SIMON BOLIVAR FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SIMON BOLIVAR FOUNDATION INC (EIN 20-5787382)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201612249349100401
- 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
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T05:55:29-07:00 | 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 | 205787382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Bolivar Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 8324865562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rafael Gomez | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2016-08-11 | 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 | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,032,301 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,243,228 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,362 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,362 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $14,249,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,362 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $24,495 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $24,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,782 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $23,166 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,590 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $98,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,745,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,398,698 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,929,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,581,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$679,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,911,938 | CashBOYAmt |
| Cash EOY | $2,208,346 | CashEOYAmt |
| Cash EOYFMV | $2,208,346 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,049,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,504,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,504,328 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $341,303 | AcctRcvblAmt |
| Acct Rcvbl BOY | $203,037 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $341,303 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $341,303 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $3,633,227 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $1,800,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $3,633,227 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,633,227 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,710,143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,277,212 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,277,212 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $67,885 | OtherAssetsBOYAmt |
| Other Assets EOY | $67,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $67,885 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,742,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,032,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,032,301 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,794 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,422 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,731,247 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,662,917 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,734,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,668,339 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,208,803 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,363,962 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,800,000 | TemporarilyRestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,008,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,363,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,742,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,032,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,008,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$679,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,000 | OtherIncreasesAmt |
| Subtotal | $8,363,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,363,962 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,098,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,513,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.39680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,593,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,551,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.54603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,354,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,406,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.99385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,449,934 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,931,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.05221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,102,994 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,186,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.92143 | DistributionYr5Rt |
| Total Distribution | 10.910315 | TotalDistributionRt |
| Average Distribution | 2.182063 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,221,654 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,758,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,758,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,581,522 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66 | SubtotalAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $94 | OverpaymentAmt |
