THE LOOPER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE LOOPER FOUNDATION (EIN 76-0330594)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349101048
- Schema version
- 2011v1.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:15:26-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204210510 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW AYCOCK CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 SAN FELIPE SUITE 885 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760330594 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOOPER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOOP | NameControl |
| Phone | 2813682739 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11757 KATY FREEWAY SUITE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY LOOPER | Name |
| Title | PRESIDENT | Title |
| Phone | 2813682739 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT H WHITTEN JR CPA | Name |
| PTIN | P00559769 | PTIN |
| Phone | 7132753700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 55128292 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 38000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 26594 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26594 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10789 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10789 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -934527 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 578516 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -117152 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1751 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 36985704 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39134 | 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 |
| Legal Fees Rev And Expnss | 695 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 695 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 25693 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12847 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12846 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 771 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 970 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 405 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 51486 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 14011 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 136 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 79615 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27958 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12982 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 991660 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 991660 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1071275 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27958 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1004642 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 35914429 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11176 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16796856 | CashBOY |
| Cash EOY | 44666881 | CashEOY |
| Cash EOYFMV | 44666881 | CashEOYFMV |
| Other Notes And Loans Receivable | 1310000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 1100000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 1310000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 1310000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 729897 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 799188 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 799188 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 587110 | InvestmentsOtherBOY |
| Investments Other EOY | 8352223 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8352223 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 19213863 | TotalAssetsBOY |
| Total Assets EOY | 55128292 | TotalAssetsEOY |
| Total Assets EOYFMV | 55128292 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 19213863 | RetainedEarningsBOY |
| Retained Earnings EOY | 55128292 | RetainedEarningsEOY |
| Total Net Assets BOY | 19213863 | TotalNetAssetsBOY |
| Total Net Assets EOY | 55128292 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19213863 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 55128292 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19213863 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 35914429 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 55128292 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 55128292 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ST PUBLICLY TRADE SECURITIES | P | 378568 | 376735 | 1833 | 1833 |
| LT PUBLICLY TRADE SECURITIES | P | 199892 | 191265 | 8627 | 8627 |
| STCG FROM K-1 EMISSAR ADMIRAL FUND LP | P | 13583 | 13583 | ||
| LTCG FROM K-1 EMISSAR ADMIRAL FUND LP | P | 20375 | 20375 | ||
| STCG FROM K-1 POWERSHARES DB US DOLLAR INDEX | P | 24 | 24 | ||
| LTCG FROM K-1 POWERSHARES DB US DOLLAR INDEX | P | 36 | 36 | ||
| SPDR GOLD TR GOLD SHS | P | 56 | 56 | 56 | |
| CAPITAL GAIN DISTRIBUTIONS FROM MORGAN STANLEY | P | 155 | 155 | ||
| STCL FROM SALES OF FUTURES BY INTERACTIVE BROKERS | P | -391672 | -391672 | ||
| ADJ TO SALE OF PWR SH DB US $ IND FD | P | -36 | -36 | ||
| LTCL FROM SALES OF FUTURES BY INTERACTIVE BROKERS | P | -587508 | -587508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -934527 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1722894 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4037404 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.426733 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 624322 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2454028 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.254407 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1332095 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2265261 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.588054 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4755272 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6763743 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.703053 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1680186 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4949469 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.339468 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.311715 | TotalDistributionRatio |
| Average Distribution Ratio | 0.462343 | AverageDistributionRatio |
| Net Noncharitable Assets | 18701443 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8646481 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 112 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8646593 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2164642 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 224 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 224 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 692 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 692 | TotalCreditsAndPayments |
| Overpayment | 468 | Overpayment |
| Amount Credited To Next Year | 468 | 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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MS PAMELA MAZIUR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2813682739 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11757 KATY FRWY STE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77079 | 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 | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TERRY LOOPER | ||||||||
| 11757 KATY FREEWAY SUITE 1400 | HOUSTON | TX | 77079 | PRES/TREAS | 0.50 | 0 | 0 | 0 |
| DORIS LOOPER | ||||||||
| 11757 KATY FREEWAY SUITE 1400 | HOUSTON | TX | 77079 | VP/SEC | 0.50 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITY. NO OTHER ORGANIZATION OR BENFICIARIES ARE SERVED. THERE ARE NO OTHER ACTIVITIES. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TEXAS THEOLOGICAL FOUNDATION -- PROMISSORY NOTE | Description1 |
| Amount1 | 1000000 | Amount1 |
| Description2 | CHO YEH CAMP AND CONFERENCE CENTER, INC -- PROMISSORY NOTE | Description2 |
| Amount2 | 160000 | Amount2 |
| Total | 1160000 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5671794 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12050267 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1264176 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18986237 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 18986237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 284794 | CashDeemedCharitable |
| Net Noncharitable Assets | 18701443 | NetNoncharitableAssets |
| Minimum Investment Return | 935072 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 935072 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Total Tax | 224 | TotalTax |
| Distributable Amount Before Adj | 934848 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 685000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1619848 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1619848 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1004642 | ExpensesAndContributions |
| Program Related Investments Total | 1160000 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2164642 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2164642 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1619848 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1433664 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4453879 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1219784 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 501621 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1621747 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 9230695 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2164642 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1619848 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 544794 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9775489 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1433664 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8341825 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4453879 | ExcessFromYear4 |
| Excess From Year3 | 1219784 | ExcessFromYear3 |
| Excess From Year2 | 501621 | ExcessFromYear2 |
| Excess From Year1 | 1621747 | ExcessFromYear1 |
| Excess From Current Year | 544794 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERRY LOOPER | ContributingManager |
| Contributing Manager | DORIS LOOPER | ContributingManager |
| Shareholder Manager | TERRY LOOPER | ShareholderManager |
| Shareholder Manager | DORIS LOOPER | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CBMC OF HOUSTON | ||||||
| PO BOX 8009 | CHATTANODGA | TN | 37414 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $132,000 |
| LAUSANNE CO | ||||||
| PO BOX 9020 | SAN DIMAS | CA | 91773 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $7,209 |
| STAR OF HOPE | ||||||
| 6897 ARDMORE | HOUSTON | TX | 77054 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $19,312 |
| THE SALVATION ARMY ANNUAL LUNCHEON | ||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| UNITED WORLD MISSIONS | ||||||
| PO BOX 602002 | CHARLOTTE | NC | 282602002 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| YOUNG LIFE | ||||||
| 900 TOWN AND COUNTRY LN STE 302 | HOUSTON | TX | 77024 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $39,000 |
| ACTA NON VERBA - ZIMBABWE | ||||||
| 4916 DEXTER AVENUE | FORT WORTH | TX | 76107 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| BOY SCOUTS OF AMERICA | ||||||
| 1325 WEST WALMUT HILL LANE | IRVING | TX | 75015 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BOYS AND GIRLS COUNTRY | ||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CAMP EAGLE | ||||||
| 6424 HACKBERRY RD | PROCKSPRINGS | TX | 78800 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $42,105 |
| CANCARE INC | ||||||
| 9575 KATY FREEWAY SUITE 428 | HOUSTON | TX | 77024 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CHRIST MEMORIAL ECLC | ||||||
| 14200 MEMORIAL DRIVE | HOUSTON | TX | 77079 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| COLLEGE OF BIBLICAL STUDIES | ||||||
