KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION (EIN 68-0498633)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349102550
- 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
- All Oth Prog Rltd Investments Sch
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T16:36:23-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD SUITE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 680498633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITTSIE AND CHARLIE THOMAS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITT | BusinessNameControlTxt |
| Phone | 7134187272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE STREET NO 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770276021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KLAES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7134187272 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE SANDERS | PreparerPersonNm |
| PTIN | P01508979 | PTIN |
| Phone | 7136253500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 13:44:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B1824852A2EDBB4B64C0B22E0DA599A35AF9FC87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DACA91986CFB8A0EF6A94F1B7DC6CB180BBD373B | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,400,040 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $571,659 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,264,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,469 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $524,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,372 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,371 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,872 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,371 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $423,021 | CashBOYAmt |
| Cash EOY | $507,359 | CashEOYAmt |
| Cash EOYFMV | $507,359 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $29,643 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $518,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $454,249 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $419,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $438,432 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $971,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,373,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,400,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $971,403 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,373,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,373,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,374,001 | SubtotalAmt |
| Other Decreases | $981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1068 BUCKEYE PARTNERS | P | 2016-03-04 | 2016-11-30 | $71,773 | $73,388 | -$1,615 | -$1,615 |
| 2519 ENTERPRISE PRODUCT PARTNERS | P | 2016-04-25 | 2016-08-29 | $66,144 | $68,374 | -$2,230 | -$2,230 |
| FIDELITY SUMMARY STMT AVAILABLE UPON REQUEST | P | 2016-01-01 | 2016-12-31 | $4,126,909 | $4,195,091 | -$68,182 | -$68,182 |
| BUCKEYE PARTNERS | P | 2016-01-01 | 2016-12-31 | $39 | $39 | $39 | |
| FIDELITY CAPITAL GAIN DISTRIBUTION | P | 2016-01-01 | 2016-12-31 | $74 | $74 | $74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,914 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $271 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | DANNY KLAES | IndividualWithBooksNm |
| Phone | 7134187272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE ST STE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770276021 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KELLY THOMAS | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| ROBIN KLAES | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | VICE PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| DANIEL KLAES | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | SECRETARY/TREASURER | 0.58 | $0 | $0 | $0 |
| TRACY EVERIST | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | DIRECTOR | 0.10 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $853,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,193,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,193,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,175,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $226 | IncomeTaxAmt |
| Total Tax | $497 | TotalTaxAmt |
| Distributable Before Adj | $58,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,572 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,572 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,505 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIDS FOUNDATION HOUSTON | ||||||||||||
| 6260 WESTPARK DR SUITE 100 | HOUSTON | TX | 77057 | NONE | PC | PROGRAM SUPPORT | $20,000 | |||||
| ARCHWAY ACADEMY | ||||||||||||
| 6221 MAIN STREET | HOUSTON | TX | 77030 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| ARTS IN THE ARMED FORCES | ||||||||||||
| 220 36TH STREET B520 UNIT 21 | BROOKLYN | NY | 11232 | NONE | PC | PROGRAM SUPPORT | $1,250 | |||||
| CANDLELIGHTERS CHILDHOOD CANCER FAMILY ALLIANCE | ||||||||||||
| 12919 SOUTHWEST FREEWAY SUITE 100 | STAFFORD | TX | 77477 | NONE | PC | PROGRAM SUPPORT | $3,300 | |||||
| CARING FRIENDS INC | ||||||||||||
| 4024 LANARK LANE | HOUSTON | TX | 77025 | NONE | PC | PROGRAM SUPPORT | $5,000 | |||||
| EASTERSEALS | ||||||||||||
| 233 SOUTH WACKER DRIVE SUITE 2400 | CHICAGO | IL | 60606 | NONE | PC | PROGRAM SUPPORT | $2,500 | |||||
| EPISCOPAL HIGH SCHOOL | ||||||||||||
| PO BOX 271299 | HOUSTON | TX | 77277 | NONE | PC | PROGRAM SUPPORT | $5,000 | |||||
| ELIJAH RISING | ||||||||||||
