BETA

POSOLI FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
POSOLI FAMILY FOUNDATION (EIN 45-6211344)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-15
IRS object ID
201532899349100408
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-15T14:46:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO RIVERWAY FLOOR 15AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456211344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POSOLI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOSOBusinessNameControlTxt
Phone7136646431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15311 VALERIE STREETAddressLine1Txt
CityBELLAIRECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL POSOLIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7136646431PhoneNum
Signature2015-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNA JOHNSONPreparerPersonNm
PTINP00117479PTIN
Phone7136218090PhoneNum
Preparation2015-10-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,129,358FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$818,018ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$111,296NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$647,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$111,296CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,002,793TotalRevAndExpnssAmt
Total Net Invst Incm$184,775TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,018TaxesRevAndExpnssAmt
Taxes Net Invst Incm$574TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,255OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,155OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,273TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$142,064ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$142,064ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,337TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,729TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$142,064TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$838,456ExcessRevenueOverExpensesAmt
Net Investment Income$166,046NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$166,871CashBOYAmt
Cash EOY$361,294CashEOYAmt
Cash EOYFMV$361,294CashEOYFMVAmt
Other Investments BOY$2,680,158OtherInvestmentsBOYAmt
Other Investments EOY$3,324,042OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,767,915OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$149OtherAssetsEOYAmt
Other Assets EOYFMV$149OtherAssetsEOYFMVAmt
Total Assets BOY$2,847,029TotalAssetsBOYAmt
Total Assets EOY$3,685,485TotalAssetsEOYAmt
Total Assets EOYFMV$4,129,358TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,847,029UnrestrictedBOYAmt
Unrestricted EOY$3,685,485UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,847,029TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,685,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,847,029TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,685,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,847,029TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$838,456ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,685,485SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,685,485TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BERNSTIEN BROKERAGE - STCG2014-01-012014-12-31$211,124$206,454$4,670$4,670
BERNSTIEN BROKERAGE - LTCG2013-01-012014-12-31$397,068$329,505$67,563$67,563
BERNSTIEN BROKERAGE - CIL2014-01-012014-12-31$6$6$6
CAPITAL GAINS DIVIDENDS$39,057$39,057$39,057P
FieldValueIRS element (for citing)
Capital Gain Net Income$111,296CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,406AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,822,189NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$131,195AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,721,416NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048208DistributionYr2Rt
Adjusted Qlfy Distri Yr3$149,940AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,111,219NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071021DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.160121TotalDistributionRt
Average Distribution0.040030AverageDistributionRt
Net Vl Noncharitable Assets$3,015,185NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$120,698AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,660NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,358AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$142,064QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,660InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,660SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,660TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$32EsPenaltyAmt
