TIMOTHY A AND MARION LINDLEY GOUDEAU CHARITABLE FAMILY FOUNDATI: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY A AND MARION LINDLEY GOUDEAU CHARITABLE FAMILY FOUNDATI (EIN 46-1588682)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-16
- IRS object ID
- 201633219349100603
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-16T08:49:27-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | 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 | 461588682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY A AND MARION GOUDEAU | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY A GOUDEAU | InCareOfNm |
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 4325571218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 N I STREET | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY GOUDEAU | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4326824312 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Dyo | PreparerPersonNm |
| PTIN | P00004198 | PTIN |
| Phone | 7139601706 | PhoneNum |
| 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 | $10,912,268 | 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 | $44,112 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $224,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,935,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$20,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $300,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,835 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,544 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,272 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,272 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,753 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,091 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $60 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,763 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,091 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $577,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $577,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,091 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$296,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,047 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $643,917 | CashBOYAmt |
| Cash EOY | $499,989 | CashEOYAmt |
| Cash EOYFMV | $499,989 | CashEOYFMVAmt |
| US Government Obligations BOY | $11,553,801 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,412,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,412,279 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $12,197,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,912,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,912,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,197,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,912,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,197,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,912,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,197,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,912,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,197,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$296,144 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,901,574 | SubtotalAmt |
| Other Decreases | $989,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,912,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RBC #15207 | P | 2015-12-31 | $11,378 | $13,046 | -$1,668 | -$1,668 |
| RBC #15207 | P | 2015-12-31 | $509,800 | $430,374 | $79,426 | $79,426 |
| RBC #15208 | P | 2015-12-31 | $13,025 | $20,427 | -$7,402 | -$7,402 |
| RBC #15208 | P | 2015-12-31 | $342,711 | $378,290 | -$35,579 | -$35,579 |
| RBC #15211 | P | 2015-12-31 | $230,645 | $191,545 | $39,100 | $39,100 |
| RBC #15211 | P | 2015-12-31 | $73,160 | $94,439 | -$21,279 | -$21,279 |
| RBC #15212 | P | 2015-12-31 | $19,136 | $26,318 | -$7,182 | -$7,182 |
| RBC #15212 | P | 2015-12-31 | $183,051 | $194,993 | -$11,942 | -$11,942 |
| RBC #15213 | P | 2015-12-31 | $166 | $141 | $25 | $25 |
| RBC #15213 | P | 2015-12-31 | $147,908 | $109,799 | $38,109 | $38,109 |
| RBC #15215 | P | 2015-12-31 | $298,156 | $280,344 | $17,812 | $17,812 |
| RBC #15239 | P | 2015-12-31 | $157,151 | $157,783 | -$632 | -$632 |
| RBC #15239 | P | 2015-12-31 | $524,135 | $510,122 | $14,057 | $14,013 |
| RBC #15239 | P | 2015-12-31 | $199,467 | $199,171 | $296 | $296 |
| RBC #15239 | P | 2015-12-31 | $161,066 | $158,179 | $2,887 | $2,887 |
| RBC #22098 | P | 2015-12-31 | $48,376 | $52,306 | -$11,148 | -$3,930 |
| RBC #22098 | P | 2015-12-31 | $722,386 | $733,681 | -$164,501 | -$11,295 |
| RBC #22098 | P | 2015-12-31 | $196,474 | $195,935 | $757 | $539 |
| RBC #22098 | P | 2015-12-31 | $334,800 | $307,183 | $27,619 | $27,617 |
| RBC #22096 | P | 2015-12-31 | $41,266 | $55,485 | -$14,654 | -$14,219 |
| RBC #22096 | P | 2015-12-31 | $108,397 | $174,019 | -$73,831 | -$65,622 |
| RBC #22096 | P | 2015-12-31 | $151,602 | $208,656 | -$57,054 | -$57,054 |
| RBC #22096 | P | 2015-12-31 | $357,788 | $300,055 | $57,733 | $57,733 |
| RBC #15233 | P | 2015-12-31 | $5,971 | $13,758 | -$7,787 | -$7,787 |
| CAPITAL GAIN DIVIDENDS | P | $5,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$131,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $620,916 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,399,273 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050077 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $611,679 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,486,350 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072078 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $818,198 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.122155 | TotalDistributionRt |
| Average Distribution | 0.040718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,458,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $466,563 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $468,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $580,772 | 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 | $2,130 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,130 | SubtotalAmt |
| Tax Based On Investment Income | $2,130 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $3,817 | OverpaymentAmt |
