D3 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- D3 FOUNDATION (EIN 20-0528919)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102206
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:19:00-08:00 | 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 | 200528919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D3 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D3FO | BusinessNameControlTxt |
| Phone | 7134914840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5330 Montrose Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew A Schatte | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew A | PersonFirstNm |
| Person Last | Schatte | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | 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 | $339,582 | 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 | $29,788 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $223,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,603 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$34,331 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$34,331 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $92,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,493 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,221 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $4 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,734 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,000 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $55,793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $162,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,268 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,944 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $187,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $239,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $237,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $386,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $334,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,582 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $386,679 | RetainedEarningBOYAmt |
| Retained Earning EOY | $334,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $334,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $334,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,984 | ExcessRevenueOverExpensesAmt |
| Subtotal | $334,695 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $334,695 | 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 | $132,173 | $126,598 | $5,575 | $5,575 | |||
| Capital gain distributions | $441 | $441 | $441 | ||||
| Opptly LLC FKA Genesys Talent, LLC | $87,655 | $4,068 | $83,587 | $83,587 | P | 2012-01-01 | 2020-04-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,603 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $754 | SubtotalAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,708 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,708 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,954 | OverpaymentAmt |
| Applied To ES Tax | $3,954 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | d3charity.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew A Schatte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134914840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5330 Montrose Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Samantha K Schatte | ||||||
| 5330 Montrose Blvd | Houston | TX | 77005 | President | 1.00 | $0 |
| Ali Smith Schatte | ||||||
| 5330 Montrose Blvd | Houston | TX | 77005 | Vice President | 1.00 | $0 |
| Annette Clark Schatte | ||||||
| 5330 Montrose Blvd | Houston | TX | 77005 | VP/Secretary | 1.00 | $0 |
| Andrew A Schatte | ||||||
| 5330 Montrose Blvd | Houston | TX | 77005 | Treasurer | 1.00 | $0 |
| Thomas Williams | ||||||
| 5330 Montrose Blvd | Houston | TX | 77005 | Asst. Secretary | 1.00 | $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 | D3 Foundation partners with Imvelo Safari Lodges to help those in need in rural Zimbabwe through innovative programs such as an annual mobile dental and optometry clinic, village boreholes, construction of classroom blocks, and water pumps for wildlife. In 2020, a large focus was the Imvelo-Ngamo Clinic, which helps villagers in nearby rural areas receive free healthcare, but programs for cataract surgeries, COBRA anti-poaching efforts, school feeding programs, and conservation efforts were also ongoing.D3 Foundation also worked with African Horizons to help support conservation and anti-poaching efforts in Mozambique. | Description1Txt |
| Expenses1 | $52,431 | Expenses1Amt |
| Description2 | D3 Foundation worked with members of the local community to help provide Christmas gifts to children in need, COVID-19 relief packages for people in Bali, and food and medical supplies for people in Johannesburg. | Description2Txt |
| Expenses2 | $2,614 | Expenses2Amt |
| Description3 | D3 Foundation partnered The Shepard Connection LLC, Amtrak, Cafe du Monde, Dooky Chase's Restaurant, and other organizations to help a group of 125 low-income seniors enjoy a four-day retreat in New Orleans. | Description3Txt |
| Expenses3 | $1,000 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $216,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $351,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $351,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $346,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $338 | IncomeTaxAmt |
| Total Tax | $1,092 | TotalTaxAmt |
| Distributable Before Adj | $16,220 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,220 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,220 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,594 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $134,594 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $134,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,220 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $227,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $172,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,603 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $843,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,594 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,374 | RemainingDistriFromCorpusAmt |
| Total Corpus | $961,504 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $227,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $734,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,779 | ExcessFromYear4Amt |
| Excess From Year3 | $172,634 | ExcessFromYear3Amt |
| Excess From Year2 | $28,603 | ExcessFromYear2Amt |
| Excess From Year1 | $219,802 | ExcessFromYear1Amt |
| Excess From Current Year | $118,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew A Schatte | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Andrew A Schatte | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5330 Montrose | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134914840 | RecipientPhoneNum |
| Form And Info And Materials | A letter outlining how the grant will be used | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Candelighters | ||||||||||||
| 12919 Southwest Freeway Ste 100 | Stafford | TX | 77477 | N/A | PC | To support families/patients affected by childhood cancer | $2,500 | |||||
| Texas AM - Chancellor Century Counc | ||||||||||||
| 401 George Bushing Drive | College Station | TX | 77840 | N/A | GOV | Support A&M school programs | $25,000 | |||||
| Conrad Johnson Music Program | ||||||||||||
| 1320 Main | Houston | TX | 77002 | N/A | PC | Art program support | $5,000 | |||||
| Ekari | ||||||||||||
| 4127 MLK Jr Way S | Seattle | WA | 98108 | N/A | PC | School children in Malawi | $4,000 | |||||
| For His Glory TX | ||||||||||||
| 2110 Hidden Woods Ct | Arlington | TX | 76006 | N/A | PC | Mission in India | $5,000 | |||||
| Jerusalem Peacebuilders | ||||||||||||
| 3300 Chimney Rock Rd | Houston | TX | 77056 | N/A | PC | Scholarships for summer camps | $2,000 | |||||
| Fight Cancer Inc | ||||||||||||
| 4911 Ontonnagon Way | Spring | TX | 77386 | N/A | PC | To support development of online platform for cancer patients | $3,000 | |||||
| Texas AM Foundation | ||||||||||||
| 401 George Bushing Dr | College Station | TX | 77840 | N/A | PC | General support | $2,500 | |||||
| Houston Food Bank | ||||||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Program support | $1,000 | |||||
| Local Media Foundation | ||||||||||||
| PO Box 85105 | Lake City | MI | 49651 | N/A | SO I | Houston Defender Newspaper | $2,000 | |||||
| Bucklin Rural Ministries | ||||||||||||
| 96 S Livingston | Bucklin | MO | 64631 | N/A | PC | School supplies for rural children in need | $500 | |||||
| Friends of Westchase | ||||||||||||
| 10221 Ella Lee Lane | Houston | TX | 77042 | N/A | PC | Food provisions for kids meals | $1,500 | |||||
| Mission of Yahweh | ||||||||||||
| 10247 Algiers Rd | Houston | TX | 77041 | N/A | PC | General support | $1,000 | |||||
| Ivan Carter Wildlife Conservation A | ||||||||||||
| 17 S Magnolia Ave | Orlando | FL | 32801 | N/A | PC | General support | $2,000 | |||||
| Montgomery County Childrens Advocac | ||||||||||||
| 1519 Odd Fellow St | Conroe | TX | 77301 | N/A | PC | Food for Childrens Safe Harbor | $649 | |||||
| Imvelo Safari Lodges | ||||||||||||
| N/A | NC | Ngamo Clinic | $15,000 | 68 Townsend Road | Bulawayo | Suburbs | ZI | RJJ3+P3 | ||||
| Houston Methodist Hospital | ||||||||||||
| 6565 Fannin St | Houston | TX | 77030 | N/A | PC | Food for COVID-19 relief workers | $648 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,297 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,603 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough K-1 income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$34,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,280 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Judith Goebel | ||||||
| 1 | 201 Coyatee Cove | Loudon | TN | 37774 | $5,000 | Yes (X) |
| Michael Christine Labbe | ||||||
| 2 | 24 Lady Slipper Lane | Topsham | ME | 04086 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Imvelo Safari Lodges | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Townsend Road | AddressLine1Txt |
| City | Bulawayo | CityNm |
| Province Or State | Suburbs | ProvinceOrStateNm |
| Country | ZI | CountryCd |
| Foreign Postal | RJJ3+P3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-04-06 | GrantDt |
| Grant | $15,000 | GrantAmt |
| Purpose Of Grant | Ngamo Clinic | PurposeOfGrantTxt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/16/2020 | DatesOfReportsByGranteeTxt |
| Results Of Verification | 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. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Sec 751 gain - Opptly LLC FKA Genesys Talent, LLC | AssetDesc |
| Gross Sales Price | $2,787 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $2,787 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 166 Baird Aggregate Bond Inst | BondNm |
| EOY Book Value | $1,975 | EOYBookValueAmt |
| EOYFMV | $1,944 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21 Dodge & Cox Stock Fund | $4,032 | $4,010 |
| 1,279 Fidelity Advisor Total Bond Cl Z | $13,760 | $14,454 |
| 15 iShares Core S&P Mid-Cap ETF | $1,359 | $3,447 |
| 187 iShares International Select Div ETF | $6,045 | $5,511 |
| 448 PIMCO Income Instl | $5,569 | $5,429 |
| 10 SPDR S&P Dividend ETF | $862 | $1,059 |
| 251 Thornburg Investment Inc Builder I | $5,547 | $5,422 |
| 156 Vanguard FTSE Developed Markets ETF | $6,196 | $7,365 |
| 78 WisdomTree Emerging Mkts Equity Inc | $3,112 | $3,209 |
| 293 WisdomTree US High Dividend Fund | $21,105 | $20,322 |
| 147 WisdomTree US MidCap Dividend | $2,777 | $5,117 |
| 93 WisdomTree US SmallCap Div Growth | $3,181 | $3,678 |
| 157 Vanguard Dividend Growth Inv | $3,946 | $5,245 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15,000 Tectonic Financial, Inc | AT COST | $151,859 