SK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SK FOUNDATION (EIN 76-0500154)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-25
- IRS object ID
- 202232069349100613
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T12:30:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741663570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPAIN PRICE READER & THOMPSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MEMORIAL DR SUITE 940 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 | 760500154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKFO | BusinessNameControlTxt |
| Phone | 7135221693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 KIRBY DRIVE 510 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE SCHAEFER | PersonNm |
| Person Title | V.P. | PersonTitleTxt |
| Phone | 7135201850 | PhoneNum |
| Signature | 2022-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | SCHAEFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY S READER | PreparerPersonNm |
| PTIN | P00145784 | PTIN |
| Phone | 7135201850 | 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 | $7,093,604 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $227,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $653,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,491,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $653,141 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,348 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,348 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $883,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $883,209 | 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 | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,909 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $561,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,785 | CashBOYAmt |
| Cash EOY | $9,731 | CashEOYAmt |
| Cash EOYFMV | $9,731 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,857 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,476,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,032,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,064,845 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $171 | OtherAssetsBOYAmt |
| Other Assets EOY | $171 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $171 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,499,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,061,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,093,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,499,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,061,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,499,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,499,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,061,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,499,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $561,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,061,277 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN 15100-SEE ATTACHED | P | 2021-01-01 | 2021-07-01 | $292,139 | $256,164 | $35,975 | $35,975 |
| BERNSTEIN 15100-SEE ATTACHED | P | 2020-01-01 | 2021-07-01 | $974,078 | $581,915 | $392,163 | $392,163 |
| CASH IN LIEU | P | 2020-01-01 | 2021-07-01 | $11 | $11 | $11 | |
| CAPITAL GAINS DIVIDENDS | P | $224,992 | $224,992 | $224,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $653,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,110 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,798 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $8 | 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 | 0 | 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 | WA STOCKARD JR | IndividualWithBooksNm |
| Phone | 7135221693 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 KIRBY DRIVE SUITE 510 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUE STOCKARD SCHAEFER | ||||||||
| 2001 KIRBY DRIVE SUITE 510 | HOUSTON | TX | 77019 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAN STOCKARD CATO | ||||||||
| 2001 KIRBY DRIVE SUITE 510 | HOUSTON | TX | 77019 | SEC/ TREASURY | 0.00 | $0 | $0 | $0 |
| WA STOCKARD JR | ||||||||
| 2001 KIRBY DRIVE SUITE 510 | HOUSTON | TX | 77019 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | 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 | $6,999,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,029,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,029,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,924,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $346,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $346,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,908 | TotalTaxAmt |
