ANNE AND EDGAR LACKNER CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNE AND EDGAR LACKNER CHARITABLE FOUNDATION (EIN 87-4155197)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-10
- IRS object ID
- 202511619349100806
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-10T10:04:06-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760473863 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH & RALPH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701129 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874155197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE AND EDGAR LACKNER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 7135521892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3029 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD W MAYS JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7135521892 | PhoneNum |
| Signature | 2025-06-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY P RALPH | PreparerPersonNm |
| PTIN | P00473606 | PTIN |
| Phone | 7136234514 | PhoneNum |
| Preparation | 2025-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,404,969 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,548 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,715 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $26,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,257 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $733,234 | CashBOYAmt |
| Cash EOY | $731,323 | CashEOYAmt |
| Cash EOYFMV | $731,323 | CashEOYFMVAmt |
| US Government Obligations BOY | $77,345 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,805,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,814,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,733,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $774,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $921,242 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $939,669 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,390,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,466,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,404,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,390,393 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,466,601 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,390,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,466,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,390,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,466,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,390,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,208 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,466,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,466,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE 1/31/24 .875% | P | 2024-01-31 | $40,000 | $40,000 | |||
| 160S/S CATERPILLER INC | P | 2024-01-11 | $46,533 | $36,521 | 2023-03-10 | $10,012 | $10,012 |
| 45S/S BRAODCOM INC | P | 2024-01-03 | $47,646 | $28,222 | 2023-04-06 | $19,424 | $19,424 |
| US TREASURY NOTE 4/30/24 2.25% | P | 2024-04-30 | $40,000 | $40,000 | |||
| 195S/S HONEYWELL | P | 2024-04-17 | $37,136 | $36,457 | 2023-03-23 | $679 | $679 |
| SHERWIN WILLIAMS 8/8/24 4.05% | P | 2024-08-08 | $40,000 | $40,000 | |||
| 555S/S SYSCO | P | 2024-08-07 | $42,028 | $40,572 | 2023-08-08 | $1,456 | $1,456 |
| 90S/S INTUIT | P | 2024-09-23 | $57,702 | $35,209 | 2023-03-10 | $22,493 | $22,493 |
| 1000S/S KRAFT | P | 2024-10-31 | $33,702 | $38,711 | 2023-05-24 | -$5,009 | -$5,009 |
| QUANTA SERVICES 10/1/24 .95% | P | 2024-10-02 | $40,000 | $40,000 | |||
