SKLAR FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SKLAR FAMILY FOUNDATION (EIN 20-0098248)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349100811
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T07:24:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200098248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKLAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKLA | BusinessNameControlTxt |
| Phone | 8324634036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS S SKLAR | PersonNm |
| Person Title | SECRETARY/ DIRECTOR | PersonTitleTxt |
| Phone | 8324634036 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | SKLAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD D PERRY | PreparerPersonNm |
| PTIN | P00736341 | PTIN |
| Phone | 7136291381 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,960,528 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,075 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,804 | 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 |
| Accounting Fees Rev And Expnss | $4,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,981 | CashBOYAmt |
| Cash EOY | $120,956 | CashEOYAmt |
| Cash EOYFMV | $120,956 | CashEOYFMVAmt |
| Other Investments BOY | $1,674,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,632,024 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,839,572 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,769,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,752,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,960,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,769,917 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,752,980 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,769,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,752,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,769,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,752,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,769,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,098 | OtherIncreasesAmt |
| Subtotal | $1,752,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,752,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD BAL IND FD ADM | P | 2021-12-07 | $100,000 | $48,010 | $51,990 | $51,990 |
| LTCG DISTRIBUTIONS | P | $46,650 | $46,650 | $46,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,936 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,936 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,936 | 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 | $46 | EsPenaltyAmt |
| Tax Due | $1,982 | 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 | LOUIS S SKLAR | IndividualWithBooksNm |
| Phone | 8324634036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | PRESIDENT/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| LOUIS S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | SECRETARY/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUZANNE SKLAR MCCARTHY | ||||||||
| 6344 WAKEFOREST | HOUSTON | TX | 77005 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL ALAN SKLAR | ||||||||
| 3414 OVERBROOK LN | HOUSTON | TX | 77027 | 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 |
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 | $2,813,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,876,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,876,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,833,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,936 | TotalTaxAmt |
| Distributable Before Adj | $139,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $349,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $371,402 | 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 | $30,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $340,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,520 | ExcessFromYear4Amt |
| Excess From Year3 | $72,282 | ExcessFromYear3Amt |
| Excess From Year2 | $56,889 | ExcessFromYear2Amt |
| Excess From Year1 | $119,706 | ExcessFromYear1Amt |
| Excess From Current Year | $21,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST UNIT 1504 | HOUSTON | TX | 77002 | NONE | PC | CONCERT OF ARIAS | $2,000 |
| ESPANOLA HUMANE | |||||||
| 108 HAMM PKWY | ESPANOLA | NM | 87532 | NONE | PC | CONTRIBUTION FOR WILL WATSON | $250 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH ST | HOUSTON | TX | 77008 | NONE | PC | CAMPAIGN CONTRIBUTION | $15,000 |
| HOUSTON BALLET | |||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | NONE | PC | ANNUAL SUPPORT | $2,000 |
| HOUSTON CENTER FOR CONTEMPORARY CRAFT | |||||||
| 4848 MAIN ST | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTIONS | $500 |
| CHILDREN AT RISK | |||||||
| 2900 WESLAYAN ST 400 | HOUSTON | TX | 77027 | NONE | PC | CONTRIBUTIONS | $500 |
| CSPI | |||||||
| 1220 L ST NW 300 | WASHINGTON | DC | 20005 | NONE | PC | ANNUAL MEMBERSHIP | $500 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | ANNUAL GIFT | $1,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | CONTRIBUTIONS | $5,000 |
| REMIND | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | VIRTUAL LUNCHEON | $5,000 |
| RICE UNIVERSITY | |||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | NONE | PC | KINDER LUNCH | $2,500 |
| MENIL COLLECTION | |||||||
| 1533 SUL ROSS ST | HOUSTON | TX | 77006 | NONE | PC | MEMBERSHIP - PATRON | $500 |
| MOMA - MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | MEMBERSHIP | $200 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | ANNUAL FUND | $500 |
| SF OPERA | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | APPRENTICE PROGRAM | $500 |
| HOUSTON PARKS BOARD | |||||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | NONE | PC | ANNUAL GIFT | $1,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 921 E 14TH AVE | DENVER | CO | 80218 | NONE | PC | ANNUAL GIFT | $1,500 |
| HOUSTON SPCA | |||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | NONE | PC | ANNUAL GIFT | $2,000 |
| TREES FOR HOUSTON | |||||||
| 2001 W 34TH ST | HOUSTON | TX | 77018 | NONE | PC | ROOTBALL | $1,000 |
| GROWING UP NEW MEXICO | |||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | NONE | PC | CONTRIBUTIONS | $5,000 |
| TEACH FOR AMERICA | |||||||
| 303 S 1ST ST | GALLUP | NM | 87301 | NONE | PC | CONTRIBUTIONS | $10,000 |
| HOUSTON PUBLIC MEDIA | |||||||
| 4343 ELGIN ST | HOUSTON | TX | 77204 | NONE | PC | CONTRIBUTIONS | $10,000 |
| BAKER RIPLEY | |||||||
| 4450 HARRISBURG BLVD SUITE 200 | HOUSTON | TX | 77011 | NONE | PC | CONTRIBUTIONS | $5,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | NONE | PC | CONTRIBUTIONS | $1,000 |
| JOHN FAIREY GARDEN FOUNDATION | |||||||
| 20559 FARM TO MARKET 359 | HEMPSTEAD | TX | 77445 | NONE | PC | CONTRIBUTIONS | $1,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | CONTRIBUTIONS | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CONTRIBUTIONS | $5,000 |
| SCENIC HOUSTON | |||||||
| 5615 KIRBY DRIVE SUITE 645 | HOUSTON | TX | 77005 | NONE | PC | WEEKLY-HONOR | $5,000 |
| HARC | |||||||
| 5005 WOODWAY DR SUITE 110 | HOUSTON | TX | 77056 | NONE | PC | LUNCHEON | $1,000 |
| SANTA FE FARMERS' MARKET | |||||||
| 1607 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | CONTRIBUTIONS | $500 |
| HOUSTON AREA URBAN LEAGUE | |||||||
| 5260 GRIGGS RD | HOUSTON | TX | 77021 | NONE | PC | CONTRIBUTIONS | $1,000 |
| FAITH IN PRACTICE | |||||||
| 7500 BEECHNUT ST 208 | HOUSTON | TX | 77074 | NONE | PC | CONTRIBUTIONS | $500 |
| URBAN HARVEST | |||||||
| 3302 CANAL ST | HOUSTON | TX | 77003 | NONE | PC | CONTRIBUTIONS | $500 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA ST 102 | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTIONS | $1,000 |
| BUFFALO BAYOU PARTNERSHIP | |||||||
| 1019 COMMERCE ST | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTIONS | $1,000 |
| CHILD ADVOCATES | |||||||
| 3701 KIRBY DR 400 | HOUSTON | TX | 77098 | NONE | PC | CONTRIBUTIONS | $500 |
| CENTRAL HOUSTON CIVIC IMPROVEMENT INC | |||||||
| 1221 MCKINNEY ST SUITE 4250 | HOUSTON | TX | 77010 | NONE | PC | CONTRIBUTIONS | $10,000 |
| MUSEUM OF FINE ARTS HOUSTON | |||||||
| 1001 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTIONS | $500 |
| NM PBS | |||||||
| 1130 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | PC | MEMBERSHIP | $500 |
| MOMA - MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | CONTRIBUTIONS | $100 |
| COLLABORATIVE FOR CHILDREN | |||||||
| 1111 N LOOP W | HOUSTON | TX | 77008 | NONE | PC | CONTRIBUTIONS | $5,000 |
| YES PREP | |||||||
| 6565 DE MOSS DR | HOUSTON | TX | 77074 | NONE | PC | CONTRIBUTIONS | $500 |
| MEMORIAL PARK CONSERVANCY | |||||||
| 7575 N PICNIC LN | HOUSTON | TX | 77007 | NONE | PC | CONTRIBUTIONS | $2,000 |
| IFAM | |||||||
| 620 CERRILLOS ROAD | SANTA FE | NM | 87505 | NONE | PC | CONTRIBUTIONS | $1,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST UNIT 1504 | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTIONS | $1,500 |
| PLANNED PARENTHOOD GULF COAST | |||||||
| 4600 GULF FWY STE 100 1ST FLOOR | HOUSTON | TX | 77023 | NONE | PC | LUNCHEON | $5,000 |
| INPRINT | |||||||
| 1520 W MAIN ST | HOUSTON | TX | 77006 | NONE | PC | ANNUAL FUND | $5,000 |
| MENTAL HEALTH AMERICA | |||||||
| 2211 NORFOLK ST 810 | HOUSTON | TX | 77098 | NONE | PC | CONTRIBUTIONS | $1,000 |
| MUSEUM OF NEW MEXICO FOUNDATION | |||||||
| 1411 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | CONTRIBUTION - THE CIRCLE | $2,500 |
| TEXAS CAMPAIGN FOR THE ENVIRONMENT | |||||||
| 3903 S CONGRESS AVE PO BOX 42278 | AUSTIN | TX | 78704 | NONE | PC | CONTRIBUTIONS | $250 |
| INPRINT | |||||||
| 1520 W MAIN ST | HOUSTON | TX | 77006 | NONE | PC | CONTRIBUTIONS | $9,500 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | NONE | PC | PROGRAM | $2,500 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET ST | BELLAIRE | TX | 77401 | NONE | PC | ANNUAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,804 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,525 | Amt |
| Net Investment Income | $4,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD BAL INDEX FD ADM | FMV | $933,418 | $1,920,328 |
| VANGUARD BAL INDEX FD ADM-BROK | FMV | $698,606 | $919,244 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,098 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,089 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |