FELIX & ANGELA MORALES MEMORIAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FELIX & ANGELA MORALES MEMORIAL FOUNDATION (EIN 76-0428633)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-25
- IRS object ID
- 202510569349100006
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-25T07:45:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760428633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELIX AND ANGELA MORALES MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELI | BusinessNameControlTxt |
| Phone | 7132231167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CANAL ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MORALES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132231167 | PhoneNum |
| Signature | 2025-02-21 | 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 | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 7139638008 | PhoneNum |
| Preparation | 2025-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,232,393 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $176,492 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,639 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,639 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,815 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $213,325 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $213,325 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $213,325 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $39,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,088 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,388 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,388 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $496,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,255 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,160 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,643 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,643 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,325 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,800 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,251 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $227,172 | CashBOYAmt |
| Cash EOY | $210,020 | CashEOYAmt |
| Cash EOYFMV | $210,020 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,632 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,805,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,850,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,055,541 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $900,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $900,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,036,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,027,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,232,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,036,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,027,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,036,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,027,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,036,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,027,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,036,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $900,200 | OtherIncreasesAmt |
| Subtotal | $3,027,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,027,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #4706 ST | 2023-01-01 | 2023-12-31 | $502 | -$502 | -$502 | |
| MERRILL LYNCH #4706 LT | 2023-01-01 | 2023-12-31 | $7,583 | -$7,583 | -$7,583 | |
| MERRILL LYNCH #4707 ST | 2023-01-01 | 2023-12-31 | $8,808 | $8,808 | $8,808 | |
| MERRILL LYNCH #4707 LT | 2023-01-01 | 2023-12-31 | $38,365 | $38,365 | $38,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $225 | EsPenaltyAmt |
| Tax Due | $4,099 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.MORALESMEMORIALFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | CHRISTINA MORALES BERGER | IndividualWithBooksNm |
| Phone | 7132231559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CANAL ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINA MORALES | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | PRESIDENT | 12.00 | $0 | $0 | $0 |
| ADRIAN NIETO | ||||||||
| 111 N ENNIS | HOUSTON | TX | 77005 | VICE PRESIDENT | 12.00 | $0 | $0 | $0 |
| RICHARD C VARA | ||||||||
| 333 LOCKWOOD | HOUSTON | TX | 77001 | FOUNDING BOARDMEMBER | 12.00 | $0 | $0 | $0 |
| ANGELA KRASNICK | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | FOUNDING BOARDMEMBER | 12.00 | $0 | $0 | $0 |
| HECTOR BELTRAN | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | BOARD MEMBER | 12.00 | $0 | $0 | $0 |
| JOE MORALES | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | BOARD MEMBER | 12.00 | $0 | $0 | $0 |
| ANTHONY KRASNICK | ||||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | BOARD MEMBER | 12.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF EDUCATION - BACK TO SCHOOL EVENTSCHOOL SUPPLIES, 3 LAPTOPS, BICYCLES DONATED - $25,489ADMINSTRATIVE COSTS - $3,6511,200 STUDENTS ATTENDED THIS EVENT. | Description1Txt |
| Expenses1 | $29,140 | Expenses1Amt |
| Description2 | SUPPORT OF EDUCATION - COLLEGE & CAREER DAY EVENTTOYOTA FOR CAR RAFFLE - $25,000ADMINISTRATIVE COSTS - $9,752500 STUDENTS ATTENDED THIS EVENT. | Description2Txt |
| Expenses2 | $34,752 | Expenses2Amt |
| Description3 | SUPPORT OF EDUCTION - DEATH BY CHOCOLATE EVENTGRANTS TO CHARITY - $45,000ADMINISTRATIVE COSTS - $45,044350 GUESTS ATTENDED THIS EVENT. | Description3Txt |
| Expenses3 | $90,044 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,891,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $900,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,103,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,103,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,056,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,874 | TotalTaxAmt |
| Distributable Before Adj | $148,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $364,041 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,731 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,359 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $198,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $215,088 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $413,154 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $57,731 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $355,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,359 | ExcessFromYear4Amt |
| Excess From Year2 | $2,970 | ExcessFromYear2Amt |
| Excess From Year1 | $115,006 | ExcessFromYear1Amt |
| Excess From Current Year | $215,088 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIRECT CHARITABLE ACTIVITIES - BACK | ||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | I | DIRECT CHARITABLE ACTIVITIES - SEE PART 8A | $25,489 |
| DIRECT CHARITABLE ACTIVITIES - COLL | ||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | I | DIRECT CHARITABLE ACTIVITIES - SEE PART 8A | $25,000 |
| DIRECT CHARITABLE ACTIVITIES - DEAT | ||||||
| 2901 CANAL STREET | HOUSTON | TX | 77003 | I | DIRECT CHARITABLE ACTIVITIES - SEE PART 8A | $45,000 |
| AAMA AAMA SANCHEZ CHARTER SCHOOL | ||||||
| 6001 GULF FWY | HOUSTON | TX | 77023 | PC | EVENT SPONSOR | $1,000 |
| BARRIO DOGS | ||||||
| PO BOX 230677 | HOUSTON | TX | 77223 | PC | DONATION | $3,500 |
| BAYLOR COLLEGE OF MEDICINE BIOTECH ACADEMY | ||||||
| 2805 GARROW ST | HOUSTON | TX | 77003 | PC | SPONSOR OF HOSA STUDENT PROGRAMING | $1,000 |
| CAREER & RECOVERY RESOURCES INC | ||||||
| 2525 SAN JACINTO ST | HOUSTON | TX | 77002 | PC | EVENT SPONSOR | $1,000 |
| CARRILLO ELEMENTARY PTO | ||||||
| 960 S WAYSIDE DR | HOUSTON | TX | 77023 | PC | EVENT SPONSOR | $2,000 |
| EL CENTRO DE CORAZN | ||||||
| 7037 CAPITOL ST N100 | HOUSTON | TX | 77011 | PC | EVENT SPONSOR | $3,000 |
| HOUSTON BUSINESS JOURNAL | ||||||
| 5444 WESTHEIMER RD 1560 | HOUSTON | TX | 77056 | NC | EVENT SPONSOR | $2,000 |
| KEEP ENRICHING YOUTH SUCCESS | ||||||
| 2103 NORTH MAIN STREET | HOUSTON | TX | 77009 | PC | DONATION | $500 |
| LATINA WOMEN'S INITIATIVE | ||||||
| 112 W 4TH ST | HOUSTON | TX | 77007 | PC | EVENT SPONSOR | $5,000 |
| LATINOS FOR EDUCATION | ||||||
| PO BOX 3109 PMB 91135 | HOUSTON | TX | 77253 | PC | DONATION | $2,000 |
| LULAC COUNCIL 60 | ||||||
| 3205 HARRISBURG BLVD | HOUSTON | TX | 77003 | PC | EVENT SPONSOR | $2,000 |
| OUR LADY OF GUADALUPE SCHOOL | ||||||
| 2405 NAVIGATION BLVD | HOUSTON | TX | 77003 | PC | EVENT SPONSOR | $3,000 |
| PROMOTERS OF EDUCATION AWARENESS AND COMMUNITY ENGAGEMENT | ||||||
| 5222 CLAREMONT STREET | HOUSTON | TX | 77023 | PC | DONATION | $3,012 |
| RONALD MCDONALD HOUSE CHARITIES OF GREATER HOUSTONGALVESTON | ||||||
| 6300 WEST LOOP S STE 288 | HOUSTON | TX | 77401 | PC | DONATION | $2,500 |
| SER JOBS FOR PROGRESS | ||||||
| 1710 TELEPHONE RD | HOUSTON | TX | 77023 | PC | EVENT SPONSOR | $5,000 |
| TEJANO CENTER FOR COMMUNITY CONCERNS | ||||||
| 2950 BROADWAY ST | HOUSTON | TX | 77017 | PC | EVENT SPONSOR | $1,000 |
| TEACH FOR AMERICA | ||||||
| 2 GREENWAY PLZ 500 | HOUSTON | TX | 77046 | PC | EVENT SPONSOR | $1,000 |
| TEXAS FOLKLIFE | ||||||
| 7301 RANCH ROAD 620 N SUITE 155 329 | AUSTIN | TX | 78730 | PC | EVENT SPONSOR | $1,250 |
| THE CRISTINA PROJECT | ||||||
| 6430 HARBOR MIST | MISSOURI CITY | TX | 77459 | PC | EVENT SPONSOR | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,251 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,639 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,815 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $213,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,088 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MORALES RANCH- ROYALTIES | 15 | $18,863 |
| MISCELLANEOUS | 01 | $3,525 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,255 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CALPINE CORPORATION | ||||||
| 1 | 717 TEXAS AVENUE SUITE 1000 | HOUSTON | TX | 77002 | $14,000 | Yes (X) |
| EAST END CHAMBER | ||||||
| 2 | 5311 CLINTON DRIVE | HOUSTON | TX | 77020 | $37,985 | Yes (X) |
| GARCIA HAMILTON AND ASSOCIATES LP | ||||||
| 3 | 1401 MCKINNEY STREET 1600 | HOUSTON | TX | 77010 | $11,290 | Yes (X) |
| SOTO LAW FIRM | ||||||
| 4 | 2925 RICHMOND AVENUE SUITE 1560 | HOUSTON | TX | 77098 | $10,000 | Yes (X) |
| HEB | ||||||
| 5 | PO BOX 839944 | SAN ANTONIO | TX | 78283 | $5,000 | Yes (X) |
| HOUSTON POLICE OFFICER'S UNION | ||||||
| 6 | 1600 STATE STREET | HOUSTON | TX | 77007 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,643 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,643 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY | FMV | $116 | $116 |
| MERRILL LYNCH #4707 | FMV | $1,242,124 | $1,490,876 |
| MERRILL LYNCH #4706 | FMV | $607,955 | $564,549 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,160 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,160 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LAND & ROYALTY INTERESTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $900,200 | EOYBookValueAmt |
| EOYFMV | $900,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $2,379 | $0 | $0 | $2,379 |
| INVESTMENT FEES | $33,212 | $33,212 | $0 | $0 |
| INSURANCE | $253 | $0 | $0 | $253 |
| FUNDRAISING EXPENSE | $114,018 | $0 | $0 | $114,018 |
| BUSINESS EXPENSES | $16,090 | $0 | $0 | $16,090 |
| BACK TO SCHOOL EVENT - ADMINISTRATIVE COSTS | $3,651 | $0 | $0 | $3,651 |
| COLLEGE & CAREER DAY EVENT - ADMINISTRATIVE COSTS | $9,752 | $0 | $0 | $9,752 |
| DEATH BY CHOCOLATE EVENT - ADMINISTRATIVE COSTS | $45,044 | $0 | $0 | $45,044 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORALES RANCH- ROYALTIES | $18,863 | $18,863 | $0 |
| MISCELLANEOUS | $3,525 | $3,525 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - INVESTMENT IN LAND & ROYALTY INTEREST | Desc |
| Amt | $900,200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $7,682 | $7,682 | $0 | $0 |
| FOREIGN TAX | $643 | $643 | $0 | $0 |
| INCOME TAX | $544 | $0 | $0 | $0 |
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