SGL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SGL FOUNDATION (EIN 82-3935582)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102583
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T18:45:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841754005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLRED TAX ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER POINTE DR STE 201 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | 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 | 823935582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SGL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SGLF | BusinessNameControlTxt |
| Phone | 7138978344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER POINTE DR STE 201 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RICHARD RAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813629909 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA N ALLRED | PreparerPersonNm |
| PTIN | P01355019 | PTIN |
| Phone | 7138978344 | PhoneNum |
| 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 | $932,827 | 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 | $470,021 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $470,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $460,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,408 | CashBOYAmt |
| Cash EOY | $33,004 | CashEOYAmt |
| Cash EOYFMV | $33,004 | CashEOYFMVAmt |
| Other Investments BOY | $850,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $850,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $850,204 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $49,619 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,619 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,619 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $908,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $932,827 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,825 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,825 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $908,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $912,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $908,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $912,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $908,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $908,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $912,578 | SubtotalAmt |
| Other Decreases | $576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $912,002 | 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 |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | 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 | ALLRED TAX ADVISORS PLLC | IndividualWithBooksNm |
| Phone | 7138978344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER POINTE DR STE 201 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JAY RICHARD RAY II | ||||||||
| 600 RIVER POINTE DR STE 201 | CONROE | TX | 77304 | PRESIDENT AND TREASURER | 10.00 | $0 | $0 | $0 |
| CARISSA SYD RAY | ||||||||
| 600 RIVER POINTE DR STE 201 | CONROE | TX | 77304 | VICE PRESIDENT AND SECRETA | 5.00 | $0 | $0 | $0 |
| RYLIE HOPE RAY | ||||||||
| 600 RIVER POINTE DR STE 201 | CONROE | TX | 77304 | DIRECTOR | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE GOAL OF THE FOUNDATION IS TO AWARD GRANTS TO NEEDY ORGANIZATIONS OR INVIDUALS IN MONTGOMERY AND HARRIS COUNTY TEXAS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $899,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $938,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,925 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $46,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $460,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $460,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $363,505 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $546,617 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $425,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $238,657 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,958,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $460,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $413,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,371,563 | 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 | $363,505 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,008,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $546,617 | ExcessFromYear4Amt |
| Excess From Year3 | $425,512 | ExcessFromYear3Amt |
| Excess From Year2 | $238,657 | ExcessFromYear2Amt |
