VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION (EIN 20-1879154)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-07-08
- IRS object ID
- 202511899349100606
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-08T08:52:01-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LOUISIANA ST STE 5800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770025021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201879154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VICTOR AND ANNA MAE BEGHINI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 7137895580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 WOODWAY DRIVE 1106 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T MILLS | PersonNm |
| Person Title | SECT./TREAS. | PersonTitleTxt |
| Phone | 7137895580 | PhoneNum |
| Signature | 2025-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY E FREEMAN | PreparerPersonNm |
| PTIN | P01615409 | PTIN |
| Phone | 7133564000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $4,337,483 | 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 | $454 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $454 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,187 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,684 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,476 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,476 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $326,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $327,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,476 | CashBOYAmt |
| Cash EOY | $21,959 | CashEOYAmt |
| Cash EOYFMV | $21,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $238,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $567,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,924,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $203,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $203,981 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,975 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,028,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $805,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,337,483 | 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 | $1,028,258 | RetainedEarningBOYAmt |
| Retained Earning EOY | $805,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,028,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $805,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,028,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $805,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,028,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $805,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $805,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 9,887 SHS. CULLEN HIGH DIVIDEND EQ-I | 2024-06-24 | $141,780 | $125,984 | $15,796 | $15,796 | |
| CULLEN HIGH DIVIDEND EQ-I - CAP GAIN DIST | $13,073 | $13,073 | $13,073 | P | ||
| JPM INVESTMENT BALANCED FUND - CAP GAIN DIST | $2,401 | $2,401 | $2,401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,107 | 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 | $6,107 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,538 | OverpaymentAmt |
| Applied To ES Tax | $4,538 | 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 | 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 | VICTOR G BEGHINI | IndividualWithBooksNm |
| Phone | 7137895580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 WOODWAY DRIVE 1106 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| VICTOR G BEGHINI | ||||||||
| 6336 WOODWAY DR 1106 | HOUSTON | TX | 77057 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNA MAE BEGHINI | ||||||||
| 6336 WOODWAY DR 1106 | HOUSTON | TX | 77057 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN T MILLS | ||||||||
| 3463 COASTLINE LANE | MELBOURNE | FL | 32940 | SECT./TREAS. | 1.00 | $0 | $0 | $0 |
| GRETCHEN N HAGGERTY | ||||||||
| 97 COUNTRY CLUB DRIVE | PITTSBURGH | PA | 15241 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN P SURMA | ||||||||
| 600 GRANT ST ROOM 610 | PITTSBURGH | PA | 15219 | DIRECTOR | 0.25 | $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 | $4,290,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,507,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,507,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,440,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,569 | TotalTaxAmt |
| Distributable Before Adj | $220,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $220,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $220,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $327,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $327,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,514 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $556,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $327,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $663,187 | 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 | $79,704 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $583,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,514 | ExcessFromYear4Amt |
| Excess From Year3 | $156,013 | ExcessFromYear3Amt |
| Excess From Year2 | $96,729 | ExcessFromYear2Amt |
| Excess From Year1 | $133,197 | ExcessFromYear1Amt |
| Excess From Current Year | $107,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR G BEGHINI | ContributingManagerNm |
| Contributing Manager | ANNA MAE BEGHINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 2225 N LOOP W | HOUSTON | TX | 77008 | PC | 2024 FRIENDS OF SCOUTING CAMPAIGN | $20,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PC | 2024 CAMPAIGN | $25,000 |
| SACRED HEART CATHOLIC CHURCH | ||||||
| 1111 ST JOSEPH PKWY | HOUSTON | TX | 77002 | PC | CHURCH AND SCHOOL OPERATIONS | $15,000 |
| WESTMORELAND FOOD BANK | ||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PC | OPERATIONS | $10,000 |
| ST CECILIA CATHOLIC CHURCH | ||||||
| 11720 JOAN OF ARC DR | HOUSTON | TX | 77024 | PC | ORGAN RECONDITIONING | $50,000 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | OPERATIONS | $20,000 |
| AMERICAN RED CROSS | ||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | PC | TEXAS OPERATIONS | $25,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | PC | LIVER CANCER CENTER RESEARCH | $15,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DR | HOUSTON | TX | 77098 | PC | HURRICANE BERYL DISASTER RELLIEF | $30,000 |
| AMERICAN RED CROSS | ||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | PC | HURRICANE BERYL DISASTER RELLIEF | $30,000 |
| WESTMORELAND FOOD BANK | ||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PC | 2024 OPERATIONS | $15,000 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | 2024 OPERATIONS | $20,000 |
| ST CECILIA CATHOLIC CHURCH | ||||||
| 11720 JOAN OF ARC DR | HOUSTON | TX | 77024 | PC | 2024 OPERATIONS | $15,000 |
| AMERICAN RED CROSS | ||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | PC | HURRICANE HELENE DISASTER RELLIEF | $20,000 |
| PITTSBURGH ACTION AGAINST RAPE (PAAR) | ||||||
| 81 S 19TH ST | PITTSBURGH | PA | 15203 | PC | SUPPORT OF ONGOING WORK | $4,000 |
| BREVARD ALZHEIMER'S FOUNDATION INC | ||||||
| 4676 N WICKHAM RD | MELBOURNE | FL | 32935 | PC | SUPPORT OF ONGOING PROGRAMS | $4,000 |
| ALLEGHENY COUNTY PARKS FOUNDATION INC | ||||||
| 675 OLD FRANKSTOWN RD | PITTSBURGH | PA | 15239 | PC | OPERATING SUPPORT | $4,000 |
| SOUTH HILLS INTERFAITH MOVEMENT | ||||||
| 2601 SOUTH PARK RD | BETHEL PARK | PA | 15102 | PC | SUPPORT OF ONGOING PROGRAMS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,000 | 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 | $454 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,187 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM INVEST BALANCED FUND | BondNm |
| EOY Book Value | $203,981 | EOYBookValueAmt |
| EOYFMV | $252,975 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HONEYWELL INTERNATIONAL, INC | $75,846 | $372,688 |
| MARATHON PETROLEUM CORP | $92,286 | $2,264,175 |
| UNION PACIFIC CORP | $90,138 | $391,456 |
| WORTHINGTON INDUSTRIES | $80,993 | $343,040 |
| HOME DEPOT INC | $12,081 | $64,370 |
| DEERE & CO | $90,626 | $489,195 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $8,684 | Amt |
| Net Investment Income | $8,684 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX PAID - 4940 | CategoryTxt |
| Amt | $8,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |