MGM FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MGM FOUNDATION INC (EIN 71-1049010)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201543149349100214
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T09:16:47-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77072 | 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 | 711049010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMF | BusinessNameControlTxt |
| Phone | 2817661340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE MIMS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2817661340 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K BROWNIE CPA | PreparerPersonNm |
| PTIN | P00043472 | PTIN |
| Phone | 2817591120 | PhoneNum |
| 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 | $1,105,166 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,823 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,823 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,583 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,823 | 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 |
| Accounting Fees Rev And Expnss | $1,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,595 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,823 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $810 | CashBOYAmt |
| Cash EOY | $3,784 | CashEOYAmt |
| Cash EOYFMV | $3,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $980,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,039,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,101,382 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $981,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,043,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,105,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $981,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,043,742 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $981,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $981,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,043,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $981,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,043,742 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TWEIX - 1,933.275 SHS | P | 2013-12-23 | 2014-12-16 | $16,491 | $17,053 | -$562 | -$562 |
| TWHIX - 371.644 SHS | P | 2013-12-04 | 2014-08-06 | $9,510 | $9,161 | $349 | $349 |
| AAL - 500.000 SHS | P | 2014-10-28 | 2014-12-16 | $24,022 | $20,183 | $3,839 | $3,839 |
| AMBFX - 19.115 SHS | P | 2013-12-19 | 2014-10-10 | $476 | $473 | $3 | $3 |
| AMGN - 125.000 SHS | P | 2014-10-28 | 2014-12-16 | $20,114 | $19,562 | $552 | $552 |
| AAPL - 300.000 SHS | P | 2014-08-21 | 2014-12-16 | $32,155 | $30,213 | $1,942 | $1,942 |
| BA - 150.000 SHS | P | 2014-10-28 | 2014-12-16 | $18,690 | $18,526 | $164 | $164 |
| CELG - 500.000 SHS | P | 2014-08-21 | 2014-12-16 | $55,666 | $45,863 | $9,803 | $9,803 |
| DAL - 1,000.000 SHS | P | 2014-08-21 | 2014-12-16 | $45,810 | $40,037 | $5,773 | $5,773 |
| EXPD - 1,000.000 SHS | P | 2013-11-27 | 2014-08-06 | $40,132 | $43,520 | -$3,388 | -$3,388 |
| LULU - 400.000 SHS | P | 2013-10-22 | 2014-08-06 | $15,989 | $29,190 | -$13,201 | -$13,201 |
| NPSRX - 564.725 SHS | P | 2013-08-30 | 2014-08-06 | $9,821 | $9,663 | $158 | $158 |
| CRM - 1,000.000 SHS | P | 2014-08-21 | 2014-12-16 | $54,152 | $55,417 | -$1,265 | -$1,265 |
| VWELX - 225.914 SHS | P | 2013-12-26 | 2014-12-16 | $9,021 | $8,653 | $368 | $368 |
| YHOO - 2,000.000 SHS | P | 2013-10-22 | 2014-09-19 | $81,065 | $67,214 | $13,851 | $13,851 |
| AMLP - 1,000.000 SHS | P | 2013-07-11 | 2014-08-06 | $18,073 | $17,413 | $660 | $660 |
| TWEIX - 2,066.026 SHS | P | 2013-03-12 | 2014-12-16 | $17,623 | $17,624 | -$1 | -$1 |
| AMBFX - 14.661 SHS | P | 2013-03-15 | 2014-10-10 | $365 | $325 | $40 | $40 |
| GILD - 250.000 SHS | P | 2013-07-11 | 2014-12-16 | $25,295 | $13,962 | $11,333 | $11,333 |
| NPSRX - 192.271 SHS | P | 2013-02-28 | 2014-08-06 | $3,344 | $3,400 | -$56 | -$56 |
| VWELX - 62.421 SHS | P | 2013-03-27 | 2014-12-16 | $2,492 | $2,288 | $204 | $204 |
| TWEIX - 25,253.870 SHS | P | 2010-05-04 | 2014-12-16 | $219,465 | $172,018 | $47,447 | $47,447 |
| TWHIX - 2,543.245 SHS | P | 2011-08-29 | 2014-08-06 | $65,082 | $51,168 | $13,914 | $13,914 |
| AMBFX - 1,011.568 SHS | P | 2009-02-04 | 2014-10-10 | $25,178 | $14,164 | $11,014 | $11,014 |
| LINE - 1,000.000 SHS | P | 2013-07-18 | 2014-12-05 | $16,765 | $28,117 | -$11,352 | -$11,352 |
| NPSRX - 5,620.392 SHS | P | 2011-12-13 | 2014-08-06 | $97,739 | $87,475 | $10,264 | $10,264 |
| VWELX - 3,318.926 SHS | P | 2011-04-12 | 2014-12-16 | $132,525 | $106,854 | $25,671 | $25,671 |
