STOLLER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STOLLER FOUNDATION (EIN 46-3119720)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-03-26
- IRS object ID
- 201820859349100252
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-26T09:37:39-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463119720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoller Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOL | BusinessNameControlTxt |
| Phone | 7134615012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9090 Katy Freeway Ste 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nam Baek | PersonNm |
| Person Title | Associate Dir | PersonTitleTxt |
| Signature | 2018-03-26 | 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 | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,323,538 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,122,613 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $178 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $178 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$84,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,338 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $67,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59,663 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,179,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,779 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,741 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $64,521 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,695 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,695 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,682 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,307 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,718 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $66,236 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,462 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,104 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $27,613 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $10,280 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,280 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,673 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,673 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,140 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $420 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,857 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,926 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,041,594 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,938,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,357,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,199,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,822,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,293 | CashBOYAmt |
| Cash EOY | $89,187 | CashEOYAmt |
| Cash EOYFMV | $89,187 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $970,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,058,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,058,161 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,671 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,149 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,149 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock EOY | $7,541,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,541,034 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,418,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,557,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,557,329 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $111,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,992 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $485,350 | LandBOYAmt |
| Land EOY | $76,678 | LandEOYAmt |
| Land EOYFMV | $76,678 | LandEOYFMVAmt |
| Total Assets BOY | $5,008,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,323,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,323,538 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,817 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,958 | AccountsPayableEOYAmt |
| Grants Payable BOY | $462,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $306,511 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $488,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $336,469 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,520,427 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,987,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,520,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,987,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,008,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,323,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,520,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,822,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $644,153 | OtherIncreasesAmt |
| Subtotal | $11,987,069 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,987,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Sale of Land - Harvest Bend | 2014-01-01 | 2016-10-20 | $345,000 | $427,966 | -$82,966 | -$82,966 |
| Passthrough K-1 Capital Loss | 2014-01-01 | 2016-11-01 | $1,262 | -$1,262 | -$1,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$84,228 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,847,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,818,762 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.59090 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,229,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,778,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.46661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $411,563 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,649,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15531 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $247,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $292,788 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.84539 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $25,434 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 2.058213 | TotalDistributionRt |
| Average Distribution | 0.411643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,587,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,123,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,056 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,124,247 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,199,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,111 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,111 | SubtotalAmt |
| Tax Based On Investment Income | $2,111 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $278 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $1,896 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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.stollerfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nam Baek | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134615012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9090 Katy Freeway Ste 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| Jerry H Stoller | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Founder | 5.00 | $0 | |
| Xochilt Cruz | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 1.00 | $0 | |
| Maday Gonzalez | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 1.00 | $0 | |
| Eddy Hallock | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 1.00 | $12,000 | |
| Seongae Kim | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 1.00 | $0 | |
| Dan Vasquez | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 1.00 | $12,000 | |
| Karen White | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee/Off Mgr | 30.00 | $0 | $2,000 |
| Hank Winfield | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Trustee | 10.00 | $12,000 | $1,200 |
| Nam Baek | |||||||
| 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | Associate Dir | 40.00 | $16,779 | $100 |
