MGM FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MGM FOUNDATION INC (EIN 71-1049010)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-12-11
- IRS object ID
- 201713459349100616
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-11T11:06:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77072 | 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 | 711049010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMF | BusinessNameControlTxt |
| Phone | 2817661340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE MIMS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2817661340 | PhoneNum |
| Signature | 2017-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K BROWNIE CPA | PreparerPersonNm |
| PTIN | P00043472 | PTIN |
| Phone | 2817591120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.230.155.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-11 | IPDt |
| IP Tm | 11:01:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CCB885C4B7F10A3C8A0B8924F6C44114DB9A8C1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20FB35CA7E088832B7A7F5F6281FD7834E85F7FA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,023,155 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,157 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,157 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,138,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,170 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,157 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $12,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,157 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,092 | CashBOYAmt |
| Cash EOY | $1,200 | CashEOYAmt |
| Cash EOYFMV | $1,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $954,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $974,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,021,955 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $965,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $975,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,023,155 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $890 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $890 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $965,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $974,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $965,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $974,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $965,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $975,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $965,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $974,727 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $974,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABT - 36 SHS | P | 2016-02-04 | 2016-02-09 | $1,337 | $1,364 | -$27 | -$27 |
| ACN - 90 SHS | P | 2016-02-04 | 2016-09-07 | $10,249 | $9,228 | $1,021 | $1,021 |
| ADBE - 20 SHS | P | 2015-08-26 | 2016-02-04 | $1,736 | $1,532 | $204 | $204 |
| AET - 46 SHS | P | 2015-12-04 | 2016-02-04 | $4,660 | $4,858 | -$198 | -$198 |
| AKAM - 149 SHS | P | 2015-12-17 | 2016-02-04 | $6,621 | $9,523 | -$2,902 | -$2,902 |
| ALXN - 13 SHS | P | 2016-02-01 | 2016-02-04 | $1,894 | $1,891 | $3 | $3 |
