ENGRAVED PENCIL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ENGRAVED PENCIL FOUNDATION (EIN 83-0691682)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349102849
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:45:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 PIEDMONT RD NE STE 1550 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | 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 | 830691682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGRAVED PENCIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGR | BusinessNameControlTxt |
| Phone | 2813897245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DRIVE UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRIFFIN E JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813897245 | PhoneNum |
| Signature | 2024-11-15 | 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 | BRUCE L WHALEY CPA | PreparerPersonNm |
| PTIN | P00061426 | PTIN |
| Phone | 4042623300 | 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 | $15,766,686 | 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 | $3,731,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $315,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,641 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$21,104 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,964,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,522 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $384 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,012 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,167 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,167 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,079 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,076 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $820 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $94,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $976,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $976,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,071,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,893,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,281,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $817,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $817,443 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,924,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,168,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,449,505 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,908,607 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,850,833 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,775,837 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,408,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,580,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,723,901 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,522,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,417,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,766,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,522,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,417,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,522,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,417,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,522,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,417,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,522,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,893,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,283 | OtherIncreasesAmt |
| Subtotal | $11,417,488 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,417,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $1,964,910 | $2,050,424 | -$85,514 | -$85,514 |
| ALTERNATIVE INVESTMENTS | P | 2023-01-01 | 2023-12-31 | $295,898 | $275,000 | $20,898 | $20,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$60,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,250 | SubtotalAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,315 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,315 | TotalPaymentsAndCreditsAmt |
| Tax Due | $935 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Website Address | WWW.ENGRAVEDPENCILFDN.ORG | WebsiteAddressTxt |
| Individual With Books | GRIFFIN JONES | IndividualWithBooksNm |
| Phone | 2813897245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MINDI M JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNEDY E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| KALE G JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,311,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,052,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $861,951 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,226,514 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,226,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,073,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,250 | TotalTaxAmt |
| Distributable Before Adj | $500,406 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $500,406 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $500,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,002,976 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,406 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $79,440 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,653 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,967 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,002,976 | QualifyingDistributionsAmt |
| Applied To Current Year | $500,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $502,570 | RemainingDistriFromCorpusAmt |
| Total Corpus | $958,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,440 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $878,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,653 | ExcessFromYear4Amt |
| Excess From Year3 | $177,967 | ExcessFromYear3Amt |
| Excess From Year2 | $74,202 | ExcessFromYear2Amt |
| Excess From Year1 | $14,533 | ExcessFromYear1Amt |
| Excess From Current Year | $502,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GRIFFIN E JONES | ContributingManagerNm |
| Contributing Manager | MINDI M JONES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813897245 | RecipientPhoneNum |
| Recipient Email Address | DONATIONS@ENGRAVEDPENCILFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL REQUESTS MUST BE SUBMITTED IN WRITING, ACCOMPANIED BY AN ENGRAVED PENCIL FOUNDATION CHARITABLE CONTRIBUTION, GIFT AND DONATION REQUEST FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A MINIMUM OF 30 DAYS' NOTICE IS REQUIRED FOR CONSIDERATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BENEFIT NON-PROFIT ORGANIZATIONS WITH TAX EXEMPTION UNDER SECTION 501C(3) OR (6) OF THE INTERNAL REVENUE CODE WHICH ARE CONSIDERED CHARITABLE CIVIC, EDUCATIONAL, RECREATIONAL, AND/OR RECEIVED THE MAJORITY OF THEIR SUPPORT THROUGH OUTSIDE FUNDING. | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ATHLETES IN ACTION | |||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | GENERAL OPERATIONS | $350,000 | ||
| BROOKWOOD COMMUNITY | |||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PC | GENERAL OPERATIONS | $7,500 | ||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL OPERATIONS | $124,980 | ||
| FIRST LIBERTY | |||||||||
| 2001 WEST PLANO PARKWAY | PLANO | TX | 75075 | N/A | PC | GENERAL OPERATIONS | $10,000 | SUITE 1600 | |
| HOPE INTERNATIONAL | |||||||||
| 227 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | N/A | PC | GENERAL OPERATIONS | $25,000 | SUITE 250 | |
| HOUSTON METHODIST HOSPITAL | |||||||||
| 1701 SUNSET BLVD | HOUSTON | TX | 77005 | N/A | PC | GENERAL OPERATIONS | $125,000 | FOUNDATION | |
| PEACE GOSPEL INTERNATIONAL | |||||||||
| 1708 SPRING GREEN BLVD | KATY | TX | 77494 | N/A | PC | GENERAL OPERATIONS | $40,000 | STE 120 PMB 205 | |
| TOOLBOX MINISTRIES | |||||||||
| 10000 MEMORIAL DR STE 950 | HOUSTON | TX | 77024 | N/A | PC | GENERAL OPERATIONS | $30,000 | ||
| WORLD HOPE MINISTRIES | |||||||||
| 17111 OLD LOUETTA RD | HOUSTON | TX | 77070 | N/A | PC | GENERAL OPERATIONS | $50,000 | INTERNATIONAL | |
| YOUNG LIFE VAIL | |||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PC | GENERAL OPERATIONS | $15,000 | ||
| OAK GROVE MINISTRIES | |||||||||
| PO BOX 105 | MENLO PARK | CA | 94026 | N/A | PC | GENERAL OPERATIONS | $75,000 | ||
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | N/A | PC | GENERAL OPERATIONS | $12,500 | ||
| COVENANT HOUSE TEXAS | |||||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $30,000 | ||
| MILLER FOUNDATION | |||||||||
| 17430 CAMPBELL RD 230 | DALLAS | TX | 75252 | N/A | PC | GENERAL OPERATIONS | $5,000 | ||
| NORTHWEST HOUSTON FCA | |||||||||
| 8847 W SAM HOUSTON PKWY | HOUSTON | TX | 77040 | N/A | PC | GENERAL OPERATIONS | $50,000 | ||
| OKLAHOMA PARKINSON'S ALLIANCE | |||||||||
| 720 W WILSHIRE BLVD 109 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL OPERATIONS | $1,600 | ||
| POKES WITH A PURPOSE | |||||||||
| 3756 S WHEELING AVE | TULSA | OK | 74055 | N/A | PC | GENERAL OPERATIONS | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $976,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$60,783 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| MISSCELLANEOUS | $212 | ||
| PASSTHROUGH INCOME NOT UBIT | -$27,451 | ||
| SOVEREIGN K-1 | 100000 | $6,135 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,135 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,059 | ExclusionAmt |
| Related Or Exempt Function Incm | -$27,239 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,955 | 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 | GRIFFIN AND MINDI JONES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DRIVE UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,731,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,450 | Amt |
| Net Investment Income | $2,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,012 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $3,850,833 | EOYBookValueAmt |
| EOYFMV | $3,775,837 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $3,714,676 | $7,969,269 |
| MUTUAL FUNDS | $1,160,502 | $1,182,246 |
| ETFS | $293,451 | $297,990 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,580,583 | BookValueAmt |
| EOYFMV | $1,723,901 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $384 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NONDEDUCTIBLE FROM PASSTHROUG | $820 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISSCELLANEOUS | $212 |
| PASSTHROUGH INCOME NOT UBIT | -$27,451 |
| SOVEREIGN K-1 | $6,135 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TIMING DIFFERENCES | Desc |
| Amt | $1,283 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES | CategoryTxt |
| Amt | $59,167 | Amt |
| Net Investment Income | $59,167 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $4,076 | $4,076 |
| FEDERAL TAXES | $2,003 |