MARVY FINGER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARVY FINGER FAMILY FOUNDATION (EIN 76-0625865)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-31
- IRS object ID
- 202212439349100216
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-31T13:28:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | 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 | 760625865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marvy Finger Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 7138643313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering St 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marvy A Finger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7138643313 | PhoneNum |
| Signature | 2022-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marvy | PersonFirstNm |
| Person Last | Finger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
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 | 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 | $57,660,544 | 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 | $13,162,714 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $696,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $696,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,882,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $719,323 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $222,079 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $222,079 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,582 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,582 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,239 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,239 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,909 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,909 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,807 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,807 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,403 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $428,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $313,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $831,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $831,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,260,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,145,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,621,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,804,097 | CashBOYAmt |
| Cash EOY | $7,681,786 | CashEOYAmt |
| Cash EOYFMV | $7,681,786 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,290,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,036,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,966,395 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,777 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,363 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,363 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,098,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,730,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,660,544 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,098,823 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,730,788 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,098,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,730,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,098,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,730,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,098,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,621,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,413 | OtherIncreasesAmt |
| Subtotal | $33,730,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,730,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $28,172 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,842 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,330 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,330 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,562 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,562 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,120 | OverpaymentAmt |
| Applied To ES Tax | $8,120 | 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 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MFFFSCHOLARSHIP.COM | WebsiteAddressTxt |
| Individual With Books | Marvy A Finger | IndividualWithBooksNm |
| Phone | 7138677005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Marvy A Finger | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | President | 4.00 | $0 | $0 | $0 |
| Elaine W Finger | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | VP | 4.00 | $0 | $0 | $0 |
| Jill F Jewett | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | VP | 4.00 | $0 | $0 | $0 |
| Ramona Reddell | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | Asst Sec | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Suzette Lee | ||||||||
| 99 Detering Suite 200 | Houston | TX | 77007 | Scholarship staff | 40.00 | $53,349 | $1,569 | $0 |
| Walter Montesino | ||||||||
| 99 Detering Suite 200 | Houston | TX | 77007 | Scholarship staff | 40.00 | $52,981 | $1,003 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fayez Sarofim & Co | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Fannin Ste 2907 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $95,350 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship Program: Provided scholarships to 164 low income HISD graduates to pursue 2-year career and technical degrees or certificates from Houston Community College, San Jacinto College, Lone Star College or Texas State Technical College.Scholarships funded: $471,439Administrative expenses: $278,666_____________________________________________________Total scholarship program expenditures $750,105 | Description1Txt |
| Expenses1 | $750,105 | 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 | $36,073,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,287,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,361,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,361,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $605,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,755,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,987,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,987,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,442 | TotalTaxAmt |
