WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILSON WHEREWITHAL FOUNDATION (EIN 45-3341944)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-25
- IRS object ID
- 201642079349100219
- 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
- Amortization Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-25T13:47:00-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward J Walsh & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 538 | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775530538 | 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 | 453341944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON WHEREWITHAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4095392055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 538 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERT WILSON GEARY | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Signature | 2016-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J WALSH JR | PreparerPersonNm |
| PTIN | P01204721 | PTIN |
| Phone | 4097634626 | 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 | $1,247,881 | 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 | $298,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,869 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,869 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,409 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,869 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,950 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $15,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $15,589 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,770 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,539 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,539 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,330 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $975,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $993,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,203,194 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,310 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,540 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,540 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,016,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,038,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,247,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,016,371 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,038,475 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,016,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,016,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,038,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,016,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,104 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,038,475 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 477 AMERICAN EXPRESS | P | 2012-08-23 | 2015-02-19 | $37,368 | $27,109 | $10,259 | $10,259 |
| 297 ST JUDE MEDICAL INC | P | 2014-07-07 | 2015-01-30 | $19,622 | $21,068 | -$1,446 | -$1,446 |
| 511 VALERO ENERGY CORP | P | 2013-05-09 | 2015-03-11 | $29,482 | $20,646 | $8,836 | $8,836 |
| 201 CATERPILLAR INC | P | 2012-08-23 | 2015-07-29 | $15,476 | $16,837 | -$1,361 | -$1,361 |
| 1 CDK GLOBAL INC | P | 2013-05-09 | 2015-08-17 | $51 | $27 | $24 | $24 |
| 162 UNITED TECHS CORP | P | 2012-08-23 | 2015-07-29 | $15,892 | $12,249 | $3,643 | $3,643 |
| 163 MONSANTO CO | P | 2012-08-23 | 2015-09-09 | $15,142 | $13,965 | $1,177 | $1,177 |
| 792 HEWLETT PACKARD CO | P | 2013-12-19 | 2015-11-11 | $11,205 | $11,634 | -$429 | -$429 |
| 133 CUMMINS INC | P | 2013-12-19 | 2015-12-02 | $12,565 | $18,241 | -$5,676 | -$5,676 |
| 792 HP INC | P | 2013-12-19 | 2015-12-02 | $9,577 | $10,584 | -$1,007 | -$1,007 |
| 805 HP INC | P | 2015-11-11 | 2015-12-02 | $9,734 | $11,214 | -$1,480 | -$1,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,540 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,926 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,227,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.24256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $258,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,114,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.23203 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,149,922 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.13053 | DistributionYr3Rt |
| Total Distribution | 0.605110 | TotalDistributionRt |
| Average Distribution | 0.201703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,261,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $254,669 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,996 | 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 | $249 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $249 | SubtotalAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $249 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERT GEARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4095392055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERT WILSON GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | PRES/DIR | 1.00 | $0 |
| SHARON ESTELLE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | VP/TR/DIR | 1.00 | $0 |
| RUTH LOUISE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | SEC/DIR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WILSON WHEREWITHAL FOUNDATION WAS FORMED TO FUND THE ORIGINAL GALVESTON ARTIST RESIDENCY #45-3342294 CHARITY. | Description1Txt |
| Expenses1 | $297,996 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,217,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,280,567 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,280,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,261,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249 | TotalTaxAmt |
| Distributable Before Adj | $62,819 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,819 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $297,996 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,819 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $92,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $533,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,996 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,177 | RemainingDistriFromCorpusAmt |
| Total Corpus | $768,849 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $768,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $92,990 | ExcessFromYear3Amt |
| Excess From Year2 | $203,835 | ExcessFromYear2Amt |
| Excess From Year1 | $236,847 | ExcessFromYear1Amt |
| Excess From Current Year | $235,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT WILSON GEARY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GALVESTON ARTIST RESIDENCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2521 SHIPS MECHANIC ROW | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $297,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,996 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,409 | 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 | BERT W GEARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $298,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD WALSH & ASSOCIATES | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,950 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2011-11-22 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,851 | AmortizedAmt |
| Deduction For Prior Years | $8,541 | DeductionForPriorYearsAmt |
| Amortization Period | 5.0000 | AmortizationPeriodRt |
| Current Year Amortization | $2,770 | CurrentYearAmortizationAmt |
| Total Amortization | $11,311 | TotalAmortizationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH STOCKS | StockNm |
| EOY Book Value | $993,788 | EOYBookValueAmt |
| EOYFMV | $1,203,194 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $5,310 | BOYBookValueAmt |
| EOY Book Value | $2,540 | EOYBookValueAmt |
| EOYFMV | $2,540 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization | Desc |
| Revenue And Expenses Per Books | $2,770 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $15,589 | Amt |
| Net Investment Income | $15,589 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,589 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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