LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 33-1192125)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-02
- IRS object ID
- 201331229349100238
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-02T13:47:01-07:00 | 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 | Edgar Kiker & Cross PC CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3440 Eastex Frwy | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77703 | 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 | 331192125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linda and James Rowe Memorial | BusinessNameLine1 |
| Business Name Line2 | Scholarship Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIND | NameControl |
| Phone | 4099518080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EVA ROWE | Name |
| Title | President | Title |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sheri K DelMage | Name |
| PTIN | P00924012 | PTIN |
| Phone | 4098920233 | 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 | 557290 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 16459 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16459 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 16459 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -5819 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 157352 | GrossSalesPrice |
| Other Income Rev And Expnss | 66 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 66 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 66 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 110706 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16525 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 16525 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 10115 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10115 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 10115 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 718 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 718 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 718 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 8872 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8872 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 8872 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 19705 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19705 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 19705 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39705 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19705 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 19705 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 71001 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3384 | CashBOY |
| Cash EOY | 10079 | CashEOY |
| Cash EOYFMV | 10079 | CashEOYFMV |
| Investments Corp Stock BOY | 419532 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 483838 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 547211 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 422916 | TotalAssetsBOY |
| Total Assets EOY | 493917 | TotalAssetsEOY |
| Total Assets EOYFMV | 557290 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 422916 | UnrestrictedBOY |
| Unrestricted EOY | 493917 | UnrestrictedEOY |
| Total Net Assets BOY | 422916 | TotalNetAssetsBOY |
| Total Net Assets EOY | 493917 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 422916 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 493917 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 422916 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 71001 | ExcessOfRevenueOverExpenses |
| Subtotal | 493917 | Subtotal |
| Total Net Assets Fund Balances EOY | 493917 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Securities - Charles Schwab Managed Acct | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-01-01 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 157352 | GrossSalesPrice |
| Cost Or Other Basis | 163171 | CostOrOtherBasis |
| Gain Or Loss | -5819 | GainOrLoss |
| Gains Minus Excess Or Losses | -5819 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5819 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -5819 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 20000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 471430 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04242 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 341089 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05864 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 182131 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10981 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 178545 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05601 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.26688 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06672 | AverageDistributionRatio |
| Net Noncharitable Assets | 555243 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37046 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 37046 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 |
| Form990 T Filed | false | Form990TFiled |
| 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 | true | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Findley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4099518080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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 |
|---|---|---|---|---|---|---|
| DIANE FINDLEY | ||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | Secretary | 0.00 | 0 |
| BRYAN HUFF | ||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | Vice President | 0.00 | 0 |
| EVA ROWE | ||||||
| 215 ORLEANS ST | BEAUMONT | TX | 77701 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AWARD SCHOLARSHIPS TO HORNBECK HIGH SCHOOL STUDENTS | Description1 |
| Expenses1 | 20000 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 554076 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9622 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 563698 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 563698 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8455 | CashDeemedCharitable |
| Net Noncharitable Assets | 555243 | NetNoncharitableAssets |
| Minimum Investment Return | 27762 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20000 | ExpensesAndContributions |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| Adj Qualifying Distributions | 20000 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 18226 | Year1 |
| Total | 18226 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | 15492 | Year1 |
| Total | 15492 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 20000 | CurrentYear |
| Year1 | 20000 | Year1 |
| Year2 | 20000 | Year2 |
| Year3 | 20000 | Year3 |
| Total | 80000 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 20000 | CurrentYear |
| Year1 | 20000 | Year1 |
| Year2 | 20000 | Year2 |
| Year3 | 20000 | Year3 |
| Total | 80000 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18508 | CurrentYear |
| Year1 | 15715 | Year1 |
| Year2 | 11369 | Year2 |
| Year3 | 6071 | Year3 |
| Total | 51663 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Brent Coon Associates | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Orleans St | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4099518080 | RecipientPhoneNumber |
| Form And Info And Materials | Filled out application for scholarship supplemented with an essay. The essay question is as follows:James and Linda Rowe were killed in a tragic and senseless accident on March 23, 2005. Go online and do your research on this tragedy and then answer this question: "How could this tragedy have been prevented?" | FormAndInfoAndMaterials |
| Submission Deadlines | April 16, 2012 | SubmissionDeadlines |
| Restrictions On Awards | Graduating seniors from Hornbeck High School in Louisiana are eligible for the scholarship. Selection criteria consists of academic performance, performance on standardized tests, financial need, and personal interviews with the selection committee. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Elena Griffin | ||||||
| 185 Thorton Drive | Hornbeck | LA | 71439 | None | Scholarship for college | $10,000 |
| TYLOR WILSON | ||||||
| 174 PLEASANTVIEW ROAD | HORNBECK | LA | 71439 | None | Scholarship for college | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16459 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 66 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -5819 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10706 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10706 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 7 | The sole contributor to the foundation, BP, is only going to make contributions for 10 years. Any income generating activities are for the sole purpose of establishing the foundation as a going concern. The organization wishes to become self sustaining, and does not want to stop giving out scholarships after the contributions from BP cease. |
| 8 | The sole contributor to the foundation, BP, is only going to make contributions for 10 years. Any income generating activities are for the sole purpose of establishing the foundation as a going concern. The organization wishes to become self sustaining, and does not want to stop giving out scholarships after the contributions from BP cease. |
| 4 | The sole contributor to the foundation, BP, is only going to make contributions for 10 years. Any income generating activities are for the sole purpose of establishing the foundation as a going concern. The organization wishes to become self sustaining, and does not want to stop giving out scholarships after the contributions from BP cease. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BP plc | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Westlake Park Boulevard | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $10,115 | Amount |
| Net Investment Income | 10115 | NetInvestmentIncome |
| Adjusted Net Income | 10115 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Securities in a Charles Schwab portfolio | NameOfStock |
| EOY Book Value | 483838 | EOYBookValue |
| EOYFMV | 547211 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 6 | 6 | 6 |
| Licenses & Permits | 5 | 5 | 5 |
| INVESTMENT FEES | 8861 | 8861 | 8861 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 66 | RevenueAndExpensesPerBooks |
| Net Investment Income | 66 | NetInvestmentIncome |
| Adjusted Net Income | 66 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BP plc | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Westlake Park Boulevard | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Foreign Taxes Paid | $349 | 349 | 349 |
| Federal Tax | $369 | 369 | 369 |
Comments