JOHN M OQUINN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN M OQUINN FOUNDATION (EIN 76-0206844)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349100321
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T09:37:05-06:00 | 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 | 760206844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN M O'QUINN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MS BRITTANY MEYN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7138715860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C WILSON III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138715860 | PhoneNum |
| Signature | 2014-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH A GILBERT | PreparerPersonNm |
| PTIN | P00745715 | PTIN |
| Phone | 7138715860 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,620,368 | 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 | $16,119,528 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,261,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,806,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,312 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,141,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $282,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $141,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $65,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $39,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $239,695 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $58,939 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $180,757 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $95,342 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $79,076 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,552 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,690 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,545 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $41,262 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $20,631 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,631 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $758 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $758 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,525 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $854,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $392,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,020,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,020,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,874,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $392,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,460,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,266,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,173,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,213,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,213,193 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $44 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $145,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,194,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,216,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,864,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,781,265 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,788,700 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,113,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,758 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,238 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,638 | LandBOYAmt |
| Land EOY | $3,718 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $207,879 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $207,879 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,302,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,594,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,620,368 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $23,302,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,568,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,302,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,568,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,302,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,594,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,302,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,266,743 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,568,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,568,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UBS | P | $3,689,022 | $3,700,731 | -$11,709 | -$11,709 | ||
| UBS | P | $1,180,244 | $1,217,223 | -$36,979 | -$36,979 | ||
| CORPORATE OPPORTUNITIES FUND (INSTITUTIONAL) LP | D | $121,380 | $332,284 | -$210,904 | -$210,904 | 1998-11-17 | 2013-02-26 |
| MISCELLANEOUS | $0 | $12,738 | -$12,738 | -$12,738 | |||
| LIFE SCIENCES OPPORTUNITIES FUND II INSTITUTIONAL LP | D | $1,129,519 | $1,830,741 | -$701,222 | -$701,222 | 2003-11-26 | 2013-02-26 |
| SMH QUODD II LLC | D | $42,000 | $59,754 | -$17,754 | -$17,754 | 2008-10-28 | 2013-02-26 |
| SMH QUODD LLC | D | $161,000 | $249,682 | -$88,682 | -$88,682 | 2007-05-11 | 2013-02-26 |
| SMH PRIVATE EQUITY GROUP I LTD PARTNERSHIP | D | $9,376 | $225,858 | -$216,482 | -$216,482 | 2004-12-22 | 2013-02-26 |
| SMH PRIVATE EQUITY GROUP II LTD PARTNERSHIP | D | $171,344 | $215,719 | -$44,375 | -$44,375 | 2006-08-29 | 2013-02-26 |
| SIGNET HEALTHCARE PARTNERS QP PARTNERSHIP III, LP | D | $92,751 | $74,066 | $18,685 | $18,685 | 2008-10-28 | 2013-02-26 |
| THE YUMA COMPANIES | D | $206,630 | $150,000 | $56,630 | $56,630 | 2011-07-07 | 2013-03-20 |
| CAPITAL GAIN DIVIDENDS | P | $3,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,261,824 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,894,883 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,476,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.407199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,181,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $873,728 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.641729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,815,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,327,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.780033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,661,618 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,267,423 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.508541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,334 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,113,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070078 | DistributionYr5Rt |
| Total Distribution | 5.40758 | TotalDistributionRt |
| Average Distribution | 1.081516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,950,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,658,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,658,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,460,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | www.oquinnfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS BRITTANY MEYN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138715860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE SUITE 100 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | 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 |
| 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT C WILSON III | ||||||||
| 19 BRIAR HOLLOW LANE | HOUSTON | TX | 77027 | PRESIDENT, TRUSTEE | 40.0 | $280,000 | $7,565 | $0 |
| DAVID A OTT M D | ||||||||
| PO BOX 20345 | HOUSTON | TX | 77225 | VICE PRESIDENT, TRUSTEE | 1.0 | $1,000 | $0 | $0 |
| CORBIN J ROBERTSON III | ||||||||
| PO BOX 27501 | HOUSTON | TX | 77227 | TREASURER, TRUSTEE | 1.0 | $500 | $0 | $0 |
| DR ANETTE EDENS | ||||||||
| 1901 MORSE STREET | HOUSTON | TX | 77019 | SECRETARY, TRUSTEE | 1.0 | $750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY MEYN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $5,707 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| YTTERBERG DEERY KNULL LLP | |||||
| 3555 TIMMONS LN SUITE 1000 | HOUSTON | TX | 77027 | LEGAL SERVICES | $117,877 |
| GIBBS & BRUNS LLP | |||||
| 1100 LOUISIANA SUITE 5300 | HOUSTON | TX | 77002 | LEGAL SERVICES | $111,557 |
| TOWERY & ASSOCIATES | |||||
| 3518 TRAVIS ST | HOUSTON | TX | 77002 | ACCOUNTING SERVICES | $60,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,837,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,047,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $384,782 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,269,557 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,269,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,950,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,047,526 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,047,526 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,047,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,460,269 | 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 | $3,460,269 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,460,269 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,047,526 