ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349101336
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:05:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800294901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 WEST LOOP SOUTH SUITE 1850 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORAGE FOUNDATION OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WAVERLY COURT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC MELCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7135212811 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEAH OLIVER CPA | PreparerPersonNm |
| PTIN | P00825547 | PTIN |
| Phone | 7137851777 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,442,611 | 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 | $254,799 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,991 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,991 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $219,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,077,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $161,402 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $730,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,813 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,813 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,752 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,752 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,201 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,101 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,197 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,510 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,356 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $779,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $735,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,088 | CashBOYAmt |
| Cash EOY | $81,873 | CashEOYAmt |
| Cash EOYFMV | $81,873 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,093,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,917,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,917,912 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,467,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,502,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,512,207 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $832,564 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $889,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $930,619 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,411,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,391,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,442,611 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,622 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,622 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $11,411,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,390,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,411,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,390,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,411,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,391,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,411,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,362,214 | SubtotalAmt |
| Other Decreases | $4,972,130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,390,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| EIV CAPITAL FUND III-A LP | P | -$1,063 | -$1,063 | ||
| CHARLES SCHWAB-0727 | P | $2 | $2 | $2 | |
| CHARLES SCHWAB-0727 CAPITAL GAIN DISTRIBUTION | P | $17,126 | $17,126 | $17,126 | |
| THE BANK OF NOVA SCOTIA | P | $10,276 | $10,276 | $30,276 | $20,000 |
| US TREASURY | P | $13,234 | $13,234 | $1,000,000 | $986,766 |
| ALKEON GROWTH OFFSHORE | P | $20,789 | $20,789 | $20,789 | |
| MERILL LYNCH - 2002 CAPITAL GAIN DISTRIBUTION | P | $9,524 | $9,524 | $9,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,193 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,441 | OverpaymentAmt |
| Applied To ES Tax | $2,441 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PATSY GUERRERO | IndividualWithBooksNm |
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WAVERLY COURT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC C MELCHER | ||||||||
| 10 WAVERLY COURT | HOUSTON | TX | 77005 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| C LEROY MELCHER | ||||||||
| 10 WAVERLY COURT | HOUSTON | TX | 77005 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PIERRE S MELCHER | ||||||||
| 10 WAVERLY COURT | HOUSTON | TX | 77005 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARCHITECTURAL HISTORY PROGRAM - FOUNDATION FELLOW, STEPHEN FOX, CONTRIBUTED TO RICE DESIGN ALLIANCE MAGAZINE, THE ARCHITECTURAL RECORD, AND HOUSTON CHRONICLE. STEPHEN PROVIDED PRESENTATIONS AND LECTURES AT COLLEGES AND OTHER PUBLIC FORUMS. STEPHEN IS A VISISTING LECTURER IN ARCHITECTURE AT THE UNIVERSITY OF HOUSTON AND RICE UNIVERSITY AND PROVIDES CONSULTATIONS ON ARCHITECTURAL HISTORY TO CITY VISISTORS, EDUCATORS, STUDENTS, WRITERS, ARTISTS, AND MANY OTHERS. | Description1Txt |
