KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION (EIN 68-0498633)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349101611
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T10:25:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 680498633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITTSIE AND CHARLIE THOMAS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITT | BusinessNameControlTxt |
| Phone | 7134187272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE STREET NO 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770276021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN KLAES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7134187272 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE SANDERS | PreparerPersonNm |
| PTIN | P01508979 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $980,579 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,987,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,289 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,729 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,284 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269,769 | CashBOYAmt |
| Cash EOY | $423,021 | CashEOYAmt |
| Cash EOYFMV | $423,021 | CashEOYFMVAmt |
| Acct Rcvbl | $29,643 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,643 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,643 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $754,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $518,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,024,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $980,579 | 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 | $1,024,768 | RetainedEarningBOYAmt |
| Retained Earning EOY | $971,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,024,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,024,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,024,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $971,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $971,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB SUMMARY STMT AVABILE UPON REQUEST | P | $724,396 | $707,948 | $16,448 | $16,448 | ||
| CHARLES SCHWAB SUMMARY STMT AVABILE UPON REQUEST | P | $76,005 | $48,943 | $27,062 | $27,062 | ||
| BLACKSTONE GROUP, PASSTHROUGH GAINS AND LOSSES | P | $430 | $430 | $430 | 2015-01-01 | 2015-12-31 | |
| BLACKSTONE GROUP, PASSTHROUGH GAINS AND LOSSES | P | $220 | $220 | $220 | 2015-01-01 | 2015-12-31 | |
| FIDELITY SUMMARY STMT AVAILABLE UPON REQUEST | P | $5,186,106 | $5,214,977 | -$28,871 | -$28,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $266 | TaxDueAmt |
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 | DANNY KLAES | IndividualWithBooksNm |
| Phone | 7134187272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE ST STE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770276021 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KELLY THOMAS | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | VICE PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| ROBIN KLAES | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DANIEL KLAES | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | SECRETARY/TREASURER | 0.58 | $0 | $0 | $0 |
| TRACY EVERIST | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 77057 | PRESIDENT/DIRECTOR | 0.10 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $476,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,417 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,037,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,037,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,022,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $266 | TotalTaxAmt |
| Distributable Before Adj | $50,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,008 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $14,730 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,008 | AppliedToYear1Amt |
| Applied To Prior Years | $14,730 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,572 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS FOUNDATION HOUSTON | |||||||
| 6260 WESTPARK DR SUITE 100 | HOUSTON | TX | 77057 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ARCHWAY ACADEMY | |||||||
| 6221 MAIN STREET | HOUSTON | TX | 77030 | NONE | PC | PROGRAM SUPPORT | $250 |
| ARTS FOR ANIMALS | |||||||
| 210 FOUNTAIN STREET | MANDEVILLE | LA | 70448 | NONE | PC | PROGRAM SUPPORT | $850 |
| BRIDGES TO PAKISTAN | |||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77019 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CANDLELIGHTERS CHILDHOOD CANCER FAMILY ALLIANCE | |||||||
| 8323 SOUTHWEST FREEWAY SUITE 435 | HOUSTON | TX | 77074 | NONE | PC | PROGRAM SUPPORT | $900 |
| CARING FRIENDS INC | |||||||
| 4024 LANARK LANE | HOUSTON | TX | 77025 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| HOUSTON CHRISTIAN CHARITABLE FOUNDATION | |||||||
| 4545 POST OAK PLACE SUITE 201 | HOUSTON | TX | 77027 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HOUSTON BALLET | |||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | NONE | PC | PROGRAM SUPPORT | $2,800 |
| HOUSTON AREA WOMENS CENTER | |||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| LIFE HOUSTON | |||||||
| 2002 SOUTH WAYSIDE DR | HOUSTON | TX | 77023 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| RIVER OAKS CHAMBER ORCHESTRA | |||||||
| 3733-1 WESTHEIMER RD 1029 | HOUSTON | TX | 77027 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SPINA BIFIDA HOUSTON GULF COAST | |||||||
| PO BOX 692170 | HOUSTON | TX | 77269 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WORLD VISIONORG | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE IMMUNIZATION PARTNERSHIP | |||||||
| PO BOX 5168 | KATY | TX | 77491 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| TREES OF HOPE | |||||||
| 3330 AUDLEY ST SUITE 100 | HOUSTON | TX | 77098 | NONE | PC | PROGRAM SUPPORT | $1,850 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT ST SUITE 725 | DENVER | CO | 80203 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| REVISION INTERNATIONAL | |||||||
| 4200 MORRISON RD 7 | DENVER | CO | 80219 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| PANCREATIC CANCER ACTION NETWORK NATIONAL OFFICE | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | PROGRAM SUPPORT | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | 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 | $4,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,289 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,013 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND THE REGULATIONS THEREUNDER, THIS FOUNDATION ELECTS $14,730 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF 2013 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | StockStockNm |
|---|---|---|
| $0 | $0 | |
| $29,877 | $30,342 | ALPHABET INC CAP STK CL A |
| $40,536 | $40,340 | ALTRIA GROUP INC |
| $19,635 | $20,277 | AMAZON.COM INC |
| $23,888 | $21,803 | ANACOR PHARMACEUTICALS INC |
| $1,659 | $1,678 | DR PEPPERSNAPPLE GROUP INC COM |
| $62,042 | $63,947 | FACEBOOK INC COM |
| $29,881 | $30,184 | GENERAL ELECTRIC CO |
| $8,857 | $10,560 | GENOMIC HEALTH INC COM |
| $45,320 | $54,723 | HORMEL FOODS CORP COM |
| $48,575 | $49,611 | REYNOLDS AMERN INC |
| $33,095 | $31,508 | SERVICENOW INC COM |
| $45,104 | $41,036 | SOUTHWEST AIRLNS CO |
| $28,762 | $27,951 | STAMPS COM INC COM NEW |
| $29,989 | $32,641 | CUBESMART COM |
| $42,899 | $42,877 | DIGITAL RLTY TR INC COM |
| $28,620 | $28,437 | SOVRAN SELF STORAGE INC |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE ACCOUNT FEES | $4,719 | $4,719 | $0 |
| BLACKSTONE GROUP LP OTHER EXPENSES | $8 | $8 | $0 |
| INVESTMENT EXPENSES | $2 | $2 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,649 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments