H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC (EIN 39-1397212)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-06
IRS object ID
201321269349300242
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

FieldValueIRS element (for citing)
Timestamp2013-05-06T11:58:48-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN263787603EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GERARD W HABY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13300 CHIMNEY ROCK RD STE 209AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770566617ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391397212EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1H BOONE AND VIOLET M PORTERBusinessNameLine1
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlHBOONameControl
Phone2032560052Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1678 PEQUOT AVEAddressLine1
CitySOUTHPORTCity
StateCTState
ZIP Code06890ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTUART R KENSINGERName
TitleTREASURETitle
Phone7137843300Phone
Date Signed2013-05-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGERARD W HABYName
PTINP00741587PTIN
Phone2817239884Phone
Date Prepared2013-05-06DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonREV NICHOLAS T PORTERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1678 PEQUOT AVEAddressLine1
CitySOUTHPORTCity
StateCTState
ZIP Code06890ZIPCode
FieldValueIRS element (for citing)
Gross Receipts596278GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1982YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR ACTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGIOUS AMD/OR CHARITABLE ACTIVITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-300201InvestmentIncomePriorYear
Investment Income Current Year72850InvestmentIncomeCurrentYear
Other Revenue Prior Year76OtherRevenuePriorYear
Other Revenue Current Year194OtherRevenueCurrentYear
Total Revenue Prior Year-300125TotalRevenuePriorYear
Total Revenue Current Year73044TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY24000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year361OtherExpensePriorYear
Other Expenses Current Year10192OtherExpensesCurrentYear
Total Expenses Prior Year361TotalExpensesPriorYear
Total Expenses Current Year34192TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-300486RevenuesLessExpensesPriorYear
Revenues Less Expenses CY38852RevenuesLessExpensesCY
Total Assets BOY1230536TotalAssetsBOY
Total Assets EOY1256599TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1230536NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1256599NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR ACTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGOUS AND/OR CHARITABLE ACTIVITIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Grants24000Grants
DescriptionPROVIDING FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR AVTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGIOUS AND/OR CHARITABLE ACTIVITIES.Description
Total Program Service Expense24000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSTUART R KENSINGERNamePerson
Telephone Number7137843300TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13300 CHIMNEY ROCK RD STE 301AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770566617ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
REV NICOLAS T PORTER
PRESIDENT5.00X000
GABRIELLE P DENNISON
VICE PRESIDENT, SEC3.00X000
STUART R KENSINGER
TREASURER3.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column29678TotalRevenueColumn
Related Or Exempt Function Income29678RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities566406Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities523234Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities43172Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column43172TotalRevenueColumn
Related Or Exempt Function Income43172RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionDISTRIBUTIONS FROM PARDescription
Business Code900099BusinessCode
Total Revenue Column194TotalRevenueColumn
Related Or Exempt Function Income194RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue194TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column73044TotalRevenueColumn
Related Or Exempt Function Income73044RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total24000Total
Program Services24000ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total5356Total
Management And General5356ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3815Total
Management And General3815ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total126Total
Management And General126ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMEETING EXPENSEDescription
Total895Total
Management And General895ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total34192Total
Program Services24000ProgramServices
Management And General10192ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23327BOY
EOY2951EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY48683BOY
EOY34792EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY544203BOY
EOY743885EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY614323BOY
EOY474971EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1230536BOY
EOY1256599EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY168460BOY
EOY168460EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1062076BOY
EOY1088139EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1230536BOY
EOY1256599EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1230536BOY
EOY1256599EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses38852ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-12789ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review1AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
FS Audited0FSAudited
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Non FuncXSupportingOrg509a3Type3NonFunc
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (3 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
AMERICAN FRIENDS OF THE EPISCAPAL DIOCESE OF JERUSALEM
599155008CHURCH011$9,000
ESPERANZA ACADEMY
731722348SCHOOL011$10,000
THE LIVING CHURCH FOUNDATION
390841883CHURCH011$5,000
FieldValueIRS element (for citing)
Total Number Of Supported Orgs3TotalNumberOfSupportedOrgs
Sum Of Amounts24000SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value15529BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionFIXED INCOME BOND FUNDSDescription
Book Value459442BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities474971TotalOfBookValueSecurities

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN FRIENDS OF THE EPISCAPAL DIOCESE OF JERUSALEM
25 OLD KINGS HWY NORTH STE 13DARRENCT06820599155008501 (C) 39000TO PROVIDE SUPPORT TO SCHOOLS AND HOSPITALS
ESPERANZA ACADEMY
PO BOX 367ANDOVERMA01810731722348501 (C) 310000TO PROVIDE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS
THE LIVING CHURCH FOUNDATION
PO BOX 514036MILWAUKEEWI53206390841883501 (C) 35000TO PROVIDE SUPPORT FOR THE PUBLICATION OF CHURCH MATERIALS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2NICHOLAS T. PORTER AND GABRIELLE P. DENNISON - FAMILY RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 11AN OFFICER OF THE FOUNDATION REVIEWS THE FORM 990 AND DISCUSSES ANY QUESTIONS/CONCERNS WITH THE PROFESSIONAL PREPARER PRIOR TO SIGNING AND FILING THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC UNLESS INCLUDED IN A FILING THAT IS PUBLICLY AVAILABLE

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