| CAPITAL GAINS DIVIDENDS | P | $9,236 | $9,236 | $9,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,760 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,386 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $970,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091157 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,799 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,922 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,005,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $98,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,008,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,311 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $947,534 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046765 | DistributionYr5Rt |
| Total Distribution | 0.398313 | TotalDistributionRt |
| Average Distribution | 0.079663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $997,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,960 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,309 | 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 | $1,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $858 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,080 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,938 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,422 | OverpaymentAmt |
| Applied To ES Tax | $1,422 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | KEVIN MIMS | IndividualWithBooksNm |
| Phone | 2817661340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77384 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,012,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,012,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,012,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $997,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,516 | TotalTaxAmt |
| Distributable Before Adj | $48,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,516 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $50,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,455 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,963 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $195,757 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,344 | ExcessFromYear4Amt |
| Excess From Year3 | $32,453 | ExcessFromYear3Amt |
| Excess From Year2 | $32,455 | ExcessFromYear2Amt |
| Excess From Year1 | $41,542 | ExcessFromYear1Amt |
| Excess From Current Year | $38,963 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | ||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | CHARITABLE DONATION | $2,000 | |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE | ||||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | CHARITABLE DONATION | $1,600 | |
| FRANCISCAN UNIVERSITY | ||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | CHARITABLE DONATION | $3,000 | |
| GENERATION LIFE | ||||||
| 590 SNYDER AVE | WEST CHESTER | PA | 19382 | CHARITABLE DONATION | $2,000 | |
| LIFETEEN | ||||||
| 2222 S DOBSON RD SUITE 601 | MESA | AZ | 85202 | CHARITABLE DONATION | $7,000 | |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | ||||||
| 7801 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION. | $8,500 | |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | ||||||
| 7901 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION | $3,000 | |
| THE ARCHDIOCESE OF GALVESTON - HOUSTON | ||||||
| 1700 SAN JACINTO | HOUSTON | TX | 77001 | CHARITABLE DONATION | $7,500 | |
| ST MARY'S SEMINARY | ||||||
| 9845 MEMORIAL DRIVE | HOUSTON | TX | 77024 | CHARITABLE DONATION | $20,000 | |
| LEGIONARIES OF CHRIST | ||||||
| 5500 FM 2920 RD | SPRING | TX | 77388 | CHARITABLE DONATION | $5,000 | |
| CRISTO REY JESUIT COLLEGE PREPARATORY | ||||||
| 6700 MOUNT CARMEL ST | HOUSTON | TX | 77087 | CHARITABLE DONATION | $2,000 | |
| POPE PAUL VI INSTITUTE | ||||||
| 6901 MERCY RD | OMAHA | NE | 68106 | CHARITABLE DONATION | $10,000 | |
| TEXAS LEGACY VOLLEYBALL CLUB | ||||||
| 21240 FOSTER RD | SPRING | TX | 77388 | CHARITABLE DONATION | $10,360 | |
| RESURRECTION PARISH | ||||||
| 915 ZOE STREET | HOUSTON | TX | 77020 | CHARITABLE DONATION | $2,000 | |
| THE LABOURE SOCIETY | ||||||
| 1365 CORPORATE CENTER CURVE SUITE | EAGAN | MN | 55121 | CHARITABLE DONATION | $2,000 | 104 |
| TOUGH MUDDER | ||||||
| 15 METROTECH CENTER 7TH FLOOR | BROOKLYN | NY | 11201 | CHARITABLE DONATION | $1,250 | |
| CASA SUPERHERO RUN | ||||||
| 5800 ACADEMY WAY | THE WOODLANDS | TX | 77384 | CHARITABLE DONATION | $99 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,309 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,583 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,390 | Amt |
| Net Investment Income | $1,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $2,441 | $2,441 | $0 | $0 |
| YEARLY MEETING | $981 | $981 | $0 | $0 |
| OFFICE SUPPLIES | $173 | $173 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,673 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments