cash EOY$305,359CashEOYAmt
Cash EOYFMV$305,359CashEOYFMVAmt
Corporate Stock BOY$5,594,152CorporateStockBOYAmt
Corporate Stock EOY$7,500,331CorporateStockEOYAmt
Corporate Stock EOYFMV$10,850,787CorporateStockEOYFMVAmt
Other Investments BOY$88,129OtherInvestmentsBOYAmt
Other Investments EOY$74,580OtherInvestmentsEOYAmt
Other Investments EOYFMV$74,580OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,077,892TotalAssetsBOYAmt
Total Assets EOY$7,880,270TotalAssetsEOYAmt
Total Assets EOYFMV$11,230,726TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,077,892RetainedEarningBOYAmt
Retained Earning EOY$7,880,270RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,077,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,880,270TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,077,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,880,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,077,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,802,378ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,880,270SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,880,270TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$2,368,876$1,498,091$870,785$870,785
CBC PLATFORM CO-INVESTORS II, LP$8,312$8,312$8,312P2016-01-012017-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$879,097CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$302,717AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,434,658NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040717DistributionYr1Rt
Adjusted Qlfy Distri Yr2$253,163AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,723,741NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044230DistributionYr2Rt
Adjusted Qlfy Distri Yr3$171,430AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,242,916NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032697DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,324AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,162,081NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029830DistributionYr4Rt
Adjusted Qlfy Distri Yr5$89,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,966,018NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045523DistributionYr5Rt
Total Distribution0.192997TotalDistributionRt
Average Distribution0.038599AverageDistributionRt
Net Vl Noncharitable Assets$10,587,822NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$408,679AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,766NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$419,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$374,453QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,531InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,531SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,531TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,840EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$54,840TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Overpayment$33,301OverpaymentAmt
Applied To ES Tax$33,301AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN W JOHNSONIndividualWithBooksNm
Phone7136271101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANEAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN K JOHNSON
3900 ESSEX LANEHOUSTONTX77027PRESIDENT2.00$0$0$0
JOHN W JOHNSON
3900 ESSEX LANEHOUSTONTX77027SECRETARY/TREASURER2.00$0$0$0
CHRISTOPHER B JOHNSON
3900 ESSEX LANEHOUSTONTX77027VICE PRESIDENT2.00$0$0$0
KIMBALL MORINIERE
3900 ESSEX LANEHOUSTONTX77027VICE PRESIDENT2.00$0$0$0
RUTH J MILLER
3900 ESSEX LANEHOUSTONTX77027VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,454,594AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,110AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$81,354FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,749,058TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,749,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,236CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,587,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,391MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,391MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,531TaxBasedOnInvestmentIncomeAmt
Total Tax$21,531TotalTaxAmt
Distributable Before Adj$507,860DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$507,860DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$507,860DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$374,453ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$374,453QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$374,453AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$507,860DistributableAsAdjustedAmt
Undistributed Income PY$319,557UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$374,453QualifyingDistributionsAmt
Applied To Year1$319,557AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,896AppliedToCurrentYearAmt
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
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$452,964UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANN K JOHNSONContributingManagerNm
Contributing ManagerJOHN W JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHWAY ACADEMY
6221 MAIN STREETHOUSTONTX77030NONEPCGENERAL SUPPORT$2,500
CAMP ARANZAZU
5420 LOOP 1781ROCKPORTTX78382NONEPCGENERAL SUPPORT$2,500
CHINQUAPIN PREP
2615 E WALLISVILLE RDHIGHLANDSTX77562NONEPCGENERAL SUPPORT$25,000
CONNECT COMMUNITY
6700 BELLAIRE BLVDHOUSTONTX77074NONEPCGENERAL SUPPORT$25,000
DBSA GREATER HOUSTON
PO BOX 27607HOUSTONTX77227NONEPCGENERAL SUPPORT$2,500
HARMON FAMILY FOUNDATION
1806 B NANTUCKET DRHOUSTONTX77057NONEPCGENERAL SUPPORT$5,000
HARMON RECOVERY FOUNDATION
49500 MARNE COURTLA QUINTACA92253NONEPCGENERAL SUPPORT$10,000
HOBBY CENTER FOUNDATION
800 BAGBY SUITE 300HOUSTONTX77002NONEPCGENERAL SUPPORT$4,790
HOLOCAUST MUSEUM HOUSTON
9220 KIRBY SUITE 100HOUSTONTX77054NONEPCGENERAL SUPPORT$2,500
HOUSTON ARBORETUM
4501 WOODWAY DRIVEHOUSTONTX77024NONEPCGENERAL SUPPORT$25,000
KIPP HOUSTON PUBLIC SCHOOLS
10711 KIPP WAYHOUSTONTX77099NONEPCGENERAL SUPPORT$30,000
NEHEMIAH CENTER HOUSTON
5015 FANNINHOUSTONTX77004NONEPCGENERAL SUPPORT$10,000
PEBBLE BEACH COMPANY FOUNDATION
PO BOX 1767PEBBLE BEACHCA93953NONEPCGENERAL SUPPORT$5,000
PROJECT GRAD HOUSTON
3000 RICHMOND AVENUE SUITE 400HOUSTONTX77098NONEPCGENERAL SUPPORT$10,000
SCENIC HOUSTON
5615 KIRBY DRIVE SUITE 645HOUSTONTX77005NONEPCGENERAL SUPPORT$10,000
ST LUKE'S UNITED METHODIST CHURCH
POBOX 22013HOUSTONTX77227NONEPCGENERAL SUPPORT$50,000
STAGES REPERTORY THEATRE
3201 ALLEN PARKWAY SUITE 101HOUSTONTX77019NONEPCGENERAL SUPPORT$25,000
TEACH FOR AMERICA
2 GREENWAY PLAZA 500HOUSTONTX77046NONEPCGENERAL SUPPORT$5,000
TEXAS HEART INSTITUTE
PO BOX 20345HOUSTONTX77225NONEPCGENERAL SUPPORT$10,000
THE 'SCONSET TRUST
POBOX 821SIASCONSETMA02564NONEPCGENERAL SUPPORT$25,000
THE CHURCH OF THE GOOD SHEPHERD
POBOX 32CASHIERSNC28717NONEPCGENERAL SUPPORT$1,000
THE FOUNDATION FOR TEEN HEALTH
2726 BISSONNET ST 240-168HOUSTONTX77005NONEPCGENERAL SUPPORT$2,500
THE HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DRIVEHOUSTONTX77030NONEPCGENERAL SUPPORT$1,513
THE PARISH SCHOOL
11001 HAMMERLY BLVDHOUSTONTX77043NONEPCGENERAL SUPPORT$2,500
THE RISE SCHOOL SUPPORT ORGANIZATION
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEPCGENERAL SUPPORT$2,400
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVEHOUSTONTX77007NONEPCGENERAL SUPPORT$25,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240NONEPCGENERAL SUPPORT$20,000
WILLIAM MARSH RICE UNIVERSITY
POBOX 1892HOUSTONTX77251NONEPCGENERAL SUPPORT$7,500
YES PREP PUBLIC SCHOOLS
5515 SOUTH LOOP EAST SUITE BHOUSTONTX77033NONEPCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$372,203TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,288ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$198,889ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$879,097ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,090,274ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,090,274TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonJOHN AND ANN JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANEAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,104,795TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,000 SHARES OF ECOLAB INC SECURITIESNoncashPropertyDesc
Fair Market Value$1,100,295FairMarketValueAmt
Received2017-02-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSMCategoryTxt
Amt$4,500Amt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS$2,099,026$2,704,822
WUNDERLICH$5,401,305$8,145,965

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCBC/PLATFORM CO-INVESTORS II, LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$74,580BookValueAmt
EOYFMV$74,580EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$9,870$9,870$0
NON-DEDUCTIBLE EXPENSES$1,297$0$0
CBC/PLATFORM CO-INVESTORS II LP$177$177$0
BANK FEES$14$14$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,390$1,390$0
FEDERAL TAX PAYMENTS$3,240$0$0

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