PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLANTOWSKY FAMILY FOUNDATION (EIN 76-0625289)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-01
- IRS object ID
- 201311829349100406
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-01T12:56:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIS PHIPPS & WRIGHT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760625289 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTOWSKY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SCOTT R PLANTOWSKY | InCareOfName |
| Name Control | PLAN | NameControl |
| Phone | 7136649996 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4922 HOLLY | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT PLANTOWSKY | Name |
| Title | PRESIDENT | Title |
| Phone | 7136649996 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136253500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 779931 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 22 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27966 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27966 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 58895 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 104925 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 58895 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2238 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2238 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 89121 | TotalRevenueAndExpenses |
| Total Net Investment Income | 89121 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 956 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 51 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 51 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 3507 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1301 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44207 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1301 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 44914 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87820 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8802 | CashBOY |
| Cash EOY | 20886 | CashEOY |
| Cash EOYFMV | 20886 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 32813 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9938 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9938 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2617 | AccountsReceivable |
| Accounts Receivable BOY | 1920 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2617 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2617 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 461182 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 516190 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 746490 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 504717 | TotalAssetsBOY |
| Total Assets EOY | 549631 | TotalAssetsEOY |
| Total Assets EOYFMV | 779931 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 504717 | RetainedEarningsBOY |
| Retained Earnings EOY | 549631 | RetainedEarningsEOY |
| Total Net Assets BOY | 504717 | TotalNetAssetsBOY |
| Total Net Assets EOY | 549631 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 504717 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 549631 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 504717 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 44914 | ExcessOfRevenueOverExpenses |
| Subtotal | 549631 | Subtotal |
| Total Net Assets Fund Balances EOY | 549631 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FRONTIER - 720 SHS | P | 2010-07-08 | 2012-04-02 | 2895 | 4922 | -2027 | -2027 |
| REALTY INCOME CORP - 2500 SHS | P | 2012-06-22 | 101265 | 41108 | 60157 | 60157 | |
| CAPITAL GAIN DIVIDENDS | P | 765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 58895 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16900 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 692617 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0244 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59917 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 636942 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.09407 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14723 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 509468 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028899 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28663 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 617233 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046438 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 38405 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 738191 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052026 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245833 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049167 | AverageDistributionRatio |
| Net Noncharitable Assets | 751467 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36947 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 878 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 37825 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 878 | InvestmentIncomeExciseTax |
| Subtotal | 878 | Subtotal |
| Tax Based On Investment Income | 878 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 624 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1132 | TaxPaidWithExtension |
| Total Credits And Payments | 1756 | TotalCreditsAndPayments |
| Overpayment | 878 | Overpayment |
| Amount Credited To Next Year | 878 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT R PLANTOWSKY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7136649996 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4922 HOLLY STREET | AddressLine1 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT R PLANTOWSKY | ||||||||
| 4922 HOLLY | BELLAIRE | TX | 77401 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| JOY K PLANTOWSKY | ||||||||
| 4922 HOLLY | BELLAIRE | TX | 77401 | SECRETARY | 0 | 0 | 0 | 0 |
| SAM L SUSSER | ||||||||
| PO BOX 9036 | CORPUS CHRISTI | TX | 78769 | DIRECTOR | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 717873 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45038 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 762911 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 762911 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11444 | CashDeemedCharitable |
| Net Noncharitable Assets | 751467 | NetNoncharitableAssets |
| Minimum Investment Return | 37573 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37573 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 878 | TaxBasedOnInvestmentIncome |
| Total Tax | 878 | TotalTax |
| Distributable Amount Before Adj | 36695 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36695 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36695 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 41950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 878 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 41072 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36695 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year2 | 13885 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 13885 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41950 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 36695 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5255 | RemainingDistriFromCorpus |
| Total Corpus | 19140 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 19140 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 13885 | ExcessFromYear2 |
| Excess From Current Year | 5255 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R JOY K PLANTOWSKY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BETH YESHURUN | ||||||||
| 4525 BEECHNUT | HOUSTON | TX | 77096 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $28,800 | |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | ||||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,500 | |
| THE EMERYWEINER SCHOOL | ||||||||
| 9825 STELLA LINK | HOUSTON | TX | 77025 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $2,800 | |
| THE SHLENKER SCHOOL | ||||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 | |
| HOUSTON GOLF ASSOCIATION | ||||||||
| 5810 WILSON ROAD | HOUSTON | TX | 77396 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $200 | SUITE 112 |
| HOLOCAUST MUSEUM | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,000 | |
| COLUMBIA GRAMMER & PREPATORY SCHOOL | ||||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,000 | |
| FOUNDATION FOR PRADER-WILLI RESEARCH | ||||||||
| 5455 WILLSHIRE BLVD STE 2020 | LOS ANGELES | CA | 90036 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $500 | |
| BBYO | ||||||||
| 9000 SOUTH RICE | HOUSTON | TX | 77096 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $360 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 8111 N STADIUM DRIVE | HOUSTON | TX | 77054 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $360 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40700 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,966 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $2,238 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $58,895 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,121 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 89121 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARGOLIS, PHIPPS & WRIGHT, P.C | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NATIONAL RETAIL PROPERTIES INC | 90628 | 171600 |
| REALTY INCOME CORP | 55302 | 120630 |
| KAYNE ANDERSON ENERGY TOTAL | 79568 | 99983 |
| VERIZON COMMUNICATIONS | 82306 | 129810 |
| FRONTIER COMMUNICATIONS | 0 | 0 |
| WEINGARTEN REALTY INVESTORS | 100999 | 120465 |
| PACIFIC COAST OIL | 55328 | 52020 |
| DOUBLE LINE | 52059 | 51982 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PACIFIC COAST TRUST - ADMIN | Description |
| Revenue And Expenses Per Books | 51 | RevenueAndExpensesPerBooks |
| Net Investment Income | 51 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PACIFIC COAST OIL TRUST - ROYALTIES | 2115 | 2115 |
| PACIFIC COAST OIL TRUST - OTHER INCOME | 123 | 123 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $956 | Amount |
Comments