KWS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KWS FOUNDATION (EIN 76-0521970)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201432169349100208
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T11:14:34-05:00 | 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 | 760521970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONALD R SINCLAIR | InCareOfNm |
| Business Name Control | KWSF | BusinessNameControlTxt |
| Phone | 7138240427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 ROBINHOOD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD SINCLAIR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138240427 | PhoneNum |
| Signature | 2014-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY CHANCE | 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 | $967,596 | 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 | $999,626 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $768,315 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $982,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $768,315 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,768,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $768,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,737,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $765,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,332 | CashBOYAmt |
| Cash EOY | $962,549 | CashEOYAmt |
| Cash EOYFMV | $962,549 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,047 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $968,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $967,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $16,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $968,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $968,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $968,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,737,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,753,682 | SubtotalAmt |
| Other Decreases | $785,583 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $968,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 48.023 SHS SALIENT RISK PARITY FUND CL I | P | 2012-10-10 | 2013-03-25 | $500 | $483 | $17 | $17 |
| 16,950 SHS WESTERN GAS PARTNERS LP | D | 2009-12-04 | 2013-04-01 | $982,290 | $214,043 | $768,247 | $768,247 |
| CAPITAL GAIN DIVIDENDS | P | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $768,315 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.656679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.426532 | DistributionYr5Rt |
| Total Distribution | 3.083211 | TotalDistributionRt |
| Average Distribution | 0.616642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $696,006 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $429,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,659 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $436,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,318 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,318 | SubtotalAmt |
| Tax Based On Investment Income | $15,318 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $16,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $343 | EsPenaltyAmt |
| Overpayment | $539 | OverpaymentAmt |
| Applied To ES Tax | $539 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | DONALD R SINCLAIR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132688067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 ROBINHOOD | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77005 | 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD R SINCLAIR | ||||||||
| 3780 ROBINHOOD | HOUSTON | TX | 77005 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| SUSAN LACY SINCLAIR | ||||||||
| 3780 ROBINHOOD | HOUSTON | TX | 77005 | SECRETARY/TREASURER | 5.0 | $0 | $0 | $0 |
| JAMES T HACKETT | ||||||||
| 3372 DEL MONTE | HOUSTON | TX | 77019 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $701,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,605 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $696,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,318 | TotalTaxAmt |
| Distributable Before Adj | $19,482 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,482 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,899 | 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 | $27,899 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $27,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $28,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,852 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $88,465 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $19,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,417 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,882 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,852 | ExcessFromYear4Amt |
| Excess From Current Year | $8,417 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R SINCLAIR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MUSIC BOX MUSICALS | |||||||
| 9655 MEADOWCROFT DRIVE | HOUSTON | TX | 77063 | NONE | PC | GENERAL FUND | $1,000 |
| TEXAS TECH UNIVERSITY | |||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | RAWLS COBA HOUSTON SCHOLARSHIP PROGRAM | $24,899 |
| LEGACY PREPATORY CHRISTIAN ACADEMY | |||||||
| 9768 RESEARCH FOREST | THE WOODLANDS | TX | 77354 | NONE | PC | CAPITAL CAMPAIGN | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,899 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262 | 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 | $768,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $768,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $768,643 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD SUSAN SINCLAIR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 ROBINHOOD | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $999,626 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 16,950 SHS WESTERN GAS PARTNERS, LP | NoncashPropertyDesc |
| Fair Market Value | $999,626 | FairMarketValueAmt |
| Received | 2013-04-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,740 | Amt |
| Net Investment Income | $1,740 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT -CONTRIBUTED SECURITIES | Description |
| Amount | $785,583 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALIENT TRUST - ADVISORY FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
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