| Distributable Before Adj | $1,979,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,413 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,989,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,989,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,145,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,145,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,989,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $664,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,145,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $664,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $480,909 | 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 | $1,508,862 | 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 | Marvy A Finger | ContributingManagerNm |
| Contributing Manager | Jill F Jewett | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marvy Finger Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138643313 | RecipientPhoneNum |
| Form And Info And Materials | Written application and financial information. Application can be downloaded from scholarship website: WWW.MFFFSCHOLARSHIP.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Feb. 28th for scholarships; monthly for charitable grants | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a 501(c)(3) public charity for grants; must be a HISD graduate for scholarships | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | Research, education and preservation of the fine arts | $15,000 |
| Bridge Year | |||||||
| 2336 Camden Dr | Houston | TX | 77021 | N/A | PC | Outreach for high school students from low-income families | $10,000 |
| The Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation educational programs in the Houston community | $20,000 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Promotion of performing arts in the Houston community | $15,000 |
| HISD Foundation | |||||||
| 4400 W 18th St | Houston | TX | 77092 | N/A | PC | Advance core initiatives of HISD's strategic direction in support of student relationships | $2,500 |
| The Menninger Clinic | |||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | Medical education, training and research at Baylor College of Medicine | $5,000 |
| Shriners Hospital for Children | |||||||
| 6977 Main St | Houston | TX | 77030 | N/A | PC | Medical education, training and research at Shriners Hospitals for Children | $15,000 |
| Congregation Beth Israel | |||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Worship, programming and study to enrich ways in experiencing Jewish lives | $25,000 |
| SEARCH Homeless Service | |||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $15,000 |
| Memorial Park Conservancy | |||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Assistance with forestry conservation of Memorial Park | $25,000 |
| Evelyn's Park Conservancy | |||||||
| 4400 Bellaire Blvd | Bellaire | TX | 77401 | N/A | PC | Conservation, restoration and education programs aimed at Evelyn's Park | $10,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $15,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Dr | Houston | TX | 77004 | N/A | PC | Improvement of Hermann Park, public park located in Houston, TX | $25,000 |
| Houston Youth Symphony | |||||||
| 4550 Poast Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Promotion of youth performing arts in the Houston community | $10,000 |
| Planned Parenthood Gulf Coast | |||||||
| 4600 Gulf Fwy | Houston | TX | 77023 | N/A | PC | Assistance with family planning education and services | $15,000 |
| Bayou Preservation Association | |||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | Assistance with preservation and protection of Houston-area waterways | $10,000 |
| Legacy Community Health | |||||||
| 1415 California St | Houston | TX | 77006 | N/A | PC | Provide specialized, quality care to uninsured and underinsured families in Houston area | $20,000 |
| University of Houston-Bauer College | |||||||
| 4750 Calhoun Rd Rm 334 | Houston | TX | 77204 | N/A | GOV | Creating opportunities for students with support fo Bauer Excellence Scholarship Endowment | $25,000 |
| Jewish Federation of Greater Houston | |||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Fund and cultivate programs that strengthen the Jewish community | $33,000 |
| Baylor College of Medicine | |||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Improving healthcare through science, scholarship and innovation | $25,000 |
| University of Arizona Foundation | |||||||
| 1010 N Highland Ave | Tucson | AZ | 85721 | N/A | PC | Assistance for students with learning and attention disorders at SALT Center | $25,000 |
| Ou Yang M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,084 |
| Nieto C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,822 |
| Nguyen S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,638 |
| Nino R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $544 |
| Nkurunziza S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,064 |
| Ortiz Alejos J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,577 |
| Ornelas P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,180 |
| Ornelas J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $819 |
| Nunes S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,888 |
| Oneal K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,264 |
| Ochoa A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,544 |
| Nuno M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,964 |
| Ortiz Alejos J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,228 |
| Abdi H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,730 |
| Medina Jr D | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $4,328 |
| Moreno M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $317 |
| Lopez Jr Ernesto | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,569 |
| Lopez R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,033 |
| Mancha J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,610 |
| Manley S | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,348 |
| Marquez S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,914 |
| Martinez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,395 |
| Martinez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,210 |
| Martinez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,515 |
| Martinez R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,391 |
