GRANT FAMILY FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRANT FAMILY FUND (EIN 76-0355665)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-06
- IRS object ID
- 202110969349100116
- Schema version
- 2019v5.0
- 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 Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T14:02:48-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760355665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRANT FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ANDREW GRANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2021-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,621,661 | 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 | $3,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,796 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,174 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $499 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $402 | CashBOYAmt |
| Cash EOY | $4,387 | CashEOYAmt |
| Cash EOYFMV | $4,387 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,928,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,976,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,617,274 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,929,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,981,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,621,661 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,450 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $8,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,920,586 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,981,052 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,920,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,981,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,929,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,981,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,920,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,343 | OtherIncreasesAmt |
| Subtotal | $1,981,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,981,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CONTRA FUND | P | 2009-05-01 | 2020-06-16 | $30,000 | $9,261 | $20,739 | $20,739 |
| FIDELITY INTER BOND INDEX | P | 2015-12-31 | 2020-03-27 | $59,150 | $51,320 | $7,830 | $7,830 |
| FIDELITY INTER BOND IDEX | P | 2019-12-31 | 2020-03-27 | $1,362 | $1,181 | $181 | $181 |
| FIDELITY SHORT TERM TREASURY | P | 2019-12-31 | 2020-03-27 | $1,101 | $1,035 | $66 | $66 |
| FIDELITY 500 INDEX | P | 2002-05-15 | 2020-06-16 | $30,000 | $10,646 | $19,354 | $19,354 |
| ISHARES RUSSELL MIDCAP VALUE | P | 2006-09-14 | 2020-06-16 | $29,949 | $17,093 | $12,856 | $12,856 |
| FIDELITY SHORT TERM TREASURY | P | 2015-12-31 | 2019-03-27 | $54,179 | $50,941 | $3,238 | $3,238 |
| FIDELITY CONTRA FUND | P | 2009-05-01 | 2019-12-26 | $10,000 | $3,286 | $6,714 | $6,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,223 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $247 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,280,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049328 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,252,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,066,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,822,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,099 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,849,608 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051956 | DistributionYr5Rt |
| Total Distribution | 0.257494 | TotalDistributionRt |
| Average Distribution | 0.051499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,376,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,568 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,136 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,136 | SubtotalAmt |
| Tax Based On Investment Income | $3,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $856 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J ANDREW GRANT | IndividualWithBooksNm |
