GRANT ME THE WISDOM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRANT ME THE WISDOM FOUNDATION (EIN 45-4059674)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102282
- Schema version
- 2015v2.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:20:29-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454059674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Me The Wisdom Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
| Phone | 7135615956 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Lakemere | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Louise McLeod | PersonNm |
| Person Title | Pres/Treas | PersonTitleTxt |
| Signature | 2016-11-14 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,648,681 | 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 | $532,644 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,904,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $94 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,959 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $734,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,060 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,959 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $155,005 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $155,005 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,668 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,668 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $25,378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,178 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,678 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,775 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,186 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $695 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,401 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,401 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $398 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $398 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,653 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $305,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $767,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,958 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,818 | CashBOYAmt |
| Cash EOY | $203,506 | CashEOYAmt |
| Cash EOYFMV | $203,506 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,460,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,174,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,161,524 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $114,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,139 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $136,194 | OtherAssetsBOYAmt |
| Other Assets EOY | $168,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $168,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,810,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,644,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,648,681 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $113,874 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $113,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,696,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,644,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,696,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,644,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,810,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,644,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,696,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,029 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,644,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,644,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $1,894,738 | $1,737,703 | $157,035 | $157,035 |
| Passthrough K-1 capital loss | $337 | -$337 | -$337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,698 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $600,248 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,974,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.30407 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $504,858 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,972,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.25589 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,891,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10333 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $80,960 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.663298 | TotalDistributionRt |
| Average Distribution | 0.165825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,633,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $270,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,601 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $272,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $847,874 | 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 | $1,601 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,601 | SubtotalAmt |
| Tax Based On Investment Income | $1,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,391 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,391 | TotalPaymentsAndCreditsAmt |
| Tax Due | $210 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | Debra Louise McLeod | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135615956 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Lakemere Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| Debra Louise McLeod | ||||||
| 203 Lakemere Street | Houston | TX | 77079 | Pres/Treas | 50.00 | $1 |
| Jay Keith Sears | ||||||
| 203 Lakemere Street | Houston | TX | 77079 | Chairman | 20.00 | $0 |
| William J McLeod | ||||||
| 202 Lakemere Street | Houston | TX | 77079 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Maiduyen Le | ||||||
| 203 Lakemere | Houston | TX | 77079 | Dir-Comm Dev | 40.00 | $64,458 |
| Anne Whitlock | ||||||
| 203 Lakemere | Houston | TX | 77079 | F Dir-Connect | 40.00 | $88,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The mission of CONNECT@6800 Bellaire is to use the power of healthy partnerships to create a dynamic place of hope and health improving the lives of all residents through self-reliance and partnerships. A community center will be constructed as the neighborhood hub around which a truly family-friendly, safe neighborhood will grow. During 2015, the Foundation paid for consultants and operating expenses related to this project. In late 2015, CONNECT@6800 Bellaire received recognition of exempt status under 501(c)(3) and began conducting activities directly. | Description1Txt |
| Expenses1 | $198,050 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Film projects - see attachment | Description1Txt |
| Expenses1 | $80,723 | Expenses1Amt |
| Total | $80,723 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,408,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,658,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,658,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,633,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,601 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,145 | IncomeTaxAmt |
| Total Tax | $2,746 | TotalTaxAmt |
