FIELD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIELD FAMILY FOUNDATION INC (EIN 87-3371920)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-17
- IRS object ID
- 202422919349101307
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-17T22:07:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 873371920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Field Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACOB FIELD | InCareOfNm |
| Business Name Control | FIEL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jacob field | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8324934279 | PhoneNum |
| Signature | 2024-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | $2,331,023 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,970 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,970 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $894,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,532,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,615 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,237 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,314,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,325 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $368 | AcctRcvblBOYAmt |
| US Government Obligations EOY | $497,971 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $523,936 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $487,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $617,082 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $1,007,930 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,061,680 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $817,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,130,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,331,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $817,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,130,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $817,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,130,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $817,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,130,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $817,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,314,098 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,131,299 | SubtotalAmt |
| Other Decreases | $368 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,130,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $894,758 | GrossSalesPriceAmt |
| Cost Or Other Basis | $873,961 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,797 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,797 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $334 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $334 | SubtotalAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $34 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOB FIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8324934279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Brisa R Field | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jacob R Field | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert Field | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $755,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $373,007 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,421,109 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,421,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,399,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $334 | TotalTaxAmt |
| Distributable Before Adj | $69,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,954 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $209,954 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,656 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $125,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,954 | QualifyingDistributionsAmt |
| Applied To Current Year | $69,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,298 | RemainingDistriFromCorpusAmt |
| Total Corpus | $265,740 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $265,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $125,442 | ExcessFromYear1Amt |
| Excess From Current Year | $140,298 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brisa R Field | ContributingManagerNm |
| Contributing Manager | Jacob R Field | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | General & Unrestricted | $1,010 |
| CENTRAL PREGNANCY CARE CENTER - DOWNTOWN HOUSTON | |||||||
| PO BOX 88349 | HOUSTON | TX | 77288 | N/A | PC | General & Unrestricted | $10,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSTON PETSET | |||||||
| CO 1302 WAUGH DR 825 | HOUSTON | TX | 77019 | N/A | PC | General & Unrestricted | $31,000 |