| 5818 SOUTHWEST FWY | HOUSTON | TX | 77057 | NONE | PC | PROGRAM SUPPORT | $1,000 | |||||
| THE GARDEN CLUB OF HOUSTON | ||||||||||||
| 4212 SAN FELIPE | HOUSTON | TX | 77027 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| THE HERMANN PARK CONSERVANCY | ||||||||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| SPAULDING FOR CHILDREN | ||||||||||||
| 6925 PORTWEST DR 110 | HOUSTON | TX | 77024 | NONE | PC | PROGRAM SUPPORT | $2,500 | |||||
| HOUSTON BALLET | ||||||||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | NONE | PC | PROGRAM SUPPORT | $3,500 | |||||
| HOUSTON FOOD BANK | ||||||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | PROGRAM SUPPORT | $16,000 | |||||
| HOUSTON AREA PARKINSON SOCIETY | ||||||||||||
| 2700 SOUTHWEST FRWY STE 296 | HOUSTON | TX | 77098 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| LIFE HOUSTON | ||||||||||||
| 2002 SOUTH WAYSIDE DR | HOUSTON | TX | 77023 | NONE | PC | PROGRAM SUPPORT | $3,300 | |||||
| SMALL STEPS NURTURING CENTER | ||||||||||||
| 2902 JENSEN DR | HOUSTON | TX | 77026 | NONE | PC | PROGRAM SUPPORT | $2,500 | |||||
| PRAYERS OF THE PEOPLE | ||||||||||||
| 1110 LOVETT BLVD STE 100 | HOUSTON | TX | 77006 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| RIVER OAKS BAPTIST SCHOOL | ||||||||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | NONE | PC | PROGRAM SUPPORT | $500 | |||||
| SEARCH HOMELESS SERVICES | ||||||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | PROGRAM SUPPORT | $1,000 | |||||
| ST THOMAS HIGH SCHOOL | ||||||||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | PROGRAM SUPPORT | $25,000 | |||||
| THE CHURCH OF ST JOHN THE DIVINE | ||||||||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77019 | NONE | PC | PROGRAM SUPPORT | $1,650 | |||||
| SPINA BIFIDA HOUSTON GULF COAST | ||||||||||||
| PO BOX 692170 | HOUSTON | TX | 77269 | NONE | PC | PROGRAM SUPPORT | $5,000 | |||||
| TREES OF HOPE | ||||||||||||
| 3330 AUDLEY ST SUITE 104 | HOUSTON | TX | 77098 | NONE | PC | PROGRAM SUPPORT | $5,000 | |||||
| UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC | ||||||||||||
| NONE | PC | PROGRAM SUPPORT | $1,500 | 91 NORTH STREET | ST ANDREWS | FIFE | UK | KY16 9AJ | ||||
| BUCKEYE PARTNERS LP | ||||||||||||
| PO BOX 56169 | HOUSTON | TX | 77256 | NONE | PC | PROGRAM SUPPORT | $1 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,001 | 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 | $22,318 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $237 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$71,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$47,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $237 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,890 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | LINE 7E REFLECTS NONDIVIDEND DISTRIBTUIONS WHICH IS A RETURN OF CAPITAL, AND THEREFORE, NON-TAXABLE FOR INVESTMENT INCOME PURPOSES. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS 2001 CHARITABLE LEAD ANNUITY TR | ||||||
| 1 | 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | $413,101 | Yes (X) |
| THOMAS 2004 CHARITABLE LEAD ANNUITY TR | ||||||
| 2 | 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | $158,558 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,743 | Amt |
| Net Investment Income | $2,372 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,371 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND THE REGULATIONS THEREUNDER, THIS FOUNDATION ELECTS $14,730 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF 2013 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GREENWICH CAP CMBS SER 2007-GG9 CL A-J | $203,499 | $211,680 |
| MORGAN STANLEY CAP SER 2007-IQ15 CL A-J | $45,755 | $46,137 |
| TRANSOCEAN INC BOND | $74,726 | $77,360 |
| CLIFFS NAT RES INC | $95,861 | $103,255 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK CL A | $0 | $0 |
| ALTRIA GROUP INC | $0 | $0 |
| AMAZON.COM INC | $0 | $0 |
| ANACOR PHARMACEUTICALS INC | $0 | $0 |
| DR PEPPERSNAPPLE GROUP INC COM | $0 | $0 |
| FACEBOOK INC COM | $0 | $0 |
| GENERAL ELECTRIC CO | $0 | $0 |
| GENOMIC HEALTH INC COM | $0 | $0 |
| HORMEL FOODS CORP COM | $0 | $0 |
| REYNOLDS AMERN INC | $0 | $0 |
| SERVICENOW INC COM | $0 | $0 |
| SOUTHWEST AIRLNS CO | $0 | $0 |
| STAMPS COM INC COM NEW | $0 | $0 |
| CUBESMART COM | $0 | $0 |
| DIGITAL RLTY TR INC COM | $0 | $0 |
| SOVRAN SELF STORAGE INC | $0 | $0 |
| ARGAN INC COM | $16,227 | $16,579 |
| CHEVRON CORP NEW COM | $33,068 | $33,074 |
| CUMMINS INC | $21,840 | $20,364 |
| DREW INDS INC COM NEW | $26,306 | $25,860 |
| HUNTINGTON INGALLS INDS INC COM | $34,227 | $33,707 |
| MASTEC INC | $16,333 | $15,606 |
| NVIDIA CORP | $50,137 | $51,342 |
| ZEBRA TECHNOLOGIES CORP CL A | $21,748 | $22,641 |
| ISHARES CORE S&P MID-CAP ETF | $138,456 | $143,350 |
| ISHARES CORE S&P SMALL-CAP ETF | $87,478 | $91,726 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $981 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE ACCOUNT FEES | $8,872 | $8,872 | $0 |
| BUCKEYE PARTNERS NONDEDUCTIBLE EXPENSES | $9 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BUCKEYE PARTNERS - SALE | $3,843 | $3,843 | $3,843 |
| ENTERPRISE PRODUCT PARTNERS - SALE | $1,831 | $1,831 | $1,831 |
| BUCKEYE PARTNERS OTHER INCOME | -$1,278 | -$1,278 | -$1,278 |
| ENTERPRISE PRODUCTS PARTNERS OTHER INCOME | -$1,927 | -$1,927 | -$1,927 |
| NONDIVIDEND DISTRIBUTION | $237 | $0 | $237 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $546 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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