AGEE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AGEE FAMILY FOUNDATION (EIN 01-0939828)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-31
IRS object ID
201831519349100713
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)
Return2018-05-31T16:08:01-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010939828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Agee Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD AGEEInCareOfNm
Business Name ControlAGEEBusinessNameControlTxt
Phone7134631500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER RD Suite 1100AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH AGEEPersonNm
Person TitlePresidentPersonTitleTxt
Phone7134631500PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura Sykes CPAPreparerPersonNm
PTINP00188050PTIN
Phone7139601706PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.148.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id79649420181515000013FederalOriginalSubmissionId
Federal Original Submission Id2018-05-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8DB54CD1928878F681CBF1678FD698C6C91EE938AtSubmissionCreationDeviceId
At Submission Filing Device Id216CED5D6ABBF36A1357E1BDD82B8BAB0CBBC6D1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,182,090FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$252,643DividendsRevAndExpnssAmt
Dividends Net Invst Incm$252,643DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$71,985NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,515,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$181,658TotalRevAndExpnssAmt
Total Net Invst Incm$252,643TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,285AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,920OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,920OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,820TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,320TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$40,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$653,123ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$653,123ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$693,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,525TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$653,123TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$512,240ExcessRevenueOverExpensesAmt
Net Investment Income$215,118NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$898,552CashBOYAmt
Cash EOY$346,513CashEOYAmt
Cash EOYFMV$346,513CashEOYFMVAmt
Acct Rcvbl$12,689AcctRcvblAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$12,689AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$12,689AcctRcvblEOYFMVAmt
Other Investments BOY$9,069,067OtherInvestmentsBOYAmt
Other Investments EOY$9,095,177OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,822,888OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,967,619TotalAssetsBOYAmt
Total Assets EOY$9,454,379TotalAssetsEOYAmt
Total Assets EOYFMV$11,182,090TotalAssetsEOYFMVAmt
Grants Payable BOY$1,000GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$9,966,619UnrestrictedBOYAmt
Unrestricted EOY$9,454,379UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$9,966,619TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,454,379TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,967,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,454,379TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,966,619TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$512,240ExcessRevenueOverExpensesAmt
Subtotal$9,454,379SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,454,379TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS - 90572017-01-24$57,251$55,135$2,116$2,116
GOLDMAN SACHS - 90572017-01-24$1,689,246$1,854,602-$165,356-$165,356
GOLDMAN SACHS - 90572017-01-24$1,528,904$1,389,471$139,433$139,433
GOLDMAN SACHS - 67482017-12-31$298,341$297,820$544$521
GOLDMAN SACHS - 67482017-12-31$942,069$1,098,624-$149,817-$156,555
CAPITAL GAIN DIVIDENDS$101,095P
FieldValueIRS element (for citing)
Capital Gain Net Income-$71,985CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$184,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,306,626NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.017901DistributionYr1Rt
Adjusted Qlfy Distri Yr2$300,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,929,257NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027449DistributionYr2Rt
Adjusted Qlfy Distri Yr3$411,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,017,389NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037305DistributionYr3Rt
Adjusted Qlfy Distri Yr4$406,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,315,574NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039358DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,235,298AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,169,774NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.121468DistributionYr5Rt
Total Distribution0.243481TotalDistributionRt
Average Distribution0.048696AverageDistributionRt
