ALVIN & LUCY OWSLEY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALVIN & LUCY OWSLEY FOUNDATION (EIN 75-6047221)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201412169349100506
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T10:29:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563009 | 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 | 756047221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN & LUCY OWSLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALVIN OWSLEY JR TRUSTEE | InCareOfNm |
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 7136265626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 POST OAK BLVD APT 802 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALVIN OWSLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7136253500 | PhoneNum |
| Signature | 2014-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH W CHAFFIN | PreparerPersonNm |
| Phone | 7136253500 | 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 | $9,840,435 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $267,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,844 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $481 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $311,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $22,552 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,276 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,276 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,827 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $95,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $451,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $451,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$234,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $282,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,826,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,065,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,564,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $512,360 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,061,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,001,958 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $14,476 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,469 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,469 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,635,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,401,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,840,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,635,954 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,401,346 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,635,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,401,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,635,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,401,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,635,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$234,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119 | OtherIncreasesAmt |
| Subtotal | $5,401,350 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,401,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY-916727 (SEE ATTACHED) | 2013-01-01 | 2013-12-31 | $399,009 | $357,749 | $41,260 | $41,260 | |
| MORGAN STANLEY-916727 (SEE ATTACHED) | 2013-01-01 | 2013-12-31 | $4,688 | $3,011 | $1,677 | $1,677 | |
| MORGAN STANLEY-916727 (SEE ATTACHED) | 2012-01-01 | 2013-12-31 | $240,567 | $173,422 | $67,145 | $67,145 | |
| MORGAN STANLEY-916727 (SEE ATTACHED) | 2012-01-01 | 2013-12-31 | $65,280 | $46,078 | $19,202 | $19,202 | |
| MORGAN STANLEY-916297 (SEE ATTACHED) | 2012-10-12 | 2013-04-09 | $319,272 | $286,972 | $32,300 | $32,300 | P |
| MORGAN STANLEY-916297 (SEE ATTACHED) | 2011-04-26 | 2013-11-13 | $175,999 | $304,476 | -$128,477 | -$128,477 | P |
| CLASS ACTION LAWSUIT | 2012-01-01 | 2013-10-01 | $124 | $124 | $124 | ||
| CAPITAL GAIN DIVIDENDS | $14,259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,490 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $441,497 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,240,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $576,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,954,397 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $611,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,125,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,219 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,255,886 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,666,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050933 | DistributionYr5Rt |
| Total Distribution | 0.326047 | TotalDistributionRt |
| Average Distribution | 0.065209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,930,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $582,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,986 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,250 | SubtotalAmt |
| Tax Based On Investment Income | $5,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,615 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,615 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,365 | OverpaymentAmt |
| Applied To ES Tax | $9,365 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN OWSLEY JR TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136265626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 POST OAK BLVD APT 802 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALVIN M OWSLEY JR | ||||||||
| 1600 POST OAK BLVD APT 802 | HOUSTON | TX | 77056 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SOPHIA GARRETT | ||||||||
| 9146 LANIGAN STREET | CHARLOTTE | NC | 28277 | TRUSTEE | 0 | $0 | $0 | $0 |
| DAVID T OWSLEY | ||||||||
| 116 E 68TH ST 10C | NEW YORK | NY | 70065 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,715,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $350,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,066,801 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,066,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,930,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,250 | TotalTaxAmt |
| Distributable Before Adj | $441,290 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $441,290 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $441,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $470,986 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $470,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $441,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $625,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $441,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,696 | RemainingDistriFromCorpusAmt |
| Total Corpus | $655,055 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $636,993 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,565 | ExcessFromYear4Amt |
| Excess From Year3 | $271,789 | ExcessFromYear3Amt |
| Excess From Year2 | $190,945 | ExcessFromYear2Amt |
| Excess From Year1 | $43,998 | ExcessFromYear1Amt |
| Excess From Current Year | $29,696 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALVIN OWSLEY JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 POST OAK BLVD APT 802 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136221352 | RecipientPhoneNum |
| Form And Info And Materials | LETTER - NO MORE THAN TWO PAGES AND NO ENCLOSURES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TEXAS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS GRANTS PAID | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT FOR COMPLETE LIST | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR EACH ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | GrantOrContributionPurposeTxt |
| Amt | $451,430 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $451,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,818 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM SCH. K-1 | 211110 | $1,363 | ||
| FROM SCH. K-1 - ROYALTIES | 15 | $481 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,455 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,799 | 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 | $22,552 | Amt |
| Net Investment Income | $11,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,276 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY ACCT#283-916297 | BondNm |
| EOY Book Value | $1,061,901 | EOYBookValueAmt |
| EOYFMV | $1,001,958 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY ACCT#283-916297 | $1,862,487 | $5,290,007 |
| MORGAN STANLEY ACCT#283-916727 | $2,203,442 | $3,274,954 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 TIMING DIFFERENCE | Desc |
| BOY Book Value | $14,476 | BOYBookValueAmt |
| EOY Book Value | $8,469 | EOYBookValueAmt |
| EOYFMV | $8,469 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES FROM K-1 | Description |
| Amount | $4 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS- ORD INCOME | $2,334 | |
| PLAINS ALL AMERICAN PIPELINE- ORD INCOME | $24,917 | |
| PAA NATURAL GAS STORAGE - ORD INCOME | $439 | |
| VANGUARD NATURAL RESOURCES - ORD INCOME | $19,238 | |
| VANGUARD NATURAL RESOURCES-NET Royalties | $481 | $481 |
| VANGUARD NATURAL RESOURCES - IDC | -$3,764 | |
| VANGUARD NATURAL RESOURCES - DEPLETION | -$14,058 | |
| LINN ENERGY LLC - ORD INCOME | $13,029 | |
| LINN ENERGY LLC - IDC | -$22,262 | |
| LINN ENERGY LLC - DEPLETION | -$18,510 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPLETION IN EXCESS OF BASIS | Description |
| Amount | $119 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY FEES | $28,353 | $28,353 | |
| PROFESSIONAL FEES | $16,560 | $8,280 | $8,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $4,827 | $4,827 |
| EXCISE TAX | $22,800 |
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