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HARRIS AND ELIZA KEMPNER FUND: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HARRIS AND ELIZA KEMPNER FUND (EIN 76-0680130)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-29
IRS object ID
202103029349100425
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-29T12:41:25-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760448495PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAM LANGSTON & BREZINA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11011 TREMONT STREETAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760680130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRIS & ELIZA KEMPNER FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone4097621603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 MARKET SUITE 1250AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP775501529ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAUREN SCOTTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4097621603PhoneNum
Signature2021-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURENPersonFirstNm
Person LastSCOTTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN S MASEL CPAPreparerPersonNm
PTINP00758150PTIN
Phone4097659311PhoneNum
Preparation2021-10-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,614,431FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,207ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,325,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,325,976DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$727,729NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,468,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$727,729CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,056,912TotalRevAndExpnssAmt
Total Net Invst Incm$2,053,705TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$112,800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$112,800CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$81,699OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$81,699OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,474PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,474PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$45,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$24,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$232,647OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$209,367OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,280OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$48,968TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,480TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$14,281TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$27,097OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,561TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$132,837OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70,194OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$62,643OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$687,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$314,891TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$320,027TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,238,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,238,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,925,883TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$314,891TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,558,127TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$868,971ExcessRevenueOverExpensesAmt
Net Investment Income$1,738,814NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,036CashBOYAmt
Cash EOY$50CashEOYAmt
Cash EOYFMV$50CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,855,130SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,783,273SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,783,273SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$11AcctRcvblAmt
Acct Rcvbl EOY$11AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$11AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$70,600OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$81,127OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$70,600OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$70,600OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$6,432,225USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,272,325USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,631,718USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,881,390CorporateStockBOYAmt
Corporate Stock EOY$29,358,778CorporateStockEOYAmt
Corporate Stock EOYFMV$38,529,094CorporateStockEOYFMVAmt
Other Investments BOY$7,202,870OtherInvestmentsBOYAmt
Other Investments EOY$6,125,173OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,573,855OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$25,830OtherAssetsEOYAmt
Other Assets EOYFMV$25,830OtherAssetsEOYFMVAmt
Total Assets BOY$48,552,778TotalAssetsBOYAmt
Total Assets EOY$46,636,040TotalAssetsEOYAmt
Total Assets EOYFMV$57,614,431TotalAssetsEOYFMVAmt
Other Liabilities BOY$73,776OtherLiabilitiesBOYAmt
Other Liabilities EOY$70,130OtherLiabilitiesEOYAmt
Total Liabilities BOY$73,776TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,130TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$48,479,002RetainedEarningBOYAmt
Retained Earning EOY$46,565,910RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$48,479,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,565,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$48,552,778TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,636,040TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,479,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$868,971ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$47,610,031SubtotalAmt
Other Decreases$1,044,121OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,565,910TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
UBS ACTIVITY DETAILS2020-12-31$10,426,535$9,741,052$685,483$685,483
OTHER ACTIVITY2020-12-31$42,246$42,246$42,246P
FieldValueIRS element (for citing)
Capital Gain Net Income$727,729CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,170InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,170SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,170TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$25,830OverpaymentAmt
Applied To ES Tax$25,830AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.KEMPNERFUND.ORGWebsiteAddressTxt
Individual With BooksLAUREN SCOTTIndividualWithBooksNm
Phone4097621603PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12201 MARKET STREET SUITE 1250AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP775501529ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAUREN SCOTT
2201 MARKET SUITE 1250GALVESTONTX77550EXECUTIVE DIRECTOR40.00$112,800$4,474$0
EMILY BRAY
