KAPPA KAPPA GAMMA CHARITABLE FOUNDATION: Form 990, tax year 2024
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- Organization
- KAPPA KAPPA GAMMA CHARITABLE FOUNDATION (EIN 74-2128158)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-02-13
- IRS object ID
- 202610449349301506
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T15:05:48-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742128158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kappa Kappa Gamma Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | of Houston | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPP | BusinessNameControlTxt |
| Phone | 7132538399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6770 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772656770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Campbell Lane | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7132538399 | PhoneNum |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Catherine Campbell Lane | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6770 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772656770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $553,599 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonkappas.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Other Organization Dsc | Corporation | OtherOrganizationDsc |
| Formation | 1980 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To provide funds for charitable organizations that meet the organization's philanthropic guidelines. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $345,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $418,095 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66 | PYInvestmentIncomeAmt |
| CY Investment Income | $161 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,987 | PYOtherRevenueAmt |
| CY Other Revenue | $25,070 | CYOtherRevenueAmt |
| PY Total Revenue | $342,014 | PYTotalRevenueAmt |
| CY Total Revenue | $443,326 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $449,190 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,563 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,063 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,124 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,200 | PYOtherExpensesAmt |
| CY Other Expenses | $47,493 | CYOtherExpensesAmt |
| PY Total Expenses | $20,763 | PYTotalExpensesAmt |
| CY Total Expenses | $499,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $321,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$56,420 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $368,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,838 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $368,258 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $311,838 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Kappa Kappa Gamma Charitable Foundation of Houston's mission is to attract and generate financial support for distribution to charitable organizations that meet the Foundation's philanthropic guidelines. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $458,173 | ExpenseAmt |
| Grant | $449,190 | GrantAmt |
| Desc | To attract and generate financial support for distribution to charitable organizations that meet the organization's philanthropic guidelines. The Foundation raises funds through two bi-annual events: a luncheon and a home tour.Grant recipients utilize the grants for programs, facilities, equipment, and scholarships. | Desc |
| Total Program Service Expenses | $458,173 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzy Thompson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135573701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7607 Meadowbriar Lane | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Hope Huber | ||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Catherine Campbell Lane | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Peggy Strode | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Suzy Thompson | ||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Shelley Barineau | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Kyrie Cameron | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Carrie Fisher | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Martha Johnson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tany Klaes | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Langford | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Katrin Lau | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Paula Mentz | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Carole Monday | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Debbie Robinson | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Lib Snell | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $303,700 | FundraisingAmt |
| All Other Contributions | $114,395 | AllOtherContributionsAmt |
| Noncash Contributions | $35 | NoncashContributionsAmt |
| Total Contributions | $418,095 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161 | TotalRevenueColumnAmt |
| Exclusion | $161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $135,343 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $303,700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $110,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,070 | TotalRevenueColumnAmt |
| Exclusion | $25,070 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,231 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,190 | TotalAmt |
| Program Services | $449,190 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063 | TotalAmt |
| Management And General | $3,063 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731 | TotalAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152 | TotalAmt |
| Fundraising | $1,152 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,279 | TotalAmt |
| Management And General | $8,205 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,359 | TotalAmt |
| Program Services | $5,359 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013 | TotalAmt |
| Fundraising | $2,013 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Event expenses | $23,885 | $23,885 | |