Net Vl Noncharitable Assets$10,900,284NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$530,800AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,151NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$532,951AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$653,123QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,151InvestmentIncomeExciseTaxAmt
Subtotal$2,151SubtotalAmt
Tax Based On Investment Income$2,151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,157EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,157TotalPaymentsAndCreditsAmt
Overpayment$4,006OverpaymentAmt
Applied To ES Tax$4,006AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD AGEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7134631500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER RD STE 1000AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
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
JUDITH AGEE
800 GESSNER RD STE 1100HoustonTX77024PRESIDENT0$0$0$0
RICHARD AGEE
800 GESSNER RD STE 1100HoustonTX77024TREASURER/SECRETARY0$0$0$0
ERIN AGEE RILEY
800 GESSNER RD STE 1100HoustonTX77024VICE PRESIDENT0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,788,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,217AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,066,278TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,066,278AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$165,994CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,900,284NetVlNoncharitableAssetsAmt
Minimum Investment Return$545,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$545,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,151TaxBasedOnInvestmentIncomeAmt
Total Tax$2,151TotalTaxAmt
Distributable Before Adj$542,863DistributableBeforeAdjAmt
Distributable Before Ded$542,863DistributableBeforeDedAmt
Distributable As Adjusted$542,863DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$653,123ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$653,123QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,151PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$650,972AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$542,863DistributableAsAdjustedAmt
Undistributed Income PY$471,793UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$653,123QualifyingDistributionsAmt
Applied To Year1$471,793AppliedToYear1Amt
Applied To Current Year$181,330AppliedToCurrentYearAmt
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$361,533UndistributedIncomeCYAmt
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 ManagerRICHARD JUDITH AGEEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD AGEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER STE 1000AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7134631500RecipientPhoneNum
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STAR OF HOPE
6897 ARDMOREHOUSTONTX77054NONEPCASSISTING THE HOMELESS$5,000
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 13483TAMPAFL336813483NONEPCSUPPORT OF MILITARY OPERATION FAMILIES$20,000
CCSC - CHRISTIAN COMMUNITY SERVICE CENTER
3224 MERCER STHOUSTONTX77027NONEPCEDUCATION/SERVICE TO THE POOR$425,000
JACKSON HOLE CLASSICAL ACADEMY
W 3255 High School RdJacksonWY83001NONENCEducation$20,000
GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER
2350 WEST HIGGINS ROADHOFFMAN ESTATESIL60169NONEPCSUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES.$10,000
KIDQUEST CHILDREN'S MUSEUM
1116 108TH AVENUE NEBELLEVUEWA98004NONEPCEDUCATION$10,000
HOUSTON GRAND OPERA
510 PRESTON STREETHOUSTONTX77002NONEPCCONTRIBUTION TO THE ARTS$50,000
MEMORIAL HERMANN FOUNDATION
929 GESSNER SUITE 2650HOUSTONTX77024NONEPCSUPPORT THE ADVANCEMENT OF MATERNAL FETAL MEDICINE$50,000
CHILDREN'S PRISON ART PROJECT
PO BOX 130584HOUSTONTX77219NONEPCSUPPORT ART-BASED PREVENTION SERVICES TO INCARCERATED JUVENILES$5,000
DUSCHESNE ACADEMY
10202 MEMORIAL DRHOUSTONTX77024NONEPCEDUCATION$10,000
ST AGNES ACADEMY
9000 BELLAIRE BLVDHOUSTONTX77036NONEPCHARVEY RELIEF FUND$22,123
COVENANT HOUSE
1111 LOVETT BLVDHOUSTONTX77006NONEPCASSISTING THE HOMELESS$1,000
ST VINCENT DE PAUL CHURCH
6800 BUFFALO SPEEDWAYHOUSTONTX77025NONEPCRELIGIOUS$5,000
EMERGENCY AID COALITION
5401 FANNIN STHOUSTONTX77004NONEPCCONTRIBUTION TO FEEDING AND CLOTHING FAMILIES AND INDIVIDUALS IN NEED$5,000
KIDS' MEALS
330 GARDEN OAKSHOUSTONTX77018NONEPCCONTRIBUTION TO FIGHT CHILDHOOD HUNGER$5,000
ST PAUL'S CHOIR SCHOOL
29 MOUNT AUBURN STREETCAMBRIDGEMA01238NONEPCEDUCATION AND MUSIC$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$653,123TotalGrantOrContriPdDurYrAmt

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$252,643ExclusionAmt
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-$71,985ExclusionAmt
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$180,658ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,658TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,285Amt
Net Investment Income$7,285NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMGMT/INVESTMENT FEES #16674CategoryTxt
Amt$25,920Amt
Net Investment Income$25,920NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$4,320$4,320
EXCISE TAX$2,500

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