2201 MARKET SUITE 1250GALVESTONTX77550SECRETARY4.00$0$0$0
EMILY BRAY
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
CHANDLER GUTTERSEN
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
ELIZA QUIGLEY
2201 MARKET SUITE 1250GALVESTONTX77550PRESIDENT10.00$0$0$0
ANDY MYTELKA
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
CARROLL GOLDSTONE
2201 MARKET SUITE 1250GALVESTONTX77550VICE-PRESIDENT4.00$0$0$0
RANDALL T KEMPNER
2201 MARKET SUITE 1250GALVESTONTX77550TREASURER4.00$0$0$0
BROOKE THOMPSON
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
BENJY SHABOT
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
DANIEL THORNE
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0
MARY K DANIEL
2201 MARKET SUITE 1250GALVESTONTX77550DIRECTOR4.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonVIVIAN VICTORIAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 MARKET SUITE 1250AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS ADMINISTRATORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$63,555CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLEARBRIDGE ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 EIGHTH AVE 48TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Service TypePORTFOLIO MANAGServiceTypeTxt
Compensation$103,660CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,801,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,468,504AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,838,152FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,108,462TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,108,462AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$781,627CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,326,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,566,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,566,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,170TaxBasedOnInvestmentIncomeAmt
Total Tax$24,170TotalTaxAmt
Distributable Before Adj$2,542,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,542,172DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,542,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,558,127ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,558,127QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,558,127AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,542,172DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$79,194ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,479ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$186,718ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,635ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$430,026TotalExcessDistributionCyovAmt
Qualifying Distributions$2,558,127QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,542,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,955RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$445,981TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$445,981ExcessDistriCyovToNextYrAmt
Excess From Year4$79,194ExcessFromYear4Amt
Excess From Year3$30,479ExcessFromYear3Amt
Excess From Year2$186,718ExcessFromYear2Amt
Excess From Year1$133,635ExcessFromYear1Amt
Excess From Current Year$15,955ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRIS ELIZA KEMPNER FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12201 MARKET ST SUITE 1250AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4097621603RecipientPhoneNum
Recipient Email AddressINFORMATION@KEMPNERFUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLSubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE - WWW.KEMPNERFUND.ORG/APP/GUIDELINES.HTMLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A WIDER CIRCLE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
ADVOCACY CENTER FOR CHILDREN OF GALVESTON COUNTY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
AFRICAN CHILDREN'S HAVEN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,250
ALAMO HEIGHTS SCHOOL FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,500
ALCOHOL DRUG ABUSE WOMEN'S CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$18,750
ALL SAINTS' EPISCOPAL SCHOOL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$375
AMBASSADOR PREPARATORY ACADEMY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,000
AMERICAN JEWISH COMMITTEE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$7,500
AMERICAN NATIONAL RED CROSS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
AMERICAN RED CROSS GREATER HOUSTON AREA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$600
ANGEL HORSES
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
ARTPACE SAN ANTONIO
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,750
BLACK ROCK CITY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
BOULDER VOICES FOR CHILDREN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$200
BOYS & GIRLS CLUBS OF GREATER HOUSTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$50,000
BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,000
BUCKEYE VIZSLA RESCUE INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
BUFFALO BAYOU PARTNERSHIP
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,100
CAMP YOUNG JUDAEA INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
CARNEGIE CENTER FOR LITERACY AND LEARNING
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
CASA OF LEXINGTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
CATHOLIC CHARITIES
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$18,750
CENTER FOR NEW AMERICANS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
CHILDREN'S TUMOR FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
CHRISTUS FOUNDATION FOR HEALTH CARE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
CHRISTUS FOUNDATION FOR HEALTHCARE - OUR DAILY BREAD
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$51,000
CITY YEAR INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$50
COMP-U-DOPT
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$21,500
CONGREGATION B'NAI ISRAEL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$76,000
CONTEMPORARY ARTS MUSEUM HOUSTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$20,000
COURT APPOINTED SPECIAL ADVOCATE OF GALVESTON COUNTY INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$32,000
DC CENTRAL KITCHEN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
DJCC DEVELOPMENT CORPORATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
DOCTORS WITHOUT BORDERS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,100
EAST OAKLAND BOXING ASSOCIATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
EATON FIRE DEPARTMENT
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,000
EMORY UNIVERSITY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$400
EQUAL JUSTICE INITIATIVE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
EXCHANGE CLUB OF SUGAR LAND
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,750
