HEALTHCARE AND NURSING EDUCATION FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE AND NURSING EDUCATION FOUNDATION (EIN 76-0454511)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349100028
- Schema version
- 2016v3.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T05:57:37-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760454511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare and Nursing Education | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7138027858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 Woodway Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lewis E Brazelton III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,106,142 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $250,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $832,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $668,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $668,667 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,330 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,437 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,430 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $467 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $722,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $722,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $817,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $642,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,241 | CashBOYAmt |
| Cash EOY | $19,674 | CashEOYAmt |
| Cash EOYFMV | $19,674 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $6,208 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $278 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $278 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,385,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,896,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,896,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,188,347 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,189,870 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,189,870 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,595,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,106,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,106,142 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,493 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $960 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,493 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $960 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,578,713 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,105,182 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,578,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,105,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,595,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,106,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,578,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $675,775 | OtherIncreasesAmt |
| Subtotal | $11,105,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,105,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $832,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $413,365 | CostOrOtherBasisAmt |
| Gain Or Loss | $418,635 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $418,635 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,974 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,375,063 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $442,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,976,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,769 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,444,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $328,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,458,552 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $345,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,750,157 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03947 | DistributionYr5Rt |
| Total Distribution | 0.188025 | TotalDistributionRt |
| Average Distribution | 0.037605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,803,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $406,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $412,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $785,936 | 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 | $6,430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,430 | SubtotalAmt |
| Tax Based On Investment Income | $6,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,708 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,708 | TotalPaymentsAndCreditsAmt |
| Overpayment | $278 | OverpaymentAmt |
| Applied To ES Tax | $278 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hnef.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin Padar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138027858 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 Woodway Drive Suite 6000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter K Thompson MD | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | President | 1.00 | $0 |
| Lewis E Brazelton III | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Treasurer | 1.00 | $0 |
| Shirley M Gee Henry RN BSN | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Secretary | 1.00 | $0 |
| Eleanor Elizabeth Blair RN | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Sandra A Cashaw | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Susan Storey Cutaia RN | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Cheryl Day RN | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Alan Fisherman MD | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Noel Graubart | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| M James Henderson | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Paul S Herman MD | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Diana Hudson JD | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Michael K Jhin | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Ann P Kaufman | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Willy Kuehn CPA | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Sharon Luksetich | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| David Lummis | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Marylou Robbins | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Cathy Leffel Rozmus PhD RN | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Catherine Wile JD | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Geri Wood | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Nyla Woods | ||||||
| 5120 Woodway Drive 6000 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Houston Community Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 Woodway Drive Suite 6000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $77,767 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,899,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,967,582 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,967,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,803,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $540,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $540,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,430 | TotalTaxAmt |
| Distributable Before Adj | $533,723 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $533,723 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $533,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,936 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $785,936 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,430 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $779,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,689 | UndistributedIncomePYAmt |
| Qualifying Distributions | $785,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,689 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $533,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,524 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,524 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chinese Community Center Inc | |||||||
| 9800 Town Park Drive | Houston | TX | 77036 | N/A | PC | Healthy Choices Program | $50,000 |
| El Centro de Corazon | |||||||
| PO Box 230209 | Houston | TX | 77223 | N/A | PC | Healthy Kids Wellness Program | $50,000 |
| Greater Houston Community Foundatio | |||||||
| 5120 Woodway Drive Suite 6000 | Houston | TX | 77056 | None | PC | Scholarships | $408,000 |
| Houston Baptist University | |||||||
| 7502 Fondren Road | Houston | TX | 77074 | None | PC | Scholarships for Gina Allen and Wendi Navarro | $5,000 |
| Lamar University | |||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | PC | Scholarship for Trevor Ruffaner | $2,000 |
| Legacy Community Health Services In | |||||||
| PO Box 66308 | Houston | TX | 77266 | N/A | PC | Legacy's Healthy Lifestyles Program | $25,000 |
| Northwest Assistance Ministries | |||||||
| 15555 Kuykendahl Road | Houston | TX | 77090 | N/A | PC | Children's Clinic | $50,000 |
| Prairie View AM University | |||||||
| PO Box 519 | Prairie View | TX | 77446 | None | PC | Scholarships for Melissa Adams, Omotayo Bamidele, Stephanie Chantra, Chrisan Clarke, Ekemena Edewor, Sharon Ibarra, Stefanece Jackson, Adaku Okoli, Obiageli Okoroafor, Imoleayo Omogunsoye, Ciera Randle, and Ilene Robbins | $27,875 |
| Sam Houston State University | |||||||
| Box 2273 | Huntsville | TX | 77341 | None | PC | Scholarship for Jessica Laureano | $2,000 |
| San Jose Clinic | |||||||
| PO Box 2808 | Houston | TX | 77252 | N/A | PC | Full Integration of the Nutrition and Wellness Program | $25,000 |
| The University of Texas Health Scie | |||||||
| 7000 Fannin St Ste 2220 | Houston | TX | 77225 | None | PC | Scholarships for Alicia Ramos and Jessica Varela | $3,750 |
| University of Houston | |||||||
| 5000 Gulf Frwy ERP 2 Room 224 | Houston | TX | 77204 | None | PC | Scholarships for Sharleen Botero and Erika Brown | $5,000 |
| University of St Thomas | |||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | None | PC | Scholarships for Netsanet Asefa, Gloria Barocio, Seedou Barrow, Samuel Calderon, Angelica Enriquez, Tamara Esparza, Zewdinesh Getachew, Elsamar Ibarra, Krystal Juarez, Crystal Lemus, Megan Murphy, Theresa Nguyen, Patricia Pineda, Anna Rabadan, Vanessa Rincon, Guadalupe Rodriguez, Nancy Rodriguez, Debis Sorto, Edna Torres, Francis Uwabuchi, Aracely Vega, Thu Ha Vu, and Amanda M. Wilkinson | $56,875 |
| University of Texas Medical Branch | |||||||
| 301 University Boulevard | Galveston | TX | 77555 | None | PC | Scholarships for Gisela Bryant and Christian Howard | $2,917 |
| UT Health Science Center at San Ant | |||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | None | PC | Scholarships for Krystal Beatty, Dinah Brade, Hoang Doan, and Catherine Heim | $9,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $722,584 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $418,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $668,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $668,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Vanguard Short-Term Bond Index Adm | BondNm |
| EOY Book Value | $3,189,870 | EOYBookValueAmt |
| EOYFMV | $3,189,870 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Total Int Stock Index Fund Inv | $2,398,455 | $2,398,455 |
| Fidelity Total Market Index Fund Inst | $5,497,865 | $5,497,865 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $750 | $375 | $375 |
| Office expense | $305 | $92 | $213 |
| Website and network | $3,013 | $3,103 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized appreciation in value of investments | Desc |
| Amt | $675,775 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Administrative fees | CategoryTxt |
| Amt | $77,767 | Amt |
| Net Investment Income | $23,330 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,437 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $6,430 | Amt |
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