H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC (EIN 39-1397212)
Tax period
2010-12-01 to 2011-11-30
Filed
2012-04-12
IRS object ID
201201039349300220
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-12T14:05:45-05:00Timestamp
Tax Period End Date2011-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13300 CHIMNEY ROCK RD STE 209AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770566617ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391397212EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSTUART R KENSINGERName
TitleTREASURETitle
Phone7137843300Phone
Date Signed2012-04-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGERARD W HABYName
Phone2817239884Phone
Date Prepared2012-04-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1678 PEQUOT AVEAddressLine1
CitySOUTHPORTCity
StateCTState
ZIP Code06890ZIPCode
FieldValueIRS element (for citing)
Gross Receipts916030GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1982YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR ACTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGIOUS AMD/OR CHARITABLE ACTIVITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year42625InvestmentIncomePriorYear
Investment Income Current Year44696InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year42625TotalRevenuePriorYear
Total Revenue Current Year44696TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year60000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY818281GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year26500TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year23928TotalFundrsngExpCurrentYear
Other Expense Prior Year14786OtherExpensePriorYear
Other Expenses Current Year36590OtherExpensesCurrentYear
Total Expenses Prior Year101286TotalExpensesPriorYear
Total Expenses Current Year854871TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-58661RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-810175RevenuesLessExpensesCY
Total Assets BOY2229140TotalAssetsBOY
Total Assets EOY1440943TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2229140NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1440943NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR ACTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGOUS AND/OR CHARITABLE ACTIVITIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDING FINANCIAL ASSISTANCE TO EPISCOPAL CHURCHES AND RELATED INSTITUTIONS FOR THEIR AVTIVITIES WHICH SUPPORT DOCTRINE, DISCIPLINE AND WORSHIP OF THE EPISCOPAL CHURCH'S RELIGIOUS AND/OR CHARITABLE ACTIVITIES.Description
Total Program Service Expense818281TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

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

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column29603TotalRevenueColumn
Related Or Exempt Function Income29603RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities886427Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities871334Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities15093Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column15093TotalRevenueColumn
Related Or Exempt Function Income15093RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column44696TotalRevenueColumn
Related Or Exempt Function Income44696RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total818281Total
Program Services818281ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2830Total
Management And General2830ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total4500Total
Management And General4500ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total4479Total
Management And General4479ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total23928Total
Fundraising23928Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total694Total
Management And General694ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMEETING EXPENSEDescription
Total159Total
Management And General159ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total854871Total
Program Services818281ProgramServices
Management And General12662ManagementAndGeneral
Fundraising23928Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY56063BOY
EOY23337EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8440BOY
EOY40321EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY464458BOY
EOY550512EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1700179BOY
EOY826773EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2229140BOY
EOY1440943EOY

Total Liabilities TotalLiabilities

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

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY168460BOY
EOY168460EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2060680BOY
EOY1272483EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2229140BOY
EOY1440943EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2229140BOY
EOY1440943EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-810175ReconcilationRevenueExpenses
Reconcilation Other Changes21978ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review1AccountantCompileOrReview
FS Audited0FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 OtherXSupportingOrg509a3Type3Other
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (6 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
BERKELEY DIVINITY SCHOOL AT YALE
061013935SCHOOL011$750,000
SOCIETY OF THE COMPANIONS OF THE HOLY CROSS
042104932CHURCH011$30,000
TRINITY EPISCOPAL CHURCH SOUTHPORT
060758562CHURCH011$25,000
THE LIVING CHURCH FOUNDATION
390841883CHURCH011$5,000
JERUSALEM MINISTRIES AT ACER FARM INC
452233148CAMP000$6,200
TRINITY EPISCOPAL CHURCH SOUTHPORT
060758562CHURCH000$2,081
FieldValueIRS element (for citing)
Total Number Of Supported Orgs6TotalNumberOfSupportedOrgs
Sum Of Amounts818281SumOfAmounts

Schedule D IRS990ScheduleD

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

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value216140BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionFIXED INCOME BOND FUNDSDescription
Book Value610633BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities826773TotalOfBookValueSecurities

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
BERKELEY DIVINITY SCHOOL AT YALE
409 PROSPECT STREETNEW HAVENCT06511061013935501 (C) 3750000FUND CHAIR AT UNIVERSITY
SOCIETY OF THE COMPANIONS OF THE HOLY CROSS
46 ELM STREETBYFIELDMA01922042104932501 (C) 330000FUND REPAIR OF CHAPEL ROOF AND OTHER MAINTANCE ITEMS
TRINITY EPISCOPAL CHURCH SOUTHPORT
651 PEQUOT AVENUESOUTHPARKCT06890060758562501 (C) 325000MAINTENANCE FUND FOR PARISH LIBRARY
THE LIVING CHURCH FOUNDATION
PO BOX 514036MILWAUKEEWI53206390841883501 (C) 35000OPERATING EXPENSESPUBLICATION OF WEEKLY CHURCH MAGAZINE
JERUSALEM MINISTRIES AT ACER FARM INC
678 PEQUOT AVESOUTHPORTCT06890452233148501 (C) 36200COVER CAMP FEES
TRINITY EPISCOPAL CHURCH SOUTHPORT
651 PEQUOT AVENUESOUTHPARKCT06890060758562501 (C) 32081MEMORIAL PLAQUES
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants6TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2NICHOLAS T. PORTER AND GABRIELLE P. DENNISON - FAMILY RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 11AN OFFICER OF THE FOUNDATION REVIEWS THE FORM 990 AND DISCUSSES ANY QUESTIONS/CONCERNS WITH THE PROFESSIONAL PREPARER PRIOR TO SIGNING AND FILING THE RETURN.
NO DOCUMENTS AVAILABLE TO THE PUBLIC UNLESS INCLUDED IN A FILING THAT IS PUBLICLY AVAILABLEFORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 21,978.FORM 990, PART XI, LINE 5:
FORM 990, PART 12 #2 THE FINANCIAL STATEMENT REPORTING WAS CONSISTENT WITH PREVIOUS YEAR.

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