FOUR LEE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FOUR LEE FOUNDATION (EIN 47-2055080)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-01
IRS object ID
201801829349100050
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)
Return2018-07-01T07:40:45-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 Post Oak Blvd Ste 1500AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472055080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Four Lee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLON L ARMSTRONGInCareOfNm
Business Name ControlFOURBusinessNameControlTxt
Phone7139934075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14265 San Felipe St Ste 850AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY L ARMSTRONGPersonNm
Person TitlePresidentPersonTitleTxt
Phone7134994600PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn SteffesPreparerPersonNm
PTINP00186434PTIN
Phone7134994600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,133,390FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$567,611DividendsRevAndExpnssAmt
Dividends Net Invst Incm$567,611DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$395,341NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,835,105GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$395,341CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,962,952TotalRevAndExpnssAmt
Total Net Invst Incm$962,952TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$80,857OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80,857OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$13,656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,656TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$94,513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,513TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$651,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$651,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$745,713TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,513TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$651,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,217,239ExcessRevenueOverExpensesAmt
Net Investment Income$873,439NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,118,382SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$927,760SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$927,760SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,511,245CorporateStockBOYAmt
Corporate Stock EOY$15,919,106CorporateStockEOYAmt
Corporate Stock EOYFMV$18,205,630CorporateStockEOYFMVAmt
Total Assets BOY$14,629,627TotalAssetsBOYAmt
Total Assets EOY$16,846,866TotalAssetsEOYAmt
Total Assets EOYFMV$19,133,390TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$14,629,627RetainedEarningBOYAmt
Retained Earning EOY$16,846,866RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,629,627TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,846,866TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,629,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,846,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,629,627TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,217,239ExcessRevenueOverExpensesAmt
Subtotal$16,846,866SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,846,866TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALIENT TRUST - DETAILS AVAILABLE UPON REQUESTPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,835,105GrossSalesPriceAmt
Cost Or Other Basis$1,439,764CostOrOtherBasisAmt
Gain Or Loss$395,341GainOrLossAmt
Gains Minus Excess Or Losses$395,341GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$395,341CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$431,499AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,386,096NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034837DistributionYr1Rt
Adjusted Qlfy Distri Yr2$218,347AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,782,537NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045655DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$696,239NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Total Distribution0.080492TotalDistributionRt
Average Distribution0.026831AverageDistributionRt
Net Vl Noncharitable Assets$18,195,504NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$488,204AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,734NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$496,938AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$651,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,734InvestmentIncomeExciseTaxAmt
Subtotal$8,734SubtotalAmt
Tax Based On Investment Income$8,734TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,341EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,341TotalPaymentsAndCreditsAmt
Overpayment$3,607OverpaymentAmt
Applied To ES Tax$3,607AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TYLON L ARMSTRONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7139934075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14265 SAN FELIPE ST 8TH FLOORAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027PRESIDENT1.0$0$0$0
MELINDA L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027V.P./SECRETARY1.0$0$0$0
TYLON L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027TREASURER1.0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM RELATED INVESTMENTSDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,489,296AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,983,297AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,472,593TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,472,593AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$277,089CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,195,504NetVlNoncharitableAssetsAmt
Minimum Investment Return$909,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$909,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,734TaxBasedOnInvestmentIncomeAmt
Total Tax$8,734TotalTaxAmt
Distributable Before Adj$901,041DistributableBeforeAdjAmt
Distributable Before Ded$901,041DistributableBeforeDedAmt
Distributable As Adjusted$901,041DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$651,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$651,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,734PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$642,466AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$901,041DistributableAsAdjustedAmt
Undistributed Income PY$199,278UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$651,200QualifyingDistributionsAmt
Applied To Year1$199,278AppliedToYear1Amt
Applied To Current Year$451,922AppliedToCurrentYearAmt
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
Taxable1$0Taxable1Amt
Undistributed Income CY$449,119UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREG AND MELINDA ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONEPCCHARITABLE$10,000
UNITED WAY
PO BOX 3247HOUSTONTX77253NONEPCCHARITABLE$75,000
SMU COX SCHOOL OF BUSINESS
PO BOX 750261DALLASTX75275NONEPCCHARITABLE$12,500
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD SUITE 200BETHESDAMD20814NONEPCCHARITABLE$20,000
LEGIONARIES OF CHRIST
30 MANSELL CT STE 103ROSWELLGA300761580NONEPCCHARITABLE$105,000
SMALL STEPS NUTURING CENTER
1709 DEPELCHINHOUSTONTX77007NONEPCCHARITABLE$17,200
THE CENTER FOR HEARING AND SPEECH
3636 WEST DALLASHOUSTONTX77019NONEPCCHARITABLE$10,000
DALLAS CASA
2757 Swiss AvenueDallasTX75204NONEPCCHARITABLE$10,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 Third AvenueNew YorkNY10017NONEPCCHARITABLE$220,0003rd Floor
THE COUNCIL ON RECOVERY
303 Jackson Hill StreetHoustonTX77007NONEPCCHARITABLE$154,000
WILLIAM MARSH RICE UNIVERSITY
PO Box 1892HoustonTX77251NONEPCCHARITABLE$7,500
GREATER HOUSTON COMMUNITY FOUNDATION
5120 Woodway DriveHoustonTX77056NONEPCCHARITABLE$10,000Suite 6000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$651,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$567,611ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$395,341ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$962,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$962,952TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonGREG AND MELINDA ARMSTRONGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111511 MEMORIAL DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
7500 SHS CAMPBELL SOUP CO$387,917$360,825
6000 SHS PROCTER & GAMBLE CO$507,473$551,280
7000 SHS CHEVRON CORP$692,270$876,330
6400 SHS CONOCOPHILLIPS$336,516$351,296
9840 SHS ENBRIDGE INC$303,714$384,842
9500 SHS EXXON MOBIL CORP$825,550$794,580
5000 SHS JOHNSON AND JOHNSON$507,080$698,600
15,000 SHS PFIZER INC$467,442$543,300
6000 SHS OGE ENERGY CORP$199,320$197,460
6000 SHS ONEOK INC COM$265,920$320,700
5000 SHS SOUTHERN COMPANY$239,250$240,450
5000 SHS DISNEY WALT CO$485,560$537,550
4000 SHS MCDONALDS CORP$464,785$688,480
8000 SHS NIKE INC CL B$432,554$500,400
6000 SHS COLGATE-PALMOLIVE CO$428,344$452,700
12,000 SHS COCA COLA CO$522,756$550,560
7500 SHS GENERAL MILLS INC$500,427$444,675
7000 SHS NESTLE S A SPONSORED$487,859$601,951
5000 SHS PEPSICO INC$533,159$599,600
11,500 SHS UNILEVER N V$533,950$647,680
6000 SHS WAL-MART STORES$379,801$592,500
46 SHS CALIFORNIA RES CORP$484$894
7000 SHS OCCIDENTAL PETROLEUM$421,556$515,620
132,552 SHS PLAINS GP HLDGS$2,986,574$2,909,517
6000 SHS SCHLUMBERGER LTD$381,205$404,340
7000 SHS ELI LILLY & CO$559,214$591,220
3000 SHS 3M CO$417,582$706,110
5000 SHS APPLE INC$492,507$846,150
1500 SHS BIOGEN INC$383,183$477,855
5500 SHS MERCK & CO INC$349,795$309,485
4000 SHS TOYOTA MOTOR CORP$425,359$508,680

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$80,857Amt
Net Investment Income$80,857NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$8,656$8,656
EXCISE TAX$5,000

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