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $105,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,440,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,699,278 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,138,195 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,181,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,565,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,460,269 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,047,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,412,743 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,978,464 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $105,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,872,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,440,783 | ExcessFromYear4Amt |
| Excess From Year3 | $1,699,278 | ExcessFromYear3Amt |
| Excess From Year2 | $3,138,195 | ExcessFromYear2Amt |
| Excess From Year1 | $5,181,726 | ExcessFromYear1Amt |
| Excess From Current Year | $2,412,743 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT C WILSON III PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIAR HOLLOW LANE SUITE 100 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138715860 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR INFORMATION ON APPLICATION FORMS AND INFORMATION AND MATERIAL THAT SHOULD BE INCLUDED PLEASE DIRECT ANY INQUIRIES TO BRITTANY MEYN AT (713)871-5860 OR MEYN@OQUINNFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR DETAILED SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT REQUESTS WILL BE CONSIDERED ONLY FROM (1) TAX EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND FURTHER CLASSIFIED AS A PUBLIC CHARITY, THAT IS, AN ORGANIZATION WHICH IS NOT A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE, OR (2) GOVERMENTAL UNITS DESCRIBED IN SECTION 170 OF THE CODE HOWEVER, GRANTS WILL NOT BE MADE (1) TO ANY PUBLIC CHARITY CLASSIFIED AS A TYPE III SUPPORTING ORGANIZATION WHICH IS "NOT A FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION" WITHIN THE MEANING OF SECTION 4942(G)(4)(A)(I) OF THE CODE OR (2) TO FOREIGN CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE MENNINGER CLINIC | |||||||
| 2801 GESSNER DRIVE | HOUSTON | TX | 770802503 | NONE | PC | TO SUPPORT THE "MIRACLES IN MIND" CAPITAL CAMPAIGN TO BUILD THE MENTAL HEALTH EPICENTER | $1,400,000 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | NONE | PC | TO SUPPORT THE HOPE AND HEALING CENTER | $20,000 |
| TEXAS HEART INSTITUTE | |||||||
| MC3-117 PO BOX 20345 | HOUSTON | TX | 77225 | NONE | PC | OPERATIONAL SUPPORT AND SEED MONIES NEW RESEARCH INITIATIVES | $100,000 |
| THE MONARCH INSTITUTE FOR NEUROLOGICAL DIFFERENCES | |||||||
| 2815 ROSEFIELD DRIVE | HOUSTON | TX | 77080 | NONE | PC | CAPITAL CAMPAIGN LEAD GIFT NAMING THE NEW CAMPUS IN HONOR OF JOHN M. O'QUINN | $300,000 |
| ANN RICHARDS SCHOOL FOUNDATION | |||||||
| 2206 PRATHER LANE | AUSTIN | TX | 78704 | NONE | PC | TO SUPPORT THE "COLLEGE BOUND" PROGRAM | $20,000 |
| ART MUSEUM OF SOUTH TEXAS | |||||||
| 1902 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78401 | NONE | PC | TO SUPPORT THE DOROTHY HOOD EXHIBITION AND OTHER EDUCATIONAL PURPOSES | $10,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 1235 N LOOP W FWY 300 | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT ESSENTIAL DROPOUT PREVENTION PROGRAMS | $15,000 |
| LEGACY COMMUNITY HEALTH SERVICES | |||||||
| PO BOX 66308 | HOUSTON | TX | 772666308 | NONE | PC | TO SUPPORT LEGACY'S AUTISM PROGRAMS | $10,000 |
| PRISON ENTREPRENEURSHIP PROGRAM | |||||||
| PO BOX 926274 | HOUSTON | TX | 772926274 | NONE | PC | TO SUPPORT THE FAMILY REUNIFICATION INITIATIVE PROGRAM | $10,000 |
| HOUSTON SPCA | |||||||
| 900 PORTWAY DRIVE | HOUSTON | TX | 77024 | NONE | PC | DONATION OF TABLE AT ANIMALS BEST FRIENDS GALA | $10,000 |
| UNIVERSITY OF TEXAS | |||||||
| 101 E 27TH ST 5300 | AUSTIN | TX | 78712 | NONE | PC | TO SUPPORT THE WALTER FONDREN ATHLETIC LEADERSHIP CENTER | $20,000 |
| PRO-VISION | |||||||
| 4590 WILMINGTON STREET | HOUSTON | TX | 77051 | NONE | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | SUPPPORT FOR EHLERS DANLOS SYNDROME RESEARCH | $50,000 |
| MENNINGER CLINIC FOUNDATION | |||||||
| 2801 GESSNER DRIVE | HOUSTON | TX | 770802503 | NONE | PC | SPEAKER AND RECEPTION | $41,002 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | NONE | PC | REVOLUTIONIZING NEUROSCIENCE INITIATIVE | $25,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77098 | NONE | PC | TO SUPPORT THE DEPARTMENT OF INTERCOLLEGIATE ATHLETICS | $125,000 |
| CORNERSTONE RECOVERY INC | |||||||
| 1901 MORSE ST | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATIONS, ADVENTURE LEARNING PROGRAM, & TECHNOLOGY UPGRADES FOR THE CLINIC | $50,000 |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| 730 N FRANKLIN STREET SUITE 501 | CHICAGO | IL | 60654 | NONE | PC | SPEAKER SPONSORSHIP AT ANNUAL LUNCHEON | $25,000 |
| MISSION CENTERS OF HOUSTON | |||||||
| 1913 FLETCHER ST | HOUSTON | TX | 77009 | NONE | PC | SCHOLARSHIPS FOR INNER CITY YOUTH TO ATTEND SUMMER CAMP | $10,000 |
| THE RISE SCHOOL OF AUSTIN | |||||||
| 4800 MANOR ROAD BLDG J | AUSTIN | TX | 78723 | NONE | PC | CAPITAL CAMPAIGN FOR THEIR PERMANENT FACILITY | $20,000 |
| AMAZING PLACE | |||||||
| 3735 DREXEL | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| FOUNDATION FOR TEEN HEALTH | |||||||
| 1504 TAUB LOOP | HOUSTON | TX | 77030 | NONE | PC | DONATION OF TABLE FOR THE "HOPE FOR THE FUTURE" LUNCHEON | $5,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | NONE | PC | SUPPORT FOR THE STAMAN OGILIVIE FUND | $50,000 |
| SHAPE UP HOUSTON | |||||||
| 18 EATON SQUARE | HOUSTON | TX | 77027 | NONE | PC | CONTRIBUTION TO "CAMPAIGN TO END OBESITY" FUND | $5,000 |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION TO THE PRESIDENT'S EXCELLENCE FUND | $100,000 |
| THE UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | PC | TO SUPPORT THE DEPARTMENT OF INTERCOLLEGIATE ATHLETICS | $100,000 |
| CHILDREN'S ASSESSMENT CENTER | |||||||
| 2500 BOLSOVER STREET | HOUSTON | TX | 77005 | NONE | PC | TO REBUILD CAPITAL CAMPAIGN FOR SEXUALLY ABUSED CHILDREN | $100,000 |
| THE UNIVERSITY OF TEXAS | |||||||
| 101 E 27TH ST 5300 | AUSTIN | TX | 78712 | NONE | PC | TO SUPPORT THE WALTER FONDREN ATHLETIC LEADERSHIP CENTER | $50,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK RD | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT THE JOHN M. O'QUINN FUND FOR FINANCIAL ASSISTANCE SCHOLARSHIPS | $34,000 |
| BRIDGES TO LIFE | |||||||
| PO BOX 570895 | HOUSTON | TX | 772570895 | NONE | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| CANDLELIGHTERS | |||||||
| 8323 SOUTHWEST FWY | HOUSTON | TX | 77074 | NONE | PC | DONATION OF TABLE AT THE "LIGHTS OF COURAGE" LUNCHEON | $10,000 |
| HOUSTON ARBORETUM & NATURE CENTER | |||||||
| 4501 WOODWAY DRIVE | HOUSTON | TX | 770247708 | NONE | PC | CONTRIBUTION FOR THE GUIDED FIELD EXPERIENCE PROGRAM | $10,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HIGHLANDS | TX | 77007 | NONE | PC | FOR TRAINING AND SERVICES OF PSYCHIATRIC RESIDENTS FROM BAYLOR COLLEGE OF MEDICINE | $45,000 |
| HOUSTON AREA URBAN LEAGUE | |||||||
| 1301 TEXAS AVE | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTION FOR THE MENTAL HEALTH POLICY PROJECT | $10,000 |
| INSTITUTE FOR SPIRITUALITY AND HEALTH | |||||||
| 8100 GREENBRIAR STE 220 | HOUSTON | TX | 77054 | NONE | PC | IMC'S PRIMARY SOURCE FOR INFORMATION ABOUT CONNECTION OF SPIRITUALITY & HEALTH | $20,000 |
| MENTAL HEALTH AMERICA OF GREATER HOUSTON | |||||||
| 2211 NORFOLK SUITE 810 | HOUSTON | TX | 77098 | NONE | PC | TREATMENT OF PEOPLE WITH BEHAVIORAL HEALTH DISORDERS | $20,000 |
| PATHWAYS FOR LITTLE FEET | |||||||
| 8 GREENWAY PLAZA SUITE 1000 | HOUSTON | TX | 77046 | NONE | PC | TO ASSIST LOVING FAMILIES WITH ADOPTION EXPENSES | $10,000 |
| SERENITY RETREAT | |||||||
| 3206 NORTH SHEPHERD | HOUSTON | TX | 77018 | NONE | PC | CONTRIBUTION TO MASTER'S GARDEN IN MEMORY OF GEORGE R. MOODY | $10,000 |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSON DR | HOUSTON | TX | 77026 | NONE | PC | CONTRIBUTION TO THE GENERAL OPERATIONS FUND | $20,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT THE EDUCATIONAL PROGRAM FOR THE HOUSTON CENTER FOR PHOTOGRAPHY | $10,000 |
| SIGHT INTO SOUND | |||||||
| 3935 ESSEX LANE | HOUSTON | TX | 77007 | NONE | PC | TO FUND RADIO READING SERVICE PROGRAM | $5,000 |
| CAMP FOR ALL | |||||||
| 10500 NW FREEWAY SUITE 220 | HOUSTON | TX | 77092 | NONE | PC | CONTRIBUTION TO THE "REACHING FOR THE STARS" CAMPAIGN | $25,000 |
| CHINQUAPIN PREPARATORY SCHOOL | |||||||
| 2615 EAST WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | NONE | PC | TO SUPPORT COLLEGE-PREPARATORY SCHOOL SCHOLARSHIP FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,020,002 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | FOR BARBARA AND CORBY ROBERTSON, JR. BUILDING | $100,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO SUPPORT EHLERS DANLOS SYNDROME RESEARCH PROJECT | $50,000 |
| CAMP ARANZAZU | |||||||