| Pahua J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,025 |
| Mendoza E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,589 |
| Miller T | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $917 |
| Montemayor M | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $4,379 |
| Moore K | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,273 |
| Morton N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,474 |
| Palacios C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,517 |
| Quijano R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,622 |
| Palomo E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,589 |
| Sierra B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $584 |
| Sion S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,261 |
| Spangenberg J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,359 |
| Talamantes E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,249 |
| Talamentes L | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,733 |
| Tamez L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,839 |
| Tekle M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,876 |
| Tran H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,216 |
| Trejo S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,525 |
| Shegow I | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $5,072 |
| Turrubiartes C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,606 |
| Uribe M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,463 |
| Valenzuela J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,930 |
| Valladares M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $9,061 |
| Velazquez J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $680 |
| Velazquez O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,791 |
| Velez A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,623 |
| Velez D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $295 |
| Ventura N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,350 |
| Ventura S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,716 |
| Vides J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,470 |
| Villareal B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,490 |
| Tzunun H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,063 |
| Shaw D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,542 |
| Saturnino Dominguez T | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,884 |
| Pecina J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $106 |
| Perez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,249 |
| Perez K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,020 |
| Perez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,052 |
| Lopez Jr E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,173 |
| Ramirez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,046 |
| Ramirez N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,284 |
| Ramirez Veliz M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,257 |
| Ramos J | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $3,260 |
| Randolph J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,268 |
| Reyes Y | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,593 |
| Robles N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,011 |
| Rodriguez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,284 |
| Romo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,873 |
| Ruiz A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,237 |
| Rutaganda F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,734 |
| Salas N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,637 |
| Salazar M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,452 |
| Lopez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,102 |
| Leon E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $322 |
| Castillo S | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $804 |
| Cervantes L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,540 |
| Ciang C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $210 |
| Colbert A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,484 |
| Cooper I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,942 |
| Cordova C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,765 |
| Coreas R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,372 |
| Correa K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,265 |
| Castillo M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,935 |
| Cruz J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,791 |
| Cruz P | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $850 |
| Cubias J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,028 |
| De La Rosa J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,581 |
| De Leon R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,216 |
| Del Angel E | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $4,810 |
| Enriquez A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,288 |
| Espina D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,398 |
| Estrada H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,111 |
| Fernandez B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,622 |
| Cruz E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,680 |
| Castillo J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5 |
| Carrillos H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,896 |
| Abdullahi S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,379 |
| Abundez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,087 |
| Adams J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $101 |
| Aguayo A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,319 |
| Aguilar C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,888 |
| Agyapong P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,466 |
| Alba M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,082 |
| Alfaro A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $186 |
| Alonzo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,568 |
| Arredondo F | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,060 |
| Astello J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,170 |
| Ayala J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,862 |
| Baquedano H | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $858 |
| Batamuliza A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,670 |
| Bonola K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,169 |
| Briagas R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,454 |
| Campos M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,144 |
| Canales D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,937 |
| Arellanes A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,144 |
| Flores J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,332 |
| Flores K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $984 |
| Gutierrez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,400 |
| Gutierrez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,287 |
| Hawkins D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $453 |
| Henderson L | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $6,076 |
| Hernandez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,471 |
| Hernandez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,870 |
| Hernandez Leon V | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,715 |
| Hernandez T | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,060 |
| Gutierrez B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,898 |
| Hossaini S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,122 |
| Jackson K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,837 |
| Johnson L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,699 |
| Jones V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,103 |
| Joseph E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,195 |
| Ward M | |||||||
| 4141 Victory Dr | Houston | TX | 77004 | None | I | Lone Star College Scholarship | $587 |
| Kelly T | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,576 |
| Landry H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,646 |
| Lasso-Garcia A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,806 |
| Lee J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,420 |
| Leon A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $875 |
| Huerta C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,320 |
| Guerra N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,419 |
| Granados F | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,132 |
| Funchess M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,099 |
| Funchess Q | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,651 |
| Galvan B | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,457 |
| Galvez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,944 |
| Garcia i | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $12,333 |
| Garcia J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,723 |
| Garcia K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,322 |
| Garcia M | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $5,236 |
| Garcia S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,753 |
| Garcia V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $191 |
| Garcia V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,171 |
| Garcia W | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,658 |
| Garza C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,955 |
| Ghulamzada L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,766 |
| Godoy E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,230 |
| Gomez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $93 |
| Gonzalez Jr J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,109 |
| Gonzalez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,937 |
| Lopez G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,032 |
| Zamora J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $831,939 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Briarwood School | |||||||
| 12207 Whittington Dr | Houston | TX | 77077 | N/A | PC | Provide students with specialized instruction and staff development | $25,000 |
| The Menninger Clinic | |||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | Medical education, training and research at Baylor College of Medicine | $5,000 |
| Houston Youth Symphony | |||||||
| 4550 Poast Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Promotion of youth performing arts in the Houston community | $5,000 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Promotion of performing arts in the Houston community | $20,000 |
| Houston Parks Board | |||||||
| 300 North Post Oak Ln | Houston | TX | 77024 | N/A | PC | Improve neighborhood parks and recreational facilities in the Houston community | $25,000 |
| Houston Methodist Hospital Fdn | |||||||
| 1707 Sunset Blvd | Houston | TX | 77005 | N/A | PC | Medical education, training and research at Methodist hospital | $500,000 |
| Houston Food Bank | |||||||
| 535 Portwall Blvd | Houston | TX | 77029 | N/A | PC | Provide food for the needy in the Houston community | $50,000 |
| Connect Community | |||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | N/A | PC | Provide challenging summer opportunities for middle school students | $5,000 |
| Memorial Park Conservancy | |||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Assistance with forestry conservation of Memorial Park | $35,000 |
| SEARCH Homeless Service | |||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $15,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $10,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Dr | Houston | TX | 77004 | N/A | PC | Improvement of Hermann Park, public park located in Houston, TX | $25,000 |
| Shriners Hospital for Children | |||||||
| 6977 Main St | Houston | TX | 77030 | N/A | PC | Medical education, training and research at Shriners Hospitals for Children | $20,000 |
| Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | Research, education and preservation of the fine arts | $25,000 |
| Bayou Preservation Association | |||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | Assistance with preservation and protection of Houston-area waterways | $10,000 |
| Planned Parenthood Gulf Coast | |||||||
| 4600 Gulf Fwy | Houston | TX | 77023 | N/A | PC | Assistance with family planning education and services | $15,000 |
| Legacy Community Health | |||||||
| 1415 California St | Houston | TX | 77006 | N/A | PC | Provide specialized, quality care to uninsured and underinsured families in Houston area | $25,000 |
| University of Houston-Bauer College | |||||||