| 10S/S GOOGLE | P | 2024-12-19 | $1,918 | $910 | 2023-03-10 | $1,008 | $1,008 |
| 415S/S MERCK | P | 2024-12-19 | $41,097 | $41,944 | 2023-11-27 | -$847 | -$847 |
| 67S/S KLA | P | 2024-12-03 | $44,415 | $51,083 | 2024-09-23 | -$6,668 | -$6,668 |
| NEXTERA ENERGY 2.94% | P | 2024-03-21 | $40,000 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,548 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,224 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,455 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,455 | SubtotalAmt |
| Tax Based On Investment Income | $1,455 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $1,492 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | S MONA PARIKH | IndividualWithBooksNm |
| Phone | 7135521892 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3029 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD W MAYS JR | ||||||||
| PO BOX 3029 | SUGAR LAND | TX | 77487 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| S MONA PARIKH | ||||||||
| PO BOX 3029 | SUGAR LAND | TX | 77487 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GREG RALPH | ||||||||
| 226 W 19TH ST | HOUSTON | TX | 77008 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,452,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $872,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,325,636 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,325,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,075,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,455 | TotalTaxAmt |
| Distributable Before Adj | $202,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,005 | UndistributedIncomePYAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,500 | AppliedToYear1Amt |
| Taxable2 | $8,505 | Taxable2Amt |
| Undistributed Income CY | $202,327 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD W MAYS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3029 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135521892 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABONDONED LITTLE ANGELS | ||||||||
| 10700 RICHMOND AVE | SUITE 224 | HOUSTON | TX | 77042 | PC | OPERATING | $2,000 | |
| AMAZING PLACE | ||||||||
| 3735 DREXEL DR | HOUSTON | TX | 77027 | PC | OPERATING | $500 | ||
| ART MUSEUM TX | ||||||||
| 23501 CINCO RANCH BLVD | H120 310 | KATY | TX | 77494 | PC | OPERATING | $1,000 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | PC | OPERATING | $5,000 | ||
| AVDA | ||||||||
| 1001 TEXAS AVE | STE 600 | HOUSTON | TX | 77002 | PC | OPERATING | $3,500 | |
| BAPS | ||||||||
| 1150 BRAND LN | STAFFORD | TX | 77477 | PC | OPERATING | $5,000 | ||
| BAYLOR LAW | ||||||||
| 1114 S UNIVERSITY PARKS D | WACO | TX | 76706 | PC | OPERATING | $10,000 | ||
| BILLY GRAHAM EVANGELISTIC ASSOC | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28217 | PC | OPERATING | $3,000 | ||
| BLUEBONNET TREASURES | ||||||||
| PO BOX 90 | YOAKUM | TX | 77995 | PC | OPERATING | $1,000 | ||
| CAMP H TOWN | ||||||||
| PO BOX 131353 | 1900 W GRAY ST | HOUSTON | TX | 77219 | PC | OPERATING | $3,500 | |
| CANDLELIGHTERS CHILDHOOD CANCER | ||||||||
| 12919 SOUTHWEST FWY | SUITE 100 | STAFFORD | TX | 77477 | PC | OPERATING | $10,000 | FAMILY ALLIANCE |
| CHRISTIAN COMMUNITY CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | PC | OPERATING | $2,500 | ||
| CITIZENS FOR ANIMAL PROTECTION | ||||||||
| 17555 KATY FWY | HOUSTON | TX | 77094 | PC | OPERATING | $3,000 | HOUSTON | |
| CONCERNED CITIEZENS FOR WASHINGTON | ||||||||
| PO BOX 63592 | PIPE CREEK | TX | 78063 | PC | OPERATING | $3,000 | CEMETERY | |
| DAN'S HOUSE OF HOPE | ||||||||
| 4917 JACKSON ST | HOUSTON | TX | 77004 | PC | OPERATING | $3,500 | ||
| DAUGHTER OF THE REPUBLIC OF TEXAS | ||||||||
| 810 SAN MARCOS ST | AUSTIN | TX | 78702 | PC | OPERATING | $5,000 | ||
| DAUGHTERS OF THE AMERICAN REVOLUTIO | ||||||||
| 1776 D STREET NW | WASHINGTON | DC | 20006 | PC | OPERATING | $3,000 | ||
| DAYA INC | ||||||||
| PO BOX 421581 | HOUSTON | TX | 77242 | PC | OPERATING | $1,000 | ||
| FARA FOUNDATION | ||||||||
| 3724 JEFFERSON | SUITE 160 | AUSTIN | TX | 78731 | PC | OPERAITNG | $2,500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 5300 MAIN ST | HOUSTON | TX | 77004 | PC | OPERATING | $5,000 | ||
| FORT BEND EDUCATION FOUNDATION | ||||||||
| 16431 LEXINGTON BLVD | SUGAR LAND | TX | 77479 | PC | OPERATING | $2,000 | ||
| HOLCOMB FAMILY YMCA | ||||||||
| 5201 IMPERIAL PROMENADE D | SPRING | TX | 77386 | PC | OPERATING | $1,500 | ||
| HOLLY HALL RETIREMENT HOME | ||||||||
| 2000 HOLLY HALL ST | HOUSTON | TX | 77054 | PC | OPERATING | $500 | ||
| HOUSTON APHASIA RECOVERY CENTER | ||||||||
| 5005 WOODWAY DR | SUITE 110 | HOUSTON | TX | 77056 | PC | OPERATING | $15,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | OPERATING | $500 | ||
| INDO AMERICAN CHAMBER OF COMMERCE | ||||||||
| ONE RIVERWAY | SUITE 1700 | HOUSTON | TX | 77056 | PC | OPERATING | $5,000 | FOUNDATION |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | PC | OPERATING | $3,500 | ||
| LOYOLA HIGH SCHOOL | ||||||||
| 1901 VENICE BLVD | LOS ANGELS | CA | 90006 | PC | OPERATING | $1,500 | ||
| LUDWIG VON MISES INSTITUTE OF | ||||||||
| 518 WEST MAGNOLIA AVE | AUBURN | AL | 36832 | PC | OPERATING | $5,000 | AUBURN UNIVERSITY | |
| MAGIC BUS | ||||||||
| 1500 CITYWEST BLVD | SUITE 700 | HOUSTON | TX | 77042 | PC | OPERATING | $2,000 | |
| MAGNA CARTA DAMES | ||||||||
| 7926 QUEEN ST | SUITE 205 | GLENSIDE | PA | 19038 | PC | OPERATING | $3,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| 1001 BISSONNET ST | HOUSTON | TX | 77005 | PC | OPERATING | $10,000 | ||
| NATIONAL MPS SOCIETY | ||||||||
| PO BOX 14686 | DURHAM | NC | 27709 | PC | OPERATING | $2,000 | ||
| NEW HOPE BAPTIST CHURCH | ||||||||
| 22033 W FORD ROAD | PORTER | TX | 77365 | PC | OPERATING | $2,500 | ||
| PRERBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE | HOUSTON | TX | 77006 | PC | OPERATING | $5,000 | ||
| ROBERTS ELEMENTARY SCHOOL | ||||||||
| 6000 GREENBRIAR DR | HOUSTON | TX | 77030 | PC | OPERATING | $3,000 | ||
| SALVATION ARMY GREATER HOUSTON | ||||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | PC | OPERATING | $3,000 | ||
| SEWA INTERNATIONAL | ||||||||
| 1000 WEST OAKS MALL | SUITE 100 | HOUSTON | TX | 77082 | PC | OPERATING | $2,500 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 6977 MAIN ST | HOUSTON | TX | 77030 | PC | OPERATING | $5,000 | HOUSTON | |
| ST LAURENCE CATHOLIC CHURCH | ||||||||
| 3100 SWEETWATER BLVD | SUGAR LAND | TX | 77479 | PC | OPERATING | $1,500 | ||
| SUGAL LAND CULTURAL ARTS FOUNDATION | ||||||||
| 226 LAKEVIEW DR | SUGAR LAND | TX | 77498 | PC | OPERATING | $2,000 | ||
| SUGAR LAND CITY CARE CLUB | ||||||||
| 2700 TOWN CENTER BLVD N | SUGAR LAND | TX | 77479 | PC | OPERATING | $500 | ||
| THE MENIL COLLECTION | ||||||||
| 1533 SUL ROSS | HOUSTON | TX | 77006 | PC | OPERATING | $10,000 | ||
| THE SEEING EYE | ||||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | PC | OPERATING | $3,000 | ||
| UNITED DAUGHTERS OF THE CONFEDERACY | ||||||||
| 328 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | PC | OPERATING | $3,000 | ||
| UNIVERSITY OF HOUSTON | ||||||||
| 4302 UNIVERSITY DR | HOUSTON | TX | 77004 | PC | OPERATING | $10,000 | ||
| UNIVERSITY OF HOUSTON-VICTORIA | ||||||||
| 3007 N BEN WILSON ST | VICTORIA | TX | 77901 | PC | OPERATING | $2,000 | ||
| VICTORIA FINE ARTS ASSOCIATION | ||||||||
| PO BOX 1393 | VICTORIA | TX | 77902 | PC | OPERATING | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,696 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,471 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,548 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131,715 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF ANNE LACKNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3029 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE 2.3% 11/1/29 | $49,822 | $48,838 |
| AMAZON 1% 5/12/26 | $36,274 | $38,252 |
| AMERICAN TOWER 4% 6/1/25 | $38,780 | $39,804 |
| AMGEN 3% 2/22/29 | $45,910 | $46,400 |
| APPLE 3.25% 2/23/26 | $38,435 | $39,482 |
| B OF A 4.827% 7/22/26 | $39,335 | $39,979 |
| BERKSHIRE 3.125% 3/15/26 | $38,349 | $39,385 |
| CHARLES SCHWAB 3.3% 4/1/27 | $41,328 | $43,725 |
| CVS HEALTH 4.1% 3/25/25 | $39,480 | $39,900 |
| DOLLAR GENERAL 4.125% 5/1/28 | $43,876 | $43,746 |
| HONEYWELL 2.7% 8/15/29 | $44,450 | $45,815 |
| JPMORGAN 3.9% 7/15/25 | $38,932 | $39,860 |
| KEURIG DR PEPPER 3.95% 4/15/29 | $47,845 | $47,879 |
| MASTERCARD 2.95% 11/21/26 | $37,851 | $38,908 |
| MERCK 2.75% 2/10/25 | $38,484 | $39,909 |
| MICROSOFT 2.4% 8/8/26 | $38,153 | $38,817 |
| NEXTERA ENERGY 2.94% 3/21/24 | ||
| QUANTA SERVICES .95% 10/1/24 | ||
| QUANTA SERVICES 2.9% 10/1/30 | $45,667 | $44,632 |
| SEMPRA USA 3.4% 2/1/28 | $28,945 | $28,661 |
| SHERWIN-WILLIAMS 4.05% 8/8/24 | ||
| SYSCO 3.75% 10/1/25 | $38,684 | $39,726 |
| UNITED HEALTH 3.45% 1/15/27 | $38,920 | $39,082 |
| WALT DISNEY 3.35% 3/24/25 | $38,784 | $39,864 |
| WASTE MANAGEMENT .75% 11/15/25 | $35,720 | $38,723 |
| ZOETIS 3% 9/12/27 | $37,218 | $38,282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 755S GOOG | $68,709 | $143,782 |
| 960S CMCSA | $40,394 | $36,029 |
| 210S META | $60,518 | $122,957 |
| 390S DIS | $36,303 | $43,427 |
| 750S AMZN | $68,242 | $164,543 |
| 195S LOW | $37,094 | $48,126 |
| 210S TSLA | $36,430 | $84,806 |
| 485S TJX | $36,327 | $58,593 |
| 80S COST | $38,935 | $73,302 |
| 1275S KDP | $38,936 | $40,953 |
| 265S PG | $36,212 | $44,427 |
| 555S SYY | ||
| 1000S KHC | ||
| 435S COP | $45,424 | $43,139 |
| 235S AXP | $37,878 | $69,746 |
| 305S ARES | $52,220 | $53,994 |
| 275S JPM | $36,306 | $65,920 |
| 530S MS | $45,838 | $66,632 |
| 210S V | $47,276 | $66,368 |
| 175 AMGN | $38,718 | $45,612 |
| 565S AZN | $36,194 | $37,019 |
| 97S LLY | $76,581 | $74,884 |
| 415S MRK | ||
| 135S SYK | $38,352 | $48,607 |
| 85S TMO | $46,034 | $44,220 |
| 140S UNH | $64,330 | $70,820 |
| 160S CAT | ||
| 260S DOV | $36,616 | $48,776 |
| 450S EMR | $37,505 | $55,769 |
| 175S GD | $43,759 | $46,111 |
| 195S HON | ||
| 195S PWR | $31,321 | $61,630 |
| 50S TDG | $38,935 | $63,364 |
| 240S WM | $35,911 | $48,430 |
| 670S AAPL | $120,355 | $167,781 |
| 45S AVGO | ||
| 90S INTU | ||
| 495S MSFT | $122,758 | $208,643 |
| 175S NVDA | $74,060 | $235,008 |
| 280S QCOM | $46,066 | $43,014 |
| 190S CRM | $39,779 | $63,523 |
| 755S TRMB | $46,360 | $53,348 |
| 110S LIN | $39,194 | $46,054 |
| 500S SRE | $36,085 | $43,860 |
| 1900S CVM | $2,081 | $760 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $26,257 | Amt |
| Net Investment Income | $26,257 | NetInvestmentIncomeAmt |