| Program expense | $3,624 | $3,624 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,746 | TotalAmt |
| Program Services | $458,173 | ProgramServicesAmt |
| Management And General | $14,449 | ManagementAndGeneralAmt |
| Fundraising | $27,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,323 | BOYAmt |
| EOY | $1,973 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,935 | BOYAmt |
| EOY | $309,865 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,258 | BOYAmt |
| EOY | $311,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,258 | BOYAmt |
| EOY | $311,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,258 | BOYAmt |
| EOY | $311,838 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,258 | BOYAmt |
| EOY | $311,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$56,420 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418,095 | CurrentTaxYearAmt |
| Total | $1,084,438 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418,095 | CurrentTaxYearAmt |
| Total | $1,084,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $355,379 | SubstantialContributorsTotAmt |
| Public Support Total170 | $729,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161 | CurrentTaxYearAmt |
| Total | $386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,084,824 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,100 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $439,043 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $303,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $135,343 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $59,729 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $50,544 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $439,043 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $303,700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $135,343 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $59,729 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,544 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,273 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,070 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Arrow Child and Family Ministries | ||||||||
| 2929 FM 2920 Rd | Spring | TX | 77388 | 010628536 | 501(c)(3) | $15,000 | $0 | Program support |
| Avondale House | ||||||||
| 3737 OMeara Dr | Houston | TX | 77025 | 741865489 | 501(c)(3) | $10,000 | $0 | Program support |
| Barbara Bush Houston Literacy Foundation | ||||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | 465037878 | 501(c)(3) | $5,500 | $0 | Program support |
| Be A Resource (BEAR) | ||||||||
| 3572 E TC Jester Blvd | Houston | TX | 77018 | 311516122 | 501(c)(3) | $50,000 | $0 | Program support |
| Casa De Esperanza (CASA) | ||||||||
| PO Box 30129 | Houston | TX | 77230 | 760105306 | 501(c)(3) | $30,000 | $0 | Program support |
| Collaborative For Children | ||||||||
| 2200 Post Oak Blvd Ste 1000 | Houston | TX | 77056 | 760228065 | 501(c)(3) | $15,000 | $0 | Program support |
| Communites of Resources Houston | ||||||||
| 5223 Valkeith Dr | Houston | TX | 77096 | 882922687 | 501(c)(3) | $16,000 | $0 | Program support |
| Communities in Schools Houston | ||||||||
| 1111 North Loop West Ste 300 | Houston | TX | 77008 | 760031827 | 501(c)(3) | $10,000 | $0 | Program support |
| Dress for Success Houston | ||||||||
| 3310 Eastside St | Houston | TX | 77098 | 760579697 | 501(c)(3) | $10,000 | $0 | Program support |
| Easter Seals of Greater Houston | ||||||||
| 4888 Loop Central Drive Ste 200 | Houston | TX | 77081 | 741238418 | 501(c)(3) | $10,000 | $0 | Program support |
| Epiphany Community Health Outreach Serv | ||||||||
| 9894 Bissonnet St Ste 900 | Houston | TX | 77036 | 760645238 | 501(c)(3) | $15,000 | $0 | Program support |
| John Fontaine Jr Charity | ||||||||
| 2000 Bering Dr Ste 455 | Houston | TX | 77057 | 812839993 | 501(c)(3) | $20,000 | $0 | Program support |
| Kids Meals | ||||||||
| 8790 Hammerly Blvd | Houston | TX | 77080 | 760330447 | 501(c)(3) | $10,000 | $0 | Program support |
| Lemonade Day | ||||||||
| 1800 West Loop South 1875 | Houston | TX | 77027 | 204235269 | 501(c)(3) | $12,000 | $0 | Program support |
| Nehemiah Center Inc | ||||||||
| 5015 Fannin St | Houston | TX | 77004 | 760437157 | 501(c)(3) | $15,000 | $0 | Program support |
| Ronald McDonald House Houston | ||||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | 741984499 | 501(c)(3) | $24,000 | $0 | Program support |
| Search Homeless Services | ||||||||
| 2323 Francis Street | Houston | TX | 77004 | 760260403 | 501(c)(3) | $15,000 | $0 | Program support |
| SoleAna Stables | ||||||||
| 1226 County Road 45 | Angleton | TX | 77515 | 465472230 | 501(c)(3) | $13,700 | $0 | Program support |
| Texas Hearing Institute | ||||||||
| 3100 Shenandoah | Houston | TX | 77021 | 746003178 | 501(c)(3) | $20,000 | $0 | Program support |
| The Brenda & John H Duncan Rise School of Houston | ||||||||
| 5618 H Mark Crosswell Jr St | Houston | TX | 77021 | 760606866 | 501(c)(3) | $102,290 | $0 | Program support |
| Trees of Hope | ||||||||
| 7055 Old Katy Rd 14 | Houston | TX | 77024 | 760311861 | 501(c)(3) | $15,000 | $0 | Program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation's Grantee Review Chair is responsible for verifying projects visibly when possible. If visual verification of the project with a site visit is not possible, the project will be confirmed by reviewing financial records related to the project. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Treasurer reviews Form 990 before providing a copy to the board and filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Each trustee annually completes a disclosure form identifying any relationships, positions, or circumstances in which he or she is involved that could contribute to a conflict of interest. Prior to a board action, trustees shall disclose any potential interest that would be affected by any action being considered for a vote by the Foundation. The trustee with the conflict of interest may not vote on the matter. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
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