| ALKS - 40 SHS | P | 2016-02-04 | 2016-02-09 | $1,159 | $1,340 | -$181 | -$181 |
| AGN - 6 SHS | P | 2016-02-04 | 2016-03-08 | $1,715 | $1,626 | $89 | $89 |
| GOOGL - 9 SHS | P | 2015-08-25 | 2016-02-04 | $6,572 | $5,793 | $779 | $779 |
| GOOG - 9 SHS | P | 2015-08-25 | 2016-02-04 | $6,386 | $5,539 | $847 | $847 |
| AMZN - 21 SHS | P | 2015-08-25 | 2016-02-04 | $11,330 | $10,180 | $1,150 | $1,150 |
| AXP - 78 SHS | P | 2015-12-11 | 2016-02-04 | $4,230 | $5,853 | -$1,623 | -$1,623 |
| AAPL - 66 SHS | P | 2015-08-25 | 2016-02-04 | $6,347 | $7,175 | -$828 | -$828 |
| T - 112 SHS | P | 2016-02-04 | 2016-10-18 | $4,295 | $4,077 | $218 | $218 |
| BHI - 36 SHS | P | 2016-05-17 | 2016-12-13 | $2,412 | $1,684 | $728 | $728 |
| BXLTZ - 37 SHS | P | 2016-06-01 | 2016-06-03 | $1,708 | $1,703 | $5 | $5 |
| BIIB - 27 SHS | P | 2015-08-25 | 2016-06-14 | $7,136 | $7,952 | -$816 | -$816 |
| BLK - 24 SHS | P | 2015-08-25 | 2016-02-04 | $7,466 | $7,350 | $116 | $116 |
| BXP - 37 SHS | P | 2016-06-14 | 2016-11-15 | $4,694 | $4,758 | -$64 | -$64 |
| BMY - 52 SHS | P | 2015-08-25 | 2016-05-17 | $3,581 | $3,119 | $462 | $462 |
| AVGO - 24 SHS | P | 2016-09-07 | 2016-12-13 | $3,704 | $3,516 | $188 | $188 |
| BCR - 15 SHS | P | 2016-02-04 | 2016-09-07 | $3,298 | $2,781 | $517 | $517 |
| CAMRZ - 47 SHS | P | 2015-08-25 | 2016-02-04 | $3,040 | $2,084 | $956 | $956 |
| CPB - 30 SHS | P | 2016-02-04 | 2016-11-01 | $1,689 | $1,663 | $26 | $26 |
| CCL - 51 SHS | P | 2016-03-08 | 2016-05-17 | $2,568 | $2,337 | $231 | $231 |
| CDK - 20 SHS | P | 2016-02-04 | 2016-03-08 | $913 | $883 | $30 | $30 |
| CELG - 105 SHS | P | 2016-10-04 | 2016-12-13 | $11,163 | $12,066 | -$903 | -$903 |
| SCHW - 167 SHS | P | 2016-01-20 | 2016-02-04 | $4,160 | $4,946 | -$786 | -$786 |
| CHTR - 9.401 SHS | P | 2016-05-23 | 2016-07-12 | $2,240 | $2,070 | $170 | $170 |
| CVX - 30 SHS | P | 2016-02-04 | 2016-08-23 | $3,044 | $2,572 | $472 | $472 |
| CB - 39 SHS | P | 2016-07-26 | 2016-10-04 | $4,956 | $5,055 | -$99 | -$99 |
| CTAS - 30 SHS | P | 2016-02-04 | 2016-12-13 | $3,534 | $2,549 | $985 | $985 |
| CSCO - 30 SHS | P | 2016-02-04 | 2016-07-12 | $891 | $702 | $189 | $189 |
| CTXS - 83 SHS | P | 2016-02-04 | 2016-07-12 | $6,742 | $5,684 | $1,058 | $1,058 |
| CME - 81 SHS | P | 2016-04-19 | 2016-12-13 | $8,671 | $7,479 | $1,192 | $1,192 |
| KO - 185 SHS | P | 2015-08-25 | 2016-02-04 | $7,900 | $7,152 | $748 | $748 |
| COCA-COLA ENTERPRISES INC. NEW - 60 SHS | P | 2016-03-22 | 2016-05-31 | $870 | $536 | $334 | $334 |
| CTSH - 64 SHS | P | 2016-02-04 | 2016-05-17 | $3,860 | $3,808 | $52 | $52 |
| CL - 145 SHS | P | 2016-03-22 | 2016-11-01 | $9,798 | $9,238 | $560 | $560 |
| CMCSA - 160 SHS | P | 2016-01-21 | 2016-02-04 | $9,336 | $8,943 | $393 | $393 |
| COST - 12 SHS | P | 2016-02-04 | 2016-07-12 | $1,996 | $1,718 | $278 | $278 |
| CVS - 78 SHS | P | 2015-08-25 | 2016-02-23 | $7,419 | $8,054 | -$635 | -$635 |
| DE - 108 SHS | P | 2016-07-26 | 2016-11-01 | $9,079 | $8,578 | $501 | $501 |
| DVMT - 6.687 SHS | P | 2016-04-19 | 2016-09-20 | $326 | $316 | $10 | $10 |
| DPS - 13 SHS | P | 2016-02-04 | 2016-07-26 | $1,265 | $1,181 | $84 | $84 |
| DD - 57 SHS | P | 2016-02-04 | 2016-03-22 | $3,571 | $3,358 | $213 | $213 |
