ROBERT AND BREDOW THOMPSON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND BREDOW THOMPSON FOUNDATION (EIN 45-3501723)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201741299349101184
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T10:22:56-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bragg Felt & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7660 Woodway Dr Suite 310 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | 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 | 453501723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND BREDOW THOMPSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8325881457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11826 VILLAGE PARK CIR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E THOMPSON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sally A Felt | PreparerPersonNm |
| PTIN | P00163324 | PTIN |
| Phone | 7137811200 | 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 | $131,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,474 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,474 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $674 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,464 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,474 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $235 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $675 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $675 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $910 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $910 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,564 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,780 | CashBOYAmt |
| Cash EOY | $15,801 | CashEOYAmt |
| Cash EOYFMV | $15,801 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $107 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $52,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,846 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,749 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $78,049 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $66,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,641 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $3,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $140,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $140,858 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,811 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $140,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75 | OtherIncreasesAmt |
| Subtotal | $125,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $125,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS CAPITAL GAIN DIVIDEND | P | 2013-01-01 | 2016-12-31 | $1,514 | $1,514 | $1,514 | |
| VARIOUS SHORT TERM LOSS-SCHEDULE ON FILE | P | 2016-09-12 | 2016-11-10 | $235 | -$3 | -$3 | $238 |
| VARIOUS LONG TERM GAIN-SCHEDULE ON FILE | P | 2014-03-11 | 2016-11-07 | $28,879 | $2,479 | $2,479 | $26,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,990 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $170,556 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.17833 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $194,275 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.16715 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,196 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $205,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $174,604 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,874 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,376 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14688 | DistributionYr5Rt |
| Total Distribution | 0.682802 | TotalDistributionRt |
| Average Distribution | 0.136560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $143,186 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,553 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,310 | 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 | $56 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $56 | SubtotalAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36 | TotalPaymentsAndCreditsAmt |
| Tax Due | $20 | 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 | ROBERT THOMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8325881457 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11826 VILLAGE PARK CIR | 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 |
|---|---|---|---|---|---|---|
| ROBERT E THOMPSON | ||||||
| 11826 VILLAGE PARK CIR | HOUSTON | TX | 77024 | Trustee | 1.00 | $0 |
| BREDOW BELL THOMPSON | ||||||
| 11826 VILLAGE PARK CIR | HOUSTON | TX | 77024 | Trustee | 1.00 | $0 |
| NICHOLAS E THOMPSON | ||||||
| 11826 VILLAGE PART CIR | HOUSTON | TX | 77024 | Trustee | 1.00 | $0 |
| DEMAREST SCHLOSSER | ||||||
| 2577 LITTLE MISSOURI RD | HULETT | WY | 82720 | Trustee | 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 | $134,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $145,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56 | TotalTaxAmt |
| Distributable Before Adj | $7,103 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,103 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,103 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,310 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $56 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,103 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,507 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,954 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,949 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,310 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,207 | RemainingDistriFromCorpusAmt |
| Total Corpus | $85,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,507 | ExcessFromYear4Amt |
| Excess From Year3 | $21,901 | ExcessFromYear3Amt |
| Excess From Year2 | $23,032 | ExcessFromYear2Amt |
| Excess From Year1 | $21,954 | ExcessFromYear1Amt |
| Excess From Current Year | $14,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E THOMPSON | ContributingManagerNm |
| Contributing Manager | BREDOW BELL THOMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST FRANCIS EPISCOPAL CHURCH | |||||||
| 345 PINEY POINT ROAD | HOUSTON | TX | 77024 | NONE | 501(C)(3) | WORSHIP MUSIC PROGRAM | $500 |
| A CHRISTIAN MINISTRY IN THE NATIONA | |||||||
| 9185 E KENYON AVENUE STE 230 | DENVER | CO | 80237 | NONE | 501(C)(3) | PUBLIC CHARITY | $1,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE INDIAN RE | SD | 57770 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| ST MATTHEW CATHOLIC CHURCH | |||||||
| 206 HUNTER ST | HULETT | WY | 82720 | NONE | 501(C)(3) | RELIGIOUS | $1,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84010 | NONE | 501(C)(3) | MEDICAL CARE | $1,000 |
| VIRTUEONLINE | |||||||
| 570 TWIN LAKES RD | SHOHOLA | PA | 18458 | NONE | 501(C)(3) | RELIGIOUS | $200 |
| THE ANGLICAN DIGEST SPEAK | |||||||
| 805 CR 102 | EUREKA SPRINGS | AR | 72632 | NONE | 501(C)(3) | RELIGIOUS | $200 |
| UNION GOSPEL MISSION | |||||||
| 1321 EAST LANDCASTER | FORT WORTH | TX | 76102 | NONE | 501(C)(3) | PUBLIC CHARITY | $500 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY SO | FEDERAL WAY | WA | 98001 | NONE | 501(C)(3) | PUBLIC CHARITY | $2,000 |
| TRINITY SCHOOL FOR MINSTRY | |||||||
| 311 ELEVENTH ST | AMBRIDGE | PA | 15003 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| ST LAURENCE CHURCH | |||||||
| 519 N KIMBALL AVE | SOUTHLAKE | TX | 76092 | NONE | 501(C)(3) | RELIGIOUS | $4,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 32832 | NONE | 501(C)(3) | PUBLIC CHARITY | $3,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE DEPT 2500 | ORLANDO | FL | 32832 | NONE | 501(C)(3) | PUBLIC CHARITY | $500 |
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||
| 19 W WINTHROP ST | NEWCASTLE | WY | 82701 | NONE | 501(C)(3) | RELIGIOUS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,474 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,990 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $674 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,138 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,138 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ASSETS HELD EARN DIVIDENDS AND INTEREST AND THIS IS USED TO HELP FUND DISTRIBUTIONS FOR THE CHARITABLE PURPOSE OF THE FOUNDATION. |
| 8 | ASSETS HELD ARE LIQUIDATED AND REINVESTED TO EARN ADDITIONAL FUNDS OR SALES ARE USED TO FUND DISTRIBUTIONS THAT ARE IN KEEPING WITH THE FOUNDATIONS CHARITABLE PURPOSE. |
| 11 | ASSETS EARN OTHER THAN DIVIDENDS AND INTEREST TO BE USED TO HELP FUND THE CHARITABLE PURPOSE OF THE FOUNDATION. |
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 | SALLY A FELT, PC | CategoryTxt |
| Amt | $470 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $235 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $235 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3128.758 PIMCO SHORT TERM INSTL | $30,582 | $30,662 |
| 517.135 LOOMIS SAYLES BOND FUND | $7,595 | $7,012 |
| 246.545 VANGUARD GROWTH INDEX | $10,399 | $14,129 |
| 349.001 AMERICAN FD WA MUTUAL | $12,675 | $14,281 |
| 210.724 GUGGENHEIM MACRO OPPTY | $5,650 | $5,557 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50.737 SHARES EXXONMOBIL COMMON STOCK | ||
| 351.486 FIRST EAGLE GLOBAL CL FUND | $18,095 | $19,152 |
| 750.768 OPPENHEIMER DEVELOPING MARKETS Y | ||
| 577.551 METROPOLITAN WEST TOTAL | $6,159 | $6,082 |
| 1230.695 UBS AG LONDON DRH ETRACS FD | $5,951 | $3,864 |
| 1489.869 SHARES BRANDES EMERGING MARKETS | $9,641 | $11,651 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD PRIME MONEY MARKET | AT COST | $223 | $223 |
| SCHWAB MUNICIPAL MONEY FUND | AT COST | $3,040 | $3,040 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $674 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON TAXABLE INCOME | $72 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investec Advisory Group | CategoryTxt |
| Amt | $1,349 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $675 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $41 | Amt |
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