| Applied To ES Tax | $3,817 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | TIMOTHY A GOUDEAU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4326824312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 N I STREET | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| TIMOTHY A GOUDEAU | ||||||
| 2010 N I Street | Midland | TX | 79705 | PRESIDENT;DIRECTOR | 5.0 | $0 |
| MARION L GOUDEAU | ||||||
| 2010 N I STREET | MIDLAND | TX | 79705 | SECRETARY; DIRECTOR | 1.0 | $0 |
| STEVEN ALAN GOUDEAU | ||||||
| 2010 N I STREET | MIDLAND | TX | 79705 | VICE-PRESIDENT; DIRE | 1.0 | $0 |
| WILLIAM ALEXANDER GOUDEAU | ||||||
| 2010 N I STREET | MIDLAND | TX | 79705 | VICE-PRESIDENT; DIRE | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,078,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,632,893 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,632,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,458,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $572,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $572,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,130 | TotalTaxAmt |
| Distributable Before Adj | $570,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $570,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $570,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $580,772 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,130 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $578,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $570,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $186,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $570,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,982 | RemainingDistriFromCorpusAmt |
| Total Corpus | $205,424 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $205,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $186,322 | ExcessFromYear2Amt |
| Excess From Year1 | $9,120 | ExcessFromYear1Amt |
| Excess From Current Year | $9,982 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Paul E Pesek | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N St Paul St Suite 530 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2148913015 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Holy Trinity Church | ||||||
| 1412 W Illinois Ave | Midland | TX | 79701 | PC | MUSIC DEPARTMENT DONATION | $25,000 |
| Hallal Worship Inc | ||||||
| PO Box 80723 | Midland | TX | 79708 | PC | Ministry Contribution | $120,000 |
| Pikes Peak Christian Scho | ||||||
| 5905 Flintridge Drive | Colorado Springs | CO | 80918 | PC | School Contribution for Scholarships | $175,000 |
| Amistad Cristiana Church | ||||||
| 401 S Main St | Midland | TX | 79701 | PC | Ministering trip for youth | $7,500 |
| Young Life | ||||||
| 925 W Wadley Ave | Midland | TX | 79705 | PC | Holt Williamson Mission Trip | $10,000 |
| Campus Crusade for Christ | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | PC | Donation | $10,000 |
| Mission Messiah | ||||||
| PO Box 814809 | Dallas | TX | 75381 | PC | Ministry Donation | $50,000 |
| Truth Quest Ministries | ||||||
| 520 Schoch Hollow Rd | Tyrone | PA | 16686 | PC | Donation | $25,000 |
| Midland Christian School | ||||||
| 2001 Culver Dr | Midland | TX | 79705 | PC | Donation | $40,000 |
| Breaking Bread Kitchen | ||||||
| 410 E Florida Ave | Midland | TX | 79701 | PC | Donation | $75,000 |
| Mission Resource Network | ||||||
| 1903 Central Dr 410 | Bedford | TX | 76021 | PC | Donation | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $577,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $256,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,455 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Timothy A Goudeau | ||||||
| 1 | 2010 N I Street | Midland | TX | 79705 | $22,056 | Yes (X) |
| Marion L Goudeau | ||||||
| 2 | 2010 N I Street | Midland | TX | 79705 | $22,056 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,544 | Amt |
| Net Investment Income | $3,272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,272 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,412,279 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,412,279 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET DECREASE MARKET VALUE | $920,715 |
| PASSIVE LOSS ADJUSTMENT | $68,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC #22096 | $14 | $14 |
| RBC #15207 | $123 | $123 |
| RBC #15215 | $992 | $992 |
| RBC #15233 | $115 | $115 |
| CALUMET SPECIALTY PRODUCTS | $6 | $6 |
| CHENIERE ENERGY PARTNERS | $65 | $65 |
| ENBRIDGE ENERGY PARTNERS | $5 | $5 |
| ENERGY TRANSFER PARTNERS | $310 | $310 |
| PLAINS ALL AMERICAN PIPELINE | $36 | $36 |
| LEGACY RESERVES | $12 | $12 |
| GENESIS ENERGY | $42 | $42 |
| SUNOCO LOGISTICS PARTNERS | $42 | $42 |
| NGL ENERGY PARTNERS | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Holly energy Partners | -$1,113 | -$1,113 |
| Enterprise Products Partners | -$16,243 | -$16,243 |
| Magellan Midstream Partners | -$2,001 | -$2,001 |
| Martin Midstream Partners | -$1,426 | -$1,426 |
| Legacy Reserves | $19 | $19 |
| Targa Resources Partners | -$2,353 | -$2,353 |
| Calumet Speciality Products Partners | -$571 | -$571 |
| Genesis Energy | -$5,021 | -$5,021 |
| Plains All American Pipeline | -$8,946 | -$8,946 |
| Western Gas Partners | -$1,586 | -$1,586 |
| Energy Transfer Partners | -$5,620 | -$5,620 |
| Access Midstream Partners | -$514 | -$514 |
| Crestwood Midstream Partners | -$1,668 | -$1,668 |
| Cheniere Energy Partners | -$3,515 | -$3,515 |
| Enlink Midstream Partners | -$5,070 | -$5,070 |
| Sunoco Logistics | -$4,502 | -$4,502 |
| Phillips Partners | -$298 | -$298 |
| Williams Partners | -$2,378 | -$2,378 |
| MPLX LP | -$2,949 | -$2,949 |
| Tallgrass Energy Partners | -$2,843 | -$2,843 |
| MPLX Energy Partners | -$1,793 | -$1,793 |
| NGL Energy Partners | -$4,768 | -$4,768 |
| Western Gas Equity Partners | -$4,173 | -$4,173 |
| Antero Midstream Partners | -$612 | -$612 |
| EQT Midstream Partners | -$1,525 | -$1,525 |
| Summit Midstream Partners | -$3,007 | -$3,007 |
| Enbridge Energy Partners | -$4,209 | -$4,209 |
| Passive loss adjustment-PTP adjustment | $68,591 | $88,685 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RBC #15207 | $662 | $662 | |
| RBC #15208 | $165 | $165 | |
| RBC #15212 | $12 | $12 | |
| RBC #15213 | $60 | $60 | |
| RBC #15215 | $2,940 | $2,940 | |
| RBC #15233 | $1,596 | $1,596 | |
| RBC #22096 | $1,318 | $1,318 | |
| FEDERAL TAXES | $4,091 | $4,091 |