LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 33-1192125)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349102239
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T13:18:21-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edgar Kiker & Cross PC CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3440 Eastex Frwy | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77703 | 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 | 331192125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linda and James Rowe Memorial | BusinessNameLine1 |
| Business Name Line2 | Scholarship Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 4099518080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE FINDLEY | PersonNm |
| Person Title | Secretary & VP | PersonTitleTxt |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheri K DelMage | PreparerPersonNm |
| PTIN | P00924012 | PTIN |
| Phone | 4098920233 | 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 | $797,899 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,324 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,324 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,823 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,823 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $142,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,147 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $382 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $382 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,266 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,148 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,148 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,999 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,079 | CashBOYAmt |
| Cash EOY | $12,196 | CashEOYAmt |
| Cash EOYFMV | $12,195 | CashEOYFMVAmt |
| Corporate Stock BOY | $483,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $590,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $785,704 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $493,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $602,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $797,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $493,917 | UnrestrictedBOYAmt |
| Unrestricted EOY | $602,916 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $493,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $602,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $493,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $602,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $493,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $602,916 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $602,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Securities - Charles Schwab Managed Acct | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $151,985 | GrossSalesPriceAmt |
| Cost Or Other Basis | $129,162 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,823 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,823 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,823 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,823 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $555,243 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $471,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $341,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05864 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $182,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $178,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05601 | DistributionYr5Rt |
| Total Distribution | 0.30290 | TotalDistributionRt |
| Average Distribution | 0.06058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $723,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $580 | SubtotalAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $593 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Diane Findley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4099518080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EVA ROWE | ||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | President | 0.00 | $0 |
| DIANE FINDLEY | ||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | Secretary & VP | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AWARD SCHOLARSHIPS TO HORNBECK HIGH SCHOOL STUDENTS | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $721,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $734,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $734,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $723,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,000 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,999 | CurrentYearAmt |
| Year2 | $18,226 | Year2Amt |
| Total | $47,225 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,649 | CurrentYearAmt |
| Year2 | $15,492 | Year2Amt |
| Total | $40,141 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,000 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Year2 | $20,000 | Year2Amt |
| Year3 | $20,000 | Year3Amt |
| Total | $80,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,000 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Year2 | $20,000 | Year2Amt |
| Year3 | $20,000 | Year3Amt |
| Total | $80,000 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,124 | CurrentYearAmt |
| Year1 | $18,508 | Year1Amt |
| Year2 | $15,715 | Year2Amt |
| Year3 | $11,369 | Year3Amt |
| Total | $69,716 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Brent Coon Associates | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4099518080 | RecipientPhoneNum |
| Form And Info And Materials | Filled out application for scholarship supplemented with an essay. The essay question is as follows:James and Linda Rowe were killed in a tragic and senseless accident on March 23, 2005. Go online and do your research on this tragedy and then answer this question: "How could this tragedy have been prevented?" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 16, 2013 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Graduating seniors from Hornbeck High School in Louisiana are eligible for the scholarship. Selection criteria consists of academic performance, performance on standardized tests, financial need, and personal interviews with the selection committee. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Duncan Williams | ||||||
| PO Box104 | Hornbeck | LA | 71439 | None | Scholarship for college | $10,000 |
| Annslea Whiddon | ||||||
| 429 Williams Road | Hornbeck | LA | 71439 | None | Scholarship for college | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,324 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,823 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,147 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | The sole contributor to the foundation, BP, is only going to make contributions for 10 years. Any income generating activities are for the sole purpose of establishing the foundation as a going concern. The organization wishes to become self sustaining, and does not want to stop giving out scholarships after the contributions from BP cease. |
| 8 | The sole contributor to the foundation, BP, is only going to make contributions for 10 years. Any income generating activities are for the sole purpose of establishing the foundation as a going concern. The organization wishes to become self sustaining, and does not want to stop giving out scholarships after the contributions from BP cease. |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BP plc | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Westlake Park Boulevard | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,266 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,266 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BP plc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Westlake Park Boulevard | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $382 | Amt |
| Net Investment Income | $382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $382 | AdjustedNetIncomeAmt |
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