ANDREA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANDREA FAMILY FOUNDATION (EIN 75-2861029)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201331309349101303
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T14:07:29-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752409112 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1800 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | 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 | 752861029 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDREA-MENNEN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O RUDOLPH G ANDREA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANDR | NameControl |
| Phone | 9722391660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 750937619 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDOLPH G ANDREA | Name |
| Title | PRESIDENT | Title |
| Phone | 9722391660 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE ALLEN | Name |
| PTIN | P00437588 | PTIN |
| Phone | 9724041010 | 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 | 4337802 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3350 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 29737 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 29737 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 74777 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 74777 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 73909 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1901227 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73909 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 13971 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 13971 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 195744 | TotalRevenueAndExpenses |
| Total Net Investment Income | 192394 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3600 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 499 | InterestRevAndExpnss |
| Interest Net Invst Incm | 499 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8681 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2160 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 681 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 42959 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 31939 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5088 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 56420 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34598 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8688 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 205450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 205450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 261870 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34598 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 214138 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -66126 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 157796 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1517 | CashBOY |
| Savings And Temp Cash Invst BOY | 193527 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 213986 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 213986 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3179694 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3090707 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3476446 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 331723 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 311994 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 352911 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 274036 | InvestmentsOtherBOY |
| Investments Other EOY | 298846 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 294201 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 13106 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12848 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 939 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 258 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 258 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 3981436 | TotalAssetsBOY |
| Total Assets EOY | 3915791 | TotalAssetsEOY |
| Total Assets EOYFMV | 4337802 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3981436 | CapitalStockBOY |
| Capital Stock EOY | 3915791 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 3981436 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3915791 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3981436 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3915791 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3981436 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -66126 | ExcessOfRevenueOverExpenses |
| Other Increases | 481 | OtherIncreases |
| Subtotal | 3915791 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3915791 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - UBS 15055 22 | 23444 | 19729 | 3715 | 3715 | |
| PUBLICLY TRADED SECURITIES - UBS 15056 22 | 17556 | 29249 | -11693 | -11693 | |
| PUBLICLY TRADED SECURITIES - UBS 15056 22 | 189918 | 121442 | 68476 | 68476 | |
| PUBLICLY TRADED SECURITIES - UBS 15057 22 | 8487 | 10342 | -1855 | -1855 | |
| PUBLICLY TRADED SECURITIES - UBS 15057 22 | 292288 | 238953 | 53335 | 53335 | |
| PUBLICLY TRADED SECURITIES - UBS 15059 22 | 14503 | 22673 | -8170 | -8170 | |
| PUBLICLY TRADED SECURITIES - UBS 15059 22 | 134072 | 125393 | 8679 | 8679 | |
| PUBLICLY TRADED SECURITIES - UBS 17821 22 | 89284 | 90538 | -1254 | -1254 | |
| PUBLICLY TRADED SECURITIES - UBS 17821 22 | 246958 | 216101 | 30857 | 30857 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | 121732 | 118297 | 3435 | 3435 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | 144463 | 141988 | 2475 | 2475 | |
| PUBLICLY TRADED SECURITIES - UBS 26776 22 | 50762 | 50762 | 0 | 0 | |