| Expenses1 | $38,074 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,938,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,853,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,791,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,791,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,615,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $580,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $580,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,752 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $765 | IncomeTaxAmt |
| Total Tax | $4,517 | TotalTaxAmt |
| Distributable Before Adj | $576,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $576,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $576,236 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $735,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $735,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $576,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $494,995 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $735,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $494,995 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,537 | 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 | $335,699 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA TROOP 540 | ||||||
| 4213 MANGUM RD | HOUSTON | TX | 77092 | PC | PROGRAM SUPPORT | $5,000 |
| CATHOLIC CHARITIES RGV | ||||||
| 700 VIRGEN DE SAN JUAN BLVD | SAN JUAN | TX | 78589 | PC | GENERAL SUPPORT | $10,000 |
| EMANCIPATION PARK CONSERVANCY | ||||||
| 3018 EMANCIPATION AVE | HOUSTON | TX | 77004 | PC | GENERAL SUPPORT | $5,000 |
| FAMILY TO FAMILY NETWORK | ||||||
| 16225 PARK TEN PL 500 | HOUSTON | TX | 77084 | PC | GENERAL SUPPORT | $10,000 |
| THE GLASSELL SCHOOL OF ART | ||||||
| 5101 MONTROSE BLVD | HOUSTON | TX | 77006 | PC | GENERAL SUPPORT | $10,000 |
| HEART OF AMERICA PATRIOT FOUNDATION | ||||||
| 13725 METCALF AVE STE 364 | OVERLAND PARK | KS | 66223 | PC | GENERAL SUPPORT | $190,000 |
| HISPANIC HEALTH COALITION | ||||||
| 2626 S LOOP WEST | HOUSTON | TX | 77054 | PC | GENERAL SUPPORT | $20,000 |
| HOUSTON MUSEUM AFRICAN AMERICAN CULTURE | ||||||
| PO BOX 667129 | HOUSTON | TX | 77266 | PC | GENERAL SUPPORT | $10,000 |
| HOUSTON PUBLIC MEDIA FOUNDATION | ||||||
| PO BOX 3626 | HOUSTON | TX | 77253 | PC | GENERAL SUPPORT | $10,000 |
| KINDER INSTITUTE | ||||||
| 2475 ALOMA AVE | WINTER PARK | FL | 32792 | PC | GENERAL SUPPORT | $10,000 |
| RICE UNIVERSITY - JAMES A BAKER III INSTITUTE FOR PUBLIC POLICY | ||||||
| PO BOX 1892 MS-40 | HOUSTON | TX | 77251 | PC | GENERAL SUPPORT | $10,000 |
| ST JOHN'S SCHOOL | ||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | PC | GENERAL SUPPORT | $340,000 |
| THE COUNCIL ON RECOVERY | ||||||
| 303 JACKSON HILL STREET | HOUSTON | TX | 77007 | PC | GENERAL SUPPORT | $15,000 |
| THE ORANGE SHOW FOUNDATION | ||||||
| 2334 GULF TERMINAL DRIVE | HOUSTON | TX | 77023 | PC | PROGRAM SUPPORT AND ART CAR PARADE | $20,000 |
| THE UNIVERSITY OF HOUSTON | ||||||
| 4302 UNIVERSITY DR | HOUSTON | TX | 77004 | PC | GENERAL SUPPORT | $20,000 |
| ARIZONA STATE UNIVERSITY | ||||||
| 1151 S FOREST AVE | TEMPE | AZ | 85281 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,000 | 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 | $24,991 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,888 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PASSTHROUGH K-1 ORDINARY INCOME | 525990 | $58,039 |
| PASSTHROUGH K-1 1231 GAIN | 525990 | $103,363 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $161,402 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,439 | 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 |
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 | GODFATHER CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WAVERLY COURT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $254,799 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $10,201 | Amt |
| Net Investment Income | $5,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,101 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,502,133 | EOYBookValueAmt |
| EOYFMV | $8,512,207 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EIV CAPITAL FUND IV | AT COST | $239,755 | $239,755 |
| IRONWOOD MULTI-STRATEGY | AT COST | $650,033 | $690,864 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENTS | Desc |
| Amt | $4,972,130 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $163 | $0 | $0 | $163 |
| INSURANCE | $474 | $0 | $0 | $474 |
| K-1 EXPENSES | $34,715 | $34,715 | $0 | $0 |
| BOOKS, DUES, SUBSCRIPTIONS | $1,596 | $0 | $0 | $1,596 |
| ADVISOR FEES | $245 | $123 | $0 | $123 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH K-1 ORDINARY INCOME | $58,039 | $0 | $0 |
| PASSTHROUGH K-1 1231 GAIN | $103,363 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS IN EXCESS OF BASIS- EIV CAPITAL FUND III-A LP | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,622 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $4,197 | $4,197 | $0 | $0 |
| PAYROLL TAX | $2,510 | $0 | $0 | $2,510 |
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