DUNCAN GENESIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DUNCAN GENESIS FOUNDATION (EIN 47-5550700)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-20
- IRS object ID
- 202422649349100902
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-20T09:30:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 475550700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUNCAN GENESIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNC | BusinessNameControlTxt |
| Phone | 7136867200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 BERING DRIVE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANEANE D MARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132204482 | PhoneNum |
| Signature | 2024-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN W REEVES | PreparerPersonNm |
| PTIN | P01248048 | PTIN |
| Phone | 9724901970 | PhoneNum |
| 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 |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,886,232 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $3,833 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,833 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,953 | 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 | $12,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,196 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,704 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,657 | CashBOYAmt |
| Cash EOY | $10,621 | CashEOYAmt |
| Cash EOYFMV | $10,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,850 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,484,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,805,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,721,878 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,883 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,883 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,574,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,969,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,886,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,574,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,969,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,574,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,574,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,969,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,574,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,556,775 | SubtotalAmt |
| Other Decreases | $586,809 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $116,919 | $117,307 | -$388 | -$388 |
| PUBLICLY TRADED SECURITIES - LT | $419,855 | $331,856 | $87,999 | $87,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,483 | 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 | $2,483 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $577 | OverpaymentAmt |
| Applied To ES Tax | $577 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136867200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 BERING DRIVE SUITE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JEANEANE DUNCAN MARSH | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN H DUNCAN JR | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | VICE PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| KATE DUNCAN OSHINS | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR AND SECRETARY | 1.00 | $0 | $0 | $0 |
| EMILY C DUNCAN | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DUNCAN W MARSH | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LILLIAN DUNCAN RAUS | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRAHAM C MARSH | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID GARRETT MARSH | ||||||||
| 2000 BERING DRIVE SUITE 600 | HOUSTON | TX | 77057 | DIRECTOR | 1.00 | $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 | $2,567,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,724,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,724,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,683,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,906 | TotalTaxAmt |
| Distributable Before Adj | $132,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,274 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,274 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,785 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,807 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $22,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,511 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,480 | 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 | $19,807 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,251 | ExcessFromYear4Amt |
| Excess From Year3 | $19,404 | ExcessFromYear3Amt |
| Excess From Year1 | $22,507 | ExcessFromYear1Amt |
| Excess From Current Year | $22,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4265 SAN FELIPE ST SUITE 1100 | HOUSTON | TX | 77027 | NONE | PC | SUPPORT FOR CYSTIC FIBROSIS TREATMENT RESEARCH | $4,350 |
| HOLLY HALL RETIREMENT COMMUNITY | |||||||
| 2000 HOLLY HALL ST | HOUSTON | TX | 77054 | NONE | PC | SUPPORT FOR LOW-INCOME RETIREMENT HOME RESIDENTS | $1,000 |
| HUNT VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 362 | HUNT | TX | 78024 | NONE | PC | SUPPORT FOR VOLUNTEER FIRE DEPARTMENT OPERATIONS | $1,000 |
| LONE STAR FLIGHT MUSEUM | |||||||
| 11551 AEROSPACE AVE | HOUSTON | TX | 77034 | NONE | PC | SUPPORT FOR FLIGHT SIMULATORS AT STEM LEARNING CENTER | $10,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| PO BOX 889 | SOUTH HADLEY | MA | 01075 | NONE | PC | SUPPORT FOR UNIVERSTIY PROGRAMS | $2,000 |
| RICE UNIVERSITY SHEPHERD SCHOOL OF MUSIC | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | CAPITAL CAMPAIGN FOR PERFORMING ARTS CENTER | $10,000 |
| ST FRANCIS EPISCOPAL DAY SCHOOL | |||||||
| 335 PINEY POINT ROAD | HOUSTON | TX | 77024 | NONE | PC | CAPITAL CAMPAIGN FOR NEW HIGH SCHOOL | $20,000 |
| TEXAS CHILDRENS HOSPITAL | |||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | NONE | PC | MEDICAL RESEARCH FOR NEUROLOGICAL CONDITIONS | $5,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | NEW EQUIPMENT FOR EDUCATION PROGRAMS AT LOST MAPLES STATE NAURAL AREA | $4,940 |
| THE JOY SCHOOL | |||||||
| ONE CHELSEA BLVD | HOUSTON | TX | 77006 | NONE | PC | SUPPORT FOR SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES | $2,055 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | NONE | PC | SUPPORT FOR MBA PROGRAM AT STATE UNIVERSITY | $3,000 |
| YMCA OF GREATER HOUSTON | |||||||
| PO BOX 3007 | HOUSTON | TX | 77253 | NONE | PC | CONSTRUCTION OF PAVILLION AT YMCA FACILITY | $20,000 |
| CHILDREN'S FUND | |||||||
| 5773 WOODWAY DRIVE 189 | HOUSTON | TX | 77057 | NONE | PC | SUPPORT FOR EARLY STAGE CHARITIES PROVIDING SERVICES TO DISADVANTAGED CHILDREN IN THE GREATER HOUSTON AREA | $1,000 |
| GRAMMY MUSEUM FOUNDATION | |||||||
| 800 W OLYMPIC BLVD SUITE A245 | LOS ANGELES | CA | 90015 | NONE | PC | EDUCATION PROGRAMS AT MUSIC HISTORY MUSEUM | $10,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 N POST OAK LANE | HOUSTON | TX | 77024 | NONE | PC | SUPPORT FOR BAYOU GREENWAYS PROJECT | $15,000 |
| ICAN SHINE | |||||||
| PO BOX 541 | PAOLI | PA | 19301 | NONE | PC | SUPPORT FOR HOUSTON BIKING ACTIVIES FOR PEOPLE WITH DSABILITIES | $1,000 |
| PERFORMING ARTS HOUSTON | |||||||
| 615 LOUISIANA STREET SUITE 100 | HOUSTON | TX | 77002 | NONE | PC | SUPPORT FOR PERFORMING ARTS CENTER | $500 |
| ST FRANCIS EPISCOPAL CHURCH | |||||||
| 345 PINEY POINT ROAD | HOUSTON | TX | 77024 | NONE | PC | CAPITAL CAMPAIGN FOR CHURCH | $5,000 |
| STEEL MAGNOLIA MOMS | |||||||
| 11931 BROKEN BOUGH DRIVE | HOUSTON | TX | 77024 | NONE | PC | SUPPORT AND EDUCATION FOR MOTHERS OF SPECIAL NEEDS CHILDREN | $1,000 |
| THE RISE SCHOOL | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | NONE | PC | SUPPORT FOR EARLY EDUCATION SCHOOL THAT INTEGRATES CHILDREN WITH AND WITHOUT DISABILITES | $15,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | NEW EQUIPMENT FOR EDUCATION PROGRAMS AT PEDERNALES FALLS STATE PARK | $6,690 |
| THE JOY SCHOOL | |||||||
| ONE CHELSEA BLVD | HOUSTON | TX | 77006 | NONE | PC | CAPITAL CAMPAIGN FOR SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,535 | 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 | $3,833 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,953 | 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 | $12,391 | Amt |
| Net Investment Income | $6,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,195 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD REPORTING | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 2, COLUMN B | FormAndLineReferenceDesc |
| Medium Explanation | BEGINNING IN TAX YEAR 2023, THE DUNCAN GENESIS FOUNDATION WILL REPORT ALL ASSETS USING THE COST BASIS METHOD. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN #6007 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,805,612 | BookValueAmt |
| EOYFMV | $2,721,878 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,883 | EOYBookValueAmt |
| EOYFMV | $4,883 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS REPORTING | Desc |
| Amt | $586,809 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $7,875 | Amt |
| Net Investment Income | $7,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,704 | Amt |
| Net Investment Income | $1,704 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |