HILDEBRAND FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HILDEBRAND FOUNDATION (EIN 76-0699250)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-26
- IRS object ID
- 201312079349100411
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-26T15:26:48-05:00 | 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 | 760699250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDEBRAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOHN LARSEN | InCareOfName |
| Name Control | HILD | NameControl |
| Phone | 7132092400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1308 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 772511308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF HILDEBRAND | Name |
| Title | PRESIDENT | Title |
| Phone | 7136253500 | Phone |
| Date Signed | 2013-05-09 | 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 | 170794069 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 93668628 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 476 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 476 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1940243 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1926973 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11375358 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 105882958 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11375358 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 106984705 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13302807 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 10915 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5457 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5458 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 248055 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 248055 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 51936 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1936 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 310906 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 255448 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5458 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9329848 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9329848 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9640754 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 255448 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9335306 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 97343951 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13047359 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7926530 | CashBOY |
| Cash EOY | 106290338 | CashEOY |
| Cash EOYFMV | 106290338 | CashEOYFMV |
| Accounts Receivable | 2356211 | AccountsReceivable |
| Accounts Receivable BOY | 10947 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2356211 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 59453699 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 56088578 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 64503731 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 67391176 | TotalAssetsBOY |
| Total Assets EOY | 164735127 | TotalAssetsEOY |
| Total Assets EOYFMV | 170794069 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 67391176 | UnrestrictedBOY |
| Unrestricted EOY | 164735127 | UnrestrictedEOY |
| Total Net Assets BOY | 67391176 | TotalNetAssetsBOY |
| Total Net Assets EOY | 164735127 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 67391176 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 164735127 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 67391176 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 97343951 | ExcessOfRevenueOverExpenses |
| Subtotal | 164735127 | Subtotal |
| Total Net Assets Fund Balances EOY | 164735127 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| BNY EQUITY - SEE STATEMENT D-1 | 31033323 | 30639325 | 393998 | 393998 | |||
| BNY EQUITY - SEE STATEMENT D-1 | 6597099 | 4293224 | 2303875 | 2303875 | |||
| BNY FIXED INCOME - SEE STATEMENT D-2 | 11563346 | 11582464 | -19118 | -19118 | |||
| BNY FIXED INCOME - SEE STATEMENT D-2 | 695024 | 697316 | -2292 | -2292 | |||
| BNY EQUITY INCOME - SEE STATEMENT D-3 | 19900462 | 17864605 | 2035857 | 2035857 | |||
| 57 SHARES MEADWESTVACO CORP | 1583 | 1583 | P | 2011-05-18 | 2012-05-08 | ||
| BNY EQUITY INCOME - SEE STATEMENT D-3 | 36068146 | 29416850 | 6651296 | 6651296 | |||
| 402 SHARES SYSCO CORP | 12233 | 12233 | 2011-05-18 | ||||
| CAPITAL GAIN DIVIDENDS | 11742 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11375358 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2940718 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26883524 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.109387 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1711214 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18561595 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.092191 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1514345 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13327971 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.113622 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1793236 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15242389 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.117648 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1454833 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14373740 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.101215 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.534063 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106813 | AverageDistributionRatio |
| Net Noncharitable Assets | 78334986 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8367195 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 130474 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8497669 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9335306 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 130474 | InvestmentIncomeExciseTax |
| Subtotal | 130474 | Subtotal |
| Tax Based On Investment Income | 130474 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 54236 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 110000 | TaxPaidWithExtension |
| Total Credits And Payments | 164236 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 33762 | Overpayment |
| Amount Credited To Next Year | 33762 | 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 | JOHN LARSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7132092400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 LOUISIANA SUITE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770025600 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|---|---|
| JEFFERY D HILDEBRAND | ||||||||
| 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | PRESIDENT | 2.0 | 0 | 0 | 0 |
| MELINDA B HILDEBRAND | ||||||||
| 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| JEAN-PAUL BUDINGER | ||||||||
| 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | DIRECTOR | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 69524817 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10003088 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 79527905 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 79527905 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1192919 | CashDeemedCharitable |
| Net Noncharitable Assets | 78334986 | NetNoncharitableAssets |
| Minimum Investment Return | 3916749 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3916749 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 130474 | TaxBasedOnInvestmentIncome |
| Total Tax | 130474 | TotalTax |
| Distributable Amount Before Adj | 3786275 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3786275 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3786275 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9335306 | 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 | 9335306 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 130474 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9204832 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3786275 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 685674 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 852612 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 853696 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2994537 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5386519 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9335306 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 3786275 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5549031 | RemainingDistriFromCorpus |
| Total Corpus | 10935550 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10935550 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 685674 | ExcessFromYear4 |
| Excess From Year3 | 852612 | ExcessFromYear3 |
| Excess From Year2 | 853696 | ExcessFromYear2 |
| Excess From Year1 | 2994537 | ExcessFromYear1 |
| Excess From Current Year | 5549031 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERY MELINDA HILDEBRAND | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN LARSEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 LOUISIANA SUITE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7132092400 | RecipientPhoneNumber |
| Form And Info And Materials | CHARITIES SHOULD SUBMIT A REQUEST IN WRITING, ON THE CHARITY'S LETTERHEAD, REQUESTING THE DONATION THEY ARE SEEKING AS WELL AS THE PURPOSE THE DONATION WILL SERVE. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 13 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT 13 | AddressLine1 |
| City | SEE ATTACHMENT | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE ATTACHMENT 13 | PurposeOfGrantOrContribution |
| Amount | $9,329,848 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9329848 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,940,719 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,375,358 | 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 | $13,316,077 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13316077 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JEFF AND MINDY HILDEBRAND | 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | 3915172 | X | X |
| 2 | JEFF AND MINDY HILDEBRAND | 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | 70027621 | X | |
| 3 | JEFF AND MINDY HILDEBRAND | 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | 3426439 | X | X |
| 4 | JEFF AND MINDY HILDEBRAND | 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | 16289404 | X | X |
| 5 | JEFF AND MINDY HILDEBRAND | 1201 LOUISIANA SUITE 1400 | HOUSTON | TX | 77002 | 9992 | X | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | SEE ATTACHMENT 10 | 5320682 | 2012-12-21 |
| 3 | SEE ATTACHMENT 11 | 4737282 | 2012-12-24 |
| 4 | SEE ATTACHMENT 12 | 19308877 | 2012-12-27 |
| 5 | 189.4038 SHARES OF ECOLAB INC | 13477 | 2012-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $10,915 | Amount |
| Net Investment Income | 5457 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 5458 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| ExplanationExplanation |
|---|
| JEFFERY D HILDEBRAND |
| A CORPORATION OWNED BY MR. & MRS HILDEBRAND IS PAID A FEE TO PROVIDE BOOKKEEPING AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. |
| MELINDA B HILDEBRAND |
| A CORPORATION OWNED BY MR. & MRS HILDEBRAND IS PAID A FEE TO PROVIDE BOOKKEEPING AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BNY MELLON EQUITY ATCH 6A | 30650088 | 36091688 |
| BNY MELLON FIXED ATCH 6B | 14329559 | 14878382 |
| BNY MELLON EQUITY CUST ATCH 6C | 11108931 | 13533661 |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND OF EXCISE TAX | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT FEES | $218,685 | 218685 |
| ADMINISTRATIVE FEES | $1,629 | 1629 |
| MANAGEMENT FEES(SEE FOOTNOTE) | $27,621 | 27621 |
| BANK FEES | $120 | 120 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $1,936 | 1936 |
| EXCISE TAX | $50,000 |
Comments