| ETN - 92 SHS | P | 2015-08-25 | 2016-02-04 | $5,001 | $4,992 | $9 | $9 |
| EBAY - 194 SHS | P | 2016-04-05 | 2016-08-23 | $4,734 | $4,935 | -$201 | -$201 |
| ECL - 43 SHS | P | 2015-09-02 | 2016-07-12 | $4,701 | $4,688 | $13 | $13 |
| EW - 21 SHS | P | 2016-03-08 | 2016-08-23 | $2,312 | $1,794 | $518 | $518 |
| LLY - 12 SHS | P | 2016-02-04 | 2016-07-26 | $996 | $894 | $102 | $102 |
| EMCMZ - 94 SHS | P | 2016-04-19 | 2016-09-07 | $2,386 | $2,145 | $241 | $241 |
| EXR - 19 SHS | P | 2016-02-04 | 2016-06-01 | $1,764 | $1,642 | $122 | $122 |
| XCM - 82 SHS | P | 2016-02-04 | 2016-12-13 | $7,201 | $6,552 | $649 | $649 |
| FB - 66 SHS | P | 2015-08-25 | 2016-02-04 | $7,286 | $5,723 | $1,563 | $1,563 |
| FISV - 23 SHS | P | 2016-05-17 | 2016-11-29 | $2,456 | $2,383 | $73 | $73 |
| BEN - 108 SHS | P | 2016-03-22 | 2016-06-28 | $3,334 | $4,162 | -$828 | -$828 |
| GE - 355 SHS | P | 2015-08-25 | 2016-02-04 | $10,484 | $8,596 | $1,888 | $1,888 |
| GM - 136 SHS | P | 2016-02-04 | 2016-04-05 | $4,023 | $3,874 | $149 | $149 |
| HAL - 16 SHS | P | 2016-02-04 | 2016-06-14 | $704 | $522 | $182 | $182 |
| HES - 13 SHS | P | 2016-04-05 | 2016-06-28 | $708 | $661 | $47 | $47 |
| HPE - 32 SHS | P | 2016-02-04 | 2016-04-05 | $566 | $440 | $126 | $126 |
| HD - 45 SHS | P | 2015-08-25 | 2016-02-04 | $5,423 | $5,180 | $243 | $243 |
| ITW - 19 SHS | P | 2016-02-23 | 2016-11-15 | $2,353 | $1,790 | $563 | $563 |
| INTC - 36 SHS | P | 2016-02-04 | 2016-05-03 | $1,095 | $1,063 | $32 | $32 |
| ICE - 6 SHS | P | 2016-02-04 | 2016-06-01 | $1,616 | $1,469 | $147 | $147 |
| IBM - 6 SHS | P | 2016-02-04 | 2016-11-29 | $982 | $764 | $218 | $218 |
| IFF - 9 SHS | P | 2016-02-09 | 2016-03-22 | $1,035 | $1,037 | -$2 | -$2 |
| INTU - 12 SHS | P | 2016-02-04 | 2016-12-13 | $1,395 | $1,159 | $236 | $236 |
| JPM - 71 SHS | P | 2016-02-04 | 2016-08-09 | $4,350 | $4,109 | $241 | $241 |
| QVCA - 49 SHS | P | 2016-02-04 | 2016-08-09 | $1,051 | $1,235 | -$184 | -$184 |
| LINKEDIN CORP-A - 26 SHS | P | 2015-08-25 | 2016-02-04 | $5,014 | $4,664 | $350 | $350 |
| LOW - 58 SHS | P | 2016-05-17 | 2016-09-20 | $4,133 | $4,151 | -$18 | -$18 |
| MRO - 147 SHS | P | 2016-04-05 | 2016-11-29 | $2,037 | $1,653 | $384 | $384 |
| MAS - 132 SHS | P | 2016-02-04 | 2016-05-03 | $4,101 | $3,351 | $750 | $750 |
| MA - 49 SHS | P | 2016-02-04 | 2016-12-13 | $4,753 | $4,225 | $528 | $528 |
| MAT - 60 SHS | P | 2016-03-22 | 2016-11-01 | $1,861 | $1,915 | -$54 | -$54 |
| MCD - 84 SHS | P | 2016-06-01 | 2016-12-13 | $10,109 | $10,384 | -$275 | -$275 |
| MDT - 28 SHS | P | 2016-07-26 | 2016-10-04 | $2,420 | $2,223 | $197 | $197 |
| MET - 99 SHS | P | 2016-02-04 | 2016-04-05 | $4,020 | $3,950 | $70 | $70 |
| MSFT - 89 SHS | P | 2015-08-25 | 2016-02-04 | $4,614 | $3,791 | $823 | $823 |
| MHK - 24 SHS | P | 2016-02-04 | 2016-03-08 | $4,259 | $3,953 | $306 | $306 |
| MSI - 38 SHS | P | 2016-03-08 | 2016-06-01 | $2,778 | $2,525 | $253 | $253 |
| MYL - 25 SHS | P | 2016-04-19 | 2016-10-04 | $954 | $1,197 | -$243 | -$243 |
| NDAQ - 72 SHS | P | 2015-08-25 | 2016-02-04 | $4,269 | $3,610 | $659 | $659 |
| NFX - 28 SHS | P | 2016-02-04 | 2016-08-09 | $1,281 | $781 | $500 | $500 |
| NEE - 17 SHS | P | 2016-03-08 | 2016-09-20 | $2,152 | $1,946 | $206 | $206 |
