WAYNE DUDDLESTEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE DUDDLESTEN FOUNDATION (EIN 76-0003093)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-09
- IRS object ID
- 202111609349100231
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-09T22:15:45-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742181616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTEIN SPIRA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3773 RICHMOND AVENUE SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760003093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DUDDLESTEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7135327063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PADDOCK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7135327063 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | PADDOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN MURRAY | PreparerPersonNm |
| PTIN | P01236468 | PTIN |
| Phone | 7136227000 | PhoneNum |
| Preparation | 2021-06-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,561,533 | 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 | $87,408 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,408 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $559,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $559,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,136,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,064,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,136,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,783,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,783,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $175,930 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $175,930 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,500 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,016 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,746 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $247,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $219,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $562,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,655,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,655,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,217,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,956,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$434,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,526,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,528 | CashBOYAmt |
| Cash EOY | $92,140 | CashEOYAmt |
| Cash EOYFMV | $92,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $524,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $653,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $653,259 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,386,655 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,402,237 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,402,237 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,892,299 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,510,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,510,714 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,289,367 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,901,183 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,901,183 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $850,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $866 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $34,154,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,561,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,561,533 | 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 | $34,154,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,561,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,154,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,561,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,154,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,561,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,154,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$434,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,840,753 | OtherIncreasesAmt |
| Subtotal | $35,561,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,561,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $21,134,420 | $20,508,759 | $625,661 | $625,661 | |||
| GAIN ON SALE OF LAND | $847,875 | $418,336 | $429,539 | $429,539 | D | 2013-12-30 | 2020-08-19 |
| CAPITAL GAINS DIVIDENDS | $81,724 | $81,724 | $81,724 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,136,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,647 | 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 | $11,647 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $179 | EsPenaltyAmt |
| Tax Due | $9,744 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | WWW.DUDDLESTEN.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLENE SLACK | IndividualWithBooksNm |
| Phone | 7135327063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 S GESSNER ROAD STE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN DUDDLESTEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| CHARLES MCMAHEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR,PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| KATHY YOUNG | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| ROBERT PADDOCK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR,VICE PRESIDENT, TREASURER | 1.00 | $5,000 | $0 | $0 |
| DAVID KANTORCZYK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR, SECRETARY | 1.00 | $5,000 | $0 | $0 |
| WILLIAM RANDALL | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE SLACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $175,930 | CompensationAmt |
| Employee Benefits | $28,549 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | |||||
| PO BOX 28019 | ALBUQUERQUE | NM | 87125 | INVESTMENT | $120,941 |
| PERSHING ADVISOR SOLUTIONS LLC | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT | $98,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,641,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,044,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,064 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,687,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,687,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $475,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,212,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,560,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,560,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,212 | TotalTaxAmt |
