CLARA FRESHOUR NELSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLARA FRESHOUR NELSON FOUNDATION (EIN 74-6436452)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201401279349100415
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T06:10:50-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREHM HAVEL & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7809 BROADWAY ST | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782092558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746436452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARA FRESHOUR NELSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 2105767001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CUTTER GREEN | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78248 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN E NELSON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYLE L HAVEL | PreparerPersonNm |
| PTIN | P00162033 | PTIN |
| Phone | 2108267000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,900,916 | 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 |
| Interest On Sav Rev And Expnss | $8,729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,729 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,416 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,153 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,153 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,153 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $91,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,982 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,942 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $322,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,436 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,436 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,410 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,145 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,248 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,521 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $11,075 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $5,592,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,459,136 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,589,395 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,128,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,126,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,200,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,802,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,696,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,900,916 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $23,350 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $817 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,817 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,778,827 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,690,976 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,778,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,690,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,802,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,696,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,778,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,376 | OtherIncreasesAmt |
| Subtotal | $6,695,576 | SubtotalAmt |
| Other Decreases | $4,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,690,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NELSON CENTURY CAPITAL PARTNERS, LP | P | 2007-01-01 | 2013-12-31 | $23,659 | $23,659 | $23,659 |
| Capital Gain Dividends | ||||||
| $55,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $327,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,702,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04888 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $348,760 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,016,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $344,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,923,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,178,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,679,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02123 | DistributionYr5Rt |
| Total Distribution | 0.21812 | TotalDistributionRt |
| Average Distribution | 0.04362 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,918,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,815 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,571 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $304,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,700 | 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 | $2,571 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,571 | SubtotalAmt |
| Tax Based On Investment Income | $2,571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,029 | OverpaymentAmt |
| Applied To ES Tax | $2,029 | 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 |
| 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 | Yes (true) | 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 | H ELIZABETH NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103161020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CUTTER GREEN | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78248 | 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 | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN E NELSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CUTTER GREEN | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,436 | CompensationAmt |
| 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 | TEXAS ASSOCIATION OF MUSIC SCHOOLSTO WORK IN CONCERT TO SERVE AS COMMON VOICE FOR THE ADVANCEMENT OF QUALITY FINE ARTS EDCUATION FOR ALL STUDENTS IN TEXAS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,695,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,023,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,023,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,918,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,571 | TotalTaxAmt |
| Distributable Before Adj | $343,357 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $343,357 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $343,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $341,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,571 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $339,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $343,357 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,068 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,722 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,700 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $341,700 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,657 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,657 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,065 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | HELEN E NELSON | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS ASSOCIATION OF MUSIC SCHOOLS | |||||||
| 1120 TEXAS AVE 5B | HOUSTON | TX | 77002 | NONE | 501(c)(3) | TO WORK IN CONCERT TO SERVE AS COMMON VOICE FOR THE ADVANCEMENT OF QUALITY FINE ARTS EDUCATION FOR ALL STUDENTS IN TEXAS. | $330,700 |
| SAV-A-PET | |||||||
| 7005 MAPLERIDGE | BELLAIRE | TX | 77401 | NONE | 501(c)(3) | TO HELP CREATE A NO-KILL ADOPTION CENTER DEDICATED TO FINDING LOVING, QUALITY HOMES FOR EACH CAT AND DOG IN ITS CARE. | $1,000 |
| ST LUKE'S EPISCOPAL SCHOOL | |||||||
| 15 ST LUKES LANE | SAN ANTONIO | TX | 78209 | NONE | 501(c)(3) | TO PROVIDE A CHALLENGING AND SUPPORTIVE FAITH-BASED COMMUNITY WHICH GIVES STUDENTS THE MOTIVIATION AND COURAGE TO FIND THEIR OWN WAY OF ACHIEVING ACADEMICALLY, ATHETICALLY, AND PERSONALLY. | $5,000 |
| THE UNIVERSITY OF INCARNATE WORD | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | 501(c)(3) | FOR THE ZELIME LYTLE AMEN BRAUN ENDOWED SCHOLARSHIP TO HELP YOUNG PEOPLE HAVE ACCESS TO A FAITH-BASED EDUCATION THAT WILL BENEFIT THEM FOR THE REST OF THEIR LIVES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,729 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,416 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,153 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,964 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NELSON CENTURY CAPITAL | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,338 | TotalIncomeProducingActyAmt |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,145 | Amt |
| Net Investment Income | $3,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $5,459,136 | EOYBookValueAmt |
| EOYFMV | $5,589,395 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NELSON CENTURY CAPITAL PARTNERS, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,126,136 | BookValueAmt |
| EOYFMV | $1,200,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HENRY AMEN | CategoryTxt |
| Legal Fees | $4,410 | LegalFeesAmt |
| Net Investment Income | $4,410 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED TAX PAYMENTS | Description |
| Amount | $4,600 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNT FEES | $25 | $25 |
| NCC K-1 DONATIONS | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,942 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,942 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Amount | $1,376 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| REIMB PAYABLE-ELIZABETH NELSON | $3,915 |
| REIMB PAYABLE-NCC | $2,273 |
| 945 WITHHOLDING PAYABLE | $817 |
| FEDERAL INCOME TAX PAYABLE | $1,948 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,248 | Amt |
| Net Investment Income | $3,248 | NetInvestmentIncomeAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON CENTURY CAPITAL PARTNERS LP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CUTTER GREEN | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742911703 | EIN |
| Desc | THE FOUNDATION RECEIVED A PREFERRED PARTNERSHIP INTEREST IN A FAMILY LIMITED PARTNERSHIP IN NOVEMBER | Desc |
| Amt | $108,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,000 | TotalAmt |
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