PAULEA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAULEA FAMILY FOUNDATION (EIN 20-0947409)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202403129349100040
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T09:56:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742052353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIDEL SCHROEDER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 SOUTH MARKET | AddressLine1Txt |
| City | BRENHAM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77833 | 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 | 200947409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULEA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7132787477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3257 INWOOD DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA PAULEA WENDELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7132787477 | PhoneNum |
| Signature | 2024-09-27 | 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 | GINGER BOSSE | PreparerPersonNm |
| PTIN | P00468157 | PTIN |
| Phone | 9798366131 | PhoneNum |
| Preparation | 2024-09-27 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,005,489 | 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 | $1,355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,355 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $990,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,281 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,812 | 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 | $7,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,190 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,510 | CashBOYAmt |
| Cash EOY | $70,003 | CashEOYAmt |
| Cash EOYFMV | $70,003 | CashEOYFMVAmt |
| Acct Rcvbl | $139 | AcctRcvblAmt |
| Acct Rcvbl BOY | $139 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $139 | AcctRcvblEOYAmt |
| Other Investments BOY | $606,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $862,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $935,486 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,903 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $911,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,005,489 | 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 | $911,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $932,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $911,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $932,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $911,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $911,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $932,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $932,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APAM | P | 2019-09-06 | 2023-09-11 | $45,938 | $39,793 | $6,145 | $6,145 |
| BA | P | 2019-09-06 | 2023-09-11 | $5,280 | $9,178 | -$3,898 | -$3,898 |
| C | P | 2019-09-06 | 2023-09-11 | $4,070 | $6,731 | -$2,661 | -$2,661 |
| COST | P | 2019-09-06 | 2023-09-11 | $27,941 | $15,189 | $12,752 | $12,752 |
| CSCO | P | 2016-05-20 | 2023-09-11 | $56,742 | $29,133 | $27,609 | $27,609 |
| DIS | P | 2019-09-05 | 2023-09-11 | $8,267 | $14,094 | -$5,827 | -$5,827 |
| EWA | P | 2023-09-11 | 2023-11-03 | $4,212 | $4,255 | -$43 | -$43 |
| EWA | P | 2023-09-11 | 2023-11-21 | $26,921 | $26,546 | $375 | $375 |
| EWC | P | 2023-09-11 | 2023-11-03 | $2,843 | $2,889 | -$46 | -$46 |
| EWC | P | 2023-09-11 | 2023-11-21 | $44,582 | $44,474 | $108 | $108 |
| EWD | P | 2023-09-11 | 2023-11-21 | $5,808 | $5,403 | $405 | $405 |
| EWG | P | 2023-09-11 | 2023-11-03 | $1,414 | $1,482 | -$68 | -$68 |
| EWG | P | 2023-09-11 | 2023-11-21 | $18,539 | $18,225 | $314 | $314 |
| EWI | P | 2023-09-11 | 2023-11-03 | $1,255 | $1,265 | -$10 | -$10 |
| EWJ | P | 2023-09-11 | 2023-11-21 | $39,043 | $39,091 | -$48 | -$48 |
| EWJ | P | 2023-09-11 | 2023-11-03 | $5,160 | $5,175 | -$15 | -$15 |
| EWM | P | 2023-09-11 | 2023-11-21 | $11,171 | $11,003 | $168 | $168 |
| EWQ | P | 2023-09-11 | 2023-11-21 | $5,186 | $5,166 | $20 | $20 |
| EWT | P | 2023-09-11 | 2023-11-03 | $1,279 | $1,267 | $12 | $12 |
| EWU | P | 2023-09-11 | 2023-11-21 | $8,117 | $8,065 | $52 | $52 |
| EWW | P | 2023-09-11 | 2023-11-03 | $1,207 | $1,206 | $1 | $1 |
| FDUE | P | 2017-04-12 | 2023-09-11 | $19,241 | $21,443 | -$2,202 | -$2,202 |
| FLOT | P | 2023-09-11 | 2023-11-03 | $2,279 | $2,283 | -$4 | -$4 |
| FSD | P | 2017-12-19 | 2023-09-11 | $26,779 | $34,524 | -$7,745 | -$7,745 |
| FSIG | P | 2023-09-11 | 2023-11-03 | $4,180 | $4,188 | -$8 | -$8 |
| FTSM | P | 2023-09-11 | 2023-12-28 | $3,101 | $3,097 | $4 | $4 |
| FTSM | P | 2023-09-11 | 2023-11-03 | $952 | $953 | -$1 | -$1 |
| GSBD | P | 2017-12-28 | 2023-09-11 | $39,793 | $60,061 | -$20,268 | -$20,268 |
| HYLS | P | 2023-09-11 | 2023-11-03 | $1,263 | $1,272 | -$9 | -$9 |
| IAE | P | 2019-09-05 | 2023-09-11 | $19,109 | $24,007 | -$4,898 | -$4,898 |
| IDV | P | 2015-04-15 | 2023-09-11 | $66,226 | $80,076 | -$13,850 | -$13,850 |
| IEF | P | 2023-09-11 | 2023-11-03 | $1,562 | $1,587 | -$25 | -$25 |
| IEI | P | 2023-09-11 | 2023-11-21 | $915 | $911 | $4 | $4 |
| IGA | P | 2019-09-05 | 2023-09-11 | $22,885 | $27,518 | -$4,633 | -$4,633 |
| IGD | P | 2019-09-05 | 2023-09-11 | $20,154 | $24,007 | -$3,853 | -$3,853 |
| IHD | P | 2019-09-05 | 2023-09-11 | $18,392 | $23,507 | -$5,115 | -$5,115 |
| INDA | P | 2023-09-11 | 2023-11-21 | $16,000 | $16,123 | -$123 | -$123 |
| INDA | P | 2023-09-11 | 2023-11-03 | $1,369 | $1,408 | -$39 | -$39 |
| IRM | P | 2018-05-24 | 2023-09-11 | $62,779 | $32,209 | $30,570 | $30,570 |
| KO | P | 2019-09-05 | 2023-09-11 | $5,892 | $5,595 | $297 | $297 |
| LMBS | P | 2023-09-11 | 2023-11-03 | $4,385 | $4,425 | -$40 | -$40 |
| LQD | P | 2023-09-11 | 2023-11-03 | $1,331 | $1,360 | -$29 | -$29 |
| MCHI | P | 2023-09-11 | 2023-11-03 | $1,518 | $1,560 | -$42 | -$42 |
| MCHI | P | 2023-09-11 | 2023-11-21 | $5,837 | $5,971 | -$134 | -$134 |
| MSFT | P | 2019-09-05 | 2023-09-11 | $16,902 | $7,108 | $9,794 | $9,794 |
| NCZ | P | 2019-09-05 | 2023-09-11 | $17,863 | $27,782 | -$9,919 | -$9,919 |
| STEL | P | 2023-09-11 | $92,950 | $103,575 | -$10,625 | -$10,625 | |
| TGT | P | 2017-09-06 | 2023-09-11 | $12,661 | $6,067 | $6,594 | $6,594 |
| TGT | P | 2017-09-06 | 2023-09-11 | $28 | $13 | $15 | $15 |
| UCON | P | 2023-09-11 | 2023-09-28 | $3,581 | $3,631 | -$50 | -$50 |
| V | P | 2019-09-05 | 2023-09-11 | $24,701 | $17,948 | $6,753 | $6,753 |
| WMT | P | 2016-05-25 | 2023-09-11 | $65,640 | $33,089 | $32,551 | $32,551 |
| XLC | P | 2023-09-11 | 2023-11-03 | $2,028 | $2,039 | -$11 | -$11 |
| XLE | P | 2023-09-11 | 2023-11-03 | $1,215 | $1,270 | -$55 | -$55 |
| XLE | P | 2023-09-11 | 2023-11-21 | $9,900 | $10,614 | -$714 | -$714 |
| XLF | P | 2023-09-11 | 2023-11-03 | $2,608 | $2,652 | -$44 | -$44 |
| XLF | P | 2023-09-11 | 2023-11-21 | $13,509 | $13,223 | $286 | $286 |
| XLK | P | 2023-09-11 | 2023-11-03 | $4,810 | $4,859 | -$49 | -$49 |
| XLK | P | 2023-09-11 | 2023-11-21 | $6,615 | $6,248 | $367 | $367 |
| XLP | P | 2023-09-11 | 2023-11-03 | $3,043 | $3,183 | -$140 | -$140 |
| XLP | P | 2023-09-11 | 2023-11-21 | $30,638 | $31,829 | -$1,191 | -$1,191 |
| XLY | P | 2023-09-11 | 2023-11-03 | $2,248 | $2,426 | -$178 | -$178 |
| XLY | P | 2023-09-11 | 2023-11-21 | $8,706 | $9,011 | -$305 | -$305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,281 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $982 | 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 | $56 | EsPenaltyAmt |
| Tax Due | $1,038 | 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 | 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 | WILLIAM A PAULEA II | IndividualWithBooksNm |
| Phone | 7132787477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE PAULEA | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | TREASURER | 0.00 | $0 | $0 | $0 |
| ALEXANDER JOSEPH PAULEA | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| LISA PAULEA WINDELL | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | CHAIRMAN/PRESIDENT | 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 | $747,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $970,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $970,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $955,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $982 | TotalTaxAmt |
| Distributable Before Adj | $46,807 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,807 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,807 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,807 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,671 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,882 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,807 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,727 | 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 | $14,671 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,658 | ExcessFromYear4Amt |
| Excess From Year3 | $16,942 | ExcessFromYear3Amt |
| Excess From Year2 | $12,381 | ExcessFromYear2Amt |
| Excess From Year1 | $1,882 | ExcessFromYear1Amt |
| Excess From Current Year | $3,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PAULEA II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132789477 | RecipientPhoneNum |
| Form And Info And Materials | FOR OTHER SECTION 501(C)(3) ORGANIZATIONS, NO SPECIFIC FORM. FOR INDIVIDUALS REQUESTING FINANCIAL ASSISTANCE OR A SCHOLARSHIP, THE FOUNDATION HAS A PREPRINTED FORM THAT THE APPLICANT MUST COMPLETE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAMP ARANZAZU | ||||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| COLE GORDON HELPING HANDS | ||||||||
| 2576 COUNTY RD 144 | ALVIN | TX | 77511 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| COVENANT HOUSE | ||||||||
| FAIRVIEW STATION PO BOX 66330 | HOUSTON | TX | 77266 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $8,000 | |
| LIFE HOUSE | ||||||||
| PO BOX 1005 | GLENDORA | CA | 91741 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| MEALS ON WHEELS | ||||||||
| C/O INTERFAITH MINISTRIES 3303 MAIN | HOUSTON | TX | 77002 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $7,000 | ST |
| STAR OF HOPE | ||||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| THE MONTROSE CENTER | ||||||||
| 401 BRANARD ST 2ND FLOOR | HOUSTON | TX | 77006 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 | $1,355 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,812 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,190 | Amt |
| Net Investment Income | $7,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $862,317 | BookValueAmt |
| EOYFMV | $935,486 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $4,001 | Amt |
| Net Investment Income | $4,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $71 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |