SEARING BROWN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEARING BROWN FOUNDATION (EIN 72-1522030)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349103053
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:48:47-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760473687 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVETT TURNER & WYBLE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2032 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77704 | 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 | 721522030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEARING BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAR | BusinessNameControlTxt |
| Phone | 7134641862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14507 TIVOLI DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7134641862 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY A TURNER CPA | PreparerPersonNm |
| PTIN | P00704549 | PTIN |
| Phone | 4098980070 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.89.226.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 12:13:47 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 40FDBDA5A0120FBD1E4D88FD65A5E1E3D6ECE821 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2CBA17855EB4322AE8EE1585313C70CA73D3A901 | 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 | $958,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $901,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,820 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,513 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,003 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,003 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,810 | CashBOYAmt |
| Cash EOY | $47,032 | CashEOYAmt |
| Cash EOYFMV | $47,032 | CashEOYFMVAmt |
| Corporate Stock BOY | $705,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $861,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $911,704 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $286 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $751,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $908,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $958,736 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $876 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,876 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,876 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $750,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $902,733 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $751,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $908,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,171 | OtherIncreasesAmt |
| Subtotal | $902,927 | SubtotalAmt |
| Other Decreases | $194 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $902,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES STRATEGY FUND | P | 2017-10-23 | $4,787 | $5,025 | -$238 | -$238 | |
| CHAMPLAIN MID CAP FUND ADVISOR | P | 2017-01-31 | $1,495 | $1,477 | $18 | $18 | |
| AMERICAN MUTUAL FUND | P | $3,510 | $3,415 | $95 | $95 | ||
| ARTISAN INTERNATIONAL FUND | P | 2017-10-23 | $4,796 | $3,938 | $858 | $858 | |
| BAIRD AGGREGATE BOND FUND | P | 2017-10-23 | $5,879 | $5,798 | $81 | $81 | |
| DODGE & COX INCOME FUND | P | 2017-10-23 | $1,374 | $1,360 | $14 | $14 | |
| EUROPACIFIC GROWTH FUND | P | 2017-10-23 | $3,540 | $3,010 | $530 | $530 | |
| FEDERATED INSTITUTIONAL HIGH YIELD | P | 2017-10-23 | $1,798 | $1,775 | $23 | $23 | |
| HARDING LOWVNER EMERG MKTS PORT FUND | P | 2017-01-31 | $2,118 | $1,895 | $223 | $223 | |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | P | 2017-01-31 | $969 | $954 | $15 | $15 | |
| JP MORGAN US LARGE CAP CORE PLUS FUND | P | 2017-01-31 | $2,443 | $2,402 | $41 | $41 | |
| CLEARBRIDGE DIVIDEND STRATEGY FUND | P | $2,403 | $2,336 | $67 | $67 | ||
| LOOMIS SAYLES GROWTH FUND | P | 2017-01-31 | $730 | $718 | $12 | $12 | |
| MFS RESEARCH FUND | P | $2,805 | $2,718 | $87 | $87 | ||
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2017-10-23 | $7,984 | $7,904 | $80 | $80 | |
| PRUDENTIAL ABSOLUTE RETURN BOND FUND | P | 2017-10-23 | $597 | $585 | $12 | $12 | |
| T. ROWE PRICE SMALL CAP | P | 2017-01-31 | $1,377 | $1,372 | $5 | $5 | |
| VANGUARD INDEX FUNDS S&P 500 | P | 2017-11-14 | $18,637 | $18,659 | -$22 | -$22 | 2017-10-23 |
| WF INTERNATIONAL VALUE FUND | P | 2017-10-23 | $833 | $682 | $151 | $151 | |
| AQR MANAGED FUTURES STRATEGY FUND | P | 2017-10-23 | $17,066 | $20,387 | -$3,321 | -$3,321 | 2016-02-25 |
| CHAMPLAIN MID CAP FUND ADVISOR | P | $39,114 | $27,571 | $11,543 | $11,543 | ||
| AMERICAN MUTUAL FUND | P | $56,609 | $39,424 | $17,185 | $17,185 | ||
| ARTISAN INTERNATIONAL FUND | P | 2017-10-23 | $32,403 | $23,630 | $8,773 | $8,773 | |
| BAIRD AGGREGATE BOND FUND | P | 2017-10-23 | $73,445 | $72,987 | $458 | $458 | |
| DODGE & COX INCOME FUND | P | 2017-10-23 | $46,735 | $43,061 | $3,674 | $3,674 | |
| EUROPACIFIC GROWTH FUND | P | 2017-10-23 | $52,964 | $40,305 | $12,659 | $12,659 | |
| FEDERATED INSTITUTIONAL HIGH YIELD | P | $32,815 | $31,964 | $851 | $851 | ||
| HARDING LOWVNER EMERG MKTS PORT FUND | P | 2017-10-23 | $37,529 | $27,277 | $10,252 | $10,252 | 2016-06-15 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | P | $37,684 | $28,242 | $9,442 | $9,442 | ||
| JP MORGAN US LARGE CAP CORE PLUS FUND | P | $58,136 | $41,421 | $16,715 | $16,715 | ||
| CLEARBRIDGE DIVIDEND STRATEGY FUND | P | $62,719 | $42,443 | $20,276 | $20,276 | ||
| LOOMIS SAYLES GROWTH FUND | P | $61,508 | $33,542 | $27,966 | $27,966 | ||
| MFS RESEARCH FUND | P | 2017-10-23 | $57,202 | $37,055 | $20,147 | $20,147 | 2012-10-10 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | P | 2017-10-23 | $55,019 | $56,052 | -$1,033 | -$1,033 | |
| PRUDENTIAL ABSOLUTE RETURN BOND FUND | P | 2017-10-23 | $23,786 | $23,017 | $769 | $769 | |
| T. ROWE PRICE SMALL CAP | P | $42,745 | $33,429 | $9,316 | $9,316 | ||
| WF INTERNATIONAL VALUE FUND | P | 2017-10-23 | $34,818 | $26,937 | $7,881 | $7,881 | |
| ONEOK PARTNERS, L.P. | P | $10,276 | $58 | $10,218 | $10,218 | ||
| ENBRIDGE ENERGY PARTNERS | P | $764 | -$764 | -$764 | |||
| ENERGY TRANSFER PARTNERS | P | $57 | $57 | $57 | |||
| ENERGY TRANSFER PARTNERS | P | $311 | $311 | $311 | |||
| ENTERPRISE PRODUCTS PARTNERS, L.P. | P | $4 | -$4 | -$4 | |||
| CRESTWOOD EQUITY PARTNERS | P | $117 | $117 | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,540 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $859,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $904,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $933,871 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $887,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $830,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043391 | DistributionYr5Rt |
| Total Distribution | 0.241637 | TotalDistributionRt |
| Average Distribution | 0.048327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $917,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,950 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,003 | 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 | $1,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,727 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT S BROWN | IndividualWithBooksNm |
| Phone | 7134641862 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14507 TIVOLI DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT S BROWN | ||||||||
| 14507 TIVOLI DRIVE | HOUSTON | TX | 77077 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARKELL B ROWE | ||||||||
| 149 ROSSITER STREET | CORPUS CHRISTI | TX | 78411 | TREASURER | 0.00 | $0 | $0 | $0 |
| MELANIE C DAUPHIN | ||||||||
| 14507 TIVOLI DRIVE | HOUSTON | TX | 77077 | SECRETARY | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $882,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $931,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $931,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $917,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,950 | TotalTaxAmt |
| Distributable Before Adj | $43,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,003 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,003 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,950 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,069 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,628 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $559 | ExcessFromYear1Amt |
| Excess From Current Year | $3,069 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN MISSION HEALTHCAR FOUNDATION | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $23,500 |
| CARING FOREVER | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $500 |
| FIRST BAPTIST CHURCH | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3,500 |
| HELPING HANDS | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3,000 |
| JOSHUA FUND | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,000 |
| MDUMC | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $2,000 |
| MISCELLANEOUS PAIDFROM K-1 INVESTMENT | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3 |
| OPERATION HELP A HERO | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| SAMARITAN'S PURSE | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $5,500 |
| SHRINERS HOSPITAL GALVESTON | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| SMU NATATORIUM | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| SUSAN G KOMEN | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $1,000 |
| THE WORLD OUR PARISH | |||||||
| AVAILABLE AT THE OFFICE | HOUSTON | TX | 770797121 | NONE | TAX-EXEMPT 501 (C) 3 | GENERAL DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,003 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,686 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $185,540 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $202,226 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,226 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME PRODUCED FROM INVESTMENTS |
| 8 | INCOME FROM SALE OF ASSETS CONTRIBUTED AND REINVESTED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $861,577 | EOYBookValueAmt |
| EOYFMV | $911,704 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $286 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $194 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | $1,491 | $1,491 | $0 |
| BANK SERVICES CHARGES | $22 | $22 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE INCOME | Desc |
| Amt | $4,171 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SEARING, LTD. | Desc |
| BOY Book Value | $876 | BOYBookValueAmt |
| EOY Book Value | $5,876 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $3,820 | Amt |
| Net Investment Income | $3,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments