JAY VANDERPOOL SCHOLARSHIP FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAY VANDERPOOL SCHOLARSHIP FUND (EIN 76-6038758)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349102714
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:25:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760448495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAM LANGSTON & BREZINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET ST STE 401 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766038758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY VANDERPOOL SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FROST BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYV | BusinessNameControlTxt |
| Phone | 4097707158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY GLOVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4097707158 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSAY | PersonFirstNm |
| Person Last | GLOVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY D MAXWELL JR | PreparerPersonNm |
| PTIN | P00627267 | PTIN |
| Phone | 4097636479 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,666 | 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 | $7,390 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,082 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $966 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $483 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,363 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $131 | AcctRcvblAmt |
| Acct Rcvbl BOY | $75 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $131 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $131 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $142,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $135,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $150,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,666 | 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 | $150,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 22.073 SH ARTISAN HIGH INCOME FD | 2021-09-27 | 2022-04-27 | $209 | $227 | -$18 | -$18 | |
| 182.704 SH BAIRD AGGREGATE BOND FD | 2021-09-27 | 2022-02-01 | $2,028 | $2,097 | -$69 | -$69 | |
| 29.865 SH BAIRD AGGREGATE BOND FD | 2021-09-27 | 2022-04-27 | $306 | $343 | -$37 | -$37 | |
| 1.496 SH ISHARES S&P 500 STK INDEX FD | 2022-02-01 | 2022-04-27 | $737 | $800 | -$63 | -$63 | |
| .899 SH ISHARES S&P 500 STK INDEX FD | 2022-02-01 | 2022-08-22 | $437 | $481 | -$44 | -$44 | |
| 3.266 SH COHEN & STEERS INSTL REALTY FD | 2017-04-26 | 2022-02-01 | $178 | $144 | $34 | $34 | |
| 8.798 SH COHEN & STEERS INSTL REALTY FD | 2022-04-27 | $486 | $391 | $95 | $95 | ||
| 17.27 SH FIDELITY EMERG MKTS INDEX FD | 2021-09-27 | 2022-04-27 | $179 | $219 | -$40 | -$40 | |
| 113.542 SH FIDELITY EMERG MKTS INDEX FD | 2022-08-22 | $1,126 | $1,433 | -$307 | -$307 | ||
| 197.688 SH FIDELITY EMERG MKTS INDEX FD | 2022-08-22 | $1,961 | $2,388 | -$427 | -$427 | ||
| 146.828 SH FIDELITY CONSERVATIVE INC BD FD | 2022-02-01 | $1,473 | $1,477 | -$4 | -$4 | ||
| 46.568 SH FIDELITY CONSERVATIVE INC BD FD | 2021-09-27 | 2022-04-27 | $466 | $468 | -$2 | -$2 | |
| 7.897 SH GOLDMAN SACHS GQG INTL OPP FD | 2021-09-27 | 2022-04-27 | $143 | $160 | -$17 | -$17 | |
| 24.553 SH GOLDMAN SACHS GQG INTL OPP FD | 2021-09-27 | 2022-08-22 | $423 | $496 | -$73 | -$73 | |
| 1.724 SH HARDING LOEVNER EMERG MKTS FD | 2021-09-27 | 2022-04-27 | $77 | $116 | -$39 | -$39 | |
| 31.555 SH HARDING LOEVNER EMERG MKTS FD | 2022-08-22 | $1,381 | $1,638 | -$257 | -$257 | ||
| 12.835 SH HARDING LOEVNER EMERG MKTS FD | 2022-08-22 | $562 | $811 | -$249 | -$249 | ||
| 17.536 SH HARTFORD WORLD BOND FD | 2021-09-27 | 2022-04-27 | $177 | $186 | -$9 | -$9 | |
| 8.453 SH HARTFORD WORLD BOND FD | 2021-09-27 | 2022-08-22 | $84 | $90 | -$6 | -$6 | |
| 14.108 SH JOHN HANCOCK DISC VAL MID CAP FD | 2021-09-27 | 2022-04-27 | $371 | $400 | -$29 | -$29 | |
| 12.935 SH JOHN HANCOCK DISC VAL MID CAP FD | 2021-09-27 | 2022-08-22 | $333 | $366 | -$33 | -$33 | |
| 9.11 SH LAZARD INTL EQTY PTF | 2021-09-27 | 2022-04-27 | $143 | $196 | -$53 | -$53 | |