| PUBLICLY TRADED SECURITIES - UBS 26777 22 | 163238 | 172125 | -8887 | -8887 | |
| PUBLICLY TRADED SECURITIES - UBS 26777 22 | 297758 | 368066 | -70308 | -70308 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | 23322 | 22257 | 1065 | 1065 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | 81876 | 79361 | 2515 | 2515 | |
| PUBLICLY TRADED SECURITIES - UBS 28095 22 | 42 | 42 | 0 | 0 | |
| CAPITAL GAINS DIVIDENDS | 1524 | 1524 | 1524 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73909 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 137234 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4315668 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031799 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 111888 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2905862 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038504 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 129157 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2196305 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058806 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 119109 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2639187 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045131 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 117833 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2384246 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.223661 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044732 | AverageDistributionRatio |
| Net Noncharitable Assets | 4285799 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 191712 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1578 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 193290 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 214138 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1578 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1578 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1578 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3960 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3960 | TotalCreditsAndPayments |
| Overpayment | 2382 | Overpayment |
| Amount Credited To Next Year | 2382 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.THEANDREAMENNENFAMILYFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | RUDOLPH G ANDREA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9723785445 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 750937619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 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 |
|---|---|---|---|---|---|---|---|---|
| RUDOLPH G ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| CHRISTINA M ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| RUDOLPH G ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | TREASURER | 5.00 | 0 | 0 | 0 |
| CHRISTINA M ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | SECRETARY | 5.00 | 0 | 0 | 0 |
| CHRISTOPHER R ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | DIRECTOR - SW OPERATION | 0.00 | 0 | 0 | 0 |
| PHILLIP KUSHNER | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | DIRECTOR - NE OPERATION | 0.00 | 0 | 0 | 0 |
| ALLISON ANDREA | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | N/A | 0.00 | 0 | 0 | 0 |
| JOSHUA LONGWORTH | ||||||||
| 5508 LINMORE LANE | PLANO | TX | 75093 | N/A | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4098680 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 246452 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5933 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4351065 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4351065 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 65266 | CashDeemedCharitable |
| Net Noncharitable Assets | 4285799 | NetNoncharitableAssets |
| Minimum Investment Return | 214290 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 214290 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1578 | TaxBasedOnInvestmentIncome |
| Total Tax | 1578 | TotalTax |
| Distributable Amount Before Adj | 212712 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 212712 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 212712 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 214138 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 214138 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1578 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 212560 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 212712 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 204553 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 214138 | QualifyingDistributions |
| Applied To Year1 | 204553 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9585 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 203127 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUDOLPH G ANDREA | ContributingManager |
| Contributing Manager | CHRISTINA M ANDREA | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RUDY ANDREA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LINMORE LANE | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9723785445 | RecipientPhoneNumber |
| Form And Info And Materials | COMPLETE AND SUBMIT THE GRANT APPLICATION FORM AND A ONE TO TWO PAGE LETTER OF INQUIRY INCLUDING: 1. PURPOSE AND HISTORY OF ORGANIZATION, INCLUDING MISSION AND GOALS. 2. GOALS AND OBJECTIVES FOR THE PROJECT FOR WHICH FUNDING IS BEING SOUGHT AND THE POPULATION IT SERVES. 3. CURRENT STATUS OF THE PROJECT. 4. DESCRIBE WHY THE PROJECT IS UNIQUE AND WHY IT IS NEEDED. 5. DESCRIBE WHAT CHANGES WILL OCCUR AS A RESULT OF THE PROJECT. 6. DESCRIBE THE ORGANIZATION'S PLANS FOR SUSTAINING THE PROJECT AFTER THE GRANT. 7. PROVIDE THE ORGANIZATION'S ANNUAL BUDGET AND A DETAILED PROJECT BUDGET WITH 2-3 DIFFERENT LEVELS OF AMOUNT REQUESTED. 8. COPY OF THE ORGANIZATION'S IRS ACCEPTANCE LETTER AS A 501(C)(3) PUBLIC CHARITY. 9. LIST CURRENT BOARD OF DIRECTORS WITH BUSINESS ADDRESSES AND OCCUPATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | ALL REGISTERED CHARITABLE ORGANIZATIONS MAY APPLY FOR A GRANT IF THEY MEET THE GOALS, MISSION STATEMENT AND VISION STATEMENT OF THE FOUNDATION. APPLICATIONS FOR GRANTS WILL BE REVIEWED BY THE BOARD OF DIRECTORS AND FINALIZED BY THE PRESIDENT OF THE FOUNDATION FOR FINAL APPROVAL. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 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 |
