JOAN HOHLT AND ROGER WICH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOAN HOHLT AND ROGER WICH FOUNDATION (EIN 20-2045780)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201402259349100005
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T07:54:32-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202045780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joan Hohlt and Roger Wich Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 7135248828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 Ferndale Street | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Brockman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 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 | $7,581,101 | 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 | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,353 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $808,365 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $892 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $854,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $481,554 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $55 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $550,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $930,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,811 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,667 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $230,271 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $162,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,451,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,566,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,262,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,911,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,835,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,581,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,911,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,835,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,911,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,835,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,911,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,835,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,911,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,100 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,835,299 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,835,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | P | 2001-01-01 | 2013-01-01 | $179,832 | $146,775 | $33,057 | $33,057 |
| Passthrough K-1 Capital Gain | P | 2001-01-01 | 2013-01-01 | $296 | $296 | $296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $560,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,269,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07711 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $417,873 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,590,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.26272 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $174,467 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $276,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.63078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,770 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $288,414 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,656 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $238,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.23296 | DistributionYr5Rt |
| Total Distribution | 1.22705 | TotalDistributionRt |
| Average Distribution | 0.24541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,542,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,850,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,851,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,811 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $780 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $780 | SubtotalAmt |
| Tax Based On Investment Income | $780 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $818 | OverpaymentAmt |
| Applied To ES Tax | $818 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Brockman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135248828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 Ferndale Street | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Paul Brockman | ||||||
| 3210 Ferndale Street | Houston | TX | 77098 | President | 5.00 | $25,000 |
| Dawn Fudge | ||||||
| 3210 Ferndale Street | Houston | TX | 77098 | Vice President | 1.00 | $0 |
| Charles Lowery | ||||||
| 3210 Ferndale Street | Houston | TX | 77098 | Secretary | 1.00 | $0 |
| Sandra Lowery | ||||||
| 3210 Ferndale Street | Houston | TX | 77098 | Trustee | 1.00 | $0 |
| John Pecore | ||||||
| 3210 Ferndale Street | Houston | TX | 77098 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $580,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,893,151 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,656,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,656,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,542,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $780 | TotalTaxAmt |
| Distributable Before Adj | $376,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $376,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $376,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,811 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $405,811 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $405,811 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,325 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $160,640 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $438,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $981,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,811 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $376,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,486 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,011,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $967,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $160,640 | ExcessFromYear3Amt |
| Excess From Year2 | $338,550 | ExcessFromYear2Amt |
| Excess From Year1 | $438,696 | ExcessFromYear1Amt |
| Excess From Current Year | $29,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Houston Center for Photography | |||||||
| 1441 West Alabama | Houston | TX | 77006 | N/A | PC | General Support | $5,000 |
| University of Houston | |||||||
| 4800 Calhoun Road | Houston | TX | 77004 | N/A | PC | Scholarships/ Women's studies | $60,000 |
| Planned Parenthood | |||||||
| 4600 Gulf Freeway Ste 300 | Houston | TX | 77023 | N/A | PC | General Support | $45,000 |
| Houston Area Women's Center | |||||||
| 1010 Waugh Drive | Houston | TX | 77019 | N/A | PC | General Support | $20,000 |
| Catastrophic Theatre | |||||||
| 1119 East Fwy | Houston | TX | 77002 | N/A | PC | General Support | $30,000 |
| Collage Art for Cancer Network | |||||||
| 4899 Montrose Blvd 1303 | Houston | TX | 77006 | N/A | PC | General Support | $30,000 |
| Project Row Houses | |||||||
| PO Box 1011 | Houston | TX | 77251 | N/A | PC | General Support | $30,000 |
| Barrio Dogs Inc | |||||||
| PO Box 230677 | Houston | TX | 77223 | N/A | PC | General Support | $10,000 |
| Center for Reproductive Rights | |||||||
| 120 Wall Street | New York | NY | 10005 | N/A | PC | General Support | $10,000 |
| Texans Together Education Fund | |||||||
| 4001 North Shepard Suite 205 | Houston | TX | 77018 | N/A | PC | General Support | $30,000 |
| Texas Organizing Project Edu Fund | |||||||
| PO Box 120296 | San Antonio | TX | 78212 | N/A | PC | General Support | $50,000 |
| Creative Action | |||||||
| 701 Tiller St Ste 9 | Austin | TX | 78702 | N/A | PC | General Support | $7,500 |
| Ignite Texas | |||||||
| PO Box 333 | Austin | TX | 78767 | N/A | PC | General Support | $25,000 |
| Taral Ed FundNaral Pro-Choice Texas | |||||||
| 902 E 5th Street | Austin | TX | 78702 | N/A | PC | General Support | $2,500 |
| Texas Appleseed | |||||||
| 1609 Shoal Creek Ste 201 | Austin | TX | 78701 | N/A | PC | General Support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,195 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,673 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $807,473 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $828,668 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $854,594 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 440 shs Johnson & Johnson | $28,103 | $40,300 |
| 1000 shs AT&T | $28,701 | $35,160 |
| 570 shs Abbott Labs | $13,497 | $21,848 |
| 405 shs Philip Morris Intl. | $27,859 | $35,288 |
| 570 shs Abbvie Incorporated | $14,650 | $30,102 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Enterprise Products Partners LP | AT COST | $52,530 | $155,142 |
| Kinder Morgan Energy Partners | AT COST | $24,350 | $91,952 |
| Legacy Reserves LP | AT COST | $45,283 | $68,147 |
| Linn Energy LLC | AT COST | $29,820 | $54,344 |
| 34 shs Blue Bell Creameries U.S.A. Inc. | AT COST | $5,414,839 | $6,868,000 |
| Padres Marfa, LLC | AT COST | $25,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| D&O insurance | $900 | $900 | |
| K-1 expenses | $40,829 | $91 | |
| Office expense | $428 | $428 | |
| Storage expenses | $1,928 | $1,928 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income | Desc |
| Revenue And Expenses Per Books | $808,365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $892 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise tax | $100 |
| State tax withheld by partnership | $9,454 |
| Unrelated business income tax | $472,000 |
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