| 4750 Calhoun Rd Rm 334 | Houston | TX | 77204 | N/A | GOV | Creating opportunities for students with support fo Bauer Excellence Scholarship Endowment | $25,000 |
| University of Arizona Foundation | |||||||
| 1010 N Highland Ave | Houston | TX | 85721 | N/A | PC | Assistance for students with learning and attention disorders at SALT Center | $30,000 |
| Jewish Federation of Greater Houston | |||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Fund and cultivate programs that strengthen the Jewish community | $33,000 |
| Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation educational programs in the Houston community | $20,000 |
| Baylor College of Medicine | |||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Improving healthcare through science, scholarship and innovation | $25,000 |
| Nguyen S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $498 |
| Ou Yang M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $485 |
| Ortiz A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $812 |
| Ochoa A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $507 |
| Nunes D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,416 |
| Lopez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $191 |
| Lopez R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $219 |
| Manley S | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,572 |
| Martinez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,281 |
| Martinez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $256 |
| Medina Jr D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,504 |
| Montemayor M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,434 |
| Shegow I | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $2,354 |
| Tamez L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $206 |
| Tran H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $233 |
| Trejo S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,724 |
| Velez A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,585 |
| Ventura N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $391 |
| Palacios C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $101 |
| Perez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $398 |
| Perez K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $171 |
| Perez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $284 |
| Quijano R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $342 |
| Ramirez Veliz M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,308 |
| Saturnino Dominguez T | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,931 |
| Randolph J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,304 |
| Rodriguez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $260 |
| Rutaganda F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,117 |
| Salas N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $420 |
| Ramos J | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $2,270 |
| Joseph E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $571 |
| Cervantes L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $492 |
| Colbert A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $844 |
| Cooper I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $283 |
| Cordova C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $714 |
| Coreas R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $284 |
| Correa K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $317 |
| Cruz E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $47 |
| De La Rosa J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $297 |
| De Leon R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,395 |
| Fernandez B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,076 |
| Abdullahi S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $921 |
| Aguayo A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $697 |
| Agyapong P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,222 |
| Alba M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $429 |
| Carrillos H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,073 |
| Alonzo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $737 |
| Ayala J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $183 |
| Batamuliza A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $298 |
| Bonola K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,091 |
| Campos M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $654 |
| Flores J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $60 |
| Gutierrez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $668 |
| Gutierrez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $561 |
| Henderson L | |||||||
| 4141 Victory Dr | Houston | TX | 77088 | None | I | Lone Star College Scholarship | $35 |
| Hernandez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $87 |
| Hernandez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,245 |
| Kelly T | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $460 |
| Lasso-Garcia A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,111 |
| Lee J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $426 |
| Granados F | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,297 |
| Funchess M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,013 |
| Funchess Q | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,507 |
| Galvez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $758 |
| Garcia J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $735 |
| Garcia S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,156 |
| Garcia V L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $537 |
| Garcia W | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,220 |
| Ghulamzada L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,421 |
| Godoy E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $113 |
| Gonzalez Jr J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $526 |
| Gonzalez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,021,208 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Securities litigation income | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $719,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,323 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Marvy A Finger | |||||||
| 1 | 99 Detering St Ste 200 | Houston | TX | 77007 | $7,025,580 | Yes (X) | Yes (X) |
| EAF Investments #1 Ltd | |||||||
| 2 | 99 Detering St Ste 200 | Houston | TX | 77027 | $3,100,671 | Yes (X) | |
| Jill F Jewett | |||||||
| 3 | 99 Detering St Ste 200 | Houston | TX | 77027 | $3,011,463 | Yes (X) | |
| Jon and Eleanor Totz | |||||||
| 4 | 1111 Hermann Dr 27D | Houston | TX | 77004 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Publicly traded securities | $3,025,580 | 2021-12-23 |
| 2 | Publicly traded securities | $3,100,671 | 2021-12-20 |
| 3 | Publicly traded securities | $3,011,463 | 2021-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance fees | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (99 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4270 Abbott Labs | $137,411 | $600,960 |
| 1267 Plains GP Holdings L P | $81,632 | $12,847 |
| 16352 Philip Morris | $1,067,514 | $1,553,440 |
| 5345 Pepsico | $488,883 | $928,480 |
| 40 Organon & Co | $1,641 | $1,218 |
| 500 Oracle Corp | $26,918 | $43,605 |
| 1325 Oneok Inc. | $74,287 | $77,857 |
| 3100 NRG Energy Inc | $125,756 | $133,548 |
| 12900 Novo Nordisk | $423,151 | $1,444,800 |
| 1000 Novartis AG | $86,840 | $87,470 |
| 2200 Nisource Inc. | $31,944 | $60,742 |
| 1700 Nextera Energy Inc. | $43,944 | $158,712 |
| 500 News Corp | $11,213 | $11,155 |
| 9950 Nestle | $584,941 | $1,391,677 |
| 3482 Mondelez International Inc | $138,572 | $230,891 |
| 400 Microsoft Corp | $1,146,345 | $1,345,280 |
| 9900 Microsoft Corp | $1,792,630 | $3,329,568 |
| 5150 Meta Platforms Inc | $1,038,654 | $1,732,203 |
| 400 Merck & Co Inc | $32,780 | $30,656 |
| 4800 McDonald's | $565,460 | $1,286,736 |
| 10014 Procter & Gamble | $859,940 | $1,638,090 |
| 4600 Progressive Corp | $372,430 | $472,190 |
| 400 Ralph Lauren | $20,964 | $47,544 |
| 1200 Roche Holdings | $61,918 | $62,411 |
| 4916 Walt Disney Co. | $442,717 | $761,439 |
| 3950 Wal Mart Stores Inc | $404,552 | $571,526 |
| 3 Wabtec Corp | $222 | $276 |
| 1300 Vodafone Group Plc New | $39,373 | $19,409 |
| 1100 Verizon Communications | $62,207 | $57,156 |
| 1400 Visa | $297,297 | $303,394 |
| 500 Viacombs | $23,394 | $15,090 |
| 150 United Parcel Service | $19,663 | $32,151 |
| 250 United Airls Hldgs Incorporated | $17,452 | $10,945 |
| 840 Union Pacific | $138,576 | $211,621 |
| 1175 Linde PLC | $192,060 | $407,055 |
| 900 Unilever Plc Spon Adr New | $35,634 | $48,411 |
| 5227 Texas Instruments | $277,962 | $985,133 |
| 3360 Target | $243,824 | $777,638 |
| 550 Targa Resources Co. | $59,134 | $28,732 |
| 158 T Rowe Price | $9,591 | $31,069 |
| 500 Sysco Corp | $30,668 | $39,275 |
| 300 Starbucks Corp | $22,490 | $35,091 |
| 1200 Sherwin Williams | $209,068 | $422,592 |
| 350 Sempra Energy | $38,965 | $46,298 |
| 2885 S&P Global Inc Com | $278,828 | $1,361,518 |
| 250 Royal Dutch Shell PLC | $16,836 | $10,838 |
| 6000 Total Energies | $294,844 | $296,760 |
| 7959 Kinder Morgan Inc | $299,666 | $126,230 |
| 800 Kemper | $44,888 | $47,032 |
| 125 Kellogg Company | $7,970 | $8,053 |
| 30332 Coca Cola | $1,185,644 | $1,795,958 |
| 1600 Clearway Energy Inc | $29,902 | $53,568 |
| 500 Cisco Sys Inc | $22,536 | $31,685 |
| 2350 Chubb Ltd | $331,198 | $454,279 |
| 5200 Chevron Corp | $430,223 | $610,220 |
| 2161 Cheniere Energy Partners LP Hldg LL | $111,277 | $219,169 |
| 780 Carrier Global Group | $41,428 | $42,307 |
| 415 Bristol-Myers Squibb Co | $18,993 | $25,875 |
| 350 BP PLC | $14,601 | $9,321 |
| 750 Blackrock | $355,383 | $686,670 |
| 14380 Comcast Corp | $399,239 | $723,745 |
| 1100 Berkshire Hathaway | $229,634 | $328,900 |
| 4800 Automatic Data Processing | $335,220 | $1,183,584 |
| 1000 AT&T Inc | $32,726 | $24,600 |
| 36784 Apple Computer | $1,260,376 | $6,531,735 |
| 1300 Anheuser Busch | $151,193 | $78,715 |
| 370 Amazon Com | $786,745 | $1,233,706 |
| 18002 Altria Group Inc | $648,686 | $853,115 |
| 740 Alphabet Inc | $2,026,892 | $2,141,254 |
| 200 Alcon Inc | $17,300 | $17,424 |
| 3100 Air Products & Chem | $443,705 | $943,206 |
| 5200 Abbvie Inc. | $304,536 | $704,080 |
| 58074 Bank of America Corp | $847,757 | $2,583,712 |
| 800 Wells Fargo & Company | $36,805 | $38,384 |
| 225 Constellation Brands | $50,294 | $56,468 |
| 8566 Conoco Phillips | $495,001 | $618,294 |
| 2650 JP Morgan Chase | $171,114 | $419,628 |
| 10671 Johnson & Johnson | $904,681 | $1,825,488 |
| 2377 Intel Corp | $120,776 | $120,356 |
| 6 Hugoton Royalty Tr | $137 | $1 |
| 1800 Home Depot | $125,065 | $747,018 |
| 500 Glaxosmithkline Plc | $19,364 | $22,050 |
| 75 General Electric Company | $9,574 | $7,085 |
| 2020 Fox Corp | $82,355 | $74,538 |
| 3450 Conoco Phillips | $199,788 | $249,021 |
| 38009 Fidelity Bank | $38,009 | $38,009 |
| 4564 Enbridge Inc. | $227,802 | $178,361 |
| 166 Dupont De Nemours Inc | $12,778 | $13,409 |
| 166 Dow Chemical Company | $8,706 | $9,416 |
| 1300 Dominion Resources Inc. | $90,754 | $102,128 |
| 150 Disney Walt Co | $17,547 | $23,234 |
| 1050 Diageo | $81,506 | $231,147 |
| 90 Delta Airlines Inc. | $4,378 | $3,517 |
| 60 Costco Wholesale Corp | $4,127 | $34,062 |
| 166 Corteva Inc | $4,165 | $7,848 |
| 1700 Exxon Mobil Corp | $100,729 | $104,023 |
| 2525 Williams Companies Inc. | $119,031 | $65,751 |
| 340811 Fidelity Bank | $340,811 | $340,811 |
| 13 Hermes International | $22,499 | $22,708 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel - scholarship program | CategoryTxt |
| Legal Fees | $26,239 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,239 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Computers for students | Desc |
| BOY Book Value | $3,777 | BOYBookValueAmt |
| EOY Book Value | $12,363 | EOYBookValueAmt |
| EOYFMV | $12,363 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $7,114 | $0 | $7,114 |
| Supplies | $3,685 | $0 | $3,685 |
| Scholarship consulting | $17,800 | $0 | $17,800 |
| Technology expenses | $669 | $0 | $669 |
| Website expense | $332 | $0 | $332 |
| Scholarship promotion | $803 | $0 | $803 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Securities litigation income | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of prior year qualifying distribution | Desc |
| Amt | $10,413 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $95,350 | Amt |
| Net Investment Income | $95,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| EAF Investments #1 Ltd | |||
| 99 Detering Ste 200 | Houston | TX | 77007 |
| Jill F Jewett | |||
| 99 Detering Ste 200 | Houston | TX | 77007 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $15,577 | $15,577 | $0 |
| Excise Tax Paid | $3,500 | $0 | $0 |