D KENT AND LINDA C ANDERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- D KENT AND LINDA C ANDERSON FOUNDATION (EIN 76-0520696)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202221329349102517
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:05:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741695589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & PEARSON COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 760520696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D KENT AND LINDA C ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DKEN | BusinessNameControlTxt |
| Phone | 7136263431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BERING DRIVE 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA C ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136263431 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GUY T TABOR CPA | PreparerPersonNm |
| PTIN | P00171798 | PTIN |
| Phone | 7136222310 | 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 | $867,590 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,681 | 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 | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $637 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,395 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $183 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $968 | CashBOYAmt |
| Cash EOY | $2,568 | CashEOYAmt |
| Cash EOYFMV | $2,568 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,709 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $673,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $655,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $857,313 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $679,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $867,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $753,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $739,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$73,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$73,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $665,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $679,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $665,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $666,574 | SubtotalAmt |
| Other Decreases | $1,020 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $665,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC. CLASS A | P | 2019-07-15 | 2021-12-23 | $2,950 | $1,149 | $1,801 | $1,801 |
| ALPHABET INC. CLASS C | P | 2019-07-15 | 2021-12-23 | $2,956 | $1,149 | $1,807 | $1,807 |
| ARCHER DANIELS MIDLAND C | P | 2019-07-15 | 2021-12-23 | $1,506 | $962 | $544 | $544 |
| BRISTOL-MYERS SQUIBB RTSRIGHTS | P | 2019-11-21 | 2021-01-19 | $37 | -$37 | -$37 | |
| CAPITAL ONE FC | P | 2001-06-06 | 2021-12-23 | $1,456 | $12 | $1,444 | $1,444 |
| CINTAS CORP | P | 2019-07-15 | 2021-12-23 | $1,316 | $731 | $585 | $585 |
| DEERE & CO. | P | 2019-07-15 | 2021-12-23 | $1,751 | $833 | $918 | $918 |
| EBAY INC | P | 2019-07-15 | 2021-12-23 | $1,564 | $964 | $600 | $600 |
| ESTEE LAUDER CO INC | P | 2019-07-15 | 2021-12-23 | $1,464 | $753 | $711 | $711 |
| HCA HEALTHCARE INC | P | 2019-07-15 | 2021-12-23 | $1,522 | $849 | $673 | $673 |
| INTUIT INC | P | 2019-07-15 | 2021-12-23 | $1,911 | $848 | $1,063 | $1,063 |
| IQVIA HOLDINGS INC | P | 2019-07-15 | 2021-12-23 | $1,667 | $952 | $715 | $715 |
| ISHARES INTERNATIONAL TREASURY | P | 2019-07-15 | 2021-12-16 | $54,094 | $53,741 | $353 | $353 |
| ISHARES MSCI EAFE GROWTH ETF | P | 2019-07-15 | 2021-12-23 | $6,145 | $4,522 | $1,623 | $1,623 |
| ISHARES MSCI EAFE VALUE ETF | P | 2019-07-15 | 2021-12-23 | $6,083 | $5,832 | $251 | $251 |
| ISHARES MSCI EMERGING MARKETS ETF | P | 2019-07-15 | 2021-12-23 | $6,049 | $5,331 | $718 | $718 |
| KLA CORP | P | 2019-07-15 | 2021-12-23 | $3,362 | $988 | $2,374 | $2,374 |
| QUALCOMM INC | P | 2019-07-15 | 2021-12-23 | $2,198 | $901 | $1,297 | $1,297 |
| S&P GLOBAL INC | P | 2019-07-15 | 2021-12-23 | $1,426 | $722 | $704 | $704 |
| SHERWIN WILLIAMS CO | P | 2019-07-15 | 2021-12-23 | $1,695 | $790 | $905 | $905 |
| SYNOPSYS INC | P | 2019-07-15 | 2021-12-23 | $2,579 | $963 | $1,616 | $1,616 |
| TARGET CORP | P | 2019-07-15 | 2021-12-23 | $2,211 | $868 | $1,343 | $1,343 |
| THERMO FISHER SCNTFC | P | 2019-07-15 | 2021-12-23 | $1,952 | $870 | $1,082 | $1,082 |
| CAPITAL GAINS DIVIDENDS | P | $267 | $267 | $267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,357 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | 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 | $360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $119 | 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 | MARICELA CANCINO | IndividualWithBooksNm |
| Phone | 7136263431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BERING DRIVE STE 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA C ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/PRES | 1.00 | $0 | $0 | $0 |
| WHITNEY P ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| HUNTLEY C ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/TREAS | 1.00 | $0 | $0 | $0 |
| CLARKE KENT ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/VICE PRES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $864,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $871,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $871,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $858,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $479 | TotalTaxAmt |
| Distributable Before Adj | $42,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,345 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,222 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $812,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $843,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $848,824 | 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 | $9,222 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $839,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $812,749 | ExcessFromYear4Amt |
| Excess From Year2 | $15,497 | ExcessFromYear2Amt |
| Excess From Year1 | $6,432 | ExcessFromYear1Amt |
| Excess From Current Year | $4,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA C ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZING PLACE | |||||||
| PO BOX 27360 | HOUSTON | TX | 77227 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| BIG HOUSE CHURCH | |||||||
| 7500 FM 2920 RD | KLEIN | TX | 77379 | UNRELATED | 501(C)(3) | GENERAL | $2,000 |
| BOY SCOUTS OF AMERICA - SAM HOUSTON AREA COUNCIL | |||||||
| 2225 N LOOP W | HOUSTON | TX | 77008 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| BRIGHTER BITES | |||||||
| PO BOX 25456 | HOUSTON | TX | 772655456 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| COWBOY CHURCH OF BRENHAM | |||||||
| PO BOX 2516 | BRENHAM | TX | 77834 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| EPIPHANY OF THE LORD | |||||||
| 1530 NORWALK DR | KATY | TX | 77450 | UNRELATED | 501(C)(3) | GENERAL | $750 |
| GAMMA PHI BETA FOUNDATION | |||||||
| 12737 EUCLID DR | CENTENNIAL | CO | 80111 | UNRELATED | 501(C)(3) | GENERAL | $1,875 |
| HOPE AND HEALING CENTER | |||||||
| 717 SAGE RD | HOUSTON | TX | 77056 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| HOUSTON AREA PARKINSON SOCIETY | |||||||
| 2700 SW FREEWAY STE 296 | HOUSTON | TX | 77098 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| LOVING HOUSTON | |||||||
| 2916 W TC JESTER BLVD STE 200 | HOUSTON | TX | 77018 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| MEMORIAL DRIVE PRESBYTERIAN CHURCH | |||||||
| 11612 MEMORIAL DR | HOUSTON | TX | 77024 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| PROJECT PARENT MUSCULAR DYSTROPHY | |||||||
| 401 HACKENSACK AVE 9TH FLOOR | HACKENSACK | NJ | 07601 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | UNRELATED | 501(C)(3) | GENERAL | $3,000 |
| TELLURIDE MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 1229 | TELLURIDE | CO | 81435 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| TELLURIDE VOLUNTEER FIRE DEPT | |||||||
| PO BOX 1602 | TELLURIDE | CO | 81435 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| THE METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | UNRELATED | 501(C)(3) | GENERAL | $25,000 |
| THE WOODS PROJECT | |||||||
| 2700 SW FREEWAY STE B | HOUSTON | TX | 77098 | UNRELATED | 501(C)(3) | GENERAL | $2,000 |
| WILKINSON PUBLIC LIBRARY | |||||||
| PO BOX 2189 | TELLURIDE | CO | 81435 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,681 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,275 | Amt |
| Net Investment Income | $638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $637 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO | $80,875 | $95,960 |
| CHARLES SCHWAB | $574,402 | $761,353 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $1,020 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,791 | Amt |
| Net Investment Income | $2,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,395 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $367 | Amt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |