ALAN AND RUBY RIEDEL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALAN AND RUBY RIEDEL FOUNDATION (EIN 31-1520973)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-03
- IRS object ID
- 201710939349100101
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-03T06:36:03-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Cantrell PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Buffalo Speedway Ste 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770983709 | 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 | 311520973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan and Ruby Riedel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAN | BusinessNameControlTxt |
| Phone | 7134645071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruby Riedel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol A Cantrell CPA JD | PreparerPersonNm |
| PTIN | P00047256 | PTIN |
| Phone | 7133330555 | PhoneNum |
| 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 | $1,068,713 | 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 | $475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $475 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $475 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,295 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,295 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,497 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,770 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,320 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,707 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,707 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,027 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,027 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,743 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,271 | CashBOYAmt |
| Cash EOY | $75,667 | CashEOYAmt |
| Cash EOYFMV | $75,667 | CashEOYFMVAmt |
| Corporate Stock BOY | $614,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $595,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $993,046 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $700,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,068,713 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $158,850 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $176,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $158,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $541,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $495,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $541,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $495,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $700,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $541,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $496,269 | SubtotalAmt |
| Other Decreases | $645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $495,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 500 Duke Energy Corp. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2004-01-16 | AcquiredDt |
| Sold | 2016-11-21 | SoldDt |
| Gross Sales Price | $37,148 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,421 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,727 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,727 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,546 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $961,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04840 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,061,675 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $907,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $806,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02728 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $722,930 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03112 | DistributionYr5Rt |
| Total Distribution | 0.184569 | TotalDistributionRt |
| Average Distribution | 0.036914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $962,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,534 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $405 | SubtotalAmt |
| Tax Based On Investment Income | $405 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $405 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruby Riedel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134645071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Ruby Riedel | ||||||
| 4 Heritage Court | Houston | TX | 77024 | President | 1.00 | $0 |
| Ralph Riedel | ||||||
| 12 Euclid Ave | Athens | OH | 45701 | Director | 1.00 | $0 |
| John Riedel | ||||||
| 606 Stoneleigh | Houston | TX | 77079 | Director | 1.00 | $0 |
| Amy Riedel Bone | ||||||
| 11818 Cobblestone | Houston | TX | 77024 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $922,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $977,263 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $977,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $962,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $405 | TotalTaxAmt |
| Distributable Before Adj | $47,725 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,725 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,725 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,595 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,498 | UndistributedIncomePYAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,498 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,777 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,777 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $28,777 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ruby Riedel | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 2 South Court St | Athens | OH | 45701 | None | Church | Religious Purposes | $1,000 |
| The Ohio University Foundation | |||||||
| PO Box 869 | Athens | OH | 45701 | None | 501(c)(3) | Educational Purposes | $6,000 |
| Chapelwood United Methodist Church | |||||||
| 11140 Greenbay Dr | Houston | TX | 77024 | None | Church | Religious Purposes | $1,000 |
| Cornerstone Academy | |||||||
| 9016 Westview Drive | Houston | TX | 77055 | None | 501(c)(3) | Educational Purposes | $1,000 |
| Spring Branch Education Foundation | |||||||
| 9016 Westview | Houston | TX | 77055 | None | 501(c)(3) | Educational Purposes | $3,000 |
| Assistance League of Houston | |||||||
| 1902 Commonwealth Street | Houston | TX | 77219 | None | 501(c)(3) | Charitable Purposes | $1,000 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | 501(c)(3) | Charitable and Scientific Purposes | $1,000 |
| A Call to College | |||||||
| 314 Granville Street | Newark | OH | 43055 | None | 501(c)(3) | Educational Purposes | $1,000 |
| New Directions | |||||||
| PO Box 453 | Mount Vernon | OH | 43050 | None | 501(c)(3) | Charitable Purposes | $1,000 |
| West Arts Council for Children | |||||||
| 41 Central Avenue | Athens | OH | 45701 | None | 501(c)(3) | Educational Purposes | $1,000 |
| The James Dick Foundation | |||||||
| Round Top Festival Hill | Round Top | TX | 78954 | None | Educational Purposes | $3,500 | |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | None | Charitable Purposes | $1,000 | |
| The Village Church - Dallas Northwa | |||||||
| 3877 Walnut Hill Lane | Dallas | TX | 75229 | None | Religious Purposes | $1,000 | |
| Memorial Drive Presbyterian Church | |||||||
| 11612 Memorial Drive | Houston | TX | 77024 | None | Religious Purposes | $7,000 | |
| Gladney Foundation | |||||||
| 6300 John Ryan Drive | Fort Worth | TX | 76132 | None | Charitable Purposes | $1,000 | |
| Round Top Family Library | |||||||
| PO Box 245 | Round Top | TX | 78954 | None | Charitable purposes | $2,500 | |
| Ronald McDonald House | |||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | None | Charitable purposes | $50,000 | |
| Lambda Chi Alpha | |||||||
| 11711 N Pennsylvania St Ste 250 | Carmel | IN | 46032 | None | Charitable purposes | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $475 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,497 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,497 | 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 | Cantrell & Cantrell, PLLC | CategoryTxt |
| Amt | $2,320 | Amt |
| Net Investment Income | $2,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,320 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $595,957 | EOYBookValueAmt |
| EOYFMV | $993,046 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Differences | Desc |
| Amt | $645 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charles Schwab Fees | Desc |
| Revenue And Expenses Per Books | $2,707 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,707 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Suspended Pass. Loss - OneOK | $158,850 | $161,495 |
| Non-taxable Distribution | $14,505 |