MGM FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MGM FOUNDATION INC (EIN 71-1049010)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201643159349100219
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T10:18:51-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77072 | 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 | 711049010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMF | BusinessNameControlTxt |
| Phone | 2817661340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE MIMS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2817661340 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K BROWNIE CPA | PreparerPersonNm |
| PTIN | P00043472 | PTIN |
| Phone | 2817591120 | 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 | $1,061,845 | 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 | $9,577 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,839 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,156 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,995 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,839 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,839 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,784 | CashBOYAmt |
| Cash EOY | $11,092 | CashEOYAmt |
| Cash EOYFMV | $11,092 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,039,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $954,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,050,753 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,043,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $965,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,043,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $965,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,043,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $965,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,043,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $965,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,043,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $965,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $965,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAM - 116 SHS | P | 2015-08-25 | 2015-12-04 | $7,323 | $5,144 | $2,179 | $2,179 |
| CTXS - 21 SHS | P | 2015-08-25 | 2015-11-24 | $1,586 | $1,447 | $139 | $139 |
| EMC - 212 SHS | P | 2015-08-25 | 2015-11-05 | $5,543 | $5,020 | $523 | $523 |
| FTI - 145 SHS | P | 2015-08-25 | 2015-12-14 | $4,369 | $4,321 | $48 | $48 |
| IWY - 1,999 SHS | P | 2014-12-18 | 2015-08-25 | $99,652 | $99,877 | -$225 | -$225 |
| JKE - 1,660 SHS | P | 2014-12-18 | 2015-08-25 | $187,579 | $185,591 | $1,988 | $1,988 |
| PRECISION CASTPARTS CORP - 28 SHS | P | 2015-08-25 | 2015-10-27 | $6,440 | $6,418 | $22 | $22 |
| V - 13 SHS | P | 2015-08-25 | 2015-12-09 | $1,021 | $915 | $106 | $106 |
| DIS - 2 SHS | P | 2015-08-25 | 2015-11-06 | $231 | $198 | $33 | $33 |
| AAL - 500 SHS | P | 2014-10-28 | 2015-07-30 | $20,146 | $20,183 | -$37 | -$37 |
| AAPL - 173 SHS | P | 2014-08-21 | 2015-08-05 | $19,989 | $17,423 | $2,566 | $2,566 |
| JKE - 126 SHS | P | 2014-12-18 | 2015-06-05 | $15,178 | $14,212 | $966 | $966 |
| RBS US LG CAP - 1,000 SHS | P | 2013-11-27 | 2015-06-05 | $40,508 | $35,409 | $5,099 | $5,099 |
| CAPITAL GAINS DIVIDENDS | P | $749 | $749 | $749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,308 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $997,247 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $970,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $988,922 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,256 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,005,824 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,709 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,008,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097901 | DistributionYr5Rt |
| Total Distribution | 0.437578 | TotalDistributionRt |
| Average Distribution | 0.087516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $989,699 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,614 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,328 | 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 | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,422 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,422 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,162 | OverpaymentAmt |
| Applied To ES Tax | $1,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN MIMS | IndividualWithBooksNm |
| Phone | 2817661340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,004,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $49,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $260 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,344 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,542 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $246,860 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,344 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $196,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,453 | ExcessFromYear4Amt |
| Excess From Year3 | $32,455 | ExcessFromYear3Amt |
| Excess From Year2 | $41,542 | ExcessFromYear2Amt |
| Excess From Year1 | $38,963 | ExcessFromYear1Amt |
| Excess From Current Year | $51,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE | ||||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | CHARITABLE DONATION | $495 | |
| LIFETEEN | ||||||
| 2222 S DOBSON RD SUITE 601 | MESA | AZ | 85202 | CHARITABLE DONATION | $12,000 | |
| POPE PAUL VI INSTITUTE | ||||||
| 6901 MERCY RD | OMAHA | NE | 68106 | CHARITABLE DONATION | $5,000 | |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | ||||||
| 7801 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION. | $7,500 | |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | ||||||
| 7901 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION | $5,000 | |
| ST MARY'S SEMINARY | ||||||
| 9845 MEMORIAL DRIVE | HOUSTON | TX | 77024 | CHARITABLE DONATION | $20,000 | |
| TEXAS LEGACY VOLLEYBALL CLUB | ||||||
| 21240 FOSTER RD | SPRING | TX | 77388 | CHARITABLE DONATION | $15,000 | |
| THE ARCHDIOCESE OF GALVESTON - HOUSTON | ||||||
| 1700 SAN JACINTO | HOUSTON | TX | 77001 | CHARITABLE DONATION | $7,500 | |
| TOUGH MUDDER | ||||||
| 15 METROTECH CENTER 7TH FLOOR | BROOKLYN | NY | 11201 | CHARITABLE DONATION | $2,333 | |
| THEOLOGY OF THE BODY INSTITUTE | ||||||
| PO BOX 1990 | WEST CHESTER | PA | 19380 | CHARITABLE DONATION | $8,000 | |
| SERVANTS OF CHRIST JESUS | ||||||
| PO BOX 102848 | DENVER | CO | 80250 | CHARITABLE DONATION | $5,000 | |
| CATHOLIC ANSWERS | ||||||
| 2020 GILLESPIE WAY | EL CAJON | CA | 92020 | CHARITABLE DONATION | $3,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE DONATION | $500 | |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | CHARITABLE DONATION | $2,500 | |
| DIOCESE OF HOUMA-THIBODAUX | ||||||
| POST OFFICE BOX 505 2779 HIGHWAY | SCHRIEVER | LA | 70395 | CHARITABLE DONATION | $1,000 | 311 |
| SPECIAL ANGELS OF THE WOODLANDS | ||||||
| PO BOX 131046 | THE WOODLANDS | TX | 77393 | CHARITABLE DONATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,328 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,995 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $10,248 | $0 | $0 | $0 |
| YEARLY MEETING | $860 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $2,080 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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