| NKE - 80 SHS | P | 2016-02-04 | 2016-08-23 | $4,632 | $4,434 | $198 | $198 |
| NVDA - 63 SHS | P | 2016-06-28 | 2016-08-09 | $3,720 | $2,885 | $835 | $835 |
| ORCL - 59 SHS | P | 2016-02-04 | 2016-10-04 | $2,291 | $2,143 | $148 | $148 |
| PH - 21 SHS | P | 2016-02-23 | 2016-05-17 | $2,374 | $2,132 | $242 | $242 |
| PYPL - 199 SHS | P | 2016-02-23 | 2016-06-28 | $7,486 | $6,883 | $603 | $603 |
| PCG - 58 SHS | P | 2016-02-04 | 2016-06-28 | $3,525 | $3,290 | $235 | $235 |
| PSX - 110 SHS | P | 2016-02-04 | 2016-07-26 | $8,787 | $8,859 | -$72 | -$72 |
| PG - 29 SHS | P | 2016-02-04 | 2016-11-01 | $2,396 | $2,343 | $53 | $53 |
| PLD - 170 SHS | P | 2016-02-04 | 2016-06-14 | $8,421 | $6,733 | $1,688 | $1,688 |
| QCOM - 63 SHS | P | 2016-03-22 | 2016-10-04 | $3,980 | $2,994 | $986 | $986 |
| RHT - 97 SHS | P | 2015-08-25 | 2016-02-04 | $6,721 | $6,936 | -$215 | -$215 |
| REGN - 6 SHS | P | 2015-08-25 | 2016-02-04 | $2,472 | $3,130 | -$658 | -$658 |
| CRM - 39 SHS | P | 2016-02-04 | 2016-03-22 | $2,804 | $2,614 | $190 | $190 |
| SLB - 106 SHS | P | 2015-08-25 | 2016-02-04 | $7,514 | $7,971 | -$457 | -$457 |
| SEIC - 16 SHS | P | 2016-02-04 | 2016-03-08 | $643 | $592 | $51 | $51 |
| SHW - 6 SHS | P | 2016-02-04 | 2016-02-09 | $1,505 | $1,553 | -$48 | -$48 |
| SHPG - 5.483 SHS | P | 2016-06-03 | 2016-07-12 | $1,065 | $1,042 | $23 | $23 |
| SBUX - 43 SHS | P | 2016-02-04 | 2016-03-22 | $2,533 | $2,513 | $20 | $20 |
| TSLA - 11 SHS | P | 2016-07-12 | 2016-11-15 | $2,101 | $2,465 | -$364 | -$364 |
| TXN - 103 SHS | P | 2016-02-04 | 2016-10-04 | $6,406 | $4,801 | $1,605 | $1,605 |
| TMO - 46 SHS | P | 2015-08-25 | 2016-02-04 | $5,871 | $5,697 | $174 | $174 |
| TWCAZ - 9 SHS | P | 2016-04-05 | 2016-05-20 | $900 | $848 | $52 | $52 |
| TJX - 10 SHS | P | 2016-02-04 | 2016-07-26 | $809 | $705 | $104 | $104 |
| TRV - 35 SHS | P | 2016-02-04 | 2016-02-09 | $3,690 | $3,750 | -$60 | -$60 |
| FOXA - 148 SHS | P | 2015-08-25 | 2016-02-04 | $3,875 | $4,036 | -$161 | -$161 |
| USB - 114 SHS | P | 2016-02-09 | 2016-07-26 | $4,775 | $4,477 | $298 | $298 |
| ULTA - 6 SHS | P | 2016-02-04 | 2016-04-05 | $1,166 | $1,016 | $150 | $150 |
| UPS - 7 SHS | P | 2015-08-25 | 2016-02-09 | $675 | $680 | -$5 | -$5 |
| UNH - 78 SHS | P | 2016-05-17 | 2016-09-20 | $8,993 | $8,964 | $29 | $29 |
| VLO - 32 SHS | P | 2016-02-04 | 2016-04-19 | $1,922 | $1,982 | -$60 | -$60 |
| VER - 415 SHS | P | 2016-09-07 | 2016-10-18 | $4,035 | $4,114 | -$79 | -$79 |
| VZ - 64 SHS | P | 2016-08-09 | 2016-11-29 | $3,200 | $3,282 | -$82 | -$82 |
| VSM - 18.5 SHS | P | 2016-06-01 | 2016-10-04 | $455 | $437 | $18 | $18 |
| V - 67 SHS | P | 2015-08-25 | 2016-06-01 | $5,114 | $4,715 | $399 | $399 |
| VMW - 137 SHS | P | 2016-01-05 | 2016-02-04 | $6,215 | $10,017 | -$3,802 | -$3,802 |
| VNO - 19 SHS | P | 2016-06-28 | 2016-10-04 | $1,876 | $1,836 | $40 | $40 |
| GWW - 33 SHS | P | 2015-08-25 | 2016-02-04 | $6,840 | $7,116 | -$276 | -$276 |
| WMT - 23 SHS | P | 2016-03-22 | 2016-09-20 | $1,656 | $1,567 | $89 | $89 |
| DIS - 71 SHS | P | 2015-08-25 | 2016-02-04 | $6,738 | $7,040 | -$302 | -$302 |
| WM - 84 SHS | P | 2016-09-07 | 2016-11-15 | $5,315 | $4,850 | $465 | $465 |
| WAT - 19 SHS | P | 2016-06-14 | 2016-12-13 | $2,654 | $2,569 | $85 | $85 |
| WDAY - 37 SHS | P | 2016-05-03 | 2016-09-07 | $3,095 | $2,479 | $616 | $616 |
| WYN - 31 SHS | P | 2016-05-03 | 2016-12-13 | $2,278 | $2,229 | $49 | $49 |
| XLNX - 138 SHS | P | 2015-08-25 | 2016-05-17 | $6,686 | $5,514 | $1,172 | $1,172 |
| ZTS - 24 SHS | P | 2016-02-04 | 2016-07-12 | $1,171 | $993 | $178 | $178 |
| CCE - 60 SHS | P | 2016-03-22 | 2016-07-12 | $2,121 | $2,317 | -$196 | -$196 |
| CVS - 12 SHS | P | 2015-08-25 | 2016-11-01 | $1,014 | $1,239 | -$225 | -$225 |
| TXN - 12 SHS | P | 2015-08-25 | 2016-10-04 | $836 | $546 | $290 | $290 |
| UPS - 21 SHS | P | 2015-08-25 | 2016-12-13 | $2,481 | $2,040 | $441 | $441 |
| UNH - 16 SHS | P | 2015-08-25 | 2016-09-20 | $2,199 | $1,822 | $377 | $377 |
| V - 53 SHS | P | 2015-08-25 | 2016-09-07 | $4,408 | $3,730 | $678 | $678 |
| AMZN - 66 SHS | P | 2015-10-28 | 2016-01-08 | $40,276 | $37,013 | $3,263 | $3,263 |
| AMGN - 95 SHS | P | 2015-07-30 | 2016-01-08 | $14,387 | $16,309 | -$1,922 | -$1,922 |
| XLP - 627 SHS | P | 2016-03-17 | 2016-05-19 | $32,812 | $33,281 | -$469 | -$469 |
| CVS - 406 SHS | P | 2015-12-23 | 2016-12-05 | $36,838 | $40,005 | -$3,167 | -$3,167 |
| JPM - 300 SHS | P | 2015-07-30 | 2016-01-08 | $17,830 | $20,696 | -$2,866 | -$2,866 |
| LMT - 150 SHS | P | 2015-12-23 | 2016-01-08 | $31,980 | $32,675 | -$695 | -$695 |
| PANW - 115 SHS | P | 2015-07-30 | 2016-01-08 | $18,834 | $21,306 | -$2,472 | -$2,472 |
| PRU - 230 SHS | P | 2015-07-30 | 2016-01-08 | $16,928 | $20,624 | -$3,696 | -$3,696 |
| XLU - 675 SHS | P | 2016-03-17 | 2016-05-19 | $32,441 | $33,323 | -$882 | -$882 |
| VLO - 575 SHS | P | 2015-10-28 | 2016-01-08 | $39,413 | $36,724 | $2,689 | $2,689 |
| VGK - 382 SHS | P | 2015-10-28 | 2016-01-08 | $17,936 | $19,961 | -$2,025 | -$2,025 |
| DFE - 358 SHS | P | 2015-10-28 | 2016-01-08 | $19,085 | $19,982 | -$897 | -$897 |
| HEDJ - 327 SHS | P | 2015-10-28 | 2016-01-08 | $16,429 | $20,012 | -$3,583 | -$3,583 |
| GLD - 291 SHS | P | 2016-05-19 | 2016-12-05 | $32,429 | $34,871 | -$2,442 | -$2,442 |
| AMGN - 130 SHS | P | 2014-10-28 | 2016-01-08 | $19,687 | $20,345 | -$658 | -$658 |
| AAPL - 214 SHS | P | 2014-10-28 | 2016-01-08 | $20,829 | $22,647 | -$1,818 | -$1,818 |
| BA - 143 SHS | P | 2014-10-28 | 2016-01-08 | $18,705 | $17,661 | $1,044 | $1,044 |
| CELG - 410 SHS | P | 2014-10-15 | 2016-01-08 | $44,999 | $35,358 | $9,641 | $9,641 |
| DAL - 1,000 SHS | P | 2014-10-15 | 2016-12-05 | $46,907 | $32,319 | $14,588 | $14,588 |
| GILD - 250 SHS | P | 2013-07-11 | 2016-12-05 | $23,008 | $13,962 | $9,046 | $9,046 |
| PANW - 19 SHS | P | 2015-07-30 | 2016-12-05 | $2,455 | $3,520 | -$1,065 | -$1,065 |
| CRM - 805 SHS | P | 2014-10-15 | 2016-01-08 | $59,237 | $42,693 | $16,544 | $16,544 |
| LDLFX - 464.037 SHS | P | 2011-08-11 | 2016-01-08 | $2,000 | $2,111 | -$111 | -$111 |
| CAPITAL GAINS DIVIDENDS | P | $117 | $117 | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,013 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,124 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $989,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101110 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $997,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $970,329 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091157 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,799 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $988,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,256 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,005,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080786 | DistributionYr5Rt |
| Total Distribution | 0.440787 | TotalDistributionRt |
| Average Distribution | 0.088157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $956,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $597 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,162 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,162 | TotalPaymentsAndCreditsAmt |
| Tax Due | $32 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN MIMS | IndividualWithBooksNm |
| Phone | 2817661340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $970,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $970,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $970,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $956,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,194 | TotalTaxAmt |
| Distributable Before Adj | $46,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,453 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,455 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,387 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $198,903 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $32,453 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $166,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,455 | ExcessFromYear4Amt |
| Excess From Year3 | $41,542 | ExcessFromYear3Amt |
| Excess From Year2 | $38,963 | ExcessFromYear2Amt |
| Excess From Year1 | $51,103 | ExcessFromYear1Amt |
| Excess From Current Year | $2,387 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE | |||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | CHARITABLE DONATION | $1,850 |
| LIFETEEN | |||||
| 2222 S DOBSON RD SUITE 601 | MESA | AZ | 85202 | CHARITABLE DONATION | $7,000 |
| POPE PAUL VI INSTITUTE | |||||
| 6901 MERCY RD | OMAHA | NE | 68106 | CHARITABLE DONATION | $5,000 |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | |||||
| 7801 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION. | $3,000 |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | |||||
| 7901 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION | $7,150 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE DONATION | $500 |
| ST MARY'S SEMINARY | |||||
| 9845 MEMORIAL DRIVE | HOUSTON | TX | 77024 | CHARITABLE DONATION | $10,000 |
| TEXAS LEGACY VOLLEYBALL CLUB | |||||
| 21240 FOSTER RD | SPRING | TX | 77388 | CHARITABLE DONATION | $500 |
| THE ARCHDIOCESE OF GALVESTON - HOUSTON | |||||
| 1700 SAN JACINTO | HOUSTON | TX | 77001 | CHARITABLE DONATION | $6,000 |
| FRANCISCAN UNIVERSITY | |||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | CHARITABLE DONATION | $3,000 |
| HOLY NAME PASSIONIST RETREAT CENTER | |||||
| 430 BUNKER HILL ROAD | HOUSTON | TX | 77024 | CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,170 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $890 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $11,469 | $11,469 | $0 | $0 |
| YEARLY MEETING | $882 | $0 | $0 | $0 |
Comments