WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILSON WHEREWITHAL FOUNDATION (EIN 45-3341944)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-07
- IRS object ID
- 201741889349100704
- 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
- Schedule B
- Amortization Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-07T11:58:57-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward J Walsh & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 538 | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775530538 | 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 | 453341944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON WHEREWITHAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4095392055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 538 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERT WILSON GEARY | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Signature | 2017-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN C WALSH | PreparerPersonNm |
| PTIN | P00007498 | PTIN |
| Phone | 4097634626 | 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 | $1,316,699 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $298,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,374 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,374 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,927 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,927 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $329,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,301 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,301 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $17,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $17,055 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $289 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,540 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,055 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,055 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,246 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,631 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $993,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $998,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,265,068 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,540 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,038,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,049,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,316,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,038,475 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,049,896 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,038,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,038,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,049,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,038,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,421 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,049,896 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-12-31 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $180,060 | GrossSalesPriceAmt |
| Cost Or Other Basis | $178,133 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,927 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,927 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,927 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,927 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,261,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.23605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,227,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.24256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $258,660 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,114,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,149,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.13053 | DistributionYr4Rt |
| Total Distribution | 0.841163 | TotalDistributionRt |
| Average Distribution | 0.210291 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,274,015 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,914 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,996 | 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 | $142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $142 | SubtotalAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $142 | 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 | BERT GEARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4095392055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERT WILSON GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | PRES/DIR | 1.00 | $0 |
| SHARON ESTELLE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | VP/TR/DIR | 1.00 | $0 |
| RUTH LOUISE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | SEC/DIR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WILSON WHEREWITHAL FOUNDATION WAS FORMED TO FUND THE ORIGINAL GALVESTON ARTIST RESIDENCY #45-3342294 CHARITY. | Description1Txt |
| Expenses1 | $297,996 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,223,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,293,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,293,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,274,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142 | TotalTaxAmt |
| Distributable Before Adj | $63,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,559 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $297,996 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,559 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $92,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $236,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,177 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $768,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,996 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,437 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,003,286 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,003,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,990 | ExcessFromYear4Amt |
| Excess From Year3 | $203,835 | ExcessFromYear3Amt |
| Excess From Year2 | $236,847 | ExcessFromYear2Amt |
| Excess From Year1 | $235,177 | ExcessFromYear1Amt |
| Excess From Current Year | $234,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT WILSON GEARY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GALVESTON ARTIST RESIDENCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2521 SHIPS MECHANIC ROW | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $297,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,996 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,301 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERT W GEARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $298,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2011-11-22 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,851 | AmortizedAmt |
| Deduction For Prior Years | $11,311 | DeductionForPriorYearsAmt |
| Amortization Period | 5.0000 | AmortizationPeriodRt |
| Current Year Amortization | $2,540 | CurrentYearAmortizationAmt |
| Total Amortization | $13,851 | TotalAmortizationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH STOCKS | StockNm |
| EOY Book Value | $998,265 | EOYBookValueAmt |
| EOYFMV | $1,265,068 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization | Desc |
| Revenue And Expenses Per Books | $2,540 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $17,055 | Amt |
| Net Investment Income | $17,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,055 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $289 | Amt |
Comments