KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KITTSIE AND CHARLIE THOMAS FAMILY FOUNDATION (EIN 68-0498633)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201331299349101478
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T14:55:27-05:00 | 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 | 680498633 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITTSIE AND CHARLIE THOMAS FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EC SCHMIDT II | InCareOfName |
| Name Control | KITT | NameControl |
| Phone | 7134187272 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE STREET | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770276021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EC SCHMIDT II | Name |
| Title | TREASURER | Title |
| Phone | 7134187272 | 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 | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 703730 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150373 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11578 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11578 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15068 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1056388 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12365 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -207 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 176812 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23943 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2865 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1433 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1432 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 115 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 99 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 13 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2993 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1532 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1432 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23623 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23623 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26616 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1532 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25055 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 150196 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22411 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 182571 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 161332 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 161332 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 20 | AccountsReceivable |
| Accounts Receivable BOY | 109 | AccountsReceivableBOY |
| Accounts Receivable EOY | 20 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 20 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 324271 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 533036 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 542378 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 36923 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 543874 | TotalAssetsBOY |
| Total Assets EOY | 694388 | TotalAssetsEOY |
| Total Assets EOYFMV | 703730 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 543874 | RetainedEarningsBOY |
| Retained Earnings EOY | 694388 | RetainedEarningsEOY |
| Total Net Assets BOY | 543874 | TotalNetAssetsBOY |
| Total Net Assets EOY | 694388 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 543874 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 694388 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 543874 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 150196 | ExcessOfRevenueOverExpenses |
| Other Increases | 318 | OtherIncreases |
| Subtotal | 694388 | Subtotal |
| Total Net Assets Fund Balances EOY | 694388 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - SEE STMT D-1 | P | 2011-01-01 | 2012-12-31 | 77649 | 78357 | -708 | -708 |
| CHARLES SCHWAB - SEE STMT D-2 | P | 2012-01-01 | 2012-12-31 | 944335 | 927263 | 17072 | 17072 |
| CHARLES SCHWAB - SEE STMT D-2 | P | 2012-01-01 | 2012-12-31 | 31701 | 34046 | -2345 | -2345 |
| BASIS ADJUSTMENT ALLIANCE RESOURCE PARTNERS, LP | P | 2011-01-01 | 2012-12-31 | 1654 | -1654 | -1654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12365 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13102 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 449649 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029138 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13869 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 335559 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041331 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13007 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 228796 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05685 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6136 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 210978 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029084 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4934 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 178698 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.027611 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.184014 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036803 | AverageDistributionRatio |
| Net Noncharitable Assets | 551539 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20298 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 224 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20522 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25055 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 224 | InvestmentIncomeExciseTax |
| Subtotal | 224 | Subtotal |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 224 | TaxDue |
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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | 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 | 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 | EC SCHMIDT II | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7134187272 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 EDLOE ST STE 300 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770276021 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROBIN KLAES | ||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770576021 | DIRECTOR | 0.1 | 0 |
| TRACY EVERIST | ||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | PRESIDENT/DIRECTOR | 0.1 | 0 |
| KELLY THOMAS | ||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | VICE-PRESIDENT/DIRECTOR | 0.1 | 0 |
| EC SCHMIDT II | ||||||
| 3100 EDLOE STREET | HOUSTON | TX | 770276021 | SECRETARY/TREASURER | 0.58 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 483704 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 76234 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 559938 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 559938 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8399 | CashDeemedCharitable |
| Net Noncharitable Assets | 551539 | NetNoncharitableAssets |
| Minimum Investment Return | 27577 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27577 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Total Tax | 224 | TotalTax |
| Distributable Amount Before Adj | 27353 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 27353 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 27353 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25055 | 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 | 25055 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 224 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24831 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27353 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 20741 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25055 | QualifyingDistributions |
| Applied To Year1 | 20741 | AppliedToYear1 |
| Applied To Current Year | 4314 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 23039 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLIE AND KITTSIE THOMAS | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GENERATIONS A THEATRE | ||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SIGMA NU EDUCATION FOUNDATION INC | ||||||||
| 9 NORTH LEWIS STREET | LEXINGTON | VA | 24450 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 | PO BOX 1869 |
| TEXANS SOCCER CLUB | ||||||||
| 6046 FM 2920 BOX 303 | SPRING | TX | 77389 | NONE | PUBLIC CHARITY | GENERAL FUND | $800 | |
| AIDS FOUNDATION HOUSTON INC | ||||||||
| 3202 WESLAYAN ANNEX | HOUSTON | TX | 770275748 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,500 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| PO BOX 924528 | HOUSTON | TX | 77292 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| PINK RIBBONS PROJECT | ||||||||
| 2449 SOUTH BOULEVARD SUITE 100 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ST JAMES HOUSE | ||||||||
| 5800 WEST BAKER ROAD | BAYTOWN | TX | 775201618 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | NONE | PUBLIC CHARITY | GENERAL FUND | $360 | |
| MJR THEATRICALS | ||||||||
| 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| FROM PASSTHROUGH - ALLIANCE RESOURCE PARTNERS LP | ||||||||
| ALLIANCE RESOURCE PARTNERS LP - CO | TULSA | OK | 74121 | NONE | PUBLIC CHARITY | GENERAL FUND | $13 | PO BOX 22027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23623 | 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 | $11,578 | 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) |
|---|---|---|
| Business Code | 211110 | BusinessCode |
| Unrelated Business Income | $2,703 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,365 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| FROM PASSTHROUGH | 211110 | -$277 | ||
| REFUND OF FIT | 41 | $70 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $2,426 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,013 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26439 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | THOMAS 2001 CHARITABLE LEAD ANNUITY | 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | 108665 | X |
| 2 | THOMAS 2004 CHARITABLE LEAD ANNUITY | 3100 EDLOE STREET SUITE 300 | HOUSTON | TX | 770276021 | 41708 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,865 | Amount |
| Net Investment Income | 1433 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1432 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE ATTACHED STATEMENT | NameOfStock |
| EOY Book Value | 533036 | EOYBookValue |
| EOYFMV | 542378 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLIANCE RESOURCE PARTNERS LP | Description |
| BOY Book Value | 36923 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| FROM PASS-THROUGH ENTITY - | |
| NONDEDUCTIBLE EXPENSES | 13 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| FROM PASSTHROUGH | -277 |
| TAX REFUND | 70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCESS DEPLETION | Description |
| Amount | $318 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAXES FOREIGN | $99 | 99 |
| FIT | $16 |
Comments