| HUNTERS CREEK ELEMENTARY DADS CLUB | |||||||
| 10650 BEINHORN RD | HOUSTON | TX | 77024 | N/A | PC | General & Unrestricted | $8,732 |
| IRAQI CHILDREN FOUNDATION | |||||||
| PO BOX 233 | FALLS CHURCH | VA | 22040 | N/A | PC | General & Unrestricted | $4,000 |
| KIPP TEXAS INC | |||||||
| 10711 KIPP WAY DR | HOUSTON | TX | 77099 | N/A | PC | General & Unrestricted | $10,000 |
| MEN OF DISTINCTION OF GREATER HOUSTON INC | |||||||
| 7914 S WELLINGTON CT | HOUSTON | TX | 77055 | N/A | PC | General & Unrestricted | $2,500 |
| OUR RESCUE | |||||||
| PO BOX 560902 | DENVER | CO | 80256 | N/A | PC | General & Unrestricted | $4,184 |
| PEDAL THE CAUSE | |||||||
| 9288 DIELMAN INDUSTRIAL DR | SAINT LOUIS | MO | 63132 | N/A | PC | General & Unrestricted | $500 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| 2525 ROBINHOOD ST STE 100 | HOUSTON | TX | 77042 | N/A | PC | General & Unrestricted | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $4,088 |
| SBS FOUNDATION INC | |||||||
| PO BOX 2 | SULPHUR BLUFF | TX | 75481 | N/A | PC | General & Unrestricted | $20,700 |
| SPRING BRANCH EDUCATION FOUNDATION | |||||||
| 955 CAMPBELL RD 206 | HOUSTON | TX | 77024 | N/A | PC | General & Unrestricted | $1,023 |
| THE SECOND BAPTIST SCHOOL FOUNDATION INC | |||||||
| 6410 WOODWAY DR | HOUSTON | TX | 77057 | N/A | PC | General & Unrestricted | $75,000 |
| WILLIAM MARSH RICE UNIVERSITY | |||||||
| PO BOX 1982 MS-84 | HOUSTON | TX | 77251 | N/A | PC | General & Unrestricted | $3,000 |
| Indigent Individuals | |||||||
| 501 Silverside Rd Suite 123 | Wilmington | DE | 198091377 | NONE | I | Short-term Emergency Assistance Grants to indigent individuals who are not disqualified persons with respect to the foundation and who each did not receive more than $1,000 from the foundation during the year | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,237 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,970 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,667 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Field Jacob R | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9240 Kenilworth Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $4,500 | Amt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $9,996 | $11,007 |
| ACCENTURE PLC | $10,165 | $12,633 |
| ADOBE SYSTEMS, INC | $10,756 | $20,284 |
| AIRBNB | $9,894 | $12,389 |
| ALIGN TECHNOLOGY, INC | $2,317 | $3,288 |
| ALPHABET INC CL C | $14,774 | $22,972 |
| AMAZON COM | $31,731 | $49,987 |
| AUTODESK, INC | $9,018 | $10,226 |
| ELI LILLY & CO | $2,974 | $2,915 |
| GARTNER INC | $5,564 | $7,669 |
| ISHARES 20+ YR TREAS BD | $9,463 | $9,394 |
| ISHARES BARCLAYS MBS BOND FUND | $9,889 | $10,161 |
| ISHARES CORE MSCI EMERGING MAR | $9,930 | $10,116 |
| ISHARES CORE TOTAL USD BOND MA | $38,595 | $40,127 |
| ISHARES DJ US TECH ETF | $6,443 | $9,084 |
| ISHARES IBOXX $ INVESTMENT GRA | $5,577 | $5,865 |
| ISHARES MSCI EAFE VALUE INX | $17,534 | $20,475 |
| ISHARES MSCI EMERGING MARKETS | $2,592 | $2,937 |
| ISHARES MSCI GRW IDX | $10,836 | $12,300 |
| ISHARES MSCI USA ESG OPTIMIZED | $9,535 | $11,961 |
| ISHARES MSCI USA MIN VOLATILIT | $4,052 | $4,370 |
| ISHARES MSCI USA QUALITY FACTO | $19,165 | $23,542 |
| ISHARES S&P 100 ETF | $6,389 | $7,148 |
| ISHARES S&P 500 GROWTH INDEX F | $5,609 | $5,858 |
| ISHARES S&P 500 INDEX FD | $81,451 | $99,346 |
| ISHARES S&P GLOBAL ENERGY SECT | $2,612 | $2,464 |
| ISHARES TREASURY FLOATING RATE | $9,313 | $9,286 |
| ISHARES US INFRASTRUCTURE | $2,630 | $3,020 |
| MASTERCARD INC | $12,429 | $15,781 |
| MICROSOFT CORP | $22,683 | $30,835 |
| NETFLIX INC | $10,178 | $17,041 |
| NIKE INC-CL B | $4,595 | $5,320 |
| NOVO NORDISK A S | $5,995 | $6,724 |
| PAYPAL HOLDINGS, INC | $13,861 | $11,361 |
| SALESFORCE.COM | $10,234 | $16,841 |
| SERVICE NOW | $13,598 | $22,608 |
| THERMO FISHER SCIENTIFIC INC | $8,859 | $8,493 |
| UNITEDHEALTH GROUP INC | $10,939 | $10,529 |
| VISA INC | $12,132 | $15,100 |
| WORKDAY INC | $6,276 | $7,730 |
| ZOETIS INC | $6,122 | $7,895 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $497,971 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $523,936 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | IDIRECT PRIVATE MARKETS FUND | CategoryOrItemTxt |
| Book Value | $1,007,930 | BookValueAmt |
| EOYFMV | $1,061,680 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO WRITE OFF DISCHARGED LIABLITY | Desc |
| Amt | $368 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Set-Up Fee | $5,000 | $5,000 |
| DIGITAL SUBSCRIPTIONS | $4,000 | $4,000 |
| Office Supplies | $217 | $217 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $5,000 | $5,000 | |
| Investment Management Services | $8,615 | $8,615 |