GRANT FAMILY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRANT FAMILY FUND (EIN 76-0355665)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-25
- IRS object ID
- 202540849349100529
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-25T20:21:27-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760355665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRANT FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ANDREW GRANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2024-03-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2025-03-25 | 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 | $3,782,283 | 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 | $22,360 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $83,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,175 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,263 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $17,275 | CashEOYAmt |
| Cash EOYFMV | $17,275 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,231,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,161,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,765,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,231,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,179,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,782,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,231,686 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,179,192 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,231,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,179,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,231,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,179,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,231,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,272 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,323,958 | SubtotalAmt |
| Other Decreases | $144,766 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,179,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | P | 2009-01-22 | 2023-11-04 | $67,239 | $9,731 | $57,508 | $57,508 |
| ISHARES S&P GROWTH | P | 2011-12-29 | 2023-11-05 | $38,307 | $6,774 | $31,533 | $31,533 |
| NVIDIA | P | 2022-10-12 | 2023-11-04 | $35,676 | $3,010 | $32,666 | $32,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,425 | SubtotalAmt |
| Tax Based On Investment Income | $3,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,505 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J ANDREW GRANT | IndividualWithBooksNm |
| Phone | 4097448790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775547166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| J ANDREW GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JULIAN A GRANT | ||||||||
| 101 PARQUE CIRCLE | GEORGETOWN | TX | 78626 | VP | 000.00 | $3,000 | $0 | $0 |
| ELEANOR C GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | SEC/TREA | 000.00 | $0 | $0 | $0 |
| BRIAN A GRANT | ||||||||
| 7836 TORREYSON DRIVE | LOS ANGELES | CA | 90046 | DIRECTOR | 000.00 | $3,000 | $0 | $0 |
| JORDAN GRANT | ||||||||
| 1602 LINCOLN ST | BELLINGHAM | WA | 98229 | TRUSTEE/DIRE | 2.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS 501(C)(3) ORGANIZATIONS INVOLVED ACTIVELY IN CHARITY WORK. | Description1Txt |
| Expenses1 | $9,650 | Expenses1Amt |
| Description2 | GALVESTON YOUTH LEADERSHIP AWARD SUPPORT | Description2Txt |
| Expenses2 | $4,605 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,497,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,521,743 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,521,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,468,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,425 | TotalTaxAmt |
| Distributable Before Adj | $170,021 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $174,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,760 | UndistributedIncomePYAmt |
| Qualifying Distributions | $174,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,760 | AppliedToYear1Amt |
| Applied To Current Year | $42,495 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $127,526 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGGIELAND HUMANE SOCIETY | ||||||||
| ANIMAL SHELTER | 5359 LEONARD RD | BRYAN | TX | 77550 | PUBLIC | HELPING ANIMALS | $2,000 | |
| LIBRARIES OF LOVE AFRICA | ||||||||
| 1405 WALSH DR | ROUND ROCK | TX | 78681 | PUBLIC | LITERACY IN AFRICA | $1,000 | ||
| GISD FOUNDATION | ||||||||
| EDUCATIONAL | 3904 AVENUE T | GALVESTON | TX | 77550 | PUBLIC | FOUNDATION FOR PUBLIC SCHOOLS | $2,500 | |
| ALS THERAPY DEVELOPMENT INST | ||||||||
| RESEARCH | 480 ARSENAL ST SUITE 20 | WATERTOWN | MA | 02472 | PUBLIC | SCINETIFIC RESEARCH | $1,000 | |
| ROCKY RIDGE MUSIC CENTER | ||||||||
| 1128 PINE ST | BOULDER | CO | 80302 | PUBLIC | MUSIC SCHOOL | $2,000 | ||
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| PRESERVATION | 2002 STRAND | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $3,000 | |
| ROSENBERG LIBRARY | ||||||||
| 2310 SEALY | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $2,000 | ||
| HOSPICE CARE TEAM | ||||||||
| 1708 AMBURN ROAD | TEXAS CITY | TX | 775912436 | PUBLIC | HOSPICE CARE SERVICES | $2,000 | SUITE C | |
| NATIONAL ALOPECIA | ||||||||
| AREATA FOUNDATION | 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | PUBLIC | MEDICAL RESEARCH | $3,000 | SUITE 200-B |
| CATHOLIC CHARITIES OF GAL-HOUSTON | ||||||||
| COMMUNITY SUPPORT | 4700 BROADWAY SUITE F-10 | GALVESTON | TX | 77551 | PUBLIC | HOUSING FOR LOW INCOME | $3,500 | |
| SCOTTY'S HOUSE BRAZOS VALLEY | ||||||||
| CHILD ADVOCACY | 2424 KENT ST | BRYAN | TX | 77802 | PUBLIC | CHILD ADVOCACY | $2,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| BUILDING HOMES | 322 WEST LAMAR ST | AMERICUS | GA | 317093543 | PUBLIC | BUILDING HOMES | $2,500 | |
| HOUSTON PUBLIC MEDIA FOUNDATION | ||||||||
| 4343 ELGIN | HOUSTON | TX | 772040887 | PUBLIC | PUBLIC TV | $2,000 | ||
| PHILLIP BROOKS HOUSE | ||||||||
| ASSOCIATION | HARVARD YARD | CAMBRIDGE | MA | 02138 | PUBLIC | CHARITABLE FUNCTIN OF ORGANIZATION | $2,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PUBLIC | EQUAL JUSTICE | $1,000 | ||
| CENTER FOR WOMEN IN LAW | ||||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | PUBLIC | FAIR REPRESENTATION BY WOMEN | $1,000 | ||
| YMCA OF THE ROCKIES | ||||||||
| 2515 TUNNELL ROAD | ESTES PARK | CO | 80511 | PUBLIC | ENVIRONMENTAL EDUCATION | $20,000 | ||
| JUSTICE FOR OUR NEIGHBORS | ||||||||
| 422 CHURCH STREET | GRAPEVINE | TX | 76051 | PUBLIC | IMMIGRATION COUNSELING | $2,500 | ||
| WILLIAMSON COUNTY CHILDREN'S | ||||||||
| ADVOCACY CENTER | 1811 SE INNER LOOP | GEORGETOWN | TX | 78626 | PUBLIC | PROTECTION FOR CHILDREN | $4,000 | |
| THE SAFE ALLIANCE | ||||||||
| P O BOX 19454 | AUSTIN | TX | 78760 | PUBLIC | SHELTER FOR ABUSED PEOPLE | $2,000 | ||
| FIRST UNITED METHODIST CHURCH OF | ||||||||
| PFLUGERVILLE | 500 E PECAN ST E | PFLUGERVILLE | TX | 78660 | PUBLIC | FOOD PANTRY | $2,000 | |
| GALVESTON SEAFARERS CENTER | ||||||||
| 221 20TH STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT SEAMEN | $1,000 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC | INTERNATIONAL MEDICAL RELIEF | $2,000 | ||
| PETSMART | ||||||||
| 19601 N 27TH AVE | PHOENIX | AZ | 85027 | PUBLIC | ANIMAL RESCUE | $1,000 | ||
| KCRW PUBLIC RADIO | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PUBLIC | PUBLIC BROADCASTING | $1,000 | ||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| P O BOX 710 | TUCSON | AZ | 85702 | PUBLIC | IMPROVE SURVIVAL OF SPECIES | $2,000 | ||
| NATIONAL FISH & WILDLIFE FOUNDATION | ||||||||
| 1133 FIFTEENTH ST NW | WASHINGTON | DC | 20039 | PUBLIC | ENVIRONMENTAL CONSERVATION | $3,000 | SUITE 1000 | |
| GOODWILL INDUSTRIES | ||||||||
| 4525 AVE U | GALVESTON | TX | 77551 | PUBLIC | SUPPORT FOR NEEDY | $2,500 | ||
| HABITAT FOR HUMANITY | ||||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PUBLIC | HOMES FOR NEEDY - WORLDWIDE | $2,000 | ||
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST STREET | MIAMI | FL | 33131 | PUBLIC | SEEK CURE FOR PARKINSON'S | $3,000 | SUITE 800 | |
| SOUND SALMON SOLUTIONS | ||||||||
| 19018 VERNON RD | LAKE STEVENS | WA | 98258 | PUBLIC | SUPPORT HABITAT RESTORATION | $3,000 | ||
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 2ND AVE | SEATTLE | WA | 98104 | PUBLIC | WILDERNESS SUPPORT | $4,000 | SUITE 300 | |
| GEORGETOWN CARING PLACE | ||||||||
| P O BOX 1215 | GEORGETOWN | TX | 786271215 | PUBLIC | DISADVANTAGED FAMILIES | $2,000 | ||
| BRADY CAMPAIGN AGAINST GUN VIOLENCE | ||||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | PUBLIC | SUPPORT AGAINST GUN VIOLENCE | $2,000 | SUITE 400 | |
| GEORGETOWN PALACE THEATER | ||||||||
| 810 SOUTH AUSTIN AVE | GEORGETOWN | TX | 78626 | PUBLIC | REGIONAL THEATER | $1,500 | ||
| MOUNTAINS RECREATION AND CONSERV | ||||||||
| 570 WEST AVE 26 | LOS ANGELES | CA | 90065 | PUBLIC | PRESERVE PARKLAND | $5,000 | SUITE 100 | |
| NOOKSOCK SALMON ENHANCEMENT | ||||||||
| ASSOCIATION | 3057 E BAKERVIEW RD | BELLINGHAM | WA | 98225 | PUBLIC | RESTORE SALMON ENVIRONMENT | $8,000 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | PUBLIC | SCHOLARSHIPS | $5,000 | ||
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | PUBLIC | CONSERVATION PROGRAMS | $4,500 | SUITE 100 | |
| CONSERVATION NORTHWEST | ||||||||
| 1829 10TH AVE W | SEATTLE | WA | 98119 | PUBLIC | PRESERVE WILDLIFE AND WILD LANDS | $3,000 | SUITE B | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASS AVE NW 7TH FLOO | WASHINGTON | DC | 20001 | PUBLIC | EMERGENCY RELIEF | $2,000 | ||
| BROOKWOOD IN GEORGETOWN | ||||||||
| 905 N CHURCH ST | GEORGETOWN | TX | 78626 | PUBLIC | HELP FOR DISABLED ADULTS | $1,000 | ||
| THE WILD ANIMAL SANCTUARY | ||||||||
| 1946 COUNTY RD 53 | KEENESBURG | CO | 80643 | PUBLIC | ANIMAL RESCUE | $2,000 | ||
| HABITAT FOR HUMANITY - WILL COUNTY | ||||||||
| 2108 N AUSTIN BLVD | GEORGETOWN | TX | 78626 | PUBLIC | BUILD HOMES FOR POOR | $2,000 | ||
| NEADS INC | ||||||||
| P O BOX 1100 | PRINCETON | MA | 01541 | PUBLIC | SERVICE ANIMALS | $1,000 | ||
| GALVESTON YOUTH LEADERSHIP AWARDS | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77551 | PUBLIC | SCHOLARSHIPS FOR YOUTH LEADERS | $10,000 | ||
| BIG BROTHERS BIG SISTERS OF THE | ||||||||
| BRAZOS VALLEY | 315 TAUBER ST | COLLEGE STATION | TX | 77840 | PUBLIC | MENTORING YOUTH | $1,000 | |
| BRAZOS VALLEY FOOD BANK | ||||||||
| P O BOX 74 | BRYAN | TX | 77806 | PUBLIC | EMERGENCY FOOD ASSISTANCE | $3,000 | ||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| P O BOX 22324 | NEW YORK | NY | 10087 | PUBLIC | MEDICAL RESEARCH | $1,000 | ||
| MIDDLE EAST CHILDREN'S ALLIANCE | ||||||||
| 1101 EIGHTH ST SUITE 10 | BERKELEY | CA | 94710 | PUBLIC | RELIEF FOR CHILDREN | $1,000 | ||
| NORTH HOLLYWOOD HIGH SCHOOL | ||||||||
| 5231 COLFAX AVE | N HOLLYWOOD | CA | 91601 | PUBLIC | EDUCATION | $6,000 | ||
| NOT ONE MORE VET | ||||||||
| 1120 BIRD AVE | SAN JOSE | CA | 95125 | PUBLIC | WELLNESS FOR VETERNARY PROFESSIONALS | $5,000 | SUITE F-233 | |
| ARTIST BOAT | ||||||||
| 13330 SETTEGAST RD | GALVESTON | TX | 77554 | PUBLIC | HOUSING FOR ARTISTS | $1,500 | ||
| CAMP KASEM | ||||||||
| 440 N BARRACUDA AVE | COVINA | CA | 91723 | PUBLIC | SUPPORT CANCER VICTIMS | $1,000 | SUITE 2273 | |
| GRAND 1894 OPERA HOUSE | ||||||||
| 2020 POST OFFICE ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL RENOVATION | $2,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| BRYAN/COLLEGE STATION | 119 LAKE STREET | BRYAN | TX | 77801 | PUBLIC | HOMES FOR LOW INCOME | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $247,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,080 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | ||
| ISHARES TR RUSSELL MIDCAP VALUE | $55,043 | $170,142 |
| FIDELITY 500 INDEX | $246,007 | $936,007 |
| MATTHEWS PACIFIC TIGER FUND | $62,987 | $49,848 |
| DODGE & COX STOCK FUND | $99,385 | $189,832 |
| FIDELITY FLOATING RATE HIGH INCOME | $480,457 | $461,179 |
| NVIDIA CORPORATION | ||
| FIDELITY CONTRA-FUND | $257,215 | $538,108 |
| ISHARES RUSSELL 1000 GROWTH | $87,966 | $364,518 |
| FIDELITY LOW PRICED STOCK | $234,154 | $233,819 |
| FIDELITY EMERGING MARKETS | $34,340 | $38,703 |
| FIDELITY GOVERNMENT MM | ||
| FIDELITY TOTAL BOND | $398,342 | $368,798 |
| ISHARES U S HEALTHCARE ETF | $69,300 | $79,351 |
| ISHARES US TECHNOLOGY ETF | $110,000 | $173,632 |
| VERTIV HOLDINGS CO | $309 | $3,573 |
| ISHARES S&P 500 GROWTH | $26,412 | $157,498 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT ON MUTUAL FUNDS | $130,290 |
| TIMING ADJUSTMENT FOR GRANT PAYMENTS | $14,476 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $650 | $650 |
| DINNER FOR AWARD WINNERS | $1,062 | $1,062 |
| PROMOTION FOR GYLA | $1,708 | $1,708 |
| CEREMONY FOR AWARD WINNERS | $1,185 | $1,185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $343 |
| ES PAYMENTS FOR 2024 | $1,920 |