ANDREA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANDREA FAMILY FOUNDATION (EIN 75-2861029)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-09
- IRS object ID
- 201441609349100104
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-09T10:52:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752409112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1800 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | 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 | 752861029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDREA-MENNEN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O RUDOLPH G ANDREA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 9727400154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 750937619 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUDOLPH G ANDREA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9727400154 | PhoneNum |
| Signature | 2014-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE ALLEN | PreparerPersonNm |
| PTIN | P00437588 | PTIN |
| Phone | 9724041010 | 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 | $5,043,191 | 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 | $2,050 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,799,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $333,656 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $862 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $441,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $438,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,965 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $804 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $804 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,479 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $184 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $401,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,163 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,090,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,277,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,215,228 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $311,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $321,843 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $298,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $316,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $296,883 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,106 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,032 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $258 | LandBOYAmt |
| Land EOY | $74 | LandEOYAmt |
| Land EOYFMV | $74 | LandEOYFMVAmt |
| Total Assets BOY | $3,915,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,091,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,043,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,915,791 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,091,086 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,915,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,915,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,091,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,915,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,619 | OtherIncreasesAmt |
| Subtotal | $4,091,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - UBS 15055 22 | $54,868 | $61,694 | -$6,826 | -$6,826 | |
| PUBLICLY TRADED SECURITIES - UBS 15056 22 | $36,783 | $35,970 | $813 | $813 | |
| PUBLICLY TRADED SECURITIES - UBS 15056 22 | $248,397 | $149,240 | $99,157 | $99,157 | |
| PUBLICLY TRADED SECURITIES - UBS 15057 22 | $107,144 | $99,314 | $7,830 | $7,830 | |
| PUBLICLY TRADED SECURITIES - UBS 15057 22 | $245,013 | $180,720 | $64,293 | $64,293 | |
| PUBLICLY TRADED SECURITIES - UBS 15059 22 | $16,296 | $15,581 | $715 | $715 | |
| PUBLICLY TRADED SECURITIES - UBS 15059 22 | $134,910 | $115,037 | $19,873 | $19,873 | |
| PUBLICLY TRADED SECURITIES - UBS 17821 22 | $137,197 | $109,098 | $28,099 | $28,099 | |
| PUBLICLY TRADED SECURITIES - UBS 17821 22 | $221,525 | $166,280 | $55,245 | $55,245 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | $96,922 | $97,505 | -$583 | -$583 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | $54,411 | $53,683 | $728 | $728 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | $28,795 | $28,795 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES - UBS 26777 22 | $32,538 | $23,555 | $8,983 | $8,983 | |
| PUBLICLY TRADED SECURITIES - UBS 26777 22 | $110,109 | $91,374 | $18,735 | $18,735 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | $2,780 | $4,413 | -$1,633 | -$1,633 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | $35,319 | $33,631 | $1,688 | $1,688 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | $9 | $9 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES - COLE RE | $229,976 | $200,000 | $29,976 | $29,976 | |
