FOUR LEE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FOUR LEE FOUNDATION (EIN 47-2055080)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201723189349101322
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T12:49:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12800 Post Oak Blvd Ste 3200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472055080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Four Lee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLON L ARMSTRONGInCareOfNm
Business Name ControlFOURBusinessNameControlTxt
Phone7139934075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14265 San Felipe St Ste 850AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY L ARMSTRONGPersonNm
Person TitlePresidentPersonTitleTxt
Phone7134994600PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn W SteffesPreparerPersonNm
PTINP00186434PTIN
Phone7134994600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id76915820173185000011FederalOriginalSubmissionId
Federal Original Submission Id2017-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3C05F97901279AF0647DFC7D8771036E0E35E774AtSubmissionCreationDeviceId
At Submission Filing Device Id3C05F97901279AF0647DFC7D8771036E0E35E774AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,511,105FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$378,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$378,020DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,347NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$373,794GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,347CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$41OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$5,413,408TotalRevAndExpnssAmt
Total Net Invst Incm$413,367TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$291LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,503OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,745TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,745TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$63,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$435,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$435,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$498,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,248TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$435,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,914,869ExcessRevenueOverExpensesAmt
Net Investment Income$350,119NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,302,241SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,118,382SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,118,382SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,412,517CorporateStockBOYAmt
Corporate Stock EOY$12,511,245CorporateStockEOYAmt
Corporate Stock EOYFMV$14,392,723CorporateStockEOYFMVAmt
Total Assets BOY$9,714,758TotalAssetsBOYAmt
Total Assets EOY$14,629,627TotalAssetsEOYAmt
Total Assets EOYFMV$16,511,105TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$9,714,758RetainedEarningBOYAmt
Retained Earning EOY$14,629,627RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,714,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,629,627TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,714,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,629,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,714,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,914,869ExcessRevenueOverExpensesAmt
Subtotal$14,629,627SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,629,627TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALIENT TRUST - DETAILS AVAILABLE UPON REQUESTP$14$10$4$4
SALIENT TRUST - DETAILS AVAILABLE UPON REQUESTP$373,780$338,437$35,343$35,343
FieldValueIRS element (for citing)
Capital Gain Net Income$35,347CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$218,347AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,782,537NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045655DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$696,239NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Total Distribution0.045655TotalDistributionRt
Average Distribution0.022828AverageDistributionRt
Net Vl Noncharitable Assets$12,386,096NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$282,750AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,501NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$286,251AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$435,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,501InvestmentIncomeExciseTaxAmt
Subtotal$3,501SubtotalAmt
Tax Based On Investment Income$3,501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,842EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,842TotalPaymentsAndCreditsAmt
Overpayment$7,341OverpaymentAmt
Applied To ES Tax$7,341AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TYLON L ARMSTRONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7139934075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14265 SAN FELIPE ST 8TH FLOORAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027PRESIDENT1.0$0$0$0
MELINDA L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027V.P./SECRETARY1.0$0$0$0
TYLON L ARMSTRONG
4265 San Felipe St Ste 850HoustonTX77027TREASURER1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM RELATED INVESTMENTSDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,357,929AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,216,788AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,574,717TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,574,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,386,096NetVlNoncharitableAssetsAmt
Minimum Investment Return$619,305MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$619,305MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,501TaxBasedOnInvestmentIncomeAmt
Total Tax$3,501TotalTaxAmt
Distributable Before Adj$615,804DistributableBeforeAdjAmt
Distributable Before Ded$615,804DistributableBeforeDedAmt
Distributable As Adjusted$615,804DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$435,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$435,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,501PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$431,499AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$615,804DistributableAsAdjustedAmt
Undistributed Income PY$18,474UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$435,000QualifyingDistributionsAmt
Applied To Year1$18,474AppliedToYear1Amt
Applied To Current Year$416,526AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$199,278UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREG AND MELINDA ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boy Scouts of America
1325 West Walnut Hill LnIrvingTX75038NONEPCCHARITABLE$15,000
MISSION K9 RESCUE
10902 BRITOAK LNHOUSTONTX77079NONEPCCHARITABLE$50,000
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONEPCCHARITABLE$20,000
UNITED WAY
PO BOX 3247HOUSTONTX77253NONEPCCHARITABLE$50,000
YOUTH DEVELOPMENT CENTER
7725 SANDRA STREETHOUSTONTX77016NONEPCCHARITABLE$10,000
SMU COX SCHOOL OF BUSINESS
PO BOX 750261DALLASTX75275NONEPCCHARITABLE$5,000
AVON PRODUCTS FOUNDATION INC
777 THIRD AVENUENEW YORKNY10017NONEPCCHARITABLE$5,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPCCHARITABLE$10,000
HOUSTON COUNCIL ON ALCOHOLISM & DRUG ABUSE
PO BOX 2768HOUSTONTX77252NONEPCCHARITABLE$105,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD SUITE 200BETHESDAMD20814NONEPCCHARITABLE$20,000
EXCEPTIONAL CHILDRENS FOUNDATION
8740 WEST WASHINGTON BLVDCULVER CITYCA90232NONEPCCHARITABLE$25,000
LEGIONARIES OF CHRIST
30 MANSELL CT STE 103ROSWELLGA300761580NONEPCCHARITABLE$100,000
SMALL STEPS NUTURING CENTER
1709 DEPELCHINHOUSTONTX77007NONEPCCHARITABLE$10,000
THE CENTER FOR HEARING AND SPEECH
3636 WEST DALLASHOUSTONTX77019NONEPCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$435,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$378,020ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,347ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$41ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$413,408ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$413,408TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGREG AND MELINDA ARMSTRONGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111511 MEMORIAL DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3000 SHS CAMPBELL SOUP CO$129,240$181,410
6000 SHS PROCTER & GAMBLE CO$507,473$504,480
7000 SHS CHEVRON CORP$692,270$823,900
6400 SHS CONOCOPHILLIPS$336,516$320,896
9500 SHS EXXON MOBIL CORP$825,550$857,470
10,000 SHS SPECTRA ENERGY CORP$303,714$410,900
5000 SHS JOHNSON AND JOHNSON$507,080$576,050
15,000 SHS PFIZER INC$467,442$487,200
10000 SHS GENERAL ELECTRIC CO$245,900$316,000
6000 SHS OGE ENERGY CORP$199,320$200,700
6000 SHS ONEOK INC COM$265,920$344,460
5000 SHS SOUTHERN COMPANY$239,250$245,950
5000 SHS DISNEY WALT CO$485,560$521,100
4000 SHS MCDONALDS CORP$464,785$486,880
12,000 SHS COCA COLA CO$522,756$497,520
7000 SHS GENERAL MILLS INC$472,335$432,390
7000 SHS NESTLE S A SPONSORED$487,859$503,125
5000 SHS PEPSICO INC$533,159$523,150
11,500 SHS UNILEVER N V$533,950$472,190
6000 SHS WAL-MART STORES$379,801$414,720
46 SHS CALIFORNIA RES CORP$484$979
5000 SHS OCCIDENTAL PETROLEUM$299,280$356,150
37,552 SHS PLAINS GP HLDGS$567,229$1,302,303
6000 SHS SCHLUMBERGER LTD$381,205$503,700
10,000 SHS METLIFE INC$422,532$538,900
10,000 SHS ABBOTT LABORATORIES$408,385$384,100
7000 SHS ELI LILLY & CO$559,214$514,850
6000 SHS CATERPILLAR INC$362,947$556,440
3000 SHS 3M CO$417,582$535,710
5000 SHS APPLE INC$492,507$579,100

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$291LegalFeesAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$41RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$52,503Amt
Net Investment Income$52,503NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,745Amt
Net Investment Income$4,745NetInvestmentIncomeAmt

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