| Phone | 4097448790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775547166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| J ANDREW GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JULIAN A GRANT | ||||||||
| 101 PARQUE CIRCLE | GEORGETOWN | TX | 78626 | VP | 000.00 | $0 | $0 | $0 |
| ELEANOR C GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | SEC/TREA | 000.00 | $0 | $0 | $0 |
| BRIAN A GRANT | ||||||||
| 7836 TORREYSON DRIVE | LOS ANGELES | CA | 90046 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS 501(C)(3) ORGANIZATIONS INVOLVED ACTIVELY IN CHARITY WORK. | Description1Txt |
| Expenses1 | $600 | Expenses1Amt |
| Description2 | GALVESTON YOUTH LEADERSHIP AWARD SUPPORT | Description2Txt |
| Expenses2 | $499 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,367,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,412,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,412,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,376,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,136 | TotalTaxAmt |
| Distributable Before Adj | $115,686 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,686 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,899 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,899 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,325 | UndistributedIncomePYAmt |
| Qualifying Distributions | $103,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,325 | AppliedToYear1Amt |
| Applied To Current Year | $40,574 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $75,112 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1894 GRAND OPERA HOUSE | ||||||||
| HISTORICAL PRESERVATION | 2020 POST OFFICE ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $1,000 | |
| INTERNATIONAL RESCUE COMM | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $1,000 | ||
| GALVESTON HISTORICAL | ||||||||
| FOUNDATION | 502 20TH ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $1,500 | |
| GISD FOUNDATION | ||||||||
| EDUCATIONAL | 3904 AVENUE T | GALVESTON | TX | 77550 | PUBLIC | FOUNDATION FOR PUBLIC SCHOOLS | $1,500 | |
| GALVESTON SYMPHONY | ||||||||
| ORCHESTRA | P O BOX 16987 | GALVESTON | TX | 77552 | PUBLIC | SYMPHANY SUPPORT | $2,000 | |
| HOUSTON PUBLIC MEDIA | ||||||||
| 4343 ELGIN | HOUSTON | TX | 772040887 | PUBLIC | PUBLIC BROADCASTING SERVICE | $1,500 | ||
| ROCKY RIDGE MUSIC CENTER | ||||||||
| 3970 BROADWAY ST | BOULDE | CO | 80304 | PUBLIC | MUSIC CAMP | $1,000 | SUITE 201E | |
| ROSENBERG LIBRARY | ||||||||
| 2310 SEALY | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $1,000 | ||
| HOSPICE CARE TEAM | ||||||||
| 1708 AMBURN ROAD | TEXAS CITY | TX | 775912436 | PUBLIC | HOSPICE CARE SERVICES | $1,000 | SUITE C | |
| NATIONAL ALOPECIA | ||||||||
| AREATA FOUNDATION | 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | PUBLIC | MEDICAL RESEARCH | $2,000 | SUITE 200-B |
| RONALD MCDONALD HOUSE OF | ||||||||
| LOS ANGELES | 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | PUBLIC | HOUSING FOR FAMILIES AT MEDICAL CTR | $1,500 | |
| ADA WOMEN'S CENTER | ||||||||
| 201 1ST STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR WOMEN WITH ADDICTION | $1,500 | ||
| ENTERTAINMENT INDUSTRY | ||||||||
| FOUNDATION | 1900 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $1,000 | SUITE 1400 |
| JESSE TREE | ||||||||
| P O BOX 575 | GALVESTON | TX | 775530575 | PUBLIC | ASSISTANCE TO POOR | $1,000 | ||
| PHILLIP BROOKS HOUSE | ||||||||
| ASSOCIATION | HARVARD YARD | CAMBRIDGE | MA | 02138 | PUBLIC | CHARITABLE FUNCTIN OF ORGANIZATION | $2,000 | |
| SALVATION ARMY | ||||||||
| 601 51ST STREET | GALVESTON | TX | 77551 | PUBLIC | ASSISTANCE TO POOR | $2,000 | ||
| CENTER FOR WOMEN IN LAW | ||||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | PUBLIC | FAIR REPRESENTATION BY WOMEN | $1,000 | ||
| AMERICAN HUMANE SOCIETY | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC | CARE FOR ANIMALS | $1,000 | SUITE 360 | |
| JUSTICE FOR OUR NEIGHBORS | ||||||||
| 422 CHURCH STREET | GRAPEVINE | TX | 76051 | PUBLIC | IMMIGRATION COUNSELING | $2,000 | ||
| WILLIAMSON COUNTY CHILDREN'S | ||||||||
| ADVOCACY CENTER | 1811 SE INNER LOOP | GEORGETOWN | TX | 78626 | PUBLIC | PROTECTION FOR CHILDREN | $3,000 | |
| CROSSROADS MINISTRY OF ESTES PARK | ||||||||
| 851 DRY GULCH ROAD | ESTES PARK | CO | 80517 | PUBLIC | MINISTRY | $2,000 | ||
| LOS ANGELES MISSION | ||||||||
| P O BOX 60127 | LOS ANGELES | CA | 900600127 | PUBLIC | HOMELESS SUPPORT | $2,500 | ||
| GALVESTON SEAFARERS CENTER | ||||||||
| 221 20TH STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT SEAMEN | $500 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC | INTERNATIONAL MEDICAL RELIEF | $2,000 | ||
| GALVESTON COUNTY FOOD BANK | ||||||||
| 624 4RTH AVE N | TEXAS CITY | TX | 77590 | PUBLIC | FOOD BANK | $2,000 | ||
| KCRW PUBLIC RADIO | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PUBLIC | PUBLIC BROADCASTING | $1,500 | ||
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 1007 CHURCH ST | EVANSTON | IL | 60201 | PUBLIC | SCHOLARSHIP FUND | $2,500 | SUITE 200 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| P O BOX 710 | TUCSON | AZ | 85702 | PUBLIC | IMPROVE SURVIVAL OF SPECIES | $1,000 | ||
| NAMI FOR THE GULF COAST | ||||||||
| P O BOX 4096 | ALVIN | TX | 77512 | PUBLIC | HELP FOR MENTALLY CHALLENGED | $750 | ||
| NATIONAL FISH & WILDLIFE FOUNDATION | ||||||||
| 1133 FIFTEENTH ST NW | WASHINGTON | DC | 20039 | PUBLIC | ENVIRONMENTAL CONSERVATION | $1,000 | SUITE 1000 | |
| GOODWILL INDUSTRIES | ||||||||
| 4525 AVE U | GALVESTON | TX | 77551 | PUBLIC | SUPPORT FOR NEEDY | $1,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PUBLIC | HOMES FOR NEEDY - WORLDWIDE | $2,000 | ||
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST STREET | MIAMI | FL | 33131 | PUBLIC | SEEK CURE FOR PARKINSON'S | $2,000 | SUITE 800 | |
| SOUND SALMON SOLUTIONS | ||||||||
| 19018 VERNON RD | LAKE STEVENS | WA | 98258 | PUBLIC | SUPPORT HABITAT RESTORATION | $2,000 | ||
| ST VINCENTS HOUSE | ||||||||
| 2817 ALFREDA HOUSTON PL | GALVESTON | TX | 77550 | PUBLIC | SUPPORT COMMUNITY MEDICAL CLINIC | $500 | ||
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 2ND AVE | SEATTLE | WA | 98104 | PUBLIC | SUPORT OF THE WILDERNESS | $1,000 | SUITE 300 | |
| THE CARING PLACE | ||||||||
| P O BOX 1215 | GEORGETOWN | TX | 786271215 | PUBLIC | DISADVANTAGED FAMILIES | $1,500 | ||
| YMCA OF THE ROCKIES | ||||||||
| P O BOX 20800 | ESTES PARK | CO | 80511 | PUBLIC | MOUNTAIN RECREATION FOR FAMILIES | $2,000 | ||
| AMERICAN RED CROSS | ||||||||
| P O BOX 37839 | BOONE | IA | 50037 | PUBLIC | WORLD RELIEF | $2,000 | ||
| ASHOKA INNOVATORS FOR THE PUBLIC | ||||||||
| 1700 NORTH MOORE ST | ARLINGTON | VA | 22209 | PUBLIC | SUPPORT INNOVATION | $1,000 | SUITE 2000 | |
| BRADY CAMPAIGN AGAINST GUN VIOLENCE | ||||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | PUBLIC | SUPPORT AGAINST GUN VIOLENCE | $1,500 | SUITE 400 | |
| GEORGETOWN PALACE THEATER | ||||||||
| 810 SOUTH AUSTIN AVE | GEORGETOWN | TX | 78626 | PUBLIC | REGIONAL THEATER | $2,000 | ||
| MOUNTAINS RECREATION AND CONSERV | ||||||||
| 570 WEST AVE 26 | LOS ANGELES | CA | 90065 | PUBLIC | PRESERVE PARKLAND | $3,000 | SUITE 100 | |
| NOOKSOCK SALMON ENHANCEMENT | ||||||||
| ASSOCIATION | 3057 E BAKERVIEW RD | BELLINGHAM | WA | 98225 | PUBLIC | RESTORE SALMON ENVIRONMENT | $2,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | PUBLIC | PROTECT ENVIRONMENT | $1,000 | SUITE 1250 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | PUBLIC | SCHOLARSHIPS | $1,000 | ||
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | PUBLIC | CONSERVATION PROGRAMS | $2,000 | SUITE 100 | |
| COLLEGE OF THE MAINLAND THEATER | ||||||||
| 1200 AMBURN RD | TEXAS CITY | TX | 77591 | PUBLIC | ARTS | $250 | ||
| CONSERVATION NORTHWEST | ||||||||
| 1829 10TH AVE W | SEATTLE | WA | 98119 | PUBLIC | PRESERVE WILDLIFE AND WILD LANDS | $1,000 | SUITE B | |
| NEADS INC | ||||||||
| P O BOX 1100 | PRINCETON | MA | 01541 | PUBLIC | SERVICE ANIMALS | $1,000 | ||
| OSHER LIFELONG LEARNING INSTITUTE | ||||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 775550972 | PUBLIC | COMMUNITY LEARNING | $500 | ||
| RED ROVER | ||||||||
| P O BOX 188890 | SACRAMENTO | CA | 95818 | PUBLIC | HELPING ANIMALS AND PEOPLE IN CRISIS | $1,000 | ||
| SIERRA CLUB WASHINGTON | ||||||||
| 180 NICKERSON ST 202 | SEATTLE | WA | 98109 | PUBLIC | ENVIRONMENT | $1,000 | ||
| UNITED WE DREAM | ||||||||
| 1900 L ST NW | WASHINGTON | DC | 200365002 | PUBLIC | IMMIGRATION AND REFUGEE SERVICES | $1,000 | ||
| ROCKY MOUNTAIN CONSERVANCY | ||||||||
| P O BOX 3100 | ESTES PARK | CO | 80517 | PUBLIC | ENVIRONMENT | $1,000 | ||
| MEALS ON WHEELS | ||||||||
| 2803 53RD STREET | GALVESTON | TX | 77551 | PUBLIC | MEALS FOR HOMEBOUND | $1,000 | ||
| GALVESTON YOUTH LEADERSHIP AWARD | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77551 | PUBLIC | AWARDS TO YOUTH | $4,800 | ||
| ART OF PROBLEM SOLVING INSTITUTE | ||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | PUBLIC | ADVANCE THE HUMAN MIND | $1,000 | SUITE 603 | |
| BRAIN AND BEHAVIOR RESEARCH FD | ||||||||
| 90 PARK AVE | NEW YORK | NY | 10016 | PUBLIC | BRAIN RESEARCH | $1,000 | 16TH FLOOR | |
| BROOKWOOD IN GEORGETOWN | ||||||||
| 905 N CHURCH ST | GEORGETOWN | TX | 78626 | PUBLIC | HELP FOR DISABLED ADULTS | $1,000 | ||
| CATHOLIC CHARITIES OF GALVESTONHOU | ||||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | PUBLIC | HELP FOR POOR | $1,000 | ||
| ACTION AGAINST HUNGER USA | ||||||||
| ONE WHITEHALL ST | NEW YORK | NY | 10004 | PUBLIC | PREVENT HUNGER | $1,000 | 2ND FLOOR | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PUBLIC | EQUAL JUSTICE | $1,000 | ||
| FRIENDS OF REED | ||||||||
| P O BOX 4558 | VALLEY VILLAGE | CA | 91607 | PUBLIC | SUPPORT PUBLIC SCHOOL | $5,000 | ||
| GALVESTON COLLEGE FOUNDATION | ||||||||
| 4015 AVE Q | GALVESTON | TX | 77550 | PUBLIC | SCHOLARSHIPS | $2,000 | ||
| HABITAT FOR HUMANITY - WILL COUNTY | ||||||||
| 2108 N AUSTIN BLVD | GEORGETOWN | TX | 78626 | PUBLIC | BUILD HOMES FOR POOR | $1,000 | ||
| HELPING HANDS OF GEORGETOWN | ||||||||
| 107 HALMAR COVE | LEANDER | TX | 78641 | PUBLIC | SUPPORT FOR POOR | $1,000 | ||
| HILL COUNTRY MINISTRIES | ||||||||
| 10005 LACY DR | LEANDER | TX | 78626 | PUBLIC | FOOD PANTRY | $1,500 | ||
| PETSMART CHARITIES | ||||||||
| 19601 N 27TH AVE | PHOENIX | AZ | 85027 | PUBLIC | ANIMAL RESCUE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,223 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $156,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,796 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $329,116 | $247,808 |
| ISHARES TR RUSSELL MIDCAP VALUE | $55,043 | $113,072 |
| FIDELITY 500 INDEX | $216,878 | $516,297 |
| ARTISAN INTERNATIONAL INVESTOR | $62,098 | $71,393 |
| MATTHEWS PACIFIC TIGER FUND | $58,708 | $112,607 |
| DODGE & COX STOCK FUND | $72,309 | $103,972 |
| FIDELITY FLOATING RATE HIGH INCOME | $406,770 | $379,239 |
| FIDELITY FOCUSED HIGH INCOME | $190,967 | $187,551 |
| FIDELITY ST TREASURY BOND | ||
| FIDELITY CONTRA-FUND | $115,332 | $271,684 |
| ISHARES RUSSELL 1000 GROWTH | $87,966 | $211,585 |
| FIDELITY LOW PRICED STOCK | $123,792 | $120,661 |
| FIDELITY US BOND INDEX | $77,970 | $87,410 |
| FIDELITY EMERGING MARKETS | $30,728 | $39,047 |
| FIDELITY INTERMEDIATE TREASURY BOND | ||
| FIDELITY GOVERNMENT MM | $27,887 | $27,887 |
| FIDELITY TOTAL BOND | $121,101 | $127,061 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $499 | $499 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST ON CONTRA FUND | Desc |
| Amt | $8,343 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,174 | Amt |