| 198.011 SH LAZARD INTL EQTY PTF | 2022-08-22 | $2,836 | $3,805 | -$969 | -$969 | ||
| 80.016 SH LAZARD INTL EQTY PTF | 2022-08-22 | $1,146 | $1,511 | -$365 | -$365 | ||
| 12.001 MFS VALUE FUND | 2022-02-01 | 2022-04-27 | $601 | $633 | -$32 | -$32 | |
| 23.856 MFS VALUE FUND | 2022-02-01 | 2022-08-22 | $1,201 | $1,258 | -$57 | -$57 | |
| 12.146 SH PIMCO INTL BOND FD | 2021-09-27 | 2022-04-27 | $102 | $123 | -$21 | -$21 | |
| 281.367 SH PIMCO INTL BOND FD | 2021-03-08 | 2022-08-22 | $2,167 | $2,890 | -$723 | -$723 | |
| 83.16 SH PIMCO INTL BOND FD | 2022-08-22 | $640 | $829 | -$189 | -$189 | ||
| 7.739 SH T ROWE PRICE GROWTH STK FD | 2021-09-27 | 2022-04-27 | $601 | $894 | -$293 | -$293 | |
| 2.661 SH T ROWE PRICE MIDCAP GWTH FD | 2021-09-27 | 2022-04-27 | $255 | $342 | -$87 | -$87 | |
| 1.036 SH T ROWE PRICE MIDCAP GWTH FD | 2021-09-27 | 2022-08-22 | $99 | $133 | -$34 | -$34 | |
| 1.951 SH T ROWE PRICE INTL DISCOVERY FD | 2021-09-27 | 2022-04-27 | $122 | $197 | -$75 | -$75 | |
| 478.657 SH VANGUARD SHORT-TERM INV GRADE FD | 2022-02-01 | $5,088 | $5,235 | -$147 | -$147 | ||
| 93.313 SH VANGUARD SHORT-TERM INV GRADE FD | 2021-09-27 | 2022-04-27 | $953 | $1,020 | -$67 | -$67 | |
| 4.381 SH VICTORY SMALL CO OPP FD | 2021-09-27 | 2022-04-27 | $210 | $247 | -$37 | -$37 | |
| 10.236 SH VICTORY SMALL CO OPP FD | 2021-09-27 | 2022-08-22 | $512 | $576 | -$64 | -$64 | |
| CAPITAL GAINS DIVIDENDS | $2,657 | $2,657 | $2,657 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $18 | 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 | FROST BANK | IndividualWithBooksNm |
| Phone | 4097707158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FROST BANK | ||||||||
| 2201 MARKET STREET 3RD FLOOR | GALVESTON | TX | 77550 | TRUSTEE | 1.00 | $2,082 | $0 | $0 |
| DR HAROLD Y VANDERPOOL | ||||||||
| 2308 ALDWORTH DRIVE | CEDAR PARK | TX | 78613 | ADVISORY COMMITTEE | 4.00 | $0 | $0 | $0 |
| DR NATHALIE BARTLE | ||||||||
| 318 S AMERICAN STREET | PHILADELPHIA | PA | 191064334 | ADVISORY COMMITTEE | 4.00 | $0 | $0 | $0 |
| JON Y VANDERPOOL | ||||||||
| 3289 CORTE VERA CRUZ | CARLSBAD | CA | 92009 | ADVISORY COMMITTEE | 4.00 | $0 | $0 | $0 |
| KATHERINE C PROVOST | ||||||||
| 17 SMOKEY HILL ROAD | WAYLAND | MA | 01778 | ADVISORY COMMITTEE | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED COLLEGE SCHOLARSHIPS TO GALVESTON HIGH SCHOOL STUDENTS THROUGH THE GALVESTON YOUTH LEADERSHIP SCHOLARSHIP PROGRAM ADMINISTERED BY ANOTHER NON-PROFIT ORGANIZATION | Description1Txt |
| Expenses1 | $7,358 | Expenses1Amt |
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 | $152,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $131 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $7,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,358 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,358 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,400 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,358 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,400 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,901 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR HAROLD Y VANDERPOOL | ContributingManagerNm |
| Contributing Manager | DR NATHALIE BARTLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARVARD COLLEGE | ||||||
| NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | GENERAL SUPPORT OF THE QUINCY HOUSE | $1,000 |
| HARVARD COLLEGE | ||||||
| NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | GENERAL SUPPORT OF THE PHILLIPS BROOKS HOUSE | $500 |
| NOA FLORA SEIGEL | ||||||
| 13727 WINDLASS CIRCLE | GALVESTON | TX | 77554 | NONE | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | 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 | $111 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563 | 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 | FORM 990-PF TAX PREP FEE | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME MUTUAL FUNDS | AT COST | $52,354 | $47,677 |
| EQUITY MUTUAL FUNDS | AT COST | $82,923 | $90,495 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 FORM 990-PF EXCISE TAX | $138 | $0 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $45 | $45 | $0 |