SIMON BOLIVAR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIMON BOLIVAR FOUNDATION INC (EIN 20-5787382)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-25
- IRS object ID
- 202112379349100231
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-25T15:10:04-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 205787382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Bolivar Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 8324865562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mariela Poleo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mariela | PersonFirstNm |
| Person Last | Poleo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $4,220,209 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $914 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $914 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,500,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $142,938 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $153,473 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $31,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,422 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $614 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $614 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $202,853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,530,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,359,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,745,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,562,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $754,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,980,083 | CashBOYAmt |
| Cash EOY | $1,939,219 | CashEOYAmt |
| Cash EOYFMV | $1,939,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $276,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,055 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,935 | AcctRcvblAmt |
| Acct Rcvbl BOY | $700 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,935 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,935 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $2,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $2,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,000,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $29,819 | PrepaidExpensesBOYAmt |
| Total Assets BOY | $3,286,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,220,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,220,209 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,497 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,888 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,196,373 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,356,467 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,203,870 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,382,355 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,080,023 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,850 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,082,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,837,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,286,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,220,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,082,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $754,981 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,837,854 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,837,854 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $91 | TotalPaymentsAndCreditsAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | http://simonbolivarfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ms Grisell Nouis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8324864007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1293 Eldridge Parkway | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | VE | ForeignCountryCd |
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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mariela Poleo | ||||||
| PO Box 4689 | Houston | TX | 77210 | Pres fr 2/24/20 | 28.50 | $0 |
| Larry Elizondo | ||||||
| PO Box 4689 | Houston | TX | 77210 | Pres to 1/24/20 | 0.00 | $0 |
| Kate Robbins | ||||||
| PO Box 4689 | Houston | TX | 77210 | VP to 1/24/20 | 0.00 | $0 |
| Oscar Montenegro | ||||||
| PO Box 4689 | Houston | TX | 77210 | Treasurer | 0.75 | $0 |
| Holly Chastain Nini | ||||||
| PO Box 4689 | Houston | TX | 77210 | Secretary | 16.25 | $0 |
| David Weaver | ||||||
| PO Box 4689 | Houston | TX | 77210 | Cntrl/Ast. Trea | 0.10 | $0 |
| Danny Rodriguez | ||||||
| PO Box 4689 | Houston | TX | 77210 | Ast. Treasurer | 1.25 | $0 |
| Julie Okwara | ||||||
| PO Box 4689 | Houston | TX | 77210 | Ast. Secretary | 0.10 | $0 |
| Gina Renee Coon | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 1.75 | $0 |
| Imgard Carolina Molleda | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 1.10 | $0 |
| Jennifer Moos | ||||||
| PO Box 4689 | Houston | TX | 77210 | Dir to 4/30/20 | 0.10 | $0 |
| Andrs Padilla | ||||||
| PO Box 4689 | Houston | TX | 77210 | Dir fr 9/24/20 | 0.40 | $0 |
| Luisa Palacios | ||||||