| Excess From Year1 | $383,767 | ExcessFromYear1Amt |
| Excess From Current Year | $413,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY RICHARD RAY II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES P DOSSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER POINT DR STE 200 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813629909 | RecipientPhoneNum |
| Form And Info And Materials | FILL IN APPLICATION WHICH CAN BE OBTAINED FROM THE SOURCES LISTED ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOCUSED ON NEEDY INDIVIDUALS OR ORGANIZATIONS LOCATED IN MONTOGOMERY AND HARRIS COUNTIES, TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FINISHING TOUCH MINISTRIES | |||||
| 18836 MIRROR LAKE DR | SPRING | TX | 77388 | SUPPORT LOCAL COMMUNITY | $645 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION | |||||
| 2001 TIMBERLOCK PL | THE WOODLANDS | TX | 77380 | SUPPORT LOCAL COMMUNITY | $15,000 |
| SKY RANCH | |||||
| 24657 COUNTY RD 448 | VAN | TX | 75790 | PROVIDE FELLOWSHIP AND CHRISTIAN EDUCATION TO YOUTH THROUGH SUMMER CAMP EXPERIENCES. | $329,779 |
| YOUTH WITH A MISSION | |||||
| 20131 FM RD 16 | LINDALE | TX | 75771 | PROVIDE EVANGELICAL MINISTRIES THROUGHOUT THE WORLD. | $3,000 |
| ALLIANCE PHARMACY CO | |||||
| 100 DAIGERFIELD ROAD STE 100 | ALEXANDRIA | TX | 22314 | SUPPORT LOCAL PROGRAMS | $10,000 |
| FELLOWSHIP OF MONTGOMERY | |||||
| 12681 FM 149 | MONTGOMERY | TX | 77316 | PROVIDE EVANGELICAL MINISTRIES THROUGHOUT THE WORLD. | $3,000 |
| TRINITY CHISTRIAN SCHOOL FOUNDATION | |||||
| 17001 ADDISON ROAD | ADDISON | TX | 75001 | SUPPORT LOCAL PROGRAMS | $3,000 |
| THRIVE CHURCH | |||||
| 9550 SPRING GREEN BLVD STE 408-246 | KATY | TX | 77494 | PROVIDE EVANGELICAL MINISTRIES THROUGHOUT THE WORLD. | $3,006 |
| FAITH FIGHTING CANCER IN MONTGOMERY COUNTY | |||||
| PO BOX 445 | CONROE | TX | 77305 | PROVIDE HEALTH CARE TO THE COMMUNITY. | $3,000 |
| GENERATION ONE | |||||
| PO BOX 8280 | HOUSTON | TX | 77288 | SUPPORT LOCAL COMMUNITY | $3,000 |
| LUNCHES OF LOVE | |||||
| 1416 RADIO LN | ROSENBERG | TX | 77471 | PROVIDE FOOD THE LOCAL COMMUNITY | $3,000 |
| WORKING RANCH COWBOY ASSOCIATION | |||||
| 408 SW 7TH AVE | AMARILLO | TX | 79101 | SUPPORT LOCAL PROGRAMS | $3,000 |
| MARRIAGE REVOLUTION | |||||
| 25511 BUDDE RD STE 902 | THE WOODLANDS | TX | 77380 | PROVIDE HEALTH CARE TO THE COMMUNITY. | $3,000 |
| NATIONAL COMMUNITY PHARMACIST ASSOCIATION | |||||
| 100 DAIGERFIELD ROAD STE 100 | ALEXANDRIA | TX | 22314 | SUPPORT LOCAL PROGRAMS | $10,000 |
| HANDS OF JUSTICE | |||||
| 9756 S LAKEVIEW MIST CT UNIT A | MONTGOMERY | TX | 77356 | SUPPORT ORPHANS | $3,000 |
| KIDS MEALS INC | |||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | PROVIDE FOOD THE LOCAL COMMUNITY | $3,000 |
| LOVE FOSTERS HOPE | |||||
| 2001 TIMBERLOCK PL STE 500 | THE WOODLANDS | TX | 77380 | SUPPORT ORPHANS | $3,000 |
| ATTACK POVERTY | |||||
| 3727 GREENBRIAR 100 | STAFFORD | TX | 77477 | SUPPORT LOCAL COMMUNITY | $3,000 |
| WAITING IN HOPE MINISTRIES | |||||
| PO BOX 131476 | SPRING | TX | 77393 | PROVIDE EVANGELICAL MINISTRIES THROUGHOUT THE WORLD. | $3,000 |
| SNOWDROP FOUNDATION | |||||
| PO BOX 19808 | HOUSTON | TX | 77224 | SUPPORT LOCAL COMMUNITY | $3,000 |
| CASA CHILD ADVOCATES | |||||
| 505 N MAIN STREET | CONROE | TX | 77301 | SUPPORT LOCAL COMMUNITY | $25,000 |
| JUNIOR LEAGUE HOLIDAY MARKET | |||||
| 8686 NEW TRAILS DR STE 118 | THE WOODLANDS | TX | 77301 | SUPPORT LOCAL COMMUNITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAY RICHARD RAY II | ||||||
| 1 | 600 RIVER POINTE RD STE 201 | CONROE | TX | 77304 | $235,010 | Yes (X) |
| CARISSA CYD RAY | ||||||
| 2 | 600 RIVER POINTE RD STE 201 | CONROE | TX | 77304 | $235,010 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $3,725 | $0 | $0 | $0 |
| BANK FEES | $695 | $0 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN KIH ALPHA | AT COST | $750,204 | $750,204 |
| INVESTMENT IN OTCMEDS | AT COST | $100,000 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BILLINGSLEY AGENCY | Desc |
| BOY Book Value | $49,619 | BOYBookValueAmt |
| EOY Book Value | $49,619 | EOYBookValueAmt |
| EOYFMV | $49,619 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $576 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER EXPENSE | $270 | $0 | $0 | $0 |
| ADVERTISING | $550 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN EXPRESS PAYABLE | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $20,825 | EOYBookValueAmt |
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