| 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 | Carter and Hatcher Consulting LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 W 9th St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Accounting | ServiceTypeTxt |
| Compensation | $53,655 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,950,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,194,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,557,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,702,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,702,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,587,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,111 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $573 | IncomeTaxAmt |
| Total Tax | $2,684 | TotalTaxAmt |
| Distributable Before Adj | $376,673 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $376,673 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $376,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,199,753 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,199,753 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,199,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,673 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $137,994 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,881 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,990,791 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,602,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,243,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,199,753 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $376,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,823,080 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,066,610 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $137,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,928,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,881 | ExcessFromYear4Amt |
| Excess From Year3 | $279,065 | ExcessFromYear3Amt |
| Excess From Year2 | $1,990,791 | ExcessFromYear2Amt |
| Excess From Year1 | $2,602,799 | ExcessFromYear1Amt |
| Excess From Current Year | $1,823,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jerry H Stoller | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Stoller Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9090 Katy Freeway Ste 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134615012 | RecipientPhoneNum |
| Form And Info And Materials | The application process begins by the applicant submitting a letter of inquiry online. If the LOI is approved by the grant proposal board, then the applicant will be asked to submit a more lengthy application and provide details about budget, formation of the entity, and other items. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | The applicant must be a faith-based Christian organization. Other factors will be evaluated, including the type of funding the organization is currently receiving, its volunteer base and ongoing volunteer opportunities, and its ability to help individuals, families, and children grow and thrive spiritually. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attachment | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | State and zip code for e-filing | AddressLine1Txt |
| City | purposes | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached | GrantOrContributionPurposeTxt |
| Amt | $1,938,233 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,938,233 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attachment | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | State and zip code for e-filing | AddressLine1Txt |
| City | purposes | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached | GrantOrContributionPurposeTxt |
| Amt | $306,511 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $306,511 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$400 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$84,228 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Partnership K-1 income | 525990 | $8,026 | 14 | $35,514 |
| Royalty income | 15 | $24,149 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,626 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,231 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Stoller Group Inc | |||||||
| 1 | 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | $1,951,800 | Yes (X) | |
| Stoller Enterprises | |||||||
| 2 | 9090 Katy Freeway Ste 400 | Houston | TX | 77024 | $211,119 | Yes (X) | |
| Jerry H Stoller | |||||||
| 3 | 11907 Churchill Ct | Houston | TX | 77024 | $6,954,198 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | Cash: 228,906Publicly traded securities: 6,725,292 | NoncashPropertyDesc |
| Fair Market Value | $6,725,292 | FairMarketValueAmt |
| Received | 2016-08-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $13,000 | $0 | $0 | $13,000 |
| Outside acctg svc provided to ministry | $53,655 | $0 | $0 | $49,173 |
| Tax compliance | $4,063 | $0 | $0 | $4,063 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Furniture and fixtures | 2014-01-01 | $29,636 | $2,409 | SL | 7.0000 | $3,850 |
| Machinery and equipment | 2014-01-01 | $36,508 | $8,514 | SL | 5.0000 | $7,038 |
| Buildings | 2014-01-01 | $254,047 | $7,940 | SL | 39.5000 | $5,105 |
| Improvements | 2014-01-01 | $11,204 | $1,176 | SL | 20.0000 | $1,545 |
| Intangible Assets | 2014-01-01 | $13,473 | $3,853 | SL | 4.0000 | $6,607 |
| Improvements | 2014-01-01 | $86,294 | $5,394 | 20.0000 | $3,468 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| Sale of Land - Harvest Bend | 2014-01 | 2016-10 | $345,000 | $404,193 | Cost | $23,773 | -$82,966 |
| Passthrough K-1 Capital Loss | 2014-01 | 2016-11 | $1,262 | Cost | -$1,262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9,200 shs BP Prudhoe Bay Royalty Trust | $218,500 | $218,500 |
| 19,000 shs Altria Group Inc | $1,284,780 | $1,284,780 |
| 6,305 shs AT&T Inc | $268,152 | $268,152 |
| 2,500 shs Bank of America Corp | $55,250 | $55,250 |
| 330 shs Chevron Corporation | $38,841 | $38,841 |
| 9,000 shs Exxon Mobil Corp | $812,340 | $812,340 |
| 50,000 shs Ford Motor Company | $606,500 | $606,500 |
| 10,000 shs Intel Corp | $362,700 | $362,700 |
| 6,500 shs JPMorgan Chase & Co | $560,885 | $560,885 |
| 10,000 shs Marathon Oil Corp | $173,100 | $173,100 |
| 20,000 shs Orange SA | $302,800 | $302,800 |
| 1,000 shs Philip Morris Intl | $91,490 | $91,490 |
| 28,840 shs Reynolds American | $1,616,193 | $1,616,193 |
| 5,800 shs Royal Dutch Shell | $315,404 | $315,404 |
| 9,688 shs Superior Uniform Group | $190,079 | $190,079 |
| 10,000 shs Verizon Communication | $533,800 | $533,800 |
| 2,000 shs Wells Fargo Bank NA | $110,220 | $110,220 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAZ Partners Fund, LP | FMV | $917,735 | $917,735 |
| CAZ Halcyon Offshore Strategic Opp Fund | FMV | $2,639,594 | $2,639,594 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $29,636 | $6,258 | $23,378 | $23,378 |
| Machinery and Equipment | $36,508 | $15,553 | $20,955 | $20,955 |
| Improvements | $11,204 | $2,721 | $8,483 | $8,483 |
| Miscellaneous | $34,322 | $10,460 | $23,862 | $23,862 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance | CategoryTxt |
| Legal Fees | $4,682 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,307 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank charges and fees | $195 | $195 | |
| Communication expense | $4,737 | $4,883 | |
| Insurance - D & O | $1,188 | $1,188 | |
| K-1 expenses | $7,857 | $7,857 | |
| Licenses & fees | $179 | $179 | |
| Office equipment & supplies | $12,272 | $12,735 | |
| Software expense | $2,746 | $2,746 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership K-1 income | $43,540 | $35,514 |
| Royalty income | $24,149 | $24,149 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $644,153 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment fees | $18,300 | $18,300 | $0 | $0 |
| Program consulting | $22,862 | $0 | $0 | $35,462 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign tax | CategoryTxt |
| Amt | $2,104 | Amt |
| Net Investment Income | $2,104 | NetInvestmentIncomeAmt |
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