BETA

MARSHALL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MARSHALL FOUNDATION (EIN 76-0537578)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-12-21
IRS object ID
201703559349100600
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-12-21T10:49:00-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741769118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGGS & VESELKA COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1NINE GREENWAY PLAZA SUITE 1700AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760537578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARSBusinessNameControlTxt
Phone7132535473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON A MARSHALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7132535473PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ STEVEN AWALTPreparerPersonNm
PTINP00087678PTIN
Phone7136679147PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.215.114.94IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm14:49:38IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF05A9263F63AB9ED7B2FD95BC5A4CAF22BC4C762AtSubmissionCreationDeviceId
At Submission Filing Device Id5FE5A3E42187FC64851A4EC1B430B779678E31E3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$771,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$43,019DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,019DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,411NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$965,396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,411CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,430TotalRevAndExpnssAmt
Total Net Invst Incm$73,430TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,680AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,321OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,321OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,506TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$281OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$281OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,788TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,282TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,508,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,508,225ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,525,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,282TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,508,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,451,583ExcessRevenueOverExpensesAmt
Net Investment Income$62,148NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$229,275CashBOYAmt
Cash EOY$29,691CashEOYAmt
Cash EOYFMV$29,691CashEOYFMVAmt
Sav And Temp Cash Invst BOY$167,251SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,048SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,373,988CorporateStockBOYAmt
Corporate Stock EOY$636,755CorporateStockEOYAmt
Corporate Stock EOYFMV$676,475CorporateStockEOYFMVAmt
Mortgage Loans BOY$38,287MortgageLoansBOYAmt
Mortgage Loans EOY$24,062MortgageLoansEOYAmt
Mortgage Loans EOYFMV$24,062MortgageLoansEOYFMVAmt
Other Assets BOY$303,212OtherAssetsBOYAmt
Other Assets EOY$4,819OtherAssetsEOYAmt
Other Assets EOYFMV$4,819OtherAssetsEOYFMVAmt
Total Assets BOY$2,112,013TotalAssetsBOYAmt
Total Assets EOY$731,375TotalAssetsEOYAmt
Total Assets EOYFMV$771,095TotalAssetsEOYFMVAmt
Deferred Revenue BOY$20,698DeferredRevenueBOYAmt
Deferred Revenue EOY$13,032DeferredRevenueEOYAmt
Total Liabilities BOY$20,698TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,032TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$276,871CapitalStockBOYAmt
Capital Stock EOY$276,871CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,814,444RetainedEarningBOYAmt
Retained Earning EOY$441,472RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,091,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$718,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,112,013TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$731,375TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,091,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,451,583ExcessRevenueOverExpensesAmt
Other Increases$78,611OtherIncreasesAmt
Subtotal$718,343SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$718,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONP2014-01-012016-12-31$2,101$2,101$2,101
MERRILL LYNCH LONG TERM CAPITAL GAINP2010-09-092016-12-31$805,636$20,866$20,866$784,770
MERRILL LYNCH SHORT TERM CAPITAL GAINP2015-07-202016-01-07$149,993-$222-$222$150,215
LAGUNA SECA INSTALLMENT GAINP2003-04-302016-12-31$4,230$4,230$4,230
OSCAR RODRIGUEZ INSTALLMENT GAINP2003-09-302016-12-31$3,436$3,436$3,436
FieldValueIRS element (for citing)
Capital Gain Net Income$30,411CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,381AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,912,601NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028433DistributionYr1Rt
Adjusted Qlfy Distri Yr2$197,878AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,875,060NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.105532DistributionYr2Rt
Adjusted Qlfy Distri Yr3$149,648AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,803,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082988DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,096AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,020,443NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.028259DistributionYr4Rt
Adjusted Qlfy Distri Yr5$136,541AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,633,725NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083576DistributionYr5Rt
Total Distribution0.328788TotalDistributionRt
Average Distribution0.065758AverageDistributionRt
Net Vl Noncharitable Assets$1,553,925NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,183AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$621NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102,804AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,508,225QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$621InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$621SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$621TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,360TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$1,730OverpaymentAmt
Applied To ES Tax$1,730AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJON A MARSHALLIndividualWithBooksNm
Phone7132535473PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
JON A MARSHALL
PO BOX 187KATYTX77492PRESIDENT/DIRECTOR1.00$0$0$0
ROXANN L MARSHALL
PO BOX 187KATYTX77492SECRETARY/DIRECTOR1.00$0$0$0
WILENE MARSHALL
PO BOX 187KATYTX77492DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$764,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$782,790AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,688FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,577,589TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,577,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,553,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$621TaxBasedOnInvestmentIncomeAmt
Total Tax$621TotalTaxAmt
Distributable Before Adj$77,075DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,075DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,508,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,508,225QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$621PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,507,604AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,075DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$56,763ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$62,555ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,439ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$226,757TotalExcessDistributionCyovAmt
Qualifying Distributions$1,508,225QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,431,150RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,657,907TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$56,763ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,601,144ExcessDistriCyovToNextYrAmt
Excess From Year3$62,555ExcessFromYear3Amt
Excess From Year2$107,439ExcessFromYear2Amt
Excess From Current Year$1,431,150ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJON A MARSHALLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF AMERICAN INDIAN PHYSICIANS
1225 SOVEREIGN ROW SUITE 103OKLAHOMA CITYOK73108UNRELATEDPUBLIC CHARITYSCHOLARSHIPS$25,000
CHAHTA FOUNDATION
PO BOX 1849DURANTOK74702UNRELATEDPUBLIC CHARITYGENERAL$1,000,000
THE BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423UNRELATEDPUBLIC CHARITYAGRICULTURE AND GENERAL$507
THE FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS
445 W AMELIA STREET STE 901ORLANDOFL32801UNRELATEDPUBLIC CHARITYGENERAL$10,000
YMCA
1234 W 34TH STHOUSTONTX77018UNRELATEDPUBLIC CHARITYGENERAL$2,500
WELLNESS FARMS INC
PO BOX 187KATYTX77492UNRELATEDPRIVATE OPERATING FOAGRICULTURE AND GENERAL$470,218
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,508,225TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,019ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,411ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$73,430ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,430TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATION FEESCategoryTxt
Amt$2,680Amt
Net Investment Income$2,680NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDISASTER RELIEFIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationRETURN IS BEING FILED PURSUANT TO REG 301.7508A-1(D)(1) FOR TAX RELIEF OF VICTIMS OF SEVERE STORMS AND FLOODING IN TEXAS. THE TAXPAYER IS LOCATED IN FORT BEND COUNTY, A COUNTY THAT IS IN THE DESIGNATED DISASTER AREA COVERED IN THE DECLARATION.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCHStockNm
EOY Book Value$636,755EOYBookValueAmt
EOYFMV$676,475EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE-$766$841$841
GINDORFF DISTRIBUTION RECEIVABLE$303,978$3,978$3,978

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$281RevenueAndExpensesPerBooksAmt
Net Investment Income$281NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMERRILL LYNCH PRIOR PERIOD ADJUSTMENTDesc
Amt$78,611Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$8,321Amt
Net Investment Income$8,321NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$5,506Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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