BETA

BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-13
IRS object ID
201741339349100004
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-13T06:34:35-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741067601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHLE ADAMSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANE SUITE 1000AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760662270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERT F WINSTON SR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERTBusinessNameControlTxt
Phone2813423825PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY POCHYLAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2813423825PhoneNum
Signature2017-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE L ESTOPINALPreparerPersonNm
PTINP00150005PTIN
Phone7136291381PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.249.116.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-08IPDt
IP Tm20:57:50IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAC15AFA4CBC62E8712396EF0F69B144FFCEE1662AtSubmissionCreationDeviceId
At Submission Filing Device Id18EF22AD825CC5E67FC4B22420C17DA33A4B4813AtSubmissionFilingDeviceId
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$795,028FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$92,100ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,153DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,207GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,526CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,779TotalRevAndExpnssAmt
Total Net Invst Incm$16,679TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,387AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,388AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$392TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,167TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,388TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,440ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,440ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,387TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,828TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,828ExcessRevenueOverExpensesAmt
Net Investment Income$15,292NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$317,260SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$336,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$336,869SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$1AcctRcvblBOYAmt
Corporate Stock BOY$512,124CorporateStockBOYAmt
Corporate Stock EOY$465,688CorporateStockEOYAmt
Corporate Stock EOYFMV$458,159CorporateStockEOYFMVAmt
Total Assets BOY$829,385TotalAssetsBOYAmt
Total Assets EOY$802,557TotalAssetsEOYAmt
Total Assets EOYFMV$795,028TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$829,385RetainedEarningBOYAmt
Retained Earning EOY$802,557RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$829,385TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$802,557TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$829,385TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$802,557TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$829,385TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,828ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$802,557SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$802,557TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP$61,681$62,681-$1,000-$1,000
CAPITAL GAINS DIVIDENDSP$12,526$12,526$12,526
FieldValueIRS element (for citing)
Capital Gain Net Income$11,526CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,232AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$708,570NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.014440DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,316AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$224,327NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050444DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$211,607NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054946DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,665AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$233,756NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045624DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,843AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$219,411NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044861DistributionYr5Rt
Total Distribution0.210315TotalDistributionRt
Average Distribution0.042063AverageDistributionRt
Net Vl Noncharitable Assets$805,984NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,902AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$153NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,055AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$133,828QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$153InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$153SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$153TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$153TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR GARY POCHYLAIndividualWithBooksNm
Phone2813423825PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11314 OAK CREEK ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774695415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY POCHYLA
PO BOX 522RICHMONDTX774060522PRESIDENT/DIRECTOR2.00$0$0$0
KAREN CARR
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/SECY/DIR2.00$0$0$0
JACK H MOORE
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
DAVID WINSTON
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
BERT F WINSTON III
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
F BARRETT DAVIS JR
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
CHAILLE HAWKINS
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
PAT MCDONALD
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
DANNY MAREK
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$491,545AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,713AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$818,258TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$818,258AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,274CashDeemedCharitableAmt
Net Vl Noncharitable Assets$805,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,299MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,299MinimumInvestmentReturnAmt
Tax Based On Investment Income$153TaxBasedOnInvestmentIncomeAmt
Total Tax$153TotalTaxAmt
Distributable Before Adj$40,146DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,146DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,146DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,828ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$133,828QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$153PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133,675AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,146DistributableAsAdjustedAmt
Undistributed Income PY$33,715UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$133,828QualifyingDistributionsAmt
Applied To Year1$33,715AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,146AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,967RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$59,967TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$59,967ExcessDistriCyovToNextYrAmt
Excess From Current Year$59,967ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGARY POCHYLARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2813423825RecipientPhoneNum
Form And Info And MaterialsREQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATION'S PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND, TEXASRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEHIND THE BADGE CHARITIES
16555 SOUTH WEST FREEWAY SUITE 200SUGAR LANDTX77479OTHER PUBLIC CHARITYFOR THE GENERAL FUNDFOR THE GENERAL FUND$500
CITY OF FULSHEAR
PO BOX 279FULSHEARTX77441OTHER PUBLIC CHARITYFOR THE GENERAL FUND$440
MORTON CEMETERY ASSOCIATION
PO BOX 300RICHMONDTX77406OTHER PUBLIC CHARITYFOR THE GENERAL FUND$5,000
PARKS AND WILDLIFE FOUNDATION OF TEXAS INC
2914 SWISS AVENUEDALLASTX75204OTHER PUBLIC CHARITYFOR THE GENERAL FUND$8,000
LAMAR EDUCATIONAL AWARDS FOUNDATION
3911 AVE IROSENBERGTX77471OTHER PUBLIC CHARITYFOR THE GENERAL FUNDFOR THE GENERAL FUNDFOR THE GENERAL FUND$6,500
TSTC FOUNDATION
3801 CAMPUS DRWACOTX76705OTHER PUBLIC CHARITYFOR THE GENERAL FUND$24,000
CREEKSIDE CHRISTIAN FELLOWSHIP
PO BOX 1129NEEDVILLETX77461OTHER PUBLIC CHARITYFOR THE GENERAL FUND$88,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,440TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,679ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,679TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BOB DAWSON
1908 VICTORIA DRIVERICHMONDTX77469$300Yes (X)
LENNAR
2681 GREENS PARKWAY STE 200HOUSTONTX77067$3,600Yes (X)
BENJAMIN FRANKLIN PLUMBING
3125 PITTS RDRICHMONDTX77406$200Yes (X)
OLD SOUTH PLANTATION INC
4PO BOX 522RICHMONDTX774060552$88,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor4ContributorNum
Noncash Property13.774 ACRES OF OLD SOUTH PLANTATION A-482 FORT BEND COUNTY, TEXASNoncashPropertyDesc
Fair Market Value$88,000FairMarketValueAmt
Received2016-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMOHLE ADAMSCategoryTxt
Amt$2,775Amt
Net Investment Income$1,387NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,388DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SALIENT TRUST CO INVESTMENTS$0$0
FIDELITY BROKERAGE SERVICES$465,688$458,159

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$392Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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