SIMONS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SIMONS FAMILY FOUNDATION (EIN 35-2412935)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-10
IRS object ID
201432539349100313
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-09-10T16:07:32-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760522558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS TX LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 ALLEN PARKWAY 20TH FLOORAddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77019ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352412935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SIMONS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone7138880875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14295 SAN FELIPE SUITE 207AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77027ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUSTIN SIMONSPersonNm
Person TitleDIRECTOR/PRESIDENT/TREASURERPersonTitleTxt
Phone7138880875PhoneNum
Signature2014-07-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN C LANDERSPreparerPersonNm
PTINP00004181PTIN
Phone7139601706PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,001,951FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$36,951ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$242InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$242InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,221DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,221DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,006NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$298,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,006CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$6,976OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,579OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$148,444TotalRevAndExpnssAmt
Total Net Invst Incm$124,048TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,620TaxesRevAndExpnssAmt
Taxes Net Invst Incm$295TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,075OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,041OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,695TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,336TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,695TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,336TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$28,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$112,749ExcessRevenueOverExpensesAmt
Net Investment Income$117,712NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,869CashBOYAmt
Cash EOY$51,774CashEOYAmt
Cash EOYFMV$51,774CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,046SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,995SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,995SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$616,629CorporateStockBOYAmt
Corporate Stock EOY$687,524CorporateStockEOYAmt
Corporate Stock EOYFMV$922,341CorporateStockEOYFMVAmt
Other Assets BOY$33,859OtherAssetsBOYAmt
Other Assets EOY$33,859OtherAssetsEOYAmt
Other Assets EOYFMV$21,841OtherAssetsEOYFMVAmt
Total Assets BOY$666,403TotalAssetsBOYAmt
Total Assets EOY$779,152TotalAssetsEOYAmt
Total Assets EOYFMV$1,001,951TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$666,403RetainedEarningBOYAmt
Retained Earning EOY$779,152RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$666,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$779,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$666,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$779,152TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$666,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$112,749ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$779,152SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$779,152TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP$7,922$7,922
FIDELITY INVESTMENT ACCOUNTP-$5,920-$5,920$90,292$96,212
FIDELITY INVESTMENT ACCOUNTP$91,739$91,739$207,697$115,958
SECTION 1231 GAINP-$117-$117$117
ATLAS ENERGY BASIS ADJUSTMENTP$382$382$382
FieldValueIRS element (for citing)
Capital Gain Net Income$94,006CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$835,642NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.105907DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$392,028NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.153050DistributionYr2Rt
Total Distribution0.258957TotalDistributionRt
Average Distribution0.129479AverageDistributionRt
Net Vl Noncharitable Assets$934,719NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$121,026AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,177NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,203AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,354InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,354SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,354TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$656EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$656TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$1,700TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUSTIN SIMONSIndividualWithBooksNm
Phone7138880875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14295 SAN FELIPE SUITE 207AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77027ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUZANNE SIMONS
3009 CHEVY CHASEHOUSTONTX770193205DIRECTOR/SECRETARY2.00$0$0$0
JUSTIN SIMONS
3814 CHEVY CHASEHOUSTONTX770193014DIRECTOR/PRESIDENT/TREASUR2.00$0$0$0
CAROLINE SIMONS
3814 CHEVY CHASEHOUSTONTX770193014DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$875,393AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$32,803FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$948,953TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$948,953AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$934,719NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,736MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,736MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,354TaxBasedOnInvestmentIncomeAmt
Total Tax$2,354TotalTaxAmt
Distributable Before Adj$44,382DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,382DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,382DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,382DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$40,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,373ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$87,772TotalExcessDistributionCyovAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$16,382ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$16,382ExcessDistributionCyovAppCYAmt
Total Corpus$71,390TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,390ExcessDistriCyovToNextYrAmt
Excess From Year2$24,017ExcessFromYear2Amt
Excess From Year1$47,373ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUZANNE SIMONSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708501(C)(3) ENTITYACADEMIC FUNDS$10,000
ST JOHN'S SCHOOL
2401 CLAREMONT LANEHOUSTONTX77019501(C)(3) ENTITYACADEMIC ENDOWMENT$10,000
THE CHURCH OF ST JOHN THE DIVINE
2450 RIVER OAKS BLVDHOUSTONTX77019501(C)(3) ENTITYGENERAL FUND$5,000
BRASS - BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZAHOUSTONTX77030501(C)(3) ENTITYACADEMIC ENDOWMENT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$242ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,221ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,006ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
UBTI900099-$12,555
OTHER PASS THROUGH INCOME01$378
ROYALTY INCOME15$5,201

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$12,555UnrelatedBusinessTaxblIncmAmt
Exclusion$124,048ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,493TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSAM IDA SKLAR FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL ST SUITE 300AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code71101ZIPCode
FieldValueIRS element (for citing)
Total Contributions$36,951TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBROKERAGE INVESTMENTSStockNm
EOY Book Value$687,524EOYBookValueAmt
EOYFMV$922,341EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOIL & GAS ROYALTIESDesc
BOY Book Value$33,859BOYBookValueAmt
EOY Book Value$33,859EOYBookValueAmt
EOYFMV$21,841EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ACCOUNT FEES$5,098$5,098$0$0
INVESTMENT INTEREST EXPENSE$35$35$0$0
INTANGIBLE DRILLING COST$367$367$0$0
NONDEDUCTIBLE EXPENSE$34$0$0$0
MARKETING EXPENSE$15$15$0$0
PRODUCTION ROYALTY EXPENSES$521$521$0$0
FOREIGN TAX PAID$5$5$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UBTI-$12,555$0$0
OTHER PASS THROUGH INCOME$378$378$0
ROYALTY INCOME$5,201$5,201$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,325$0$0$0
AD VALOREM TAXES$295$295$0$0

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