| PO Box 4689 | Houston | TX | 77210 | Director | 3.10 | $0 |
| Pablo Perez | ||||||
| PO Box 4689 | Houston | TX | 77210 | Dir fr 9/24/20 | 0.40 | $0 |
| Alejandra Viloria Rincon | ||||||
| PO Box 4689 | Houston | TX | 77210 | Dir to 8/27/20 | 0.75 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Weycer Kaplan Pulaski and Zuber P C | |||||
| 2608 Hibernia St | Dallas | TX | 75204 | Legal services | $67,480 |
| Jones Day | |||||
| 901 Lakeside Ave | Cleveland | OH | 44114 | Legal services | $53,875 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,733,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,733,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,733,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,692,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $134,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,347 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $135,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,562,158 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,562,158 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,562,158 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,959 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,163,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,756,862 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,158,236 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,051,363 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,002,061 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,131,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,562,158 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,426,199 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,557,976 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,163,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,394,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,756,862 | ExcessFromYear4Amt |
| Excess From Year3 | $11,158,236 | ExcessFromYear3Amt |
| Excess From Year2 | $12,051,363 | ExcessFromYear2Amt |
| Excess From Year1 | $4,002,061 | ExcessFromYear1Amt |
| Excess From Current Year | $3,426,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Initiatives for Social Dev | |||||||||||
| 117 E 70th Street | New York | NY | 10021 | N/A | PC | COVID 19 mitigation activities in Venezuela | $50,000 | ||||
| A Better America Foundation | |||||||||||
| 2138 N State Hwy 19 | Emory | TX | 75440 | N/A | PC | COVID 19 mitigation activities in Venezuela | $18,300 | ||||
| Action of Solidarity Inc | |||||||||||
| 7455 Collins Avenue Suite 209 | Miami Beach | FL | 33141 | N/A | PC | COVID 19 mitigation activities in Venezuela | $100,000 | ||||
| Aid for Aids International | |||||||||||
| 131 Varick Street Suite 1006 | New York | NY | 10013 | N/A | PC | Humanitarian Health Programs in Venezuela and the region, and food assistance in USA | $550,000 | ||||
| American Venezuelan Engagmnt Fdn | |||||||||||
| 5223 NW 94th Doral PL | Doral | FL | 331782018 | N/A | PC | COVID 19 mitigation activities in Venezuela | $22,288 | ||||
| Big Little JC Association | |||||||||||
| 18235 Westridge Bend Lane | Cypress | TX | 77433 | N/A | PC | COVID 19 mitigation activities in Venezuela / Donation for food assistance in USA / event sponsorship | $57,500 | ||||
| Cuatro por Venezuela | |||||||||||
| 2919 Quenby Avenue | Houston | TX | 77005 | N/A | PC | Emergency Relief Funds for COVID-19 / Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region | $120,451 | ||||
| Driscoll Children's Hospital | |||||||||||
| 3533 S Almeda | Corpus Christi | TX | 78411 | N/A | PC | Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region | $20,000 | ||||
| Entre Todos | |||||||||||
| 10704 Craven St | McKinney | TX | 750700239 | N/A | PC | PPE for health care professionals in Venezuela to prevent COVID-19 / COVID 19 mitigation activities in Venezuela | $75,930 | ||||
| Food for the Poor | |||||||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | N/A | PC | Humanitarian Health Programs in Venezuela and the region | $250,000 | ||||
| Food Rescue US | |||||||||||
| 27 Ann Street | Norwalk | CT | 06854 | N/A | PC | Food assistance in USA | $50,000 | ||||
| Friends of the Children of Venezuel | |||||||||||
| 1333 S Miami Avenue Suite 100 | Miami | FL | 331304325 | N/A | PC | COVID 19 mitigation activities in Venezuela | $75,113 | ||||
| Fulshear Outreach Dev Corp | |||||||||||
| 5757 Flewellen Oaks Lane 303 | Fulshear | TX | 77441 | N/A | PC | Food assistance in USA | $25,000 | ||||
| Hospital Materno Infantil | |||||||||||
| N/A | PC | Med. Equip., Supplies and Services to Hospitals for Provision of Healthcare | $1,110 | La Playa Calle San Bartolome Sector | Macuto | Estado Vargas | VE | ||||
| I love Venezuela Foundation | |||||||||||
| 2825 South Miami Avenue | Miami | FL | 33129 | N/A | PF | PPE for health care professionals in Venezuela to prevent COVID-19 / COVID 19 mitigation activities in Venezuela / Donation for food assistance in USA | $200,000 | ||||
| Inst Anzoatiguense Salud - SALUDANZ | |||||||||||