|---|---|---|---|---|---|---|---|---|
| CHAMBERLAIN'S PERFORMING ARTS | ||||||||
| 3003 WEST 15TH STREET | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | COMMUNITY CONNECTION PROGRAM & SCHOLARSHIP PROGRAM | $20,000 | |
| CHILDRENS MEDICAL CENTER | ||||||||
| 7601 PRESTON ROAD | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | NEW EQUIPMENTS FOR LEGACY CENTER. | $20,000 | |
| COLLIN COLLEGE FOUNDATION | ||||||||
| 4800 PRESTON PARK BLVD STE A100 | PLANO | TX | 75093 | NONE | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS STUDYING TEACHING OR EDU | $25,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||||
| 3611 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | CRIMES AGAINST CHILDREN EDUCATIONAL CONFERENCE | $25,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1400 SUMMIT AVE D-4 | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | NEW CONSTRUCTION FOR A FAMILY IN COLLIN COUNTY | $12,000 | |
| LET THE KIDS PLAY | ||||||||
| 914 NORTH MEADE AVENUE | COLORADO SPRINGS | CO | 80909 | NONE | PUBLIC CHARITY | THE PURCHASE OF SPORTS EQUIPMENT AND SUPPORT YOUTH PROGRAMS. | $3,500 | |
| PLANO SYMPHONY ORCHESTRA | ||||||||
| 2701-C WEST 15TH STREET 187 | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $25,000 | |
| YMCA OF PLANO | ||||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $1,000 | |
| BACKSTAGE THEATRE | ||||||||
| PO BOX 297 | BRECKENRIDGE | CO | 80424 | NONE | PUBLIC CHARITY | LIVE THEATER COMMUNITY ORGANIZATION | $16,000 | |
| B&M BOXING GYM | ||||||||
| 1207 E LOUISIANA | MCKINNEY | TX | 75069 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $2,500 | |
| BOYS AND GIRLS CLUB OF COLLIN COUNTY | ||||||||
| 701 S CHURCH ST | MCKINNEY | TX | 75069 | NONE | PUBLIC CHARITY | YOUTH PROGRAM | $15,000 | |
| PLANO WEST BAND BOOSTERS | ||||||||
| 5601 W PARKER RD | PLANO | TX | 75093 | NONE | PUBLIC CHARITY | PUBLIC SCHOOL MARCHING BAND | $500 | |
| CITY HOUSE | ||||||||
| 902 E 16TH ST | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | YOUTH SHELTER | $13,450 | |
| CHILD CARE GROUP | ||||||||
| 8585 N STEMMONS FREEWAY STE 600 | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | CHILD CARE SERVICES | $6,000 | SOUTH |
| HOPEFUL SOLUTIONS | ||||||||
| 9666 SCYENE DRIVE 403 | DALLAS | TX | 75227 | NONE | PUBLIC CHARITY | HOMELESS SHELTER FOR SINGLE MOTHERS | $7,500 | |
| HOPE'S DOOR | ||||||||
| 860 F AVE STE 100 | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | DOMESTIC VIOLENCE SAFE HOUSE. | $7,500 | |
| BRIGHTSTAR YOUTH ACADEMY | ||||||||
| PO BOX 600821 | DALLAS | TX | 75360 | NONE | PUBLIC CHARITY | YOUTH PROGRAM FOR YOUNG GIRLS | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 205450 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,737 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74,777 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $13,971 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $73,909 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $192,394 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 192394 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUSELTON,MORGAN & MAULTSBY | Category |
| Amount | $3,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3600 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2003-11-11 | 1867 | 1867 | SL | 5.000000000000 | 0 | 0 |
| WEB SITE DESIGN | 2004-12-31 | 614 | 614 | SL | 3.000000000000 | 0 | 0 |
| COMPUTER SOFTWARE | 2004-07-06 | 1215 | 1215 | SL | 3.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2005-03-08 | 2014 | 2014 | SL | 5.000000000000 | 0 | 0 |
| COMPUTER SYSTEM & PRINTER | 2008-03-11 | 2997 | 2296 | SL | 5.000000000000 | 599 | 0 |
| CAMERA | 2009-12-31 | 825 | 174 | SL | 5.000000000000 | 82 | 0 |
| LAPTOPS | 2011-03-29 | 3574 | SL | 5.000000000000 | 0 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GOVERNMENT BONDS AND NOTES | NameOfBond |
| EOY Book Value | 311994 | EOYBookValue |
| EOYFMV | 352911 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK AND MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 3090707 | EOYBookValue |
| EOYFMV | 3476446 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED AND GOVERNMENT SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 298846 | BookValue |
| EOYFMV | 294201 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (7 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 1867 | 1867 | 0 | 0 |
| WEB SITE DESIGN | 614 | 614 | 0 | 0 |
| COMPUTER SOFTWARE | 1215 | 1215 | 0 | 0 |
| COMPUTER EQUIPMENT | 2014 | 2014 | 0 | 0 |
| COMPUTER SYSTEM & PRINTER | 2997 | 2895 | 102 | 102 |
| CAMERA | 825 | 669 | 156 | 156 |
| LAPTOPS | 3574 | 3574 | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSES | 26687 | 26537 | 0 |
| OTHER FEES | 521 | 0 | 0 |
| MISC. EXPENSE | 5261 | 0 | 0 |
| MANNING & NAPIER FEES | 5402 | 5402 | 0 |
| WEBSITE EXPENSE | 300 | 0 | 300 |
| OFFICE EXPENSE | 1039 | 0 | 1039 |
| PROMOTIONS | 3749 | 0 | 3749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INVESTMENTS | 13004 | 13004 | 13004 |
| PRIOR PERIOD ADJUSTMENT | 967 | 967 | 967 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTION | Description |
| Amount | $481 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $2,160 | 2160 | 0 |
| EXCISE TAX PAID | $6,521 | 0 | 0 |
Comments