| 5420 FM 1781 | ROCKPORT | TX | 78382 | NONE | PC | TO SERVE SPECIAL NEEDS CAMPERS | $25,000 |
| CAMP FOR ALL | |||||||
| 10500 NW FREEWAY SUITE 220 | HOUSTON | TX | 77092 | NONE | PC | TO SERVE SPECIAL NEEDS CAMPERS | $25,000 |
| CHILD ADVOCATES OF FT BEND | |||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 1235 N LOOP W FWY 300 | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT STAY IN SCHOOL GALA | $25,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| THE MENNINGER CLINIC | |||||||
| 2801 GESSNER DRIVE | HOUSTON | TX | 770802503 | NONE | PC | TO UNDERWRITE KEYNOTE SPEAKER AT THE 2014 LUNCHEON | $60,000 |
| ST THOMAS SCHOOL OF NURSING | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | PC | SCHOLARSHIPS FOR NURSING STUDENTS | $50,000 |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE SUITE 222 | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY STREET | HOUSTON | TX | 77004 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $530,000 | TotalGrantOrContriApprvFutAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,187 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,298 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,261,824 | 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 | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME/(LOSS) FROM PARTNERSHIPS | 18 | -$7,312 | ||
| UNRELATED BUSINESS TAXABLE INC REPORTED ON 990-T | 531390 | $38,839 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $38,839 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,016,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$977,812 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JOHN M O'QUINN | |||||||
| 1 | 1001 TEXAS AVE STE 1200 | HOUSTON | TX | 77002 | $16,119,258 | Yes (X) | |
| ESTATE OF JOHN M O'QUINN | |||||||
| 2 | 1001 TEXAS AVE STE 1200 | HOUSTON | TX | 77002 | $270 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | LOT THREE OF SEA ISLE, SECTION 23, A SUBDIVISION IN GALVESTON COUNTY, TEXAS | $170 | 2013-09-24 |
| 2 | LOT EIGHT OF SPANISH GRANT, SECTION 11, A SUBDIVISION IN GALVESTION COUNTY, TEXAS | $100 | 2013-09-24 |
| 2 | .477 ACRE TRACT OF LAND OUT OF THE DAY LAND & CATTLE CO SURVEY, ABSTRACT 672, IN HAYS COUNTY, TEXAS | $0 | 2013-09-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $95,342 | Amt |
| Net Investment Income | $79,076 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,266 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,781,265 | EOYBookValueAmt |
| EOYFMV | $8,788,700 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $12,194,420 | EOYBookValueAmt |
| EOYFMV | $12,216,838 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GRAND PARKWAY/I-10 ASSOCIATES | AT COST | $193,758 | $193,758 |
| CORPORATE OPPORTUNITIES FUND | AT COST | $0 | $0 |
| LIFE SCIENCES OPPORTUNITY FUND | AT COST | $0 | $0 |
| SIGNET HEALTHCARE PARTNERS QP | AT COST | $0 | $0 |
| SMH PRIVATE EQUITY GROUP I | AT COST | $0 | $0 |
| SMH PRIVATE EQUITY GROUP II | AT COST | $0 | $0 |
| SMH QUODD II LLC | AT COST | $0 | $0 |
| SMH QUODD LLC | AT COST | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $239,695 | LegalFeesAmt |
| Net Investment Income | $58,939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $180,757 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $0 | $201,253 | $201,253 |
| LAND | $0 | $270 | $270 |
| SECURITY DEPOSIT | $0 | $6,356 | $6,356 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HEALTH INSURANCE | $13,272 | $6,065 | $7,207 |
| MEALS & ENTERTAINMENT | $2,394 | $1,197 | $1,197 |
| BANK FEES | $65 | $32 | $33 |
| COMPUTER AND INTERNET EXPENSES | $517 | $258 | $259 |
| MILEAGE | $118 | $118 | |
| OFFICE EXPENSES | $3,723 | $1,862 | $1,861 |
| POSTAGE, MAILING SERVICE | $877 | $438 | $439 |
| PRINTING AND COPYING | $1,127 | $564 | $563 |
| REIMBURSED EXPENSES | $4,702 | $4,702 | |
| STORAGE | $648 | $324 | $324 |
| SUPPLIES | $70 | $35 | $35 |
| TELEPHONE, TELECOMMUNICATIONS | $139 | $70 | $69 |
| OTHER INSURANCE | $11,230 | $5,615 | $5,615 |
| MISCELLANEOUS | $131 | $65 | $66 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASSTHROUGH INCOME - GRAND PARKWAY/I-10 | $31,527 | $31,527 |
| ADJ FOR NET UBTI REPORTED ON FORM 990-T | -$38,839 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL SERVICE | $1,792 | $1,792 | |
| INVESTMENT MANAGEMENT FEES | $43,382 | $43,382 | |
| OUTSIDE CONTRACT SERVICES | $7,760 | $7,760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $46 | $46 | |
| PAYROLL TAXES | $16,082 | $6,392 | $9,690 |
| EXCISE TAXES | $20,044 |
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