DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201511209349100426
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T14:41:42-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203305579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Niedersachsen Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5642 Sylmar Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760619640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David B Hendricks II Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Hendricks | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 9364413840 | PhoneNum |
| Signature | 2015-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chris Kolenda | PreparerPersonNm |
| PTIN | P00644073 | PTIN |
| Phone | 7136244216 | PhoneNum |
| Preparation | 2015-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $927,603 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,962 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,962 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,032 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $12,760 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $63,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,989 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $82,749 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $875 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $2,000 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $800 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,675 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,675 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,989 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,074 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,852 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $413,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,273 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $402,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $370,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $370,478 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $846,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $927,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $846,883 | UnrestrictedBOYAmt |
| Unrestricted EOY | $850,131 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $846,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $846,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $846,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $850,131 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $850,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| SLB 100 | P | 2008-01-01 | 2014-05-09 | $10,020 | $9,689 | $331 |
| ARGOS THERAPEUTICS 500 | P | 2014-02-07 | 2014-03-06 | $6,517 | $4,003 | $2,514 |
| HALCON RES CORP | P | 2013-08-08 | 2014-07-10 | $10,588 | $7,942 | $2,646 |
| IGI LABORATORIES 1800 | P | 2014-06-27 | 2014-10-30 | $16,960 | $9,360 | $7,600 |
| HALCON RES CORP 1500 | P | 2013-02-25 | 2014-07-10 | $10,588 | $11,108 | -$520 |
| MEMORIAL PRDCTN PTRS | P | 2012-02-28 | 2014-01-10 | $21,894 | $18,715 | $3,179 |
| NUVERRA ENVIRONMENTAL 300 | P | 2010-03-18 | 2014-12-09 | $2,184 | $15,614 | -$13,430 |
| PLAINS ALL AMERICAN | P | 2010-07-20 | 2014-12-09 | $21,400 | $26,477 | -$5,077 |
| NUVERRA ENVIRONMENTAL SOLUTIONS 700 | P | 2013-11-08 | 2014-12-09 | $5,097 | $20,194 | -$15,097 |
| MEMORIAL PRODUCT PTRS BASIS ADJ | P | 2011-12-09 | 2014-01-10 | $1,966 | $1,966 | |
| PLAINS ALL AMERICAN BASIS ADJ | P | 2010-07-20 | 2014-12-09 | $6,402 | $6,402 | |
| TEXAN CAP CG DISTRIBUTIONS | P | 2013-01-01 | 2014-12-31 | $141 | $141 | |
| SMH CG DISTR | P | 2013-01-01 | 2014-12-31 | $3,275 | $3,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,070 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,760 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $934,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057264 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $841,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043059 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $779,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044232 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $749,363 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,547 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $663,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061077 | DistributionYr5Rt |
| Total Distribution | 0.25434 | TotalDistributionRt |
| Average Distribution | 0.050868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $934,407 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,000 | 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 | $700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,478 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,478 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,778 | OverpaymentAmt |
| Applied To ES Tax | $2,778 | 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 |
| 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 |
| Individual With Books | David B Hendricks | IndividualWithBooksNm |
| Phone | 9364413840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David B Hendricks | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15100 Diamondhead Road | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $531,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $386,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $948,637 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $948,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $934,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $700 | TotalTaxAmt |
| Distributable Before Adj | $46,020 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,020 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $700 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,020 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,260 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $969 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $7,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,980 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,525 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,260 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $969 | ExcessFromYear4Amt |
| Excess From Year1 | $7,316 | ExcessFromYear1Amt |
| Excess From Current Year | $10,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Youth Reach Houston | ||||||
| PO Box 9631 | Houston | TX | 77213 | PC | Provide some financial support | $6,000 |
| The ARK Group | ||||||
| 2611 FM 1960 W Ste H201 | Houston | TX | 770683728 | PC | Provide some financial support | $5,000 |
| Texas Christian University | ||||||
| TCU Box 297044 | Fort Worth | TX | 76129 | PC | Provide some financial support | $10,000 |
| The Womens Shelter of East Texas | ||||||
| PO Box 510 | Lufkin | TX | 75902 | PC | Provide some financial support | $5,000 |
| Interfaith of The Woodlands | ||||||
| 4242 Interfaith Way | Spring | TX | 77381 | PC | Provide some financial support | $5,000 |
| University of Houston | ||||||
| 221 E Cullen Bldg | Houston | TX | 77204 | PC | Scholorship Endowment | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,962 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,989 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $875 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly Traded Securities | $295,198 | $345,515 |
| Large Cap Mutual Funds | $154,603 | $181,758 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly Traded Partnerships | $70,478 | $70,478 |
| Revista Note | $300,000 | $300,000 |
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 |
|---|---|---|---|---|
| SeminarTCU Char Dinner | $425 | $0 | $425 | $0 |
| TCU Drawing | $375 | $0 | $375 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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