LVM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LVM FOUNDATION (EIN 47-5130331)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-21
- IRS object ID
- 202540219349100404
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-21T07:31:48-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843366883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Strategic Tax Partners LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15718 Jordan Canyon Ln | AddressLine1Txt |
| City | Cypress | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77429 | 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 | 475130331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LVM Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LVMF | BusinessNameControlTxt |
| Phone | 8327176170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 Perthshire Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lenin Juarez | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8327176170 | PhoneNum |
| Signature | 2025-01-21 | 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 | Sheila Ware | PreparerPersonNm |
| PTIN | P01526998 | PTIN |
| Phone | 2818136044 | PhoneNum |
| Preparation | 2025-01-21 | 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 | $66,577 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $385 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $385 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $111,874 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111,874 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $111,874 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $112,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,259 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $112,259 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,049 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,049 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,049 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $425 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $259 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,733 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,733 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,880 | CashBOYAmt |
| Cash EOY | $66,577 | CashEOYAmt |
| Cash EOYFMV | $66,577 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $145,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,577 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $656 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $28,215 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $27,715 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $116,017 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,043 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $144,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,758 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $992 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $17,819 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,819 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $454 | OverpaymentAmt |
| Applied To ES Tax | $454 | 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 | Lenin Juarez | IndividualWithBooksNm |
| Phone | 8327176170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 Perthshire Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77079 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Lenin Juarez | ||||||||
| 14007 Perthshire | Houston | TX | 77079 | President | 5.00 | $0 | $0 | $0 |
| Vera Juarez | ||||||||
| 14007 Perthshire | Houston | TX | 77079 | VP/Sec/Treas | 5.00 | $0 | $0 | $0 |
| Lenin Juarez II | ||||||||
| 14007 Perthshire | Houston | TX | 77079 | Director | 0.00 | $0 | $0 | $0 |
| Marco Antonio Juarez | ||||||||
| 14007 Perthshire | Houston | TX | 77079 | Director | 0.00 | $0 | $0 | $0 |
| Marisol Denson | ||||||||
| 14007 Perthshire | Houston | TX | 77079 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Charitable Organization Support (11 organizations served) | Description1Txt |
| Expenses1 | $91,700 | Expenses1Amt |
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 | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | 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 | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,015 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,015 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,700 | ExcessFromYear4Amt |
| Excess From Year3 | $40,215 | ExcessFromYear3Amt |
| Excess From Year2 | $78,000 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer's Association | ||||||
| PO Box 96011 | Washington | DC | 20090 | 501c3 | Unrestricted | $0 |
| Bible Study Fellowship | ||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | 501c3 | Unrestricted | $0 |
| Casa Juan Diego | ||||||
| 4811 Lillian Street | Houston | TX | 77007 | 501c3 | Unrestricted | $15,000 |
| Catholic Charities of the Archdiocese of Galveston-Houston | ||||||
| PO Box 200787 | Houston | TX | 77216 | 501c3 | Unrestricted | $7,000 |
| College of Biblical Studies | ||||||
| 7000 Regency Square Blvd | Houston | TX | 77036 | 501c3 | Unrestricted | $0 |
| Doctors Without Borders | ||||||
| PO Box 50022 | Hagerstown | MD | 21741 | 501c3 | Unrestricted | $2,000 |
| Honduras Dental Project | ||||||
| 8811 Frankway Suite D | Houston | TX | 77096 | 501c3 | Unrestricted | $0 |
| Housing Assistance Council | ||||||
| 1025 Vermont Ave NW Ste 606 | Washington | DC | 20005 | 501c3 | Unrestricted | $0 |
| Houston Food Bank | ||||||
| 535 Portwall | Houston | TX | 77029 | 501c3 | Unrestricted | $2,000 |
| Legionaires of Christ | ||||||
| 3202 Wildcandle Dr | Spring | TX | 77388 | 501c3 | Unrestricted | $0 |
| March of Dimes | ||||||
| PO Box 2547 | Decatur | IL | 62525 | 501c3 | Unrestricted | $0 |
| MD Anderson Cancer Center | ||||||
| PO Box 301439 | Houston | TX | 77230 | 501c3 | Unrestricted | $1,000 |
| Mike Barber Prison Ministry | ||||||
| PO Box 1086 | Desoto | TX | 75123 | 501c3 | Unrestricted | $0 |
| National Housing Law Project | ||||||
| 703 Market St Ste 2000 | San Francisco | CA | 94103 | 501c3 | Unrestricted | $0 |
| Self-Help Enterprises | ||||||
| PO Box 6520 | Visalia | CA | 93290 | 501c3 | Unrestricted | $1,000 |
| Smile Train | ||||||
| PO Box 96208 | Washington | DC | 20090 | 501c3 | Unrestricted | $0 |
| Southern Poverty Law Center | ||||||
| 400 Washington Ave/PO Box 548 | Montgomery | AL | 36177 | 501c3 | Unrestricted | $0 |
| SPCA | ||||||
| 900 Portway Dr | Houston | TX | 77024 | 501c3 | Unrestricted | $0 |
| Special Olympics Texas | ||||||
| PO Box 143806 | Austin | TX | 78714 | 501c3 | Unrestricted | $0 |
| St John Vianney Catholic Church | ||||||
| 625 Nottingham Oaks Trail | Houston | TX | 77079 | 501c3 | Unrestricted | $45,600 |
| St Judes Children's Research Hospital | ||||||
| PO Box 50 | Memphis | TN | 38101 | 501c3 | Unrestricted | $2,000 |
| Star of Hope | ||||||
| PO Box 1505 | Houston | TX | 77251 | 501c3 | Unrestricted | $0 |
| Texas Children's Hospital | ||||||
| PO Box 4839 | Houston | TX | 77210 | 501c3 | Unrestricted | $2,000 |
| Texas Scottish Rite Hospital for Children | ||||||
| PO Box 199300 | Dallas | TX | 75219 | 501c3 | Unrestricted | $2,000 |
| The Salvation Army | ||||||
| PO Box 203781 | Houston | TX | 77216 | 501c3 | Unrestricted | $5,000 |
| United Service Organizations Inc | ||||||
| PO Box 96860 | Washington | DC | 20077 | 501c3 | Unrestricted | $0 |
| CHARM Prison Ministry | ||||||
| 1901 Norcrest Dr | Houston | TX | 77055 | 501c3 | Unrestricted | $0 |
| Chappell Hill Volunteer Fire Department | ||||||
| 5295 Main Street | Chappell Hill | TX | 77426 | 501c3 | Unrestricted | $100 |
| Faith Comes by Hearing | ||||||
| 2421 Aztec Rd NE | Albuquerque | NM | 87107 | 501c3 | Unrestricted | $0 |
| Learn Inc Trio Programs | ||||||
| 2161 50th Street Suite 105 | Lubbock | TX | 79412 | 501c3 | Unrestricted | $0 |
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | 501c3 | Unrestricted | $0 |
| NFCR Rose Funds | ||||||
| 4600 East West Highway Suite 525 | Bethesda | MD | 20814 | 501c3 | Unrestricted | $0 |
| The Briarwood School | ||||||
| 12207 Whittington Dr | Houston | TX | 77077 | 501c3 | Unrestricted | $0 |
| The Rise School of Houston | ||||||
| 5618 HMark Crosswell Jr St | Houston | TX | 77021 | 501c3 | Unrestricted | $0 |
| The Yellowstone Academy | ||||||
| 3000 Trulley St | Houston | TX | 77004 | 501c3 | Unrestricted | $0 |
| Young Life | ||||||
| PO Box 520 | Colorado Springs | CO | 80901 | 501c3 | Unrestricted | $0 |
| Youth With a Mission | ||||||
| 20131 Fm 16 W | Lindale | TX | 75771 | 501c3 | Unrestricted | $0 |
| Harding University | ||||||
| 915 E Market Ave | Searcy | AR | 72149 | 501c3 | Unrestricted | $0 |
| AAMA Sanchez Charter School | ||||||
| 6001 Gulf Fwy | Houston | TX | 77023 | 501c3 | Unrestricted | $0 |
| Shriners Hospitals For Children | ||||||
| 815 Market St | Galveston | TX | 77550 | 501c3 | Unrestricted | $2,000 |
| Hispanic Association for Culture and Education | ||||||
| 4536 Friars Lane | Grand Prairie | TX | 75052 | 501c3 | Unrestricted | $0 |
| The Nature Conservancy | ||||||
| PO Box 1557 | Merrifield | VA | 22116 | 501c3 | Unrestricted | $0 |
| TTAA | ||||||
| PO Box 45001 | Lubbock | TX | 79430 | 501c3 | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income - LVM Holdings LP | Desc |
| Business | 541990 | BusinessCd |
| Unrelated Business Taxbl Incm | $111,874 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $111,874 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,874 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LVM Holdings LP | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank charges | $40 | $40 | $40 |
| Office Supplies | $219 | $219 | $219 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income LVM Holdings LP | Desc |
| Revenue And Expenses Per Books | $111,874 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $111,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111,874 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment-LVM Holdings LP | Desc |
| BOY Book Value | $116,017 | BOYBookValueAmt |
| EOY Book Value | $21,043 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $425 | AdjustedNetIncomeAmt |