ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-25
- IRS object ID
- 201742069349100419
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-25T14:18:18-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $11,927,501 | 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 | $405,274 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,057,973 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $11,425 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,291 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $134 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $534,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,999 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $134 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,813 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,813 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,374 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,374 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,620 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,402 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $115 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $115 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,059 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $134 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,983 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $134 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $577,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $577,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $711,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $134 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $646,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$176,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,207 | CashBOYAmt |
| Cash EOY | $18,137 | CashEOYAmt |
| Cash EOYFMV | $18,137 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $652,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $641,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $641,304 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,799,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,713,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,613,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $702,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $609,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $654,599 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,159,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,983,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,927,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,159,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,983,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,159,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,983,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,159,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,983,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,159,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$176,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,983,186 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,983,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly - traded securities | P | 2014-01-01 | 2016-01-01 | $2,043,658 | $2,165,904 | -$122,246 | -$122,246 |
| Passthrough K-1 Capital Gain | P | 2015-12-01 | 2016-01-01 | $14,315 | $14,315 | $14,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,931 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $496,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,037,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04494 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $300,132 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,238,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $773,288 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,143,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,106,185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,177,275 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $476,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,120,909 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05221 | DistributionYr5Rt |
| Total Distribution | 0.311601 | TotalDistributionRt |
| Average Distribution | 0.062320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,391,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $647,579 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,403 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $646,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,648 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,648 | SubtotalAmt |
| Tax Based On Investment Income | $3,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $1,638 | OverpaymentAmt |
| Applied To ES Tax | $1,638 | AppliedToESTaxAmt |
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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $5,000 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Architectural History Program - Foundation Fellow, Stephen Fox, this year contributed to: Rice Design Alliance magazine and the Journal of the Southeast Chapter of the Society of Architectural HistoriansHe also presented 4 lectures at colleges and other public forums, gave 10 architectural tours to visiting scholars and dignitaries. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $48,186 | Expenses1Amt |
| Description2 | Anchorage Press - The Foundation has developed books that include essays and photo documentation on architecture and education:The Great Great Great Chicken War, written by David de la Garza with Joyce Rosner and Gene de la Garza, 2007.Guerrero Viejo: essay by Eleana Poniatowska, photography by Richard Payne, 1996Italian Pavements - Patterns in Space: written and illustrated by Kim Williams, 1997The Architecture of Philip Johnson: essay by Hilary Lewis, photography by Richard Payne, 2002 | Description2Txt |
| Expenses2 | $16,251 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,239,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $635,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,549,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,549,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,391,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,648 | TotalTaxAmt |