| CAPITAL GAINS DIVIDENDS | $6,563 | $6,563 | $6,563 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $333,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,285,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,234 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,315,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031799 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,905,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038504 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,157 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,196,305 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,639,187 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045131 | DistributionYr5Rt |
| Total Distribution | 0.223836 | TotalDistributionRt |
| Average Distribution | 0.044767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,648,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,014 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,382 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,382 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,368 | OverpaymentAmt |
| Applied To ES Tax | $1,368 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TAMFF.ORG | WebsiteAddressTxt |
| Individual With Books | RUDOLPH G ANDREA | IndividualWithBooksNm |
| Phone | 9727400154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 750937619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RUDOLPH G ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHRISTINA M ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| RUDOLPH G ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | TREASURER | 5.00 | $0 | $0 | $0 |
| CHRISTINA M ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | SECRETARY | 5.00 | $0 | $0 | $0 |
| CHRISTOPHER R ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | DIRECTOR - SW OPERATION | 0.00 | $0 | $0 | $0 |
| PHILLIP KUSHNER | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | DIRECTOR - NE OPERATION | 0.00 | $0 | $0 | $0 |
| ALLISON M ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JOSHUA W LONGWORTH | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ADAM G ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,458,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,612 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,719,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,719,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,648,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,014 | TotalTaxAmt |
| Distributable Before Adj | $228,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $221,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,014 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,127 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,127 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $209,645 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUDOLPH G ANDREA | ContributingManagerNm |
| Contributing Manager | CHRISTINA M ANDREA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUDY ANDREA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727400154 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE AND SUBMIT THE GRANT APPLICATION FORM AND A ONE TO TWO PAGE LETTER OF INQUIRY INCLUDING: 1. PURPOSE AND HISTORY OF ORGANIZATION, INCLUDING MISSION AND GOALS. 2. GOALS AND OBJECTIVES FOR THE PROJECT FOR WHICH FUNDING IS BEING SOUGHT AND THE POPULATION IT SERVES. 3. CURRENT STATUS OF THE PROJECT. 4. DESCRIBE WHY THE PROJECT IS UNIQUE AND WHY IT IS NEEDED. 5. DESCRIBE WHAT CHANGES WILL OCCUR AS A RESULT OF THE PROJECT. 6. DESCRIBE THE ORGANIZATION'S PLANS FOR SUSTAINING THE PROJECT AFTER THE GRANT. 7. PROVIDE THE ORGANIZATION'S ANNUAL BUDGET AND A DETAILED PROJECT BUDGET WITH 2-3 DIFFERENT LEVELS OF AMOUNT REQUESTED. 8. COPY OF THE ORGANIZATION'S IRS ACCEPTANCE LETTER AS A 501(C)(3) PUBLIC CHARITY. 9. LIST CURRENT BOARD OF DIRECTORS WITH BUSINESS ADDRESSES AND OCCUPATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL REGISTERED CHARITABLE ORGANIZATIONS MAY APPLY FOR A GRANT IF THEY MEET THE GOALS, MISSION STATEMENT AND VISION STATEMENT OF THE FOUNDATION. APPLICATIONS FOR GRANTS WILL BE REVIEWED BY THE BOARD OF DIRECTORS AND FINALIZED BY THE PRESIDENT OF THE FOUNDATION FOR FINAL APPROVAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| B&M BOXING GYM | ||||||||
| 1207 E LOUISIANA | MCKINNEY | TX | 75069 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $3,500 | |
| BOYS AND GIRLS CLUB OF COLLIN COUNTY | ||||||||
| 701 S CHURCH ST | MCKINNEY | TX | 75069 | NONE | PUBLIC CHARITY | YOUTH PROGRAM - PURCHASE OF A BUS | $25,000 | |
| BRECKENRIDGE BACKSTAGE THEATRE | ||||||||
| PO BOX 297 | BRECKENRIDGE | CO | 80424 | NONE | PUBLIC CHARITY | LIVE THEATER COMMUNITY ORGANIZATION | $10,000 | |
| CHALLENGE AIR FOR KIDS AND FRIENDS | ||||||||
| 7363 CEDAR SPRINGS RD | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | YOUTH PROGRAM - SPECIAL NEEDS | $5,000 | |
