ENGRAVED PENCIL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ENGRAVED PENCIL FOUNDATION (EIN 83-0691682)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-12-08
- IRS object ID
- 202213429349100606
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-08T10:58:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462958029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER GROSSBARD ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N SHEPHERD DR SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830691682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGRAVED PENCIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGR | BusinessNameControlTxt |
| Phone | 2813897245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRIFFIN JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813897245 | PhoneNum |
| Signature | 2022-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GRIFFIN | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA GALVAN | PreparerPersonNm |
| PTIN | P01339707 | PTIN |
| Phone | 7136223960 | PhoneNum |
| Preparation | 2022-12-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,160,839 | 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 | $379,350 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $68,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,933 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,788 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $866,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $444,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,788 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,391 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,391 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,352 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $17,185 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,167 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $19,686 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,215 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,215 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $38,086 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $38,086 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,847 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,702 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,022 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $811,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $518,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $567,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $672,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $572,759 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $761,237 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $811,114 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $966,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,495,469 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,593,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,870,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,908,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,160,839 | 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 | $2,870,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,908,086 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,870,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,908,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,870,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,908,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,870,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,947,142 | SubtotalAmt |
| Other Decreases | $39,056 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,908,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH X2161 - COVERED SHORT TERM | P | 2020-01-01 | 2020-12-31 | $328,730 | $363,972 | -$35,242 | -$35,242 |
| 60 SHS SIEMENS AG | P | 2020-11-25 | 2020-11-25 | $370 | $370 | $0 | $0 |
| MERRILL LYNCH X2161 - COVERED LONG TERM | P | 2019-01-01 | 2020-12-31 | $135,796 | $117,941 | $17,855 | $17,855 |
| 47,071 SHS ISHARES GOLD TR | P | 2020-01-01 | 2020-12-31 | $169 | $145 | $24 | $24 |
| 360,000 SHS BLACKROCK LIQUIDITY | P | 2020-01-01 | 2020-12-31 | $360,291 | $360,231 | $60 | $60 |
| MERRILL LYNCH X2178 - COVERED SHORT TERM | P | 2020-01-01 | 2020-12-31 | $26,659 | $28,262 | -$1,603 | -$1,603 |
| CAPITAL GAINS DIVIDENDS | P | $14,921 | $14,921 | $14,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,985 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,761 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,241 | OverpaymentAmt |
| Applied To ES Tax | $1,241 | 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 | HTTPS://ENGRAVEDPENCILFDN.ORG | WebsiteAddressTxt |
| Individual With Books | GRIFFIN JONES | IndividualWithBooksNm |
| Phone | 2813897245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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 |
|---|---|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MINDI M JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNEDY E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KALE G JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDENT | 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 |
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 | $2,691,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,061,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,061,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,015,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $150,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,384 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,384 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $79,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,967 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,060 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $79,440 | ExcessFromYear2Amt |
| Excess From Year1 | $109,653 | ExcessFromYear1Amt |
| Excess From Current Year | $177,967 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GRIFFIN E JONES | ContributingManagerNm |
| Contributing Manager | MINDI M JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONATIONSENGRAVEDPENCILFDNORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813897245 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS MUST BE SUBMITTED IN WRITING, ACCOMPANIED BY AN ENGRAVED PENCIL FOUNDATION CHARITABLE CONTRIBUTION, GIFT AND DONATION REQUEST FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A MINIMUM OF 30 DAYS NOTICE IS REQUIRED FOR CONSIDERATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BENEFIT NON-PROFIT ORGANIZATIONS WITH TAX EXEMPTION UNDER SECTION 504C(3) OR (6) OF THE INTERNAL REVENUE CODE WHICH ARE CONSIDERED CHARITABLE CIVIC, EDUCATIONAL, RECREATIONAL, AND/OR RECEIVED THE MAJORITY OF THEIR SUPPORT THROUGH OUTSIDE FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BROOKWOOD COMMUNITY | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | CHARITABLE PURPOSES | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | CHARITABLE PURPOSES | $82,826 | |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | PC | CHARITABLE PURPOSES | $10,000 | |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | PC | CHARITABLE PURPOSES | $35,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE | STILLWATER | OK | 74074 | PC | CHARITABLE PURPOSES | $2,500 | |
| ROOTED CONFERENCES | |||||||
| 2115 COHN ST | HOUSTON | TX | 77007 | PC | CHARITABLE PURPOSES | $25,000 | |
| THE WORKFAITH CONNECTION | |||||||
| 4555 DACOMA SUITE 200 | HOUSTON | TX | 77092 | PC | CHARITABLE PURPOSES | $5,000 | |
| WORLD HOPE MINISTRIES INTERNATIONAL | |||||||
| 17111 OLD LOUETTA RD | HOUSTON | TX | 77070 | PC | CHARITABLE PURPOSES | $15,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | CHARITABLE PURPOSES | $15,000 | |
| ATHLETES IN ACTION | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | CHARITABLE PURPOSES | $100,000 | |
| ECCLESIA HOUSTON | |||||||
| 1100 ELDER STREET | HOUSTON | TX | 77007 | PC | CHARITABLE PURPOSES | $5,000 | |
| PEACE GOSPEL INTERNATIONAL | |||||||
| 1708 SPRING GREEN BLVD STE 120 PMB | KATY | TX | 77494 | PC | CHARITABLE PURPOSES | $15,000 | 205 |
| REEL ABILITIES | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | PC | CHARITABLE PURPOSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,826 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,803 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||
| 1 | 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | $189,675 | Yes (X) |
| MINDI M JONES | ||||||
| 2 | 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | $189,675 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,352 | Amt |
| Net Investment Income | $17,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,185 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,167 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCHX X2161 | BondNm |
| EOY Book Value | $761,237 | EOYBookValueAmt |
| EOYFMV | $811,114 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCHX X2161 | StockNm |
| EOY Book Value | $567,380 | EOYBookValueAmt |
| EOYFMV | $672,376 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK LIQUIDITY | FMV | $81,174 | $81,182 |
| MERRILL LYNCHX X2178 | FMV | $871,828 | $850,885 |
| MERRILL LYNCHX X2161 | FMV | $542,467 | $661,282 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,391 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,391 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO FAIR MARKET VALUE-STOCK CONTRIBUTIONS | $14,746 |
| ADJUSTMENT FOR BOND PREMIUMS | $24,310 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $19,686 | Amt |
| Net Investment Income | $19,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,686 | AdjustedNetIncomeAmt |
| 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 |
|---|---|---|---|
| GRIFFIN JONES | |||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 |
| MINDI M JONES | |||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $1,375 | $0 | $0 | $0 |
| MERRILL LYNCH X2161 - FOREIGN TAXES PAID | $1,108 | $1,108 | $1,108 | $0 |
| MERRILL LYNCH X2178 - FOREIGN TAXES PAID | $107 | $107 | $107 | $0 |