Houston Osteopathic Hospital Found Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Houston Osteopathic Hospital Found Inc (EIN 74-2426837)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-25
- IRS object ID
- 201541159349100724
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-25T11:30:24-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C W Griffin CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main Street | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | 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 | 742426837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Osteopathic Hospital Found Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 2814853226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main Street | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID ARMBRUSTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2814853226 | PhoneNum |
| Signature | 2015-04-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CECIL W GRIFFIN | PreparerPersonNm |
| Phone | 7135331111 | PhoneNum |
| Preparation | 2015-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,260,351 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,847 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,847 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $110,516 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,870 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $38,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,363 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,717 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,200 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $375 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $375 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,475 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $25,266 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,313 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,629 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,629 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,088 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,740 | CashBOYAmt |
| Cash EOY | $420 | CashEOYAmt |
| Cash EOYFMV | $420 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,195 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $37,910 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,982 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,082,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,126,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,126,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,385 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,385 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,224,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,260,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,260,351 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,224,245 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,259,851 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,224,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,224,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,260,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,224,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,938 | OtherIncreasesAmt |
| Subtotal | $1,259,851 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Managed Accounts (2JV-02133) | P | 2014-01-31 | 2014-12-15 | $228,089 | $0 | $224,664 | $3,425 | $0 | $0 | $0 | $3,425 |
| Managed Accounts (2JV-02133) | P | 2013-01-31 | 2014-12-15 | $534,694 | $0 | $470,588 | $64,106 | $0 | $0 | $0 | $64,106 |
| Managed Accounts (2JV-04037) | P | 2014-01-31 | 2014-12-15 | $85,854 | $0 | $80,409 | $5,445 | $0 | $0 | $0 | $5,445 |
| Managed Accounts (2JV-04037) | P | 2013-01-31 | 2014-12-15 | $136,165 | $0 | $98,625 | $37,540 | $0 | $0 | $0 | $37,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,870 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,130,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,879 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,021,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,040,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,344 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,049,009 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $849,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061124 | DistributionYr5Rt |
| Total Distribution | 0.246871 | TotalDistributionRt |
| Average Distribution | 0.049374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,223,664 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,147 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,295 | SubtotalAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $49 | EsPenaltyAmt |
| Tax Due | $2,344 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cecil W Griffin CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135331111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 North Main | AddressLine1Txt |
| City | Pearland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77581 | 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 |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MR LANNY VLASAK | ||||||||
| P O Box 630747 | Houston | TX | 77581 | Director | 1.00 | $2,000 | $0 | $0 |
| DR DAVID ARMBRUSTER | ||||||||
| 3322 Walnut 105 | Pearland | TX | 77581 | President | 4.00 | $3,200 | $0 | $0 |
| DR CARL V MITTEN | ||||||||
| 338 Kings Court | Houston | TX | 77015 | Secretary | 1.00 | $1,500 | $0 | $0 |
| DR DAVID SUFFIAN | ||||||||
| 6102 Queensloch Drive | Houston | TX | 77096 | Treasurer | 2.00 | $3,200 | $0 | $0 |
| DR ROBERT PRANGLE | ||||||||
| 13310 Beamer Rd Suite G | Houston | TX | 77089 | Director | 1.00 | $2,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,227,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,298 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,295 | TotalTaxAmt |
| Distributable Before Adj | $58,888 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,888 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,487 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $40,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $50,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $58,881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,881 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,156 | TotalCorpusAmt |
| Taxable2 | $40,487 | Taxable2Amt |
| Undistributed Income CY | $7 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,156 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| GRANT COMMITTEE CO DR DAVID ARMBRUS | |||||||
| 3322 E Walnut - Suite 105 | Pearland | TX | 77581 | 2814853226 | EVIDENCE OF ENROLLMENT IN A COLLEGE OF OSTEOPATHIC MEDICINE. | NONE | SEEE 2(B) - STUDENTS AT TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AND LICENSED PHYSICIANS ENAROLLED |
| DR DAVID ARMBRUSTER | |||||||
| 3322 E Walnut - Suite 105 | Pearland | TX | 77581 | 2814853226 | MEDICINE WITH PERTINENT BIOGRAPHICAL, EDUCATIONAL, AND FINANCIAL INFORMATION ON THE APPLICANT. | PART-DOCTORAL COURSES OF INSTRUCTION IN QUALIFIED 501 (C) (3) ENTITIES. | |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of North Texas | ||||||
| 3500 Bowie Blvd | Fort Worth | TX | 76107 | 501(c)(3) | Educational | $20,000 |
| Kansas City University | ||||||
| of Medicine Biosciences | Kansas City | MO | 64106 | 501(c) (3) | Educational | $10,000 |
| A T Still University | ||||||
| 800 W Jefferson | Kirksville | MO | 63501 | 501(c) (3) | Educational | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $38,847 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $110,516 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $149,363 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,363 | 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 | 14 | LineNumberTxt |
| Relationship Statement | This income provided the funds to continue the foundations purpose | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cecil W. Griffin CPA Financial Statements & Tax Returns | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,475 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MacNaughton & Knoblesdorff General Legal Counsel & Consultation | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $375 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Insurance | $1,895 | $1,895 | $1,895 |
| Office and Other | $1,412 | $1,412 | $1,412 |
| Meetings Expense | $1,006 | $1,006 | $1,006 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain On Investments | Desc |
| Amt | $81,938 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Investment Fees | CategoryTxt |
| Amt | $25,266 | Amt |
| Net Investment Income | $25,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,266 | AdjustedNetIncomeAmt |
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