DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-04
- IRS object ID
- 201701659349100000
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-04T15:41:12-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203305579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Niedersachsen Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5642 Sylmar Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | 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 | 760619640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David B Hendricks II Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David B Hendricks | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 9364413840 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chris Kolenda | PreparerPersonNm |
| PTIN | P00644073 | PTIN |
| Phone | 7136244216 | PhoneNum |
| Preparation | 2017-06-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.15.225.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-14 | IPDt |
| IP Tm | 00:10:32 | IPTm |
| Federal Original Submission Id | 7917722017165znfskku | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EE87B583FA6BFA2A3E94B6DFDA7D8398B42714C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3EE87B583FA6BFA2A3E94B6DFDA7D8398B42714C | 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 | $945,415 | 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 |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,367 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,367 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,294 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,490 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,490 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $64,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,151 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,857 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $289 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,151 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,857 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $143,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,680 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,680 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $428,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $456,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $498,655 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $313,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $301,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $304,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $885,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $901,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $945,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $885,509 | UnrestrictedBOYAmt |
| Unrestricted EOY | $901,167 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $885,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $901,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $885,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $901,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $885,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,045 | ExcessRevenueOverExpensesAmt |
| Subtotal | $903,554 | SubtotalAmt |
| Other Decreases | $2,387 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $901,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| EATON CORP 500 | P | 2016-08-26 | 2016-12-01 | $33,953 | $34,066 | -$113 |
| B of A 1000 | P | 2016-11-28 | 2016-04-13 | $20,545 | $13,874 | $6,671 |
| MEM PROD PTRS 7600 | P | 2016-09-01 | 2016-12-27 | $3,678 | $14,496 | -$10,818 |
| RAPTOR 2000 | P | 2016-02-05 | 2016-02-22 | $8,228 | $7,899 | $329 |
| B of A 1000 | P | 2014-09-25 | 2016-11-14 | $19,751 | $17,090 | $2,661 |
| MAIN STR CAP 5500 | P | 2014-04-08 | 2016-10-11 | $176,515 | $125,907 | $50,608 |
| MEM PROD PTRS 4400 | P | 2013-03-20 | 2016-10-11 | $6,826 | $81,017 | -$74,191 |
| Under Armour | P | 2014-10-16 | 2016-11-30 | $511 | $635 | -$124 |
| MEM PROD PTRS BASIS ADJ | P | 2013-03-20 | 2016-10-11 | $59,060 | $59,060 | |
| TEXAN CAPITAL CG DISTR | P | 2015-06-30 | 2016-12-31 | $348 | $348 | |
| SMH CG DISTR | P | 2015-06-30 | 2016-12-31 | $3,224 | $3,224 | |
| MEM PROD PTRS SEC 1231 | 2013-03-20 | 2016-10-11 | $21,361 | -$21,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,294 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,931 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $890,617 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $934,407 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061001 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $934,262 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057264 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $841,866 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $779,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044232 | DistributionYr5Rt |
| Total Distribution | 0.263129 | TotalDistributionRt |
| Average Distribution | 0.052626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $899,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $617 | OverpaymentAmt |
| Applied To ES Tax | $617 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | David B Hendricks | IndividualWithBooksNm |
| Phone | 9364413840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David B Hendricks | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $769,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $913,086 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $913,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $899,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $43,687 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,687 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $45,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,687 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $7,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,622 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,313 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,316 | ExcessFromYear3Amt |
| Excess From Year2 | $10,980 | ExcessFromYear2Amt |
| Excess From Year1 | $7,622 | ExcessFromYear1Amt |
| Excess From Current Year | $1,313 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The ARK Group | ||||||
| 2611 FM 1960 W Ste H201 | Houston | TX | 770683728 | PC | Provide Some Finl Support | $5,000 |
| Youth Reach Houston | ||||||
| PO Box 9631 | Houston | TX | 77213 | PC | Provide some financial support | $5,000 |
| Texas Christian University | ||||||
| TCU Box 297044 | Fort Worth | TX | 76129 | PC | Provide some financial support | $10,000 |
| UNIV OF MISSOURI KANSAS CITY | ||||||
| 5115 OAK STREET ROOM 229 | Kansas City | MO | 64112 | PC | Provide some financial support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,367 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly Traded Securities | $406,978 | $446,012 |
| Large Cap Mutual Funds | $50,000 | $52,643 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly Traded Partnerships | $51,509 | $54,080 |
| Revista Note | $250,000 | $250,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mem Prod Ptrs Book Basis Adj | Desc |
| Amt | $2,387 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TCU Scholarship Dinner | Desc |
| Revenue And Expenses Per Books | $289 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K1 Passthrough Income | Desc |
| Revenue And Expenses Per Books | $8,490 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,490 | AdjustedNetIncomeAmt |
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