| CHAMBERLAIN'S PERFORMING ARTS | ||||||||
| 3003 WEST 15TH STREET | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | COMMUNITY CONNECTION PROGRAM & SCHOLARSHIP PROGRAM | $30,000 | |
| CHILD CARE GROUP | ||||||||
| 8585 N STEMMONS FREEWAY STE 600 | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | CHILD CARE SERVICES | $8,000 | SOUTH |
| CHILDRENS MEDICAL CENTER | ||||||||
| 7601 PRESTON ROAD | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | NEW EQUIPMENTS FOR LEGACY CENTER & SPORTS REHAB PROGRAM. | $21,650 | |
| CITY HOUSE | ||||||||
| 902 E 16TH ST | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | YOUTH SHELTER | $15,000 | |
| COMMUNITY PARTNERS OF DALLAS | ||||||||
| 1215 SKILES ST | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | PROVIDE CLOTHES AND OTHER NECESSITIES TO DISADVANTAGED CHILDREN | $5,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||||
| 3611 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | CRIMES AGAINST CHILDREN EDUCATIONAL CONFERENCE | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1400 SUMMIT AVE D-4 | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | NEW CONSTRUCTION FOR A FAMILY IN COLLIN COUNTY | $7,000 | |
| HENDRICK SCHOLARSHIP FOUNDATION | ||||||||
| 800 CENTRAL PARKWAY EAST SUITE 100 | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | MENTORING CLASS PROGRAM | $1,500 | |
| HOPE'S DOOR | ||||||||
| 860 F AVE STE 100 | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | DOMESTIC VIOLENCE SAFE HOUSE | $7,500 | |
| HOPEFUL SOLUTIONS | ||||||||
| 9666 SCYENE DRIVE 403 | DALLAS | TX | 75227 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT FOR HOMELESS SINGLE MOTHERS. | $7,500 | |
| KIDS IN A NEW GROOVE | ||||||||
| 3300 BEE CAVES ROAD SUITE 650-216 | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | PROVIDE MUSIC INSTRUCTION TO CHILDREN IN FOSTER CARE | $5,000 | |
| LET THE KIDS PLAY | ||||||||
| 914 NORTH MEADE AVENUE | COLORADO SPRINGS | CO | 80909 | NONE | PUBLIC CHARITY | THE PURCHASE OF SPORTS EQUIPMENT AND SUPPORT YOUTH PROGRAMS. | $4,500 | |
| NEW BEGINNING CENTER | ||||||||
| 218 N 10TH ST | GARLAND | TX | 75040 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS AND SERVICES FOR FAMILIES AFFECTED BY DOMESTIC VIOLENCE | $2,000 | |
| PLANO SYMPHONY ORCHESTRA | ||||||||
| 2701-C WEST 15TH STREET 187 | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $25,000 | |
| YMCA OF PLANO | ||||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,103 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $333,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $438,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $438,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUSELTON,MORGAN & MAULTSBY | CategoryTxt |
| Amt | $3,965 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,965 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2003-11-11 | $1,867 | $1,867 | SL | 5.000000000000 | $0 | $0 |
| WEB SITE DESIGN | 2004-12-31 | $614 | $614 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2004-07-06 | $1,215 | $1,215 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2005-03-08 | $2,014 | $2,014 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER SYSTEM & PRINTER | 2008-03-11 | $2,997 | $2,895 | SL | 5.000000000000 | $102 | $0 |
| CAMERA | 2009-12-31 | $825 | $256 | SL | 5.000000000000 | $82 | $0 |
| LAPTOPS | 2011-03-29 | $3,574 | SL | 5.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOVERNMENT BONDS AND NOTES | BondNm |
| EOY Book Value | $288,824 | EOYBookValueAmt |
| EOYFMV | $321,843 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,277,006 | EOYBookValueAmt |
| EOYFMV | $4,215,228 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED AND GOVERNMENT SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $316,019 | BookValueAmt |
| EOYFMV | $296,883 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $1,867 | $1,867 | $0 | $0 |
| WEB SITE DESIGN | $614 | $614 | $0 | $0 |
| COMPUTER SOFTWARE | $1,215 | $1,215 | $0 | $0 |
| COMPUTER EQUIPMENT | $2,014 | $2,014 | $0 | $0 |
| COMPUTER SYSTEM & PRINTER | $2,997 | $2,997 | $0 | $0 |
| CAMERA | $825 | $751 | $74 | $74 |
| LAPTOPS | $3,574 | $3,574 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $28,005 | $28,005 | $0 |
| OTHER FEES | $594 | $0 | $0 |
| MISC. EXPENSE | $8,127 | $0 | $0 |
| MANNING & NAPIER FEES | $6,268 | $6,268 | $0 |
| OFFICE EXPENSE | $7,360 | $0 | $7,360 |
| PROMOTIONS | $6,255 | $0 | $6,255 |
| WEBSITE EXPENSE | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $862 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $862 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTION | Description |
| Amount | $2,619 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,479 | Amt |
| Net Investment Income | $2,479 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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