| Distributable Before Adj | $78,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $58,947 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,881 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $137,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $767,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $80,723 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $847,874 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,601 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $846,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,881 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $100,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,109 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $486,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $995,538 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $847,874 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,881 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $709,993 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,705,531 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,705,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $100,680 | ExcessFromYear3Amt |
| Excess From Year2 | $408,109 | ExcessFromYear2Amt |
| Excess From Year1 | $486,749 | ExcessFromYear1Amt |
| Excess From Current Year | $709,993 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Debra Louise McLeod | ContributingManagerNm |
| Contributing Manager | Jay Keith Sears | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KIPP Inc | |||||||
| 10711 Kipp Way | Houston | TX | 77099 | N/A | PC | Education | $3,591 |
| Families Empowered | |||||||
| 3900 Essex Lane Suite 1200 | Houston | TX | 77027 | N/A | PC | Education | $15,000 |
| Women Make Films | |||||||
| 115 W 29th Street Suite 1200 | New York | NY | 10001 | N/A | PC | Film project | $192 |
| Sojourners | |||||||
| 3333 14th Street NW Suite 200 | Washington | DC | 20010 | N/A | PC | Women & girls education | $20,000 |
| GlobalBike Inc | |||||||
| 1855 E Main St Ste 14 Rm 202 | Spartanburg | SC | 29307 | N/A | PC | General support | $10,000 |
| South Main Baptist Church | |||||||
| 4100 Main Street | Houston | TX | 77002 | N/A | PC | Social impact | $5,000 |
| University of Houston | |||||||
| 624 Agnes Arnold Hall | Houston | TX | 77204 | N/A | PC | Women & girls education | $10,000 |
| Baylor University | |||||||
| 1311 S 5th Street | Waco | TX | 76706 | N/A | PC | Women & girls education | $25,000 |
| Houston Center for Literacy | |||||||
| 2401 Portsmouth 230 | Houston | TX | 77098 | N/A | PC | Support Mayor's Literacy Leadership Award Breakfast | $10,000 |
| Shining Hope For Communities | |||||||
| 175 Varick St 6th Floor | New York | NY | 10014 | N/A | PC | Women & girls education | $302,588 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | N/A | PC | Chicken & Egg film project | $25,000 |
| Legacy Community Health Services | |||||||
| 1415 California St | Houston | TX | 77006 | N/A | PC | Healthcare | $5,000 |
| Rural Health Collaborative | |||||||
| 2824 SE Woodward St | Portland | OR | 97202 | N/A | PC | General support | $2,000 |
| National Network of Abortion Funds | |||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | The Lilith Fund | $5,000 |
| Kindling Group NFP | |||||||
| 1222 W Wilson Ave Unit 2 | Chicago | IL | 60640 | N/A | PC | General support | $3,000 |
| National Board for Prof Teaching St | |||||||
| 1525 Wilson Blvd Ste 700 | Arlington | VA | 22209 | N/A | PC | Teach to Lead | $5,891 |
| William Marsh Rice University | |||||||
| 6100 Main Street MS-71 | Houston | TX | 77005 | N/A | PC | General support | $2,500 |
| Neighborhood Centers Inc | |||||||
| 4500 Bissonnet St Ste 200 | Bellaire | TX | 77401 | N/A | PC | General support | $2,500 |
| United States Association for UNHCR | |||||||
| 1775 K Street | Washington | DC | 20006 | N/A | PC | General support | $5,000 |
| Star of Hope Mission | |||||||
| 6897 Ardmore St | Houston | TX | 77054 | N/A | PC | General support | $394 |
| Carry The Future | |||||||
| 121 W Lexington Dr Ste L 106D | Glendale | CA | 91203 | N/A | PC | General support | $1,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | N/A | PC | General support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,156 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,948 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,698 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| K-1 Income | 525990 | $32 | 14 | $94 | $10,897 |
| Other program income | $3,062 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,980 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,959 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,999 | 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 | 11a | LineNumberTxt |
| Relationship Statement | The amount in column e reflects income reported on K-1s and payments received in excess of basis for film projects qualifying as program-related investments. See Part IX-B for a description. | 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 | Debra McLeod and Jay Sears | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Lakemere St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $532,644 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance and return preparation | CategoryTxt |
| Amt | $7,356 | Amt |
| Net Investment Income | $3,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,678 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly traded securities | $1,894,738 | $1,737,703 | Cost | $157,035 |
| Passthrough K-1 capital loss | $337 | Cost | -$337 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQT Midstream Partners | AT COST | $63,419 | $84,666 |
| Summit Hotel PPTY REIT | AT COST | $34,693 | $30,473 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| General governance and counsel | $1,297 | $0 | $0 | $1,297 |
| Services related to DCA | $22,687 | $0 | $0 | $22,687 |
| Services related to PRIs | $1,394 | $0 | $0 | $1,394 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (24 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - Alive Inside | $136,194 | $456 | $456 |
| PRI - American Promise | $1,911 | $1,911 | |
| PRI - Anita Distribution | $26,853 | $26,853 | |
| PRI - Bend the Arc | $3,810 | $3,810 | |
| PRI - Bleed Out | $6,818 | $6,818 | |
| PRI - Censored Voices | $5,618 | $5,618 | |
| PRI - Eagle Huntress | $6,250 | $6,250 | |
| PRI - E-Team The Movie | $383 | $383 | |
| PRI - Freedom Fighters Documentary | $3,335 | $3,335 | |
| PRI - How to Change the World | $10,714 | $10,714 | |
| PRI - ICARUS | $15,120 | $15,120 | |
| PRI - Night School | $3,529 | $3,529 | |
| PRI - Notes on Blindness | $16,667 | $16,667 | |
| PRI - Remote Area Medical Movie | $4,181 | $4,181 | |
| PRI - Sky Moo Films | $9,610 | $9,610 | |
| PRI - The Hunting Ground | $4,000 | $4,000 | |
| PRI - The Overnighters | $2,353 | $2,353 | |
| PRI - The Reagan Years | $2,054 | $2,054 | |
| PRI - Thinkthorpe | $739 | $739 | |
| PRI - Trophy Movie | $20,000 | $20,000 | |
| PRI - Vessel The Film | $657 | $657 | |
| PRI - Web Junkie | $6,633 | $6,633 | |
| PRI - Who is Dayani Cristal | $3,866 | $3,866 | |
| PRI - Zorro and Me Holdings | $12,955 | $12,955 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Application fees | $850 | $850 | |
| Bank charges | $95 | $95 | |
| Community events | $8,288 | $8,288 | |
| Computer expenses | $4,625 | $4,625 | |
| Dues & subscriptions | $1,359 | $1,359 | |
| Film projects | $3,914 | $3,914 | |
| K-1 expenses | $373 | $1 | |
| Mapping | $1,082 | $1,082 | |
| Other expenses | $82 | $82 | |
| Parenting classes | $1,825 | $1,825 | |
| Professional development | $785 | $785 | |
| Program supplies | $1,375 | $1,375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Income | $11,023 | $94 | $10,897 |
| Other program income | $3,062 | $3,062 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Design fees | $4,284 | $0 | $0 | $4,284 |
| Investment management fees | $14,775 | $14,775 | $0 | $0 |
| Payroll service | $1,093 | $0 | $0 | $1,093 |
| Philanthropic consulting | $73,809 | $0 | $0 | $73,809 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal tax | CategoryTxt |
| Amt | $695 | Amt |
Comments