MGM FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MGM FOUNDATION INC (EIN 71-1049010)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349100630
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:55:16-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741550819 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711049010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MGMF | NameControl |
| Phone | 2817661340 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1 |
| City | CONROE | City |
| State | TX | State |
| ZIP Code | 77384 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE MIMS | Name |
| Title | DIRECTOR | Title |
| Phone | 2817661340 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN K BROWNIE CPA | Name |
| PTIN | P00043472 | PTIN |
| Phone | 2817591120 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1079977 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 36490 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36490 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 36490 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 31045 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 170550 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 31045 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 67535 | TotalRevenueAndExpenses |
| Total Net Investment Income | 67535 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 36490 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1100 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 881 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 881 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 491 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10406 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10406 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12878 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12387 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 81350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 81350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94228 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12387 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 81350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26693 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55148 | NetInvestmentIncome |
| Adjusted Net Income | 36490 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 23164 | CashBOY |
| Cash EOY | 25091 | CashEOY |
| Cash EOYFMV | 25091 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 994165 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 965545 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1054886 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 1017329 | TotalAssetsBOY |
| Total Assets EOY | 990636 | TotalAssetsEOY |
| Total Assets EOYFMV | 1079977 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1017329 | RetainedEarningsBOY |
| Retained Earnings EOY | 990636 | RetainedEarningsEOY |
| Total Net Assets BOY | 1017329 | TotalNetAssetsBOY |
| Total Net Assets EOY | 990636 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1017329 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 990636 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1017329 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26693 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 990636 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 990636 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 590.842 SHS - AMERICAN BALANCED | 2009-02-04 | 2012-10-15 | 12000 | 7740 | 4260 | 4260 | |
| 486.00 SHS - CHESAPEAKE ENERGY CORP | 2009-03-18 | 2012-09-10 | 39404 | 29111 | 10293 | 10293 | |
| 8,558.152 SHS - LORD ABBETT SECURITIES | 1920-11-23 | 2012-04-23 | 111256 | 102654 | 8602 | 8602 | |
| CAPITAL GAINS DIVIDENDS | 7890 | 7890 | 7890 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 31045 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 8602 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 81256 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1005824 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080786 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 98709 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1008250 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.097901 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 44311 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 947534 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046765 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2649 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 998351 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.002653 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.228105 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057026 | AverageDistributionRatio |
| Net Noncharitable Assets | 988922 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 56394 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 551 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 56945 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 81350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 551 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 551 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 551 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Tax Due | 563 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL MIMS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2817661340 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1 |
| City | CONROE | City |
| State | TX | State |
| ZIP Code | 77384 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ROBERT G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KATHERINE MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1003982 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1003982 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1003982 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15060 | CashDeemedCharitable |
| Net Noncharitable Assets | 988922 | NetNoncharitableAssets |
| Minimum Investment Return | 49446 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49446 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 551 | TaxBasedOnInvestmentIncome |
| Total Tax | 551 | TotalTax |
| Distributable Amount Before Adj | 48895 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48895 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48895 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 81350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 81350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 551 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 80799 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48895 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 50344 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 32453 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 82797 | TotalExcessDistriCarryover |
| Qualifying Distributions | 81350 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48895 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 32455 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 115252 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 115252 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 50344 | ExcessFromYear2 |
| Excess From Year1 | 32453 | ExcessFromYear1 |
| Excess From Current Year | 32455 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL G MIMS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||
| 6931 ARLINGTON RD 2ND FLOOR | BETHESDA | MD | 20814 | CHARITABLE DONATION | $2,500 |
| LIFETEEN | |||||
| 2222 S DOBSON RD SUITE 601 | MESA | AZ | 85202 | CHARITABLE DONATION | $13,250 |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | |||||
| 7801 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION. | $25,000 |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | |||||
| 7901 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION | $5,000 |
| THE ARCHDIOCESE OF GALVESTON - HOUSTON | |||||
| 1700 SAN JACINTO | HOUSTON | TX | 77001 | CHARITABLE DONATION | $10,500 |
| FRANCISCAN UNIVERSITY | |||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | CHARITABLE DONATION | $3,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||
| 8111 N STADIUM DR | HOUSTON | TX | 77054 | CHARITABLE DONATION | $100 |
| TEXAS RITE TO LIFE | |||||
| 9800 CENTRE PARKWAY SUITE 200 | HOUSTON | TX | 77036 | CHARITABLE DONATION | $2,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE | |||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | CHARITABLE DONATION | $1,200 |
| ADORE MINISTRIES | |||||
| PO BOX 311016 | HOUSTON | TX | 77231 | CHARITABLE DONATION | $2,000 |
| SPIRIT HORSE INTERNATIONAL | |||||
| 1960 POST OAK DRIVE | CORINTH | TX | 76210 | CHARITABLE DONATION | $1,000 |
| FRANCISCAN FRIARS | |||||
| 1615 VINE ST | CINCINNATI | OH | 45202 | CHARITABLE DONATION | $2,500 |
| INCARNATE WORD ACADEMY | |||||
| 609 CRAWFORD STREET | HOUSTON | TX | 77002 | CHARITABLE DONATION | $2,500 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | CHARITABLE DONATION | $300 |
| CATHOLIC CHARITIES | |||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | CHARITABLE DONATION | $10,000 |
| AIDS FOUNDATION HOUSTON | |||||
| 3202 WESLAYAN ANNEX | HOUSTON | TX | 77027 | CHARITABLE DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 81350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,490 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $31,045 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $67,535 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 67535 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,100 | Amount |
| Net Investment Income | 1100 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCOUNT MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 10406 | RevenueAndExpensesPerBooks |
| Net Investment Income | 10406 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $881 | Amount |
| Net Investment Income | 881 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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