| N/A | PC | Med. Equip., Supplies and Services to Hospitals for Provision of Healthcare | $83,450 | Avenida Arginio Gabaldon Sector | Las Colinas | Barcelona Estado | VE | ||||
| International Federation of Red Cro | |||||||||||
| N/A | PC | Humanitarian Health Programs in Venezuela and the region | $250,000 | Chemin des Crets 17 | Petit Saconnex | 1209 Geneva | SZ | ||||
| Latin Ladies Foundation of Houston | |||||||||||
| 4722 Natural Bridge Dr | Kingwood | TX | 77345 | N/A | PC | Emergency Relief Funds for COVID-19 / Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region | $45,000 | ||||
| Magis America | |||||||||||
| 1016 16th NW | Washington | DC | 20036 | N/A | PC | Sponsorship for an event | $30,000 | ||||
| Partners For Andean Community Healt | |||||||||||
| 8 Caryn Lane | Weatogue | CT | 06089 | N/A | PC | Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region | $6,000 | ||||
| Plan Pais Inc | |||||||||||
| 1622 Main St | East Hartford | CT | 06108 | N/A | PC | Sponsorship for an event | $7,500 | ||||
| Saludos Connection | |||||||||||
| 3770 Farber St | Houston | TX | 77005 | N/A | PC | Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region / Donation for food assistance in USA | $29,395 | ||||
| Saludos Connection | |||||||||||
| 3770 Farber St | Houston | TX | 77005 | N/A | PC | Emergency Relief Funds for COVID-19 / Event Sponsorship | $25,300 | ||||
| Sociedad Amigos del HEP | |||||||||||
| 9600 NW 25 St Suite 6D | Doral | FL | 33172 | N/A | PC | COVID 19 mitigation activities in Venezuela | $20,000 | ||||
| SVC Foundation Corp | |||||||||||
| 2930 NW 108 Avenue | Doral | FL | 33172 | N/A | PC | Food assistance in USA | $40,000 | ||||
| Texas Children's Hospital | |||||||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | Donation to local NGOs to mitigate effects of humanitarian crisis in Venezuela and the region | $16,000 | ||||
| Universidad Central De Venezuela | |||||||||||
| N/A | GOV | COVID 19 mitigation activities in Venezuela | $35,000 | Urbanizacion Los Chaguaramos | Cuidad Universitaria | Caracas | VE | ||||
| Medical grants - see attachment | |||||||||||
| State and zip code for e-filing | purposes | TX | 77077 | None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $1,155,968 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,359,305 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Medical grants - see attachment | |||||||||||
| State and zip code for e-filing | purposes | TX | 77077 | None | I | Support medical treatment of critically ill persons unable to afford necessary specialized care | $817,947 | ||||
| International Federation of Red Cro | |||||||||||
| N/A | PC | Humanitarian Health Programs in Venezuela and the region | $250,000 | Chemin des Crets 17 | Petit Saconnex | 1209 Geneva | SZ | ||||
| Pan American Develop Fdn | |||||||||||
| 1889 F Street NW | Coconut Creek | FL | 33073 | N/A | PC | Humanitarian Health Programs in Venezuela and the region | $278,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,346,447 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $914 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign exchange loss | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$22 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CITGO Petroleum Corporation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4689 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit, tax planning & compliance | CategoryTxt |
| Amt | $31,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,200 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| I love Venezuela Foundation | ||||||||||
| 2825 South Miami Avenue | Miami | FL | 33129 | 2020-05-27 | $50,000 | Food program for Venezuelan Diaspora | $50,000 | No | 10/21/2020 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| I love Venezuela Foundation | ||||||||||
| 2825 South Miami Avenue | Miami | FL | 33129 | 2020-05-26 | $39,850 | Donation to PPE for health care professionals in Venezuela | $39,850 | No | 7/14/2020, 8/20/2020, 4/20/2021 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| I love Venezuela Foundation | ||||||||||
| 2825 South Miami Avenue | Miami | FL | 33129 | 2020-07-27 | $10,150 | Donation to PPE for health care professionals in Venezuela | $10,150 | No | 6/16/2021 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| I love Venezuela Foundation | ||||||||||
| 2825 South Miami Avenue | Miami | FL | 33129 | 2020-10-15 | $100,000 | Donation of PPE for health care professionals in Venezuela | No | report not yet received | N/A | |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $142,938 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $153,473 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $586 | $586 | |
| Insurance | $11,506 | $8,161 | |
| Other patient expenses | $5,409 | $4,983 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign exchange loss | Desc |
| Revenue And Expenses Per Books | -$22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$22 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administrative services | $16,071 | $0 | $0 | $0 |
| Translation services | $6,851 | $0 | $0 | $4,422 |