ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-22
- IRS object ID
- 201531129349100933
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-22T12:27:12-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-04-22 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,148,688 | 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 | $1,940,768 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $237,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,256,947 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $259 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $259 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,160,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,050 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $259 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,656 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,276 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,138 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,257 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $127 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $127 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $449 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $449 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $259 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $259 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $730,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $730,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $827,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $259 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,332,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,516 | CashBOYAmt |
| Cash EOY | $10,855 | CashEOYAmt |
| Cash EOYFMV | $10,855 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $693,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,472,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,472,409 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,823,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,454,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,665,424 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,014,672 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $7,544,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,937,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,148,688 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $489 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $487 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $8,750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $54,784 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,271 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,535,037 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,882,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,535,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,882,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,544,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,937,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,535,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,332,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,104 | OtherIncreasesAmt |
| Subtotal | $8,882,686 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,882,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,901 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,106,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,177,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $476,180 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,120,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $472,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,773,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04837 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $609,602 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,453,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $348,618 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,050,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04330 | DistributionYr5Rt |
| Total Distribution | 0.33653 | TotalDistributionRt |
| Average Distribution | 0.06731 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,143,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $749,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $751,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $775,172 | 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 | $1,884 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,884 | SubtotalAmt |
| Tax Based On Investment Income | $1,884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,586 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,586 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,702 | OverpaymentAmt |
| Applied To ES Tax | $1,884 | AppliedToESTaxAmt |
| Refund | $13,818 | RefundAmt |
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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77005 | ZIPCode |
| 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 | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $6,276 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 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 | Architectural History Program - Foundation Fellow, Stephen Fox, this year contributed to: AIA Houston Architectural Guide, 3rd Edition; Born on the Island: The Galveston We Remember; Arquitectura y Urbanismo en las Amricas and to Texas Architect magazine.He also presented 14 lectures at museums, colleges, and other public forums, gave 10 architectural tours to visiting scholars and dignitaries, was a visiting lecturer in Architecture at the University of Houston and Rice University and provided consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Anchorage Press - The Foundation has developed books that include essays and photo documentation on architecture and education:The Great Great Great Chicken War, written by David de la Garza with Joyce Rosner and Gene de la Garza, 2007.Guerrero Viejo: essay by Eleana Poniatowska, photography by Richard Payne, 1996Italian Pavements - Patterns in Space: written and illustrated by Kim Williams, 1997The Architecture of Philip Johnson: essay by Hilary Lewis, photography by Richard Payne, 2002 | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,467,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $845,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,312,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,312,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,143,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $557,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $557,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,884 | TotalTaxAmt |
| Distributable Before Adj | $555,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $555,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $555,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,172 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $775,172 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,884 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $773,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,281 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $460,122 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $460,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $775,172 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $555,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,891 | RemainingDistriFromCorpusAmt |
| Total Corpus | $680,013 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $680,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $460,122 | ExcessFromYear1Amt |
| Excess From Current Year | $219,891 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Orange Show Center | |||||||
| 2402 Munger Street | Houston | TX | 77023 | N/A | PC | Charitable event | $10,000 |
| Boy Scouts Troop 540 | |||||||
| 4213 Mangum | Houston | TX | 77092 | N/A | PC | General Support | $3,000 |
| The Gateway Academy | |||||||
| 7401 Gulf Fwy | Houston | TX | 77017 | N/A | PC | General Support | $40,000 |
| St Johns School | |||||||
| 2401 Claremont | Houston | TX | 77019 | N/A | 509(a)(1) | General Support | $19,974 |
| Bering Omega Community Services | |||||||
| 1429 Hawthorne St | Houston | TX | 77006 | N/A | PC | General support | $5,000 |
| Blaffer Art Museum | |||||||
| 3401 Cullen Blvd | Houston | TX | 77004 | N/A | PC | General Support | $2,500 |
| Houston Tomorrow | |||||||
| 3015 Richmond Ave Ste 201 | Houston | TX | 77098 | N/A | PC | General Support | $29,832 |
| Heritage Society | |||||||
| 1100 Bagby Street | Houston | TX | 77002 | N/A | PC | General Support | $5,000 |
| Houston Grand Opera | |||||||
| 510 Preston Street | Houston | TX | 77002 | N/A | PC | To support Die Fledermaus | $75,000 |
| Houston Arts Alliance | |||||||
| 3201 Allen Parkway Suite 250 | Houston | TX | 77019 | N/A | PC | General Support | $25,000 |
| Houston Museum of African Amer Cult | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General Support | $5,000 |
| The Joy School | |||||||
| 1 Chelsea Blvd | Houston | TX | 77006 | N/A | PC | General Support | $10,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Underwrite Braque Show | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $730,306 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,901 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book royalties | Desc |
| Related Or Exempt Function Incm | $259 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $259 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,408 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | The Foundation receives royalties from the sale of books it produces and distributes through an independent publisher. The books include essays and photo documentation on architecture and education. See Statement 11 for a listing of these publications. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Anne S Brown | |||||||
| 1 | 10 Waverly Court | Houston | TX | 77005 | $1,487,429 | Yes (X) | Yes (X) |
| Godfather Charitable Trust | |||||||
| 2 | P O Box 1524 | Pennington | NJ | 08534 | $453,339 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11,687 Schlumberger | NoncashPropertyDesc |
| Fair Market Value | $1,000,059 | FairMarketValueAmt |
| Received | 2013-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Compliance Services | CategoryTxt |
| Amt | $6,276 | Amt |
| Net Investment Income | $3,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,138 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 84,607 shs Schlumberger | $5,068,268 | $9,979,396 |
| 5,209 shs Transocean | $147,633 | $234,561 |
| Corporate stock - list attached | $1,464,867 | $1,664,680 |
| Mutual funds - list attached | $773,925 | $786,787 |
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 |
|---|---|---|---|---|
| Bank fees | $305 | $305 | ||
| Insurance | $855 | $259 | $596 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book royalties | Desc |
| Revenue And Expenses Per Books | $259 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $259 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Market value of stock grant in excess of basis | Description |
| Amount | $15,104 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Options Pending | Desc |
| BOY Book Value | $8,750 | BOYBookValueAmt |
| EOY Book Value | $54,784 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment mgmt fees | CategoryTxt |
| Amt | $45,257 | Amt |
| Net Investment Income | $45,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2012 Excise tax | CategoryTxt |
| Amt | $3,500 | Amt |
Comments