| Applied To ES Tax | $94 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | Mr Sergio Garcia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8324864103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | VE | ForeignCountryCd |
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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jose Pereira | ||||||
| PO Box 4689 | Houston | TX | 77210 | Chairman/Dir | 0.25 | $0 |
| Rafael Gomez | ||||||
| PO Box 4689 | Houston | TX | 77210 | Pres/Director | 14.75 | $0 |
| Maria Del Carmen Martinez | ||||||
| PO Box 4689 | Houston | TX | 77210 | VP/Director | 26.75 | $0 |
| Holly Chastain Nini | ||||||
| PO Box 4689 | Houston | TX | 77210 | Secretary | 13.85 | $0 |
| Julie Okwara | ||||||
| PO Box 4689 | Houston | TX | 77210 | Asst Secretary | 0.25 | $0 |
| Gina Coon | ||||||
| PO Box 4689 | Houston | TX | 77210 | Treasurer | 1.85 | $0 |
| Curtis A Rowe | ||||||
| PO Box 4689 | Houston | TX | 77210 | Asst Treasurer | 0.25 | $0 |
| John Butts | ||||||
| PO Box 4689 | Houston | TX | 77210 | Asst Treas/Ctrl | 0.50 | $0 |
| Michael Ballantine | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Gustavo Cardenas | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Franklin Domond | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Alejandro Escarra | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 10.60 | $0 |
| Alan Flagg | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Armando Giraud | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.20 | $0 |
| Richard Lopez | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,331,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,331,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,331,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,221,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $361,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $57,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $418,267 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $418,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,581,522 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,581,522 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,581,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $418,267 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,693,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,953,579 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,934,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,416,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,715,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,713,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,581,522 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $418,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,163,255 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,876,733 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,693,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,182,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,953,579 | ExcessFromYear4Amt |
| Excess From Year3 | $7,934,336 | ExcessFromYear3Amt |
| Excess From Year2 | $12,416,163 | ExcessFromYear2Amt |
| Excess From Year1 | $8,715,562 | ExcessFromYear1Amt |
| Excess From Current Year | $13,163,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rafael Gomez | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway N5033 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8324861925 | RecipientPhoneNum |
| Recipient Email Address | rgomez@citgo.com, mmarti5@citgo.com, mgimene@citgo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Apply by email to one of the above addresses. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arthur Aviles Typical Theatre | ||||||||||||
| PO Box 740082 | Bronx | NY | 10474 | N/A | PC | Arts & Culture | $12,500 | |||||
| Bronx Children's Museum | ||||||||||||
| PO Box 1381 | Bronx | NY | 10451 | N/A | PC | Education | $17,500 | |||||
| Bronx Council on the Arts | ||||||||||||
| 1738 Hone Ave | Bronx | NY | 10461 | N/A | PC | Arts & Culture | $3,500 | |||||
| Casita Maria Inc | ||||||||||||
| 928 Simpson Street | Bronx | NY | 10549 | N/A | PC | Education | $10,000 | |||||
| Community Connections for Youth | ||||||||||||
| 199 Lincoln Ave Suite 212 | Bronx | NY | 10454 | N/A | PC | Education | $17,500 | |||||
| City Limits News | ||||||||||||
| 31 East 32nd Street Third Floor | New York | NY | 10016 | N/A | PC | Education | $15,000 | |||||
| Diversity in Arts and Nations for C | ||||||||||||
| 1048 Commonwealth Ave | Bronx | NY | 10472 | N/A | PC | Arts & Culture | $8,750 | |||||
| Garifuna Coalition USA Inc | ||||||||||||
| 391 E 149th Street RM 215 | Bronx | NY | 10455 | N/A | PC | Education | $12,500 | |||||
| Green Worker Inc | ||||||||||||
| 409 Morris Park Avenue | Bronx | NY | 10460 | N/A | PC | Environment | $17,500 | |||||
| Highbridge Voices Corp | ||||||||||||
| 1360 Merriam Avenue | Bronx | NY | 10452 | N/A | PC | Arts & Culture | $10,000 | |||||
| Hondurans Against AIDS | ||||||||||||
| 874 Prospect Avenue | Bronx | NY | 10459 | N/A | PC | Health | $5,000 | |||||
| Hostos Community College Foundation | ||||||||||||
| 500 Grand Concourse | Bronx | NY | 10451 | N/A | PC | Education | $125,000 | |||||
| Mary Mitchell Family and Youth Cent | ||||||||||||
| 2007 Maples Ave | Bronx | NY | 10460 | N/A | PC | Education, Health and Environment | $45,000 | |||||
| Mass Transit Street Theater Inc | ||||||||||||
| PO Box 347 | Bronx | NY | 10468 | N/A | PC | Education | $5,000 | |||||
| Masa-Mexed Inc | ||||||||||||
| 389 East 150th Street | Bronx | NY | 10455 | N/A | PC | Education | $15,000 | |||||
| Mosholu Preservation Corporation | ||||||||||||
| 3400 Reservoir Oval East | Bronx | NY | 10467 | N/A | SO II | Education | $5,000 | |||||
| Muslim Women's Institute for Res De | ||||||||||||
| 1363 Ogden Ave | Bronx | NY | 10452 | N/A | PC | Health | $10,000 | |||||
| New York Communities Organizing Fun | ||||||||||||
| 587-597 East 139th Street | Bronx | NY | 10454 | N/A | PC | Education | $15,000 | |||||
| Point Community Development Corpora | ||||||||||||
| 940 Garrison Ave | Bronx | NY | 10474 | N/A | PC | Environmental | $27,500 | |||||
| Picture the Homeless | ||||||||||||
| 2427 Morris Ave 2nd Floor | Bronx | NY | 10468 | N/A | PC | Education | $15,000 | |||||
| South Bronx United | ||||||||||||
| 594 Grand Concourse Ste 2 | Bronx | NY | 10451 | N/A | PC | Health | $32,500 | |||||
| Sustainable South Bronx Inc | ||||||||||||
| 2417 Third Avenue | Bronx | NY | 10451 | N/A | PC | Environment | $15,000 | |||||
| Trilatino Triathlon Club Inc | ||||||||||||
| 930 Tiffany Street | Bronx | NY | 10459 | N/A | PC | Health | $12,500 | |||||
| UpBeat NYC | ||||||||||||
| 468 East 138th Street Third Floor | Bronx | NY | 10472 | N/A | PC | Arts & Culture | $5,250 | |||||
| Voices Unbroken | ||||||||||||
| 1414 Metropolitan Avenue 2nd Floor | Bronx | NY | 10462 | N/A | PC | Health | $20,000 | |||||
| Young Urban Christians Artists | ||||||||||||
| 1272 Ogden Ave | Bronx | NY | 10452 | N/A | PC | Education | $7,500 | |||||
| Centro Cultural Y Educativo El Maes | ||||||||||||
| 1300 Southern Blvd | Bronx | NY | 10452 | N/A | PC | Environment | $5,000 | |||||
| Mekong NYC | ||||||||||||
| 2471 University Avenue | Bronx | NY | 10468 | N/A | PC | Arts & Culture | $25,000 | |||||
| Youth Ministries for Peace and Just | ||||||||||||
| 1384 Stratford Ave | Bronx | NY | 10472 | N/A | PC | Arts & Culture | $10,000 | |||||
| Medical grants - see attachment | ||||||||||||
| Address entered for efiling | purposes only | TX | 77077 | None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $12,817,504 | |||||
| Settlement Housing Fund Inc | ||||||||||||
| 247 West 37th Street 4th Floor | New York | NY | 10018 | N/A | PC | Education | $22,500 | |||||
| Northwest Bronx Community Clergy Cl | ||||||||||||
| 103 East 196th Street | Bronx | NY | 10468 | N/A | PC | Education | $22,500 | |||||
| Hospital de Ninos Jose Manuel de Lo | ||||||||||||
| N/A | PC | Special Medical Food | $11,194 | Avenida Vollmer | Distrito Capital | Caracas | VE | 1050 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,398,698 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Medical grants - see attachment | |||||||
| Address entered for efiling | purposes only | TX | 77077 | None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $6,657,140 |
| Centro Cultural Y Educativo El Maes | |||||||
| 1300 Southern Blvd | Bronx | NY | 10452 | N/A | PC | Environment | $5,000 |
| Youth Ministries for Peace and Just | |||||||
| 1384 Stratford Ave | Bronx | NY | 10472 | N/A | PC | Arts & Culture | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,672,140 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,362 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CITGO Petroleum Corporation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4689 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,243,228 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit, tax planning & compliance | CategoryTxt |
| Amt | $22,782 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,166 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury RegulationSection 1.6043-3(a)(1) and the Form 990-PF instructions:The Foundation made distributions of cash to the grantees listed in the attachmentto Part XV, Line 3a; each such grant was made solely for the charitable purposelisted on the schedule. During this tax year, the Foundation paid grants in anamount representing more than 25% of the Foundation's net assets of $11,742,844 (asmeasured by fair market value) at the beginning of the Foundation's taxable yearending December 31, 2015. Although the Foundation technically experienced a"substantial contraction," it will continue in existence and has no plans fordissolution. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $24,495 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,845 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fossil replicas/orocual, estado monagas | Desc |
| BOY Book Value | $67,885 | BOYBookValueAmt |
| EOY Book Value | $67,885 | EOYBookValueAmt |
| EOYFMV | $67,885 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $3,040 | $3,040 | |
| Insurance | $6,181 | $8,205 | |
| Other expenses | $342 | $342 | |
| Postage & freight | $88,676 | $88,676 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grant reversal | Desc |
| Amt | $35,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administrative services | $26,110 | $0 | $0 | $24,115 |
| Immigration services | $1,020 | $0 | $0 | $1,020 |
| Translation services | $11,433 | $0 | $0 | $12,455 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $109 | Amt |
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