Tax Due$1,692TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL JOSEPH POSOLIIndividualWithBooksNm
Phone7136646431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15311 VALERIE STAddressLine1Txt
CityBELLAIRECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL JOSEPH POSOLI
5311 VALERIE STREETBELLAIRETX77401PRESIDENT5.00$0$0$0
JOY MICHELLE POSOLI
5311 VALERIE STREETBELLAIRETX77401VICE-PRESIDENT5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FUNDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL PROGRAMS.Description1Txt
Expenses1$142,064Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,013,850AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,252AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,061,102TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,061,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,015,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,660TaxBasedOnInvestmentIncomeAmt
Total Tax$1,660TotalTaxAmt
Distributable Before Adj$149,099DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$149,099DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$149,099DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,064ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$142,064QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,660PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,404AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,099DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$45,758ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$45,758TotalExcessDistributionCyovAmt
Qualifying Distributions$142,064QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$142,064AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,035ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,035ExcessDistributionCyovAppCYAmt
Total Corpus$38,723TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,723ExcessDistriCyovToNextYrAmt
Excess From Year3$38,723ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL JOSEPH POSOLIContributingManagerNm
Contributing ManagerJOY MICHELLE POSOLIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPAUL JOSEPH POSOLIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15311 VALERIE STREETAddressLine1Txt
CityBELLAIRECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7136646431RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$2,000
ALEX'S LEMONADE STAND
333 E LANCASTER AVENUE 414WYNNWOODPA19096NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$500
AFRICA SCHOOL ASSISTANCE PROJECT
191 UNIVERSITY BLVD 285DENVERCO80206NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$1,000
ANNUNCIATION ORTHODOX SCHOOL
3600 YOAKUM BLVDHOUSTONTX77006NONEEDUCATIONAL INSTITUIFOR GENERAL OPERATIONS$19,460
B CURED
PO BOX 1071GREENWICHCT06836NONEPRIVATE FOUNDATIONFOR ENDOWMENT PURPOSES$500
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030NONEEDUCATIONAL INSTITUIFOR ENDOWMENT PURPOSES$500
CANCER CARE
275 SEVENTH AVENUENEW YORKNY10001NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$500
CASA BETHESDA
PO BOX 3083EAGLE PASSTX78853NONERELIGIOUS ORGANIZATIFOR GENERAL OPERATIONS$500
CRISTO REY JESUIT
6700 MOUNT CARMEL STREETHOUSTONTX77087NONEEDUCATIONAL INSTITUIFOR GENERAL OPERATIONS$33,964
CROHN'S & COLITIS FOUNDATION OF AMERICA
733 THIRD AVE SUITE 510NEW YORKNY10017NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$250
DEVEREUX
444 DEVEREUX DRIVE BOX 638VILLANOVAPA19085NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$2,500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLNEW YORKNY10001NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$500
FAMILY LEGACY MISSIONS
5005 WEST ROYAL LANE SUITE 252IRVINGTX75063NONERELIGIOUS ORGANIZATIFOR GENERAL OPERATIONS$1,000
GEORGE SCHOOL
1690 NEWTOWN LANGHORNE RDNEWTOWNPA18940NONEEDUCATIONAL INSTITUIFOR GENERAL OPERATIONS$5,000
HANNAH'S HOPE
19 BLUE JAY WAYREXFORDNY12148NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$500
HOUSTON LIVESTOCK SHOW AND RODEO
PO BOX 20070HOUSTONTX77225NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$200
HOPE STONE
1210 W CLAY 26HOUSTONTX77019NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
HOUSTON HOOPS INC
2909 HIGH VALLEY DRKINGWOODTX77345NONEPUBLIC CHARITYFOR GENERAL PURPOSES$500
INNER CITY EDUCATION FOUNDATION PUBLIC SCHOOLS
5120 W GOLDLEAF CIRCLE SUITE 350LOS ANGELESCA90056NONEPUBLIC CHARITYFOR GENERAL PURPOSES$5,000
JDRF
26 BROADWAYNEW YORKNY10004NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$250
JEWISH RELIEF AGENCY
116 BALA AVEBALA CYNWYDPA19004NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$1,000
JESUIT HIGH SCHOOL
4701 N HIMES AVENUETAMPAFL336146694NONEEDUCATIONAL INSTITUIFOR GENERAL OPERATIONS$2,500
KELLOG SCHOOL OF MANAGEMENT
2169 CAMPUS DREVANSTONIL60208NONEEDUCATIONAL INSTITUIFOR GENERAL OPERATIONS$1,500
LIFE WITHOUT LIMBS
PO BOX 2430AGOURA HILLSCA91376NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
MAKING IT BETTER
3300 S GESSNER SUITE 251HOUSTONTX77063NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$2,000
MARCH OF DIMES
3000 WESLAYAN ST 100HOUSTONTX77027NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$250
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON STREET SUITE 400ALEXANDRIAVA22314NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
MUSEUM OF ARTS & DESIGN
5311 VALERIE STREETBELLAIRETX774014812NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
NATIONAL MS SOCIETY
733 THIRD AVE 3RD FLOORNEW YORKNY10017NONEPRIVATE FOUNDATIONFOR ENDOWMENT PURPOSES$1,500
NEHAUS EDUCATION CENTER
4433 BISSONNETBELLAIRETX77401NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$1,000
PARADISUS DEI
PO BOX 19127HOUSTONTX77224NONERELIGIOUS ORGANIZATIFOR GENERAL OPERATIONS$500
PANCREATIC CANCER ACTION NETWORK PURPLESTRIDE
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266NONEPRIVATE FOUNDATIONFOR ENDOWMENT PURPOSES$500
RICE ANNUAL FUND
PO BOX 1892HOUSTONTX77251NONERELIGIOUS ORGANIZATIFOR GENERAL PURPOSES$100
SEARCH HOMELESS SERVICES
2505 FANNINHOUSTONTX77002NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
SMALL STEPS NURTURING CENTER
1709 DEPELCHIN STHOUSTONTX77007NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$5,000
SOCIETY OF ST VINCENT DE PAUL
2403 HOLCOMBE BOULEVARDHOUSTONTX77021NONERELIGIOUS ORGANIZATIFOR GENERAL OPERATIONS$200
SPIRIT AND LIFE CHURCH OF DELIVERANCE
PO BOX 234BELLAIRETX77401NONERELIGIOUS ORGANIZATIFOR GENERAL PURPOSES$500
ST COLETTA OF GREATER WASHINGTON INC
1901 INDEPENDENCE AVENUE SEWASHINGTONDC20003NONERELIGIOUS ORGANIZATIFOR GENERAL PURPOSES$2,000
STRAKE JESUIT COLLEGE PREPARATORY
8900 BELLAIRE BLVDHOUSTONTX77036NONERELIGIOUS ORGANIZATIFOR GENERAL PURPOSES$5,000
THE BEN SIMMONS SPORTS FOUNDATION
12401 S POST OAK RD 233HOUSTONTX77045NONEPUBLIC CHARITYFOR GENERAL PURPOSES$250
THE COUNCIL ON ALCOHOL AND DRUGS HOUSTON
PO BOX 2768HOUSTONTX772522768NONEPUBLIC CHARITYFOR GENERAL PURPOSES$500
THE PERIWINKLE FOUNDATION
3000 RICHMOND 340HOUSTONTX77098NONEPRIVATE FOUNDATIONFOR ENDOWMENT PURPOSES$500
THE TORETTA FOUNDATION
7322 SW 54 COURTMIAMIFL33143NONEPRIVATE FOUNDATIONFOR ENDOWMENT PURPOSES$5,000
THE YMCA
7101 STELLA LINK BLVDHOUSTONTX77025NONEPUBLIC CHARITYFOR GENERAL OPERATIONS$1,000
UNIVERSITY OF MIAMI DEPARTMENT OF ATHLETICS
5821 SAN AMARO DRIVECORAL GABLESFL33146NONEEDUCATIONAL INSTITUITO FUND SCHOLARSHIP PROGRAM$11,640
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$142,064TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,466ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$111,296ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184,775ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,775TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
PAUL JOSEPH POSOLI
15311 VALERIE STREETBELLAIRETX77401$792,890Yes (X)
PAUL JOSEPH POSOLI
25311 VALERIE STREETBELLAIRETX77401$350,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE STOCK - 7,000 SHARESNoncashPropertyDesc
Fair Market Value$792,890FairMarketValueAmt
Received2014-12-26ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBERNSTEIN & CO., LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,324,042BookValueAmt
EOYFMV$3,767,915EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBANK UNAUTHORIZED CHARGES FRAUD CLAIM PENDINGDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$149EOYBookValueAmt
EOYFMV$149EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL & PROFESSIONAL FEES$3,100$0$0$0
INVESTMENT MANAGEMENT FEES$18,155$18,155$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PAUL JOSEPH POSOLI
5311 VALERIE STBELLAIRETX77401
JOY MICHELLE POSOLI
5311 VALERIE STBELLAIRETX77401

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$574$574$0$0
990-PF TRUST EXCISE TAXES$444$0$0$0

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