STEWART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FOUNDATION (EIN 76-0375683)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106901
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:39:16-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752739938 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULLIAM AND CABLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 N CENTRAL EXPY SUITE 1000 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | 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 | 760375683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stewart Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 7132660710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5733 Indian Circle | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David R Stewart | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 7132660710 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| 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 | Davis J Cable | PreparerPersonNm |
| PTIN | P00535031 | PTIN |
| Phone | 2143688900 | PhoneNum |
| Preparation | 2024-11-15 | 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 | $1,828,777 | 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 |
| Dividends Rev And Expnss | $46,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,241,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,379 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $12,732 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,732 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $110,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,944 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $866 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,863 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,863 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,222 | CashBOYAmt |
| Cash EOY | $30,154 | CashEOYAmt |
| Cash EOYFMV | $35,154 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $27,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,400 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $964,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,110,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,235,295 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $683,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $575,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $530,928 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,736,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,742,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,828,777 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,736,257 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,742,813 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,736,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,742,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,736,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,742,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,736,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,439 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,743,696 | SubtotalAmt |
| Other Decreases | $883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,742,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stocks See Form 1099-B | P | 2021-01-12 | 2023-12-31 | $193,365 | $0 | $179,178 | $14,187 | $0 | $0 | $0 | $14,187 |
| Stocks See Form 1099-B | P | 2021-02-17 | 2023-01-24 | $16,813 | $0 | $19,577 | -$2,764 | $0 | $0 | $0 | -$2,764 |
| Stocks See Form 1099-B | P | 2021-02-17 | 2023-12-31 | $61,028 | $0 | $52,399 | $8,629 | $0 | $0 | $0 | $8,629 |
| Stocks See Form 1099-B | P | 2021-02-17 | 2023-12-31 | $177,949 | $0 | $177,873 | $76 | $0 | $0 | $0 | $76 |
| Stocks See Form 1099-B | P | 2021-02-17 | 2023-12-31 | $791,859 | $0 | $760,608 | $31,251 | $0 | $0 | $0 | $31,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,509 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,509 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,509 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,294 | OverpaymentAmt |
| Applied To ES Tax | $2,294 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | David R Stewart Chairman | IndividualWithBooksNm |
| Phone | 7132660710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5733 Indian Circle | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| David R Stewart | ||||||||
| 5733 Indian Circle | Houston | TX | 77057 | Chairman/ Pres. | 3.00 | $2,500 | $0 | $0 |
| C Jim Stewart III | ||||||||
| 1202 Potomac | Houston | TX | 77057 | Secretary | 0.50 | $2,500 | $0 | $0 |
| Richard R Stewart | ||||||||
| 6428 Brompton Road | Houston | TX | 77005 | Treasurer | 0.50 | $2,500 | $0 | $0 |
| Gretchen E Anderson | ||||||||
| 6434 Belmont | Houston | TX | 77005 | Asst Secretary | 0.50 | $2,500 | $0 | $0 |
| Catherine M Carrigan | ||||||||
| 8 Pine Grove Circle | Houston | TX | 77024 | Asst Treasurer | 0.50 | $2,500 | $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 |
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 | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,215 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $80,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $80,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,786 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $38,519 | ExcessFromYear2Amt |
| Excess From Year1 | $12,267 | ExcessFromYear1Amt |
| Excess From Current Year | $80,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Stewart Foundation David R Stew | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5733 Indian Circle | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132660710 | RecipientPhoneNum |
| Form And Info And Materials | Solicitations of charitable needs including introductory letter of qualified organization. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Stewart Foundation is a private foundation that is organized and operated exclusively for religious, charitable, scientific and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Amazing Place | ||||||
| 3735 Drexel | Houston | TX | 77027 | 501(c)(3) | Charitable | $0 |
| Bridges to Life | ||||||
| PO Box 570895 | Houston | TX | 77257 | 501(c)(3) | Charitable | $5,000 |
| Casa de Eserpanza | ||||||
| PO Box 66581 | Houston | TX | 77266 | 501(c)(3) | Charitable | $10,000 |
| Cristo Rey Jesuit | ||||||
| 6700 Mt Carmel | Houston | TX | 77087 | 501(c)(3) | Charitable | $10,000 |
| Doctors without Borders | ||||||
| 40 Rector St 16th Flr | New York | NY | 10006 | 501(c)(3) | Charitable | $5,000 |
| Health Care for the Homeless | ||||||
| 1934 Caroline St | Houston | TX | 77002 | 501(c)(3) | Charitable | $10,000 |
| Houston Food Bank | ||||||
| 12660 Sandpiper Dr | Houston | TX | 77035 | 501(c)(3) | Charitable | $10,000 |
| Pro-vision Inc | ||||||
| 2656 South Loop West Ste 650 | Houston | TX | 77054 | 501(c)(3) | Charitable | $0 |
| Star of Hope | ||||||
| 6897 Ardmore | Houston | TX | 77054 | 501(c)(3) | Charitable | $10,000 |
| The Beacon | ||||||
| 1212 Prairie St | Houston | TX | 77002 | 501(c)(3) | Charitable | $5,000 |
| World Center Kitchen | ||||||
| 200 Massachusetts Ave NW 7th Flr | Washington | DC | 20001 | 501(c)(3) | Charitable | $0 |
| Yellowstone Academy | ||||||
| 3000 Trulley St | Houston | TX | 77004 | 501(c)(3) | Charitable | $5,000 |
| Texas Children Hospital | ||||||
| 6621 Fannin Street | Houston | TX | 77030 | 501(c)(3) | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,211 | 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 | N/A | LineNumberTxt |
| Relationship Statement | Net Gain or Loss from Sale of Assets | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly traded stock | Purchased | $193,365 | $179,178 | $14,187 |
| Publicly traded stock | Purchased | $16,813 | $19,577 | -$2,764 |
| Publicly traded stock | Purchased | $1,030,836 | $990,881 | $39,955 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETF | $486,748 | $542,631 |
| Mutual Funds | $623,511 | $692,664 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend paid in 2024 for 2023 | Desc |
| Amt | $883 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment management fees | Desc |
| Revenue And Expenses Per Books | $7,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,863 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain distribution | Desc |
| Revenue And Expenses Per Books | $12,732 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,732 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal tax | ||
| Foreign tax | $866 | $866 |