| 7000 REGENCY SQUARE BLVD | HOUSTON | TX | 77038 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FAMILY POINT RESOURCES | ||||||
| 650 WEST BOUGH STE 150 PMB 148 | HOUSTON | TX | 77024 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| FIREPROOF MINISTRIES | ||||||
| PO BOX 50048 | PASADENA | CA | 91115 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| FOR ALL MANKIND MOVEMENT INC | ||||||
| 2348 HIGHWAY 69 N | NEDERLAND | TX | 77627 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FULLER THEOLOGICAL SEMINARY | ||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91182 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| GLOBAL MEDIA OUTREACH | ||||||
| 910 E HAMILTON AVE STE 120 | CAMPBELL | CA | 95008 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| GRACE PRESBYTERIAN CHURCH | ||||||
| 10221 ELLA LEE LANE | HOUSTON | TX | 77042 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| HEART HOUSE HOUSTON | ||||||
| 7224 NORTHEAST DRIVE | AUSTIN | TX | 78723 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| HOPE GLOBAL INVESTMENT FUND | ||||||
| 227 GRANITE RUND DR SUITE 250 | LANCASTER | PA | 17601 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| HOUSTON AREA WOMEN'S CENTER | ||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| INTERFACE SAMARITAN COUNSELING CENTERS | ||||||
| 4803 SAN FELIPE | HOUSTON | TX | 77056 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $33,750 |
| SMALL STEPS NURTURING CENTER | ||||||
| 3015 RICHMOND | HOUSTON | TX | 77098 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| STONEY CREEK FOUNDATION | ||||||
| 510 BERING DRIVE SUITE 100 | HOUSTON | TX | 77057 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $90,000 |
| BRIARWOOD SCHOOL | ||||||
| 12207 WHITTINGTON DRIVE | HOUSTON | TX | 77077 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BROOKWOOD COMMUNITY CENTER | ||||||
| 1752 FM 1489 | BOOKSHIRE | TX | 77423 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| THE GATHERING USA INC | ||||||
| 1220 E CONCORD ST | ORLANDO | FL | 32803 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| GREATER HOUSTON PRAYER BREAKFAST | ||||||
| PO BOX 40667 | HOUSTON | TX | 77240 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $4,500 |
| THE JESSE TREE | ||||||
| 2622 MARKET STREET | GALVESTON | TX | 77550 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $175,000 |
| THE WORKFAITH CONNECTION | ||||||
| 1500 N POST OAK RD STE 150 | HOUSTON | TX | 77055 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $144,784 |
| VISION AMERICA INC | ||||||
| PO BOX 10 | LUFKIN | TX | 75902 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| YOUNG LIFE STRATFORD | ||||||
| 725 BATESWOOD DR STE 110 | HOUSTON | TX | 77079 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| KATY PRAIRIE CONSERVANCY | ||||||
| 3015 RICHMOND | HOUSTON | TX | 77098 | NONE-PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 991660 | 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 | $26,594 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,789 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $1,751 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$934,527 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|---|
| EXCELLENCE IN GIVING | 531120 | -$6,740 | |||
| HV PARTNERS, LP | 812900 | $645 | |||
| EMISSAR ADMIRAL FUND, LP | 523000 | -$11,247 | |||
| THE SALIENT ZARVONA ENERGY FUND, LP | 211110 | $47,373 | |||
| BOOK/TAX DIFFERENCE | 01 | -$148,934 | 0 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $30,031 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$1,044,327 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1014296 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | TERRY LOOPER AND DORIS LOOPER COMMU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11757 KATY FREEWAY SUITE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 38000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $25,693 | Amount |
| Net Investment Income | 12847 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12846 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY INVESTMENTS | 594188 | 594188 |
| STOCK - BANK OF HOUSTON | 205000 | 205000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EXCELLENCE IN GIVING LLC | AT COST | 31722 | 31722 |
| HV PARTNERS, LP | AT COST | 50054 | 50054 |
| EMISSAR ADMIRAL FUND LP | AT COST | 530499 | 530499 |
| INVESTMENT IN TBILLS | AT COST | 4998863 | 4998863 |
| SALIENT ZARVONA ENERGY FUND | AT COST | 917781 | 917781 |
| VANTAGE HEDGE FUNDS | AT COST | 1516163 | 1516163 |
| TPH ENERGY EQUITY FUND | AT COST | 42141 | 42141 |
| INVESTMENT IN BROWN HOME | AT COST | 265000 | 265000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $695 | Amount |
| Net Investment Income | 695 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BROKERAGE EXPENSES-MORGAN STANLEY | 9272 | 9272 | 0 |
| FROM K-1 EXCELLENCE IN GIVING LLC | 333 | 0 | 136 |
| K-1 NONDEDUCTIBLE EXPENSES | 892 | 0 | 0 |
| FROM K-1 POWERSHARES DB US DOLLAR INDEX BULLISH FUND | 25 | 25 | 0 |
| VANTAGE ADVISOR FEES | 4658 | 4658 | 0 |
| FROM K-1 SALIENT ZARVONA ENERGY FUND, LP | 36250 | 0 | 0 |
| MORGAN STANLEY INVESTMENT EXPENSES | 56 | 56 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTY INCOME - MORGAN STANLEY | 1751 | 1751 | 1751 |
| EXCELLENCE IN GIVING | -6740 | -6740 | |
| HV PARTNERS, LP | 645 | 645 | |
| EMISSAR ADMIRAL FUND, LP | -11247 | -11247 | |
| THE SALIENT ZARVONA ENERGY FUND, LP | 47373 | 47373 | |
| BOOK/TAX DIFFERENCE | -148934 | -148934 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort (3 entries)
| Balance DueBalanceDue |
|---|
| JASON & KIM BROWN DIRECTORS CHRISTIAN CAMP |
| 0 |
| HOPE INTERNATIOANL CREDIT CORPORATION |
| 0 |
| LAUSANNE COMMITTEE FOR WORLD EVANGELIZATION |
| 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | TERRY LOOPER AND DORIS LOOPER COMMU | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11757 KATY FREEWAY SUITE 1400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX - MORGAN STANLEY | $405 | 405 | 0 |
| FROM K-1 HV PARTNERS LP | $565 | 0 | 0 |
Comments