FAITH IN PRACTICE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
FAMILY INDEPENDENCE INITIATIVE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
FAMILY PROMISE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,500
FAMILY SERVICE CENTER OF GALVESTON COUNTY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$72,490
FAMILY SERVICE INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,750
FEEDING TEXAS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,500
FIRST LUTHERAN CHURCH FEEDGALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
FORT BEND EDUCATIONAL FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
FOUNDATION FOR STUDENTS RISING ABOVE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
FRIENDS OF GALVESTON ISLAND STATE PARK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,500
GALVESTON ARTS CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$35,250
GALVESTON BALLET
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,000
GALVESTON BAY FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$25,000
GALVESTON COLLEGE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,750
GALVESTON COUNTY FOOD BANK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$16,000
GALVESTON COUNTY RECOVERY FUND
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
GALVESTON COUNTY TEEN PARENTING COALITION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,500
GALVESTON DIAPER BANK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$26,000
GALVESTON HISTORICAL FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$75,346
GALVESTON ISD EDUCATIONAL FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$30,000
GALVESTON ISLAND HUMANE SOCIETY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$50
GALVESTON ISLAND NATURE TOURISM COUNCIL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$8,000
GALVESTON'S OWN FARMERS MARKET
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$22,125
GISD ED FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
GIVING AUSTIN LABOR SUPPORT
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
GOD'S LOVE WE DELIVER INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
GREATER CARIBBEAN ENERGY & ENVIRONMENT FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$12,000
GROUNDTRUTH PROJECT
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
GULF COAST BIG BROTHERS BIG SISTERS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$30,000
HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
HELPING A HERO
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
HERMANN PARK CONSERVANCY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
HISTORIC DOWNTOWN PARTNERSHIP
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$20,000
HOLOCAUST MUSEUM HOUSTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
HOPITAL ALBERT SCHWEITZER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
HOUSTON AREA WOMEN'S CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,200
HOUSTON AUDUBON SOCIETY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
HOUSTON BOTANIC GARDEN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,750
HOUSTON FOOD BANK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
HOUSTON HOSPICE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,750
ICONOCLAST ARTISTS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$20,000
IMMANUEL PRESBYTERIAN CHURCH
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
INTEGRAL TRANSFORMATIVE PRACTICE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,750
ISLAND ETC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$21,000
JACKSON STREET SCHOOL PTO
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
JDRF
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$200
KHAN ACADEMY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
KIDS 4 KIDS WITH CANCER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$11,000
LA LECHE LEAGUE OF GEORGIA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,118
LANE COMMUNITY COLLEGE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
LATIN AMERICAN YOUTH CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
LITERACY SAN ANTONIO
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,750
LUTHERAN MUSIC ACADEMY OF GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$12,065
LYDIA'S HOUSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
MARY'S CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
MEDECINS SAN FRONTIERS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
MONTANA AUDUBON SOCIETY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
MONTANA STATE UNIVERSITY FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
MOODY EARLY CHILDHOOD CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$41,500
MUSEUM OF FINE ARTS HOUSTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
NAMI GULF COAST
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$30,000
NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
NIA CULTURAL CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$46,000
NOOKSACK SALMON ENHANCEMENT ASSOCIATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
NORTHAMPTON SURVIVAL CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
O'CONNELL COLLEGE PREPARATORY SCHOOL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$9,200
PATHLIGHT INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
PERIWINKLE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$600
PLANNED PARENTHOOD FEDERATION OF AMERICA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$200
PLANNED PARENTHOOD GULF COAST
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$29,000
PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
PLANNED PARENTHOOD SOUTH TEXAS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$9,500
PREVENT CANCER FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
PTO OF NORTHAMPTON HS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
RESOURCE & CRISIS CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$53,000
RIVERTREE ACADEMY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
ROBIN HOOD FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
RON CLARK ACADEMY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$800
RONALD MCDONALD HOUSE OF FORT WORTH INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
ROSENBERG LIBRARY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$6,500
SAN ANTONIO FOOD BANK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
SATORI INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,750
SEA STAR BASE GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$20,000
SEEDING GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$24,000
SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$30,000
SETTHEEXPECTATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
SEVEN ACRES JEWISH SENIOR CARE SERVICES INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
