SKLAR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SKLAR FAMILY FOUNDATION (EIN 20-0098248)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-22
- IRS object ID
- 202442049349100274
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-22T16:09:31-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 200098248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKLAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKLA | BusinessNameControlTxt |
| Phone | 8324634036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS S SKLAR | PersonNm |
| Person Title | SECRETARY/ DIRECTOR | PersonTitleTxt |
| Phone | 8324634036 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | SKLAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD D PERRY | PreparerPersonNm |
| PTIN | P00736341 | PTIN |
| Phone | 7136291381 | PhoneNum |
| Preparation | 2024-07-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,712,024 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,939 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,280 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,280 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $5,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,984 | CashBOYAmt |
| Cash EOY | $6,204 | CashEOYAmt |
| Cash EOYFMV | $6,204 | CashEOYFMVAmt |
| Other Investments BOY | $1,697,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,773,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,705,820 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,713,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,779,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,712,024 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $18,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,713,551 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,761,477 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,713,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,713,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,779,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,713,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,761,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| LTCG DISTRIBUTIONS | P | $61,428 | $61,428 | $61,428 | ||
| VANGUARD BALANCED INDEX | P | $58,650 | $24,852 | $24,852 | 2023-12-31 | $33,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,280 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,118 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,418 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $543 | OverpaymentAmt |
| Applied To ES Tax | $543 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | LOUIS S SKLAR | IndividualWithBooksNm |
| Phone | 8324634036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | PRESIDENT/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| LOUIS S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | SECRETARY/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUZANNE SKLAR MCCARTHY | ||||||||
| 6344 WAKEFOREST | HOUSTON | TX | 77005 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL ALAN SKLAR | ||||||||
| 3414 OVERBROOK LN | HOUSTON | TX | 77027 | DIRECTOR | 0.00 | $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 |
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 | $2,489,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,528,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,528,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,490,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,875 | TotalTaxAmt |
| Distributable Before Adj | $122,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,282 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,554 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $270,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,655 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,655 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $234,776 | 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 | $36,627 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $198,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,889 | ExcessFromYear4Amt |
| Excess From Year3 | $119,706 | ExcessFromYear3Amt |
| Excess From Year2 | $21,554 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN AT RISK | |||||||
| 2900 WESLAYAN ST 400 | HOUSTON | TX | 77027 | NONE | PC | ANNUAL | $500 |
| CSPI | |||||||
| 1220 L ST NW 300 | WASHINGTON | TX | 20005 | NONE | PC | ANNUAL MEMBERSHIP | $500 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | ANNUAL GIFT | $5,000 |
| EMERGE FELLOWSHIP | |||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | NONE | PC | CONTRIBUTIONS | $1,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH ST | HOUSTON | TX | 77008 | NONE | PC | ANNUAL FUND | $5,000 |
| HOUSTON AREA URBAN LEAGUE | |||||||
| 5260 GRIGGS RD | HOUSTON | TX | 77021 | NONE | PC | ANNUAL | $5,000 |
| HOUSTON AUDUBON SOCIETY | |||||||
| 440 WILCHESTER BLVD | HOUSTON | TX | 77079 | NONE | PC | ANNUAL | $500 |
| HOUSTON SPCA | |||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | NONE | PC | LEADERSHIP GIVING | $2,000 |
| INPRINT | |||||||
| 1520 W MAIN ST | HOUSTON | TX | 77006 | NONE | PC | ANNUAL FUND | $10,000 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET ST | BELLAIRE | TX | 77401 | NONE | PC | ANNUAL FUND | $20,000 |
| REMIND | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | ANNUAL | $5,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA ST | SANTA FE | TX | 87505 | NONE | PC | LCCE COMMUNITY GRANT | $5,000 |
| SANTA FE FARMER'S MARKET | |||||||
| 1607 PASEO DE PERALTA | SANTA FE | TX | 87501 | NONE | PC | CONTRIBUTIONS | $500 |
| URBAN HARVEST | |||||||
| 3302 CANAL ST | HOUSTON | TX | 77003 | NONE | PC | CONTRIBUTIONS | $500 |
| MEMORIAL PARK CONSERVANCY | |||||||
| 7575 N PICNIC LN | HOUSTON | TX | 77007 | NONE | PC | PARK BALL SPONSORING | $10,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 1 BOTANIC LANE | HOUSTON | TX | 77017 | NONE | PC | ANNUAL FUND | $500 |
| SCENIC HOUSTON | |||||||
| 5615 KIRBY 645 | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTIONS | $5,000 |
| ROCO - RIVER OAKS CHAMBER ORCHESTRA | |||||||
| 3104 EDLOE ST SUITE 350 | HOUSTON | TX | 77027 | NONE | PC | ANNUAL FUND | $2,500 |
| TEXAS CAMPAIGN FOR THE ENVIRONMENT | |||||||
| 3100 RICHMOND 290 | HOUSTON | TX | 77098 | NONE | PC | CONTRIBUTIONS | $500 |
| PEOPLE FOR THE AMERICAN WAY | |||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | CONTRIBUTIONS | $500 |
| MENTAL HEALTH AMERICA OF GREATER HOUSTON | |||||||
| 2211 NORFOLK ST 810 | HOUSTON | TX | 77098 | NONE | PC | CONTRIBUTIONS | $1,000 |
| NM PBS | |||||||
| 1130 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | PC | CONTRIBUTIONS | $500 |
| IFAM - INTERNATIONAL FOLK ART MARKET | |||||||
| 620 CERRILLOS RD | SANTA FE | NM | 87505 | NONE | PC | CONTRIBUTION | $2,500 |
| MUSEUM OF NEW MEXICO FOUNDATION | |||||||
| 1411 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | CONTRIBUTION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | 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 | $132 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,351 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,425 | Amt |
| Net Investment Income | $5,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,773,773 | BookValueAmt |
| EOYFMV | $2,705,820 | EOYFMVAmt |