P J MORAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- P J MORAN FOUNDATION (EIN 76-0126422)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349105636
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:16:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | 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 | 760126422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PJ MORAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PJMO | BusinessNameControlTxt |
| Phone | 7137591555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 SACKETT ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J MORAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7137591555 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK | PersonFirstNm |
| Person Last | MORAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | RYAN P KRUSE MS CPA | PreparerPersonNm |
| PTIN | P01323111 | PTIN |
| Phone | 5048355522 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $3,678,545 | 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 | $21,876 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,110 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$68,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $643,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,367 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $1,367 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $62,605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,605 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $117,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,220 | 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 |
| Interest Rev And Expnss | $24 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $24 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $984 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,434 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,066 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,781 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,135,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,135,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,188,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,137,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,070,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $379 | CashBOYAmt |
| Cash EOY | $379 | CashEOYAmt |
| Cash EOYFMV | $379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $521,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,262,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,112,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,112,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $992,581 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $386,647 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $386,647 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $11,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,788,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,678,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,678,545 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,042 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,042 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $51,164 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $51,164 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $98,961 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $151,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,206 | 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 | $3,637,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,626,339 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,637,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,626,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,788,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,678,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,637,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,070,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,059,520 | OtherIncreasesAmt |
| Subtotal | $3,626,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,626,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | 2022-12-01 | 2022-12-31 | $634,651 | $712,195 | -$77,544 | -$77,544 | |
| CAPITAL GAINS DIVIDENDS | $9,177 | $9,177 | $9,177 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$68,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $43 | EsPenaltyAmt |
| Overpayment | $578 | OverpaymentAmt |
| Applied To ES Tax | $578 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | PATRICK J MORAN | IndividualWithBooksNm |
| Phone | 7137591555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 SACKETT STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770981125 | 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK J MORAN | ||||||||
| 2803 SACKETT STREET | HOUSTON | TX | 77098 | PRESIDENT/VP/TRES/DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANNA H MORAN | ||||||||
| 2803 SACKETT STREET | HOUSTON | TX | 77098 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| GENEVIEVE H MORAN | ||||||||
| 2803 SACKETT STREET | HOUSTON | TX | 77098 | DIRECTOR | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | 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 | $4,112,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $658,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,770,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,770,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,699,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,379 | TotalTaxAmt |
| Distributable Before Adj | $233,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,137,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,137,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,624 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $30,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $332,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,137,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $903,785 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,236,139 | 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 | $34,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,201,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,624 | ExcessFromYear4Amt |
| Excess From Year3 | $142,897 | ExcessFromYear3Amt |
| Excess From Year1 | $30,007 | ExcessFromYear1Amt |
| Excess From Current Year | $903,785 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK J MORAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICK J MORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 SACKET STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7137591555 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING THE INTENDED PURPOSES OF THE GRANT. SUPPORTING DOCUMENT SHOULD INCLUDE APPLICANT'S CREDENTIALS AND CURRENT DOCUMENTATION ON THE GRANT'S INTENDED PURPOSES. NOTE THAT CONTRIBUTION, GRANT, ETC. PROGRAMS ARE RESTRICTED TO QUALIFYING CHARITABLE ORGANIZATIONS. APPLICATIONS FROM INDIVIDUAL AND "FOR PROFIT" ENTITIES ARE NOT ACCEPTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 149275 | AUSTIN | TX | 787149275 | NONE | 501C(3) ORGANIZATION | DONATION | $1,000 |
| THE BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 750152079 | NONE | 501C(3) ORGANIZATION | DONATION | $1,500 |
| CATHOLIC EXTENSION | |||||||
| 150 SOUTH WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60606 | NONE | 501C(3) ORGANIZATION | DONATION | $3,000 |
| DEL MAR COLLEGE FOUNDATION | |||||||
| 101 BALDWIN BLVD | CORPUS CHRISTI | TX | 78404 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $10,000 |
| FLORIDA SOUTHERN COLLEGE | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $5,000 |
| INCARNATE WORD ACADEMY | |||||||
| 609 CRAWFORD ST | HOUSTON | TX | 77002 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $9,000 |
| M D ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | NONE | 501C(3) ORGANIZATION | DONATION | $1,000,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 791568 | BALTIMORE | MD | 212791568 | NONE | 501C(3) ORGANIZATION | DONATION | $3,000 |
| SAN JOSE CLINIC | |||||||
| PO BOX 2808 | HOUSTON | TX | 772522808 | NONE | 501C(3) ORGANIZATION | DONATION | $2,500 |
| TEXAS A&M UNIVERSITY | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $22,500 |
| US NAVAL INSTITUTE | |||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | 501C(3) ORGANIZATION | NAVAL INSTITUTE FOUNDATION | $10,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | NONE | 501C(3) ORGANIZATION | ANNA O. MORAN SCHOLARSHIP ENDOWMENT | $5,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BOULEVARD | HOUSTON | TX | 770064626 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $75 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BOULEVARD | HOUSTON | TX | 770064626 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BOULEVARD | HOUSTON | TX | 770064626 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF TEXAS | |||||||
| 2901 NORTH IH-35 SUITE 4100 | AUSTIN | TX | 78722 | NONE | 501C(3) ORGANIZATION | SPONSOR STUDENT SCHOLARSHIPS | $7,500 |
| WARREN DAKOTA FLIGHT MUSEUM | |||||||
| 100 34TH AVE NE PO BOX 194 | MINOT | ND | 58702 | NONE | 501C(3) ORGANIZATION | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,135,075 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $29,110 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,389 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,605 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$68,367 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,367 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,082 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,104 | 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 | 7 | LineNumberTxt |
| Relationship Statement | THE INCOME OR LOSS IS FROM NET OIL & GAS ROYALTIES. THE REVENUE RECEIVED FROM OIL & GAS ROYALTIES SUPPLEMENTS THE INVESTMENT INCOME RECEIVED FROM THE FOUNDATION'S OTHER INVESTMENTS THUS ALLOWING THE FOUNDATION TO CONTINUE MAKING DONATIONS TO CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
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 |
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 | PATRICK J MORAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 SACKETT STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US TRUST | BondNm |
| EOY Book Value | $386,647 | EOYBookValueAmt |
| EOYFMV | $386,647 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMPASS BANK | $39,649 | $39,649 |
| US TRUST | $3,072,705 | $3,072,705 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED COST DEPLETION-ROYALTY INTEREST | -$119,043 | -$119,043 | -$119,043 |
| DATABASE TRANSFER CLEARANCE | -$34 | -$34 | -$34 |
| OTHER ASSETS | $10,606 | $10,606 | $10,606 |
| ROYALTY INTEREST | $120,275 | $120,275 | $120,275 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $46,560 | $46,560 | $0 |
| OFFICE SUPPLIES | $221 | $0 | $221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $62,605 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,605 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $923,423 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | $136,097 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| BOY Book Value | $98,961 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $984 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $984 | DisbursementsCharitablePrpsAmt |