HARBOURVIEW FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARBOURVIEW FOUNDATION (EIN 76-0288769)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202402679349100425
- 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
- Form 990-PF
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T14:18:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11750 KATY FWY SUITE 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | 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 | 760288769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBOURVIEW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARB | BusinessNameControlTxt |
| Phone | 4097636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2951 MARINA BAY DR STE 130-800 | AddressLine1Txt |
| City | LEAGUE CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY HORST | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8328608565 | PhoneNum |
| Signature | 2024-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | JON MEADOWS JD CPA | PreparerPersonNm |
| PTIN | P00752226 | PTIN |
| Phone | 7139551123 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,072,476 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $209,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $209,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $209,872 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$266,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,172,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$56,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,872 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $209,872 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,393 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $25 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$492,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $209,872 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,251,825 | CashBOYAmt |
| Cash EOY | $53,933 | CashEOYAmt |
| Cash EOYFMV | $53,933 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $5,018,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,018,543 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $276 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $282 | PrepaidExpensesEOYAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $686,175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,253,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,758,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,072,476 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,500 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $1,324 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,250,777 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,758,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,250,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,758,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,253,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,758,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,250,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$492,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,758,433 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,758,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PGIM TOTAL RETURN BOND FUND | P | $571,611 | $687,792 | -$116,181 | -$116,181 |
| TIAA-CREF REAL ESTATE SECURITIES FUND | P | $14,481 | $16,878 | -$2,397 | -$2,397 |
| VOYA SMALL CAP GROWTH FUND | P | $16,461 | $23,165 | -$6,704 | -$6,704 |
| VANGUARD EQUITY INCOME FUND | P | $4,740 | $4,914 | -$174 | -$174 |
| VANGUARD MID-CAP INDEX FUND | P | $13,463 | $14,524 | -$1,061 | -$1,061 |
| VANGUARD SMALL-CAP INDEX FUND | P | $15,790 | $18,052 | -$2,262 | -$2,262 |
| T. ROWE PRICE INSTITUTIONAL EMERGING MARKETS | P | $206,563 | $294,937 | -$88,374 | -$88,374 |
| VANGUARD INTERNATIONAL GROWTH FUND | P | $22,868 | $38,298 | -$15,430 | -$15,430 |
| VANGUARD LARGE-CAP INDEX FUND | P | $12,300 | $13,154 | -$854 | -$854 |
| DIAMOND HILL SMALL MID CAP FUND | P | $2,425 | $2,691 | -$266 | -$266 |
| CLEARBRIDGE SELECT FUND | P | $17,327 | $22,522 | -$5,195 | -$5,195 |
| FROST TOTAL RETURN BOND FUND | P | $13,020 | $13,006 | $14 | $14 |
| BLACKROCK HIGH YIELD BOND PORTFOLIO | P | $1,746 | $2,008 | -$262 | -$262 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | $6,743 | $8,060 | -$1,317 | -$1,317 |
| T ROWE PRICE LARGE-CAP GROWTH FUND | P | $19,832 | $26,213 | -$6,381 | -$6,381 |
| EATON VANCE FLOATING-RATE ADV FUND | P | $6,227 | $6,658 | -$431 | -$431 |
| VANGUARD INTERNATIONAL GROWTH FUND | P | $582 | $922 | -$340 | -$340 |
| T. ROWE PRICE INSTITUTIONAL EMERGING MARKETS | P | $39,183 | $37,438 | $1,745 | $1,745 |
| T ROWE PRICE LARGE-CAP GROWTH FUND | P | $35,146 | $38,487 | -$3,341 | -$3,341 |
| VANGUARD LARGE-CAP INDEX FUND | P | $17,824 | $16,744 | $1,080 | $1,080 |
| COLUMBIA CONVERTIBLE SECURITIES FUND | P | $3,508 | $5,506 | -$1,998 | -$1,998 |
| VOYA SMALL CAP GROWTH FUND | P | $4,891 | $6,468 | -$1,577 | -$1,577 |
| GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND | P | $7,300 | $7,176 | $124 | $124 |
| CLEARBRIDGE SELECT FUND | P | $12,624 | $14,453 | -$1,829 | -$1,829 |
| FROST TOTAL RETURN BOND FUND | P | $38,017 | $39,690 | -$1,673 | -$1,673 |
| BLACKROCK HIGH YIELD BOND PORTFOLIO | P | $19,969 | $23,798 | -$3,829 | -$3,829 |
| GUGGENHEIM TOTAL RETURN BOND FUND | P | $19,181 | $24,877 | -$5,696 | -$5,696 |
| EATON VANCE FLOATING-RATE ADV FUND | P | $29,065 | $30,979 | -$1,914 | -$1,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$266,523 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $210 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Tax Due | $3,030 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | HTTP://HARBOURVIEWCARECENTER.COM/ | WebsiteAddressTxt |
| Individual With Books | REGENT MANAGEMENT SERVICES | IndividualWithBooksNm |
| Phone | 4097636000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 POSTOFFICE STREET | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 |
|---|---|---|---|---|---|---|---|---|
| E VINCE MATTHEWS III | ||||||||
| 1626 ENTERPRISE CIRCLE | LEAGUE CITY | TX | 77573 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| JIM LOVELACE | ||||||||
| 115 GOLDENWAVE LOOP | MONTGOMERY | TX | 77316 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| ALLAN MATTHEWS | ||||||||
| 13 GENTRY LANE | GALVESTON | TX | 77554 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| SHELLEY HORST | ||||||||
| 5037 BYERS AVE | FORT WORTH | TX | 76107 | GRANT COORDINATOR | 20.00 | $63,394 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY HORST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5037 BYERS AVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT COORDINATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,394 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUBMITTABLE | |||||
| PO BOX 8255 | MISSOULA | MT | 59807 | GRANT SOFTWARE | $6,816 |
| BAKER TILLY US LLP | |||||
| 11750 KATY FREEWAY SUITE 1100 | HOUSTON | TX | 77079 | ACCOUTING | $6,605 |
| REGENT MANAGEMENT SERVICES | |||||
| 2302 POST OFFICE STREET 402 | GALVESTON | TX | 77550 | MANAGEMENT SERVICES | $6,000 |
| IRON MOUNTAIN RECORDS MANAGEMENT | |||||
| PO BOX 601002 | PASADENA | CA | 91189 | TEMPORARY STORAGE UNIT | $4,979 |
| PHILADELPHIA INSURANCE | |||||
| PO BOX 70251 | PHILADELPHIA | PA | 19176 | INSURANCE | $894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,018,543 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,018,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,018,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,943,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,917 | TotalTaxAmt |
| Distributable Before Adj | $244,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $311,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,754 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $66,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELLEY HORST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2951 MARINA BAY DR STE 130-800 | AddressLine1Txt |
| City | LEAGUE CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097636000 | RecipientPhoneNum |
| Recipient Email Address | INFO@HARBOURVIEWFOUNDAITION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTP://HARBOURVIEWCARECENTER.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ROSENBERG LIBRARY ASSOCIATION | ||||||
| 2310 SEALY ST | GALVESTON | TX | 77550 | GOV | GENERAL SUPPORT FOR THE LIBRARY | $10,000 |
| SEGERA MISSION | ||||||
| 3727 BALL | GALVESTON | TX | 77550 | NC | CONTRIBUTION TO SUPPORT THE SEGERA MISSION | $25,000 |
| HAND UP NETWORK | ||||||
| 200 N BECHHAM AVE | TYLER | TX | 75702 | NC | CONTRIBUTION TO SUPPORT THE HAND UP NETWORK | $15,000 |
| APM OUTREACH INC | ||||||
| 103 DAVIS | LEAGUE CITY | TX | 77573 | NC | CONTRIBUTION TO SUPPORT APM OUTREACH INC | $10,000 |
| FAMILY SERVICE CENTER OF GALVESTON COUNTY | ||||||
| 2200 MARKET STREET | GALVESTON | TX | 77550 | NC | CONTRIBUTION TO SUPPORT FAMILY SERVICE CENTER OF GALVESTON COUNTY | $10,000 |
| EAST TEXAS COMMUNITY CLINIC INC | ||||||
| PO BOX 1610 | ATHENS | TX | 75751 | NC | CONTRIBUTION TO SUPPORT EAST TEXAS COMMUNITY CLINIC, INC | $20,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY TEXAS GULF COAST | ||||||
| PO BOX 772395 | DETROIT | MI | 48277 | CONTRIBUTON TO SUPPORT THE LEUKEMIA AND LYMPHOMA SOCIETY | $1,000 | |
| HOUSTON CHRISTIAN UNIVERSITY | ||||||
| 7502 FONDREN ROAD | HOUSTON | TX | 77074 | NC | CONTRIBUTION TO SUPPORT HOUSTON CHRISTIAN UNIVIERSITY | $30,000 |
| THE GRAND 1894 OPERA HOUSE | ||||||
| 2020 POSTOFFICE | GALVESTON | TX | 77550 | NC | CONTRIBUTION TO SUPPORT THE GRAND 1894 OPERA HOUSE | $10,000 |
| A WISH WITH WINGS | ||||||
| 5751 WEST FREEWAY | FORT WORTH | TX | 76107 | NC | CONTRIBUTION TO SUPPORT A WISH WITH WINGS | $25,000 |
| HENRY'S HOME HORSE AND HUMAN SANCTUARY | ||||||
| 14638 PERRY ROAD | CONROE | TX | 77302 | NC | TO SUPPORT HENRY'S HOME HORSE AND HUMAN SANCTUARY | $30,000 |
| ST BALDRICK'S FOUNDATION | ||||||
| 1333 S MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NC | CONTRIBUTION TO SUPPORT ST. BALDRICKS' FOUNDATION | $10,000 |
| INFINITE HANDS INITIATIVE | ||||||
| PO BOX 572 | FRIENDSWOOD | TX | 77546 | NC | CONTRIBUTION TO SUPPORT INFINITE HANDS INITIATIVE | $15,000 |
| BIRDIE'S HELPING HANDS | ||||||
| 3819 CAROL LANE | ARLINGTON | TX | 76017 | NC | CONTRIBUTION TO SUPPORT BIRDIE'S HELPING HANDS | $15,000 |
| UNBOUND NOW | ||||||
| 4300 W WACO DRIVE STE 2 BLDG B244 | WACO | TX | 76710 | NC | CONTRIBUTION TO SUPPORT UNBOUND NOW | $15,000 |
| THE WILL ERWIN HEADACHE RESEARCH FOUNDATION | ||||||
| 845 TEXAS AVENUE SUITE 2910 | HOUSTON | TX | 77002 | NC | CONTRIBUTION TO SUPPORT THE WILL ERWIN HEADACHE RESEARCH FOUNDATION | $10,000 |
| CAIDEN'S HOPE FOUNDATION | ||||||
| PO BOX 769322 | SAN ANTONIO | TX | 78245 | NC | CONTRIBUTION TO SUPPORT CAIDEN'S HOPE FOUNDATION | $15,000 |
| PROJECT BELOVED THE MOLLY JANE MISSION | ||||||
| 2930 BLEDSOE ST | FORT WORTH | TX | 76107 | NC | CONTRIBUTION TO SUPPORT PROJECT BELOVED: THE MOLLY JANE MISSION | $20,000 |
| MONTGOMERY COUNTY FOOD BANK INC | ||||||
| ONE FOOD FOR LIFE WAY | CONROE | TX | 77385 | NC | CONTRIBUTION TO SUPPORT MONTGOMERY COUNTY FOOD BANK, INC. | $15,000 |
| BAY AREA COUNCIL BOY SCOTTS OF AMERICA | ||||||
| 3020 53RD ST | GALVESTON | TX | 77551 | NC | CONTRIBUTION TO SUPPORT BAY AREA COUNCIL, BOY SCOTTS OF AMERICA | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $209,872 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$266,523 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $209,872 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$266,523 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$56,651 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS OF SALE OF EQUITIES ARE USED TO PROVIDE CHARITABLE GRANTS | RelationshipStatementTxt |
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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTERCOMPANY - RMS | $1,500 | $0 | $0 |
| UNREALIZED LOSS | $0 | $686,175 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $842 | $0 | $0 | $0 |
| PROFESSIONAL DUES AND SUBSCRIPTIONS | $16,816 | $0 | $0 | $0 |
| TEMPORARY STORAGE RENT | $4,979 | $0 | $0 | $0 |
| BANK SERVICE FEES | $14,447 | $0 | $0 | $0 |
| UTILITIES | $183 | $0 | $0 | $0 |
| DIRECTOR FEES | $6,260 | $0 | $0 | $0 |
| PROFESSIONAL SERVICES | $6,605 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| A/P - INTERCOMPANY | $1,324 | $500 |
| UNREALIZED GAIN | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,143 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |