THE SIDNEY AND CHARLINE DAUPHIN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE SIDNEY AND CHARLINE DAUPHIN FOUNDATION (EIN 23-7009052)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-04
- IRS object ID
- 201241569349100154
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-04T09:25:16-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wathen DeShong & Juncker LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4140 Gladys Avenue Suite 101 | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 777063648 | 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 | 237009052 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sidney and Charline Dauphin Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIDN | NameControl |
| Phone | 4098381605 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4140 Gladys Avenue Suite 101 | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 77706 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charline Dauphin | Name |
| Title | President | Title |
| Date Signed | 2012-06-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Harold C Graves | Name |
| Phone | 4098381605 | 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 | 1233083 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57383 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57383 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12051 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 948706 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12051 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 69560 | TotalRevenueAndExpenses |
| Total Net Investment Income | 69560 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 284 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 4803 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1201 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1201 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 579 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 10444 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10420 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 16110 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11621 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1201 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 701381 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 701381 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 717491 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11621 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 702582 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -647931 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 57939 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 162553 | CashBOY |
| Cash EOY | 205474 | CashEOY |
| Cash EOYFMV | 205474 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 123827 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 67640 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 67640 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 430 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 611 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 611 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1139356 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 496853 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 535712 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 406828 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 418806 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 423209 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 4758 | OtherAssetsBOY |
| Other Assets EOY | 437 | OtherAssetsEOY |
| Other Assets EOYFMV | 437 | OtherAssetsEOYFMV |
| Total Assets BOY | 1837752 | TotalAssetsBOY |
| Total Assets EOY | 1189821 | TotalAssetsEOY |
| Total Assets EOYFMV | 1233083 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1837752 | RetainedEarningsBOY |
| Retained Earnings EOY | 1189821 | RetainedEarningsEOY |
| Total Net Assets BOY | 1837752 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1189821 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1837752 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1189821 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1837752 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -647931 | ExcessOfRevenueOverExpenses |
| Subtotal | 1189821 | Subtotal |
| Total Net Assets Fund Balances EOY | 1189821 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | P | 2009-12-31 | 2011-12-31 | 872926 | 861216 | 11710 | 11710 |
| Publicly traded securities | P | 2010-12-31 | 2011-12-31 | 75780 | 75439 | 341 | 341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12051 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 341 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 976184 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2585294 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.37759 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1389831 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3514580 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.39545 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1292412 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4615986 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.27999 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1029855 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5583155 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.18446 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 729681 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4836935 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.15086 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.38834 | TotalDistributionRatio |
| Average Distribution Ratio | 0.27767 | AverageDistributionRatio |
| Net Noncharitable Assets | 1694144 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 470410 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 579 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 470989 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 702582 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 579 | InvestmentIncomeExciseTax |
| Subtotal | 579 | Subtotal |
| Tax Based On Investment Income | 579 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1142 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1142 | TotalCreditsAndPayments |
| Overpayment | 563 | Overpayment |
| Amount Credited To Next Year | 563 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wathen DeShong & Juncker LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4098381605 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4140 Gladys Ave Suite 101 | AddressLine1 |
| City | Beaumont | City |
| State | TX | State |
| ZIP Code | 777063648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jimmy Willis | ||||||
| 4140 Gladys Avenue Suite 101 | Beaumont | TX | 77706 | Trustee | 1.00 | 0 |
| Robin Dauphin | ||||||
| 4140 Gladys Avenue Suite 101 | Beaumont | TX | 77706 | Treasurer | 1.00 | 0 |
| Charline Dauphin | ||||||
| 4140 Gladys Avenue Suite 101 | Beaumont | TX | 77706 | Secretary | 1.00 | 0 |
| Charline Dauphin | ||||||
| 4140 Gladys Avenue Suite 101 | Beaumont | TX | 77706 | President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1341014 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 378929 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1719943 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1719943 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25799 | CashDeemedCharitable |
| Net Noncharitable Assets | 1694144 | NetNoncharitableAssets |
| Minimum Investment Return | 84707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 579 | TaxBasedOnInvestmentIncome |
| Total Tax | 579 | TotalTax |
| Distributable Amount Before Adj | 84128 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 84128 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 84128 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 702582 | ExpensesAndContributions |
| Qualifying Distributions | 702582 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 579 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 702003 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 84128 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 493472 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 756031 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1065025 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1216936 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 849059 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4380523 | TotalExcessDistriCarryover |
| Qualifying Distributions | 702582 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 84128 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 618454 | RemainingDistriFromCorpus |
| Total Corpus | 4998977 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 493472 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4505505 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 756031 | ExcessFromYear4 |
| Excess From Year3 | 1065025 | ExcessFromYear3 |
| Excess From Year2 | 1216936 | ExcessFromYear2 |
| Excess From Year1 | 849059 | ExcessFromYear1 |
| Excess From Current Year | 618454 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Lamar University Football | |||||||
| Montagne Center PO Box 10066 | Beaumont | TX | 77710 | N/A | 501c3 | Funding for Lamar University football program. | $9,000 |
| Boys Girls Club of Hardin County | |||||||
| PO Box 2022 | Silsbee | TX | 77657 | N/A | 501c3 | Funding for camp pledge. | $1,000 |
| Baptist Hospitals of SE TX Foundati | |||||||
| 810 Hospital Drive Suite 235 | Beaumont | TX | 77701 | N/A | 501c3 | Funding for underwriting of Cirque De La Soiree. | $49,616 |
| Silsbee Little Theater | |||||||
| 140 N 6th Street | Silsbee | TX | 77656 | N/A | 501c3 | Funding for building capital campaign. | $25,000 |
| Lamar University Foundation | |||||||
| PO Box 10011 | Beaumont | TX | 77710 | N/A | 501c3 | Funding for Lamar University Athletics awards celebration and football banquet. | $11,765 |
| Barbara Bush Fndtn for Family Liter | |||||||
| 1201 15th Street NW Suite 420 | Washington | DC | 20005 | N/A | 501c3 | Funding for the family literacy programs. | $5,000 |
| IEA Inspire Encourage Achieve | |||||||
| 595 Orleans Suite 920 | Beaumont | TX | 77701 | N/A | 501c3 | Funding for "Ben's Kids" outreach initiatives. | $25,000 |
| Univ of TX M D Anderson Cancer Cent | |||||||
| P O Box 301439 | Houston | TX | 77230 | N/A | 501c3 | Funding for cancer research program. | $100,000 |
| First United Methodist Church | |||||||
| 670 N 5th Street | Silsbee | TX | 77656 | N/A | 501c3 | Funding for general operations. | $25,000 |
| Julie Rogers Gift of Life Program | |||||||
| 148 Dowlen Rd PMB 46 | Beaumont | TX | 77707 | N/A | 501c3 | Funding for breast and prostate cancer education, screening and detection and building fund. | $250,000 |
| Christus Stehlin Fndtn Cancer Resea | |||||||
| 1315 St Joseph Pkwy 1818 | Houston | TX | 77002 | N/A | 501c3 | Funding for cancer research. | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 701381 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,383 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,051 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,560 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69560 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wathen DeShong-PY 990PF,acctg/tax work | Category |
| Amount | $4,803 | Amount |
| Net Investment Income | 1201 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1201 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (11 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Pepsico 3.1% due 01/15/15 | 67524 | 68888 |
| MetLife 2.375% due 02/06/14 | 51027 | 50697 |
| Merck & Co 2.25% due 01/15/16 | 29771 | 31130 |
| Lloyds TSB Bank 4.875% due 01/21/16 | 51287 | 48729 |
| Shell Intl Fin 1.875% due 3/25/13 | 29964 | 30558 |
| Bank of America 4.5% due 4/1/15 | 49950 | 48250 |
| Pfizer Inc 4.45% due 3/15/12 | ||
| JP Morgan Chase 5.75% due 1/2/13 | ||
| Georgia Power 5.125% due 11/15/12 | 64978 | 67357 |
| General Electric 5.00% due 2/1/13 | 49706 | 52105 |
| Goldman Sachs Grp Inc 5.25% due 4/1/13 | 24599 | 25495 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 496853 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 535712 | USGovtSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT Corporation - compliance forms | Category |
| Amount | $284 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Interest Receivable | Description |
| EOY Book Value | 437 | EOYBookValue |
| EOYFMV | 437 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Investment Fees | 10000 | 10000 |
| Investment Expenses | 420 | 420 |
| Bank Charges | 24 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Current Year 990-PF Estimated Excise Tax | Category |
| Amount | $579 | Amount |
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