SHALOM AUSTIN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
SMART FAMILY LITERACY INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$16,500
SOUTHERN PINES VOLUNTEER FIRE & RESCUE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
SOUTHERN POVERTY LAW CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
SOUTHERN SMOKE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
SPECIAL OPERATIONS WARRIOR FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$25
ST GEORGE'S SCHOOL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,000
ST JOHNS SCHOOL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,375
ST VINCENT'S HOPE CLINIC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$11,000
ST VINCENT'S HOUSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,500
SUGAR LAND HERITAGE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
SUNSHINE CENTER INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$300
TEEN HEALTH CENTER INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$79,042
TEMPLE BETH-EL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
TEXAS FREEDOM NETWORK EDUCATION FUND
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,000
TEXAS PARKS AND WILDLIFE FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,325
THE ARTIST BOAT INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
THE BRYAN MUSEUM
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
THE CAMPAIGN FOR THE MARY ROSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
THE FOUNDATION FOR THE COUNCIL ON RECOVERY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,000
THE GALVESTON SYMPHONY ORCHESTRA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,000
THE GRAND 1894 OPERA HOUSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$43,075
THE JESSE TREE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$750
THE MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS)
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$4,000
THE NATURE CONSERVANCY IN TEXAS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$12,000
THE PARTNERSHIP
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
THE ROSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
THE SALVATION ARMY OF GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$40,000
THE STATION FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$25
THE UNIVERSITY OF NORTH TEXAS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$75,000
THE UNIVERSITY OF TEXAS MEDICAL BRANCH
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$345,747
THE VOTER PARTICIPATION CENTER
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,000
THE WILDLIFE CENTER OF TEXAS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
TRINITY EPISCOPAL SCHOOL
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$150
TRUSTEES OF FORBES LIBRARY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
TURTLE ISLAND RESTORATION NETWORK
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,000
UNITED WAY OF AUSTIN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
UNITED WAY OF GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$84,500
UNIVERSITY OF MICHIGAN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$200
UNIVERSITY OF NORTH CAROLINA
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$192
UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$2,500
UNIVERSITY OF TEXAS RIO GRANDE VALLEY
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,000
UNLV FOUNDATION - SCHOOL OF LAW
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$10,000
URBAN STRATEGIES INC
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$75,000
URJ CAMP NEWMAN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
VISION GALVESTON
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$75,000
WAMU 885 FM
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$500
WESLEYAN COLLEGE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$100
WIKIMEDIA FOUNDATION
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$250
WOODLEY HOUSE
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$3,000
WORLD CENTRAL KITCHEN
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,875
WORLD MONUMENTS FUND
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$5,000
YMCA OF MARYLAND
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$15,000
YOUTH DYNAMICS
VARIOUSVARIOUSTX77550NONE501(C)(3)TO ASSIST LOCAL 501(C)(3) ENTITIES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,238,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,325,976ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$727,729RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (7 entries)

DescDescExclusionExclusionCdBusinessBusinessCd
OTHER INC01
BLACKSTONE SUB UNITS - K-114900099
BLACKSTONE SUB UNITS - K-114900099
LITIGATION INCOME01
FOSTER FARMS (LOSS)14
KEMPNER SECURITIES - K-114
GALVESTON FINALE - K-114

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,325,976ExclusionAmt
Related Or Exempt Function Incm$727,729RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,053,705TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDES INCOME FOR GRANTS.
4PROVIDES INCOME FOR GRANTS.
7PROVIDES INCOME FOR GRANTS.
11PROVIDES INCOME FOR GRANTS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL AUDIT$17,900$17,900$0
ACCOUNTING & TAX PREP$27,800$6,950$20,850

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$29,358,778EOYBookValueAmt
EOYFMV$38,529,094EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,272,325USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,631,718USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,125,173BookValueAmt
EOYFMV$7,573,855EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
EOY Book Value$25,830EOYBookValueAmt
EOYFMV$25,830EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
NON-DEDUCTIBLE EXPENSES FROM PASS-THRU$3,828
BOOK/TAX DIFFERENCES FROM PASS-THRU$1,040,289
ROUNDING$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$107$0$107
COMPUTER SOFTWARE & SERVICES$18,078$0$18,078
INSURANCE$20,650$0$20,650
LEASED OFFICE EQUIPMENT$1,867$0$1,867
MEALS$483$0$483
MEMBERSHIP FEES$4,565$0$4,565
MISCELLANEOUS$2,094$0$2,094
OFFICE SUPPLIES$2,093$0$2,093
OTHER INVESTMENT EXPENSE$69,776$69,776$0
PARKING$2,923$0$2,923
REGISTRATION FEES$9,386$0$9,386
SUBSCRIPTIONS AND PRINTED MATERIAL$397$0$397
EXCESS OTHER INCOME LOSS$418$418$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCISE TAX PAYABLE$73,581$0
PENSION PLAY PAYABLE$183$444
ROUNDING$2$1
CALIFORNIA TAX$10$0
CASH OVERDRAFT$0$69,685

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PENSION ADMIN$780$0$780
MANAGEMENT FEES$209,367$209,367$0
CONSULTANT$22,500$0$22,500
$0$0$0
$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE & UBIT TAXES$24,170$0$0
FOREIGN TAXES ON SECURITIES$10,480$10,480$0
PAYROLL TAXES$14,281$0$14,281
PY TAX PENALTY$37$0$0