| Distributable Before Adj | $1,539,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,539,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,539,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,956,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,956,791 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,956,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,539,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $108,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,956,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,539,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $417,372 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $525,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $525,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $108,167 | ExcessFromYear1Amt |
| Excess From Current Year | $417,372 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARCHWAY ACADEMY | |||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | 501(C)(3) | GENERAL USE | $20,000 | |
| BARBARA BUSH HOUSTON LITERACY FOUNDATION | |||||||
| 7887 SAN FELIPE STE 250 | HOUSTON | TX | 77063 | 501(C)(3) | GENERAL USE | $20,000 | |
| CAMP ARANZAZU | |||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | 501(C)(3) | GENERAL USE | $20,000 | |
| CASA DE ESPERANZA | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | 501(C)(3) | GENERAL USE | $35,000 | |
| CHINQUAPIN PREPARATORY SCHOOL | |||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | 501(C)(3) | GENERAL USE | $75,000 | |
| CHRIST CHURCH CATHEDRAL | |||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $35,000 | |
| COMMUNITIES IN SCHOOLS HOUSTON | |||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | 501(C)(3) | GENERAL USE | $120,000 | |
| CONSTITUTING AMERICA INC | |||||||
| PO BOX 1988 | COLLEYVILLE | TX | 76034 | 501(C)(3) | GENERAL USE | $50,000 | |
| CRIME STOPPERS | |||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | 501(C)(3) | GENERAL USE | $20,000 | |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $100,000 | |
| EMERGE FELLOWSHIP | |||||||
| 2450 LOUISIANA ST 430 | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $25,000 | |
| GENESYS WORKS | |||||||
| 601 JEFFERSON ST 3950 | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $25,000 | |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION | |||||||
| 2525 WASHINGTON AVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $10,000 | |
| HOPE AND HEALING CENTER INSTITUTE | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | 501(C)(3) | GENERAL USE | $30,000 | |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | 501(C)(3) | GENERAL USE | $150,000 | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | |||||||
| 3303 MAIN | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $125,000 | |
| ITALIAN CULTURAL & COMMUNITY CENTER | |||||||
| 1101 MILFORD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $500 | |
| NEHEMIAH CENTER INC | |||||||
| 5015 FANNIN | HOUSTON | TX | 77004 | 501(C)(3) | GENERAL USE | $20,000 | |
| NEUHAUS EDUCATION CENTER INC | |||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | 501(C)(3) | GENERAL USE | $50,000 | |
| REMIND INC | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | 501(C)(3) | GENERAL USE | $20,000 | |
| SEARCH HOMELESS SERVICES | |||||||
| 2015 CONGRESS AVE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $25,000 | |
| SECOND SERVINGS OF HOUSTON | |||||||
| 4500 BISSONNET ST SUITE 360 | BELLAIRE | TX | 77401 | 501(C)(3) | GENERAL USE | $100,000 | |
| SPRING SPIRIT | |||||||
| 8526 PITNER RD | HOUSTON | TX | 77080 | 501(C)(3) | GENERAL USE | $20,000 | |
| STONEY CREEK FOUNDATION | |||||||
| 510 BERING DRIVE SUITE 100 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $20,000 | |
| THE BEACON | |||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $100,000 | |
| THE COUNCIL ON RECOVERY | |||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $150,000 | |
| THE WOMEN'S HOME | |||||||
| 607 WESTHEIMER RD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $75,000 | |
| TURNING POINT USA | |||||||
| 217 1/2 ILLINOIS ST | LEMONT | IL | 60439 | 501(C)(3) | GENERAL USE | $100,000 | |
| UNIVERSITY OF HOUSTON | |||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $20,000 | |
| BRIDGEYEAR | |||||||
| 5250 GULFTON ST SUITE 2E | HOUSTON | TX | 77081 | 501(C)(3) | GENERAL USE | $25,000 | |
| COLLEGE OF THE OZARKS | |||||||
| 100 OPPORTUNITY AVE | POINT LOOKOUT | MO | 65726 | 501(C)(3) | GENERAL USE | $50,000 | |
| PRISON ENTREPRENEURSHIP | |||||||
| 10830 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | 501(C)(3) | GENERAL USE | $20,000 | SUITE 240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,655,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNCIL ON RECOVERY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2768 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL USE | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,408 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $559,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,136,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,783,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,783,487 | 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 | $14,016 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,016 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2015-02-24 | AcquiredDt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $409 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $24 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,901,183 | EOYBookValueAmt |
| EOYFMV | $1,901,183 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $31,510,714 | EOYBookValueAmt |
| EOYFMV | $31,510,714 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,402,237 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,402,237 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANTIQUE FURNITURE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $866 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,175 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,175 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $27,935 | $265 | $27,670 |
| INVESTMENT MANAGEMENT FEES | $219,459 | $219,459 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $1,828,615 |
| NON-TAXABLE DISTRIBUTIONS | $12,138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,924 | $8,924 | $0 |
| EXCISE TAXES | $3,294 | $0 | $0 |
| PROPERTY TAXES | $13,822 | $13,822 | $0 |