| Distributable Before Adj | $515,912 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $515,912 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $515,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $646,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $646,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $646,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $515,912 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $403,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $219,891 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $623,246 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $646,285 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $515,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,373 | RemainingDistriFromCorpusAmt |
| Total Corpus | $753,619 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $753,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,355 | ExcessFromYear4Amt |
| Excess From Year3 | $219,891 | ExcessFromYear3Amt |
| Excess From Current Year | $130,373 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Menil Foundation | |||||||
| 1515 Branard | Houston | TX | 77006 | N/A | PC | Men of Menil | $25,000 |
| The Gateway Academy | |||||||
| 7401 Gulf Fwy | Houston | TX | 77017 | N/A | PC | General support | $10,000 |
| St John's School | |||||||
| 2401 Claremont | Houston | TX | 77019 | N/A | PC | General support | $50,000 |
| Blaffer Art Museum | |||||||
| 3401 Cullen Blvd | Houston | TX | 77004 | N/A | PC | Event Odyssey | $5,000 |
| Fort Worth Country Day School | |||||||
| 4200 Country Day Lane | Fort Worth | TX | 76109 | N/A | PC | General support | $20,000 |
| Houston Tomorrow | |||||||
| 3015 Richmond Ave Ste 201 | Houston | TX | 77098 | N/A | PC | General support | $10,000 |
| Heritage Society | |||||||
| 1100 Bagby Street | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Houston Children's Chorus | |||||||
| 1015 Holdman | Houston | TX | 77004 | N/A | PC | General support | $10,000 |
| Colorado College | |||||||
| 14 East Cache La Poudre St | Colrado Springs | CO | 80903 | N/A | PC | General support | $20,000 |
| Houston Grand Opera | |||||||
| 510 Preston Street | Houston | TX | 77002 | N/A | PC | Opera in the Park | $75,000 |
| Houston Arts Alliance | |||||||
| 3201 Allen Parkway Suite 250 | Houston | TX | 77019 | N/A | PC | Charitable event and general support | $35,000 |
| Houston Museum of African Amer Cult | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General support | $5,000 |
| Rice University | |||||||
| PO Box 1892 | Houston | TX | 77251 | N/A | PC | Kinder Institute Luncheon | $5,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Degas - A New Vision exhibit and general support | $110,000 |
| The Menninger Clinic | |||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | General support | $5,000 |
| Cultureworks Greater Philadelphia I | |||||||
| 1315 Walnut St Ste 320 | Philadelphia | PA | 19107 | N/A | PC | General support | $25,000 |
| University of Texas Foundation | |||||||
| PO Box 250 | Austin | TX | 78767 | N/A | PC | General support | $5,000 |
| National Trust for Historic Preserv | |||||||
| 2600 Virginia Ave NW Ste 1000 | Washington | DC | 20037 | N/A | PC | General support | $15,000 |
| Hermann Park Conservancy | |||||||
| 6201 A Hermann Park Drive | Houston | TX | 77030 | N/A | PC | General support | $50,000 |
| The Council on Recovery | |||||||
| PO Box 2768 | Houston | TX | 77252 | N/A | PC | General support | $50,000 |
| MATCH Midtown Arts Theater Center H | |||||||
| 3400 Main Street | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Middlebury College | |||||||
| 14 Old Chapel Rd | Middlebury | VT | 05753 | N/A | PC | General support | $10,000 |
| American Jewish Committee - Houston | |||||||
| 3355 West Alabamba Suite 170 | Houston | TX | 77098 | N/A | PC | General support | $5,000 |
| American Leadership Forum | |||||||
| 3101 Richmond Ave Ste 140 | Houston | TX | 77098 | N/A | PC | General support | $2,500 |
| Big Brothers Big Sisters of Central | |||||||
| PO Box 4555 | Austin | TX | 78765 | N/A | PC | General support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $577,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,931 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Book royalties | $134 | |||
| K-1 income | 525990 | 14 | $11,291 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $134 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,202 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | The Foundation receives royalties from the sale of books it produces and distributes through an independent publisher. The books include essays and photo documentation on architecture and education. See Statement 8 for a listing of these publications. | RelationshipStatementTxt |
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 | Godfather Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $405,274 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 84,607 shs Schlumberger | $5,068,268 | $7,901,937 |
| 5,209 shs Transocean | $147,633 | $77,141 |
| Corporate stock - pgs 1 - 31 | $2,094,295 | $2,220,876 |
| Mutual funds - pg 31 | $403,580 | $413,507 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 300,000 shs Alkeon Growth Offshore Fund | AT COST | $299,998 | $292,730 |
| 155,998 shs Renaissance Access Class A | AT COST | $309,971 | $361,869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank charges | $10 | $10 | ||
| Graphic design | $1,007 | $134 | $873 | |
| Insurance | $859 | $859 | ||
| K-1 expenses | $18,049 | $18,049 | ||
| Office expense | $16,251 | $16,251 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Book royalties | $134 | $134 | |
| K-1 income | $11,291 | $11,291 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $32,620 | Amt |
| Net Investment Income | $32,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $10,276 | |
| Foreign tax | $1,402 | $1,402 |
Comments