| Distributable Before Adj | $334,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $334,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $334,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $334,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $271,328 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $271,328 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,022 | 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 | $310,286 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMAZING PLACE | ||||||||
| 3735 DREXEL DR SUITE A | HOUSTON | TX | 77027 | NONE | PC | CHARITABLE | $3,000 | |
| ART LEAGUE OF HOUSTON | ||||||||
| 1953 MONTROSE BLVD | HOUSTON | TX | 77006 | PC | CHARITABLE | $1,000 | ||
| BARC | ||||||||
| PO BOX 22568 | HOUSTON | TX | 77227 | PC | CHARITABLE | $1,000 | ||
| BAT CONSERVATION INTERNATIONAL | ||||||||
| PO BOX 162603 | AUSTIN | TX | 78716 | PC | CHARITABLE | $2,500 | ||
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | PC | CHARITABLE | $3,000 | ||
| BROOKWOOD COMMUNITY | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | CHARITBALE | $3,000 | ||
| CAMP FOR ALL | ||||||||
| 10500 NW FREEWAY SUITE 220 | HOUSTON | TX | 77092 | PC | CHARITABLE | $10,000 | ||
| CANDLELIGHTS | ||||||||
| 12919 SOUTHWEST FREEWAY SUITE 100 | HOUSTON | TX | 77477 | PC | CHARITABLE | $3,000 | ||
| CEASAR KLEBERG WILDLIFE RESEARCH INTL | ||||||||
| TEXAS AM UNIVERSITY-KINGSVILLE 700 | KINGSVILLE | TX | 78363 | PC | CHARITABLE | $2,500 | UNIVERSITY BLVD MSC 218 | |
| CHINQUAPIN PREPATORY SCHOOL | ||||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | PC | CHARITABLE | $3,000 | ||
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | PC | CHARITABLE | $5,000 | ||
| CLARICE FLUITT MINISTRIES | ||||||||
| PO BOX 7888 MONROE LA 71211-7888 | MONROE | LA | 71211 | PC | CHARITABLE | $3,000 | ||
| COHEN CENTER FOR HOLOCOST & GENOSIDE | ||||||||
| 229 MAIN STREET | KEENE | NH | 03435 | PC | CHARITABLE | $500 | ||
| CONSERVATION HISTORY ASSOC OF TEXAS | ||||||||
| 1304 MARLPOSA DRIVE 211 | AUSTIN | TX | 78704 | PC | CHARITABLE | $2,000 | ||
| CONSORTIUM ON AGING | ||||||||
| THE UNIVERSITY OF TEXAS HEALTH | HOUSTON | TX | 77054 | PC | CHARITABLE | $5,000 | SERVICE CENTER 7000 FANNIN ST UCT-1 | |
| CULLINAN PARK CONSERVATORY | ||||||||
| PO BOX 422 | SUGAR LAND | TX | 77478 | PC | CHARITABLE | $2,500 | ||
| EPISCOPAL HIGH SCHOOL | ||||||||
| PO BOX 271299 | HOUSTON | TX | 77277 | PC | CHARITABLE | $3,000 | ||
| FREE ENTERPRISE INSTITUTE | ||||||||
| 9525 KATY FREEWAY SUITE 303 | HOUSTON | TX | 77024 | PC | CHARITABLE | $5,000 | ||
| FRIENDS OF LAKE MCQUEENEY | ||||||||
| PO BOX 781 | MCQUEENEY | TX | 78123 | PC | CHARITABLE | $5,000 | ||
| GALVESTON BAY FOUNDATION | ||||||||
| 1100 HERCULES AVENUE SUITE 200 | HOUSTON | TX | 77058 | PC | CHARITABLE | $3,000 | ||
| GOODWILL INDUSTRIES OF HOUSTON | ||||||||
| 1140 WEST LOOP NORTH | HOUSTON | TX | 77055 | PC | CHARITABLE | $5,000 | ||
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | PC | CHARITABLE | $1,000 | ||
| GULF COAST BIRD CONSERVATORY | ||||||||
| 103 HWY 332 WEST | LAKE JACKSON | TX | 77566 | PC | CHARITABLE | $7,500 | ||
| HAWK WATCH INTL | ||||||||
| 2240 S 900 E | SALT LAKE CITY | UT | 84106 | PC | CHARITABLE | $1,000 | ||
| HAZEL BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | PC | CHARITABLE | $3,000 | ||
| HILL COUNTRY LAND TRUST | ||||||||
| PO BOX 1724 | FREDERICKSBURG | TX | 78624 | PC | CHARITABLE | $1,000 | ||
| HOLLY HALL RETIREMENT | ||||||||
| 2000 HOLLY HALL ST | HOUSTON | TX | 77054 | PC | CHARITABLE | $2,000 | ||
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | CHARITABLE | $6,000 | ||
| HOUSTON PUBLIC MEDIA FOUNDATION | ||||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | PC | CHARITABLE | $5,000 | ||
| HOUSTON WILDERNESS | ||||||||
| 5847 SAN FELIPE SUITE 2050 | HOUSTON | TX | 77057 | PC | CHARITABLE | $2,500 | ||
| INTERNATIONAL CRANE FOUNDATION | ||||||||
| E 11376 SHADY LANE ROAD | BARABOO | WI | 53913 | PC | CHARITABLE | $5,000 | ||
| JANE GOODALL FOUNDATION | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | PC | CHARITABLE | $3,000 | ||
| JOAN HUNTER MINISTRIES | ||||||||
| PO BOX 111 | TOMBALL | TX | 77377 | PC | CHARITABLE | $29,500 | ||
| KATIE SOUZA MINISTRIES | ||||||||
| PO BOX 30969 | PHOENIX | AZ | 85046 | PC | CHARITABLE | $5,000 | ||
| KATY PRAIRIE CONSERVATORY | ||||||||
| 5615 KIRBY DR SUITE 867 | HOUSTON | TX | 77005 | PC | CHARITABLE | $2,500 | ||
| KENNETH COPELAND MINISTRIES | ||||||||
| PO BOX 961010 | FORT WORTH | TX | 76161 | PC | CHARITABLE | $3,000 | ||
| KINKAID SCHOOL | ||||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | PC | CHARITABLE | $2,000 | ||
| LAKE MCQUENNEY SKI BEES | ||||||||
| PO BOX 658 | MCQUEENEY | TX | 78123 | PC | CHARITABLE | $500 | ||
| LAMAR HIGH SCHOOL ALUMNI ASSN | ||||||||
| PO BOX 540207 | HOUSTON | TX | 77254 | PC | CHARITABLE | $2,000 | ||
| LAND TRUST ALLIANCE | ||||||||
| 1250 H ST NW SUITE 600 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $5,000 | ||
| MARILYN HICKEY MINISTRIES | ||||||||
| PO BOX 471730 | TULSA | OK | 74147 | PC | CHARITABLE | $10,000 | ||
| MCQUEENEY VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 500 | MCQUEENEY | TX | 78123 | PC | CHARITABLE | $5,000 | ||
| NATURE CONSERVANCY | ||||||||
| 318 CONGRESS AVENUE | AUSTIN | TX | 78701 | PC | CHARITABLE | $2,500 | ||
| NEHEMIAH CENTER | ||||||||
| 5015 FANNIN STREET | HOUSTON | TX | 77004 | PC | CHARITABLE | $2,500 | ||
| OPEN DOOR MISSION FOUNDATION | ||||||||
| 2828 NORTH 23RD STREET EAST | OMAHA | NE | 68110 | PC | CHARITABLE | $3,000 | ||
| PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET STREET | HOUSTON | TX | 77005 | PC | CHARITABLE | $3,000 | ||
| PLANNED PARENTHOOD FOUNDATION | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | ||
| QUINTA MAZATHLAN | ||||||||
| PO BOX 220 | MCALLEN | TX | 78505 | PC | CHARITABLE | $1,000 | ||
| RIVER OAKS BAPTIST SCHOOL | ||||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | PC | CHARITABLE | $3,000 | ||
| SAVING MOSES | ||||||||
| PO BOX 4584 | ENGLEWOOD | CO | 80155 | PC | CHARITABLE | $3,000 | ||
| SOUTHWESTERN UNIVERSITY | ||||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | PC | CHARITABLE | $5,000 | ||
| SPAY NEUTER ASST PROGRAM | ||||||||
| PO BOX 70286 | HOUSTON | TX | 77270 | PC | CHARITABLE | $1,000 | ||
| SPCA HOUSTON | ||||||||
| 900 PORTWAY DRIVE | HOUSTON | TX | 77024 | PC | CHARITABLE | $2,500 | ||
| ST LUKES FOUNDATION (FRIENDS OF MUSIC) | ||||||||
| PO BOX 20269 | HOUSTON | TX | 77225 | PC | CHARTIABLE | $3,000 | ||
| ST LUKES UNITED METHODIST CHURCH | ||||||||
| 3471 WESTHEIMER | HOUSTON | TX | 77027 | PC | CHARITABLE | $15,000 | ||
| TCADP | ||||||||
| TEXAS COALITION TO PO BOX 82212 | AUSTIN | TX | 78708 | PC | CHARITABLE | $2,000 | ||
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 298240 | FORT WORTH | TX | 76129 | PC | EDUCATIONAL | $5,000 | ||
| TEXAS LAND TRUST COUNCIL | ||||||||
| PO BOX 2677 | WIMBERLEY | TX | 78676 | PC | CHARITABLE | $1,000 | ||
| TEXAS PARKS AND WILDLIFE | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | PC | CHARITABLE | $5,000 | ||
| THE CENTER FOR HEALING AND SPEECH | ||||||||
| 3636 W DALLAS AVENUE | HOUSTON | TX | 77019 | PC | CHARITABLE | $3,000 | ||
| THE PARISH SCHOOL | ||||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | PC | EDUCATIONAL | $10,000 | ||
| THE SALVATION ARMY | ||||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | PC | CHARITABLE | $5,000 | ||
| THE STAR OF HOPE MISSION | ||||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | PC | CHARITABLE | $5,000 | ||
| UNIVERSITY OF SAN DIEGO | ||||||||
| DIRECTOR INSTITUTE OF COLLEGE | SAN DIEGO | CA | 92110 | PC | EDUCATIONAL | $5,000 | INITIATIVE LOMA HALL 332 5998 ALCAL | |
| UNIVERSITY OF TEXAS AUSTIN | ||||||||
| UNIVERSITY DEVELOPMENT OFFICE PO | AUSTIN | TX | 78713 | PC | EDUCATIONAL | $2,000 | BOX 7727 | |
| URBAN HARVEST | ||||||||
| 3302 CANAL STREET SUITE 73 | HOUSTON | TX | 77003 | PC | CHARITABLE | $1,000 | ||
| WALTER A STOCKARD SCHOLARSHIP | ||||||||
| 2001 KIRBY DRIVE SUITE 510 | HOUSTON | TX | 77043 | PC | CHARITABLE | $25,000 | ||
| YELLOWSTONE ACADEMY | ||||||||
| 3000 TRUTLEY ST | HOUSTON | TX | 77004 | PC | CHARITABLE | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,000 | 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 |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,831 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $653,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $883,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $883,334 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SHEET | StockNm |
| EOY Book Value | $6,032,518 | EOYBookValueAmt |
| EOYFMV | $7,064,845 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $171 | BOYBookValueAmt |
| EOY Book Value | $171 | EOYBookValueAmt |
| EOYFMV | $171 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,912 | $10,912 | $0 |
| MISCELLANEOUS | $165 | $165 | $0 |
| PENALTIES | $201 | $201 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $2,348 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,348 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $6,573 | $6,573 | $0 |
| ESTIMATED TAX PAYMENTS | $5,110 | $5,110 | $0 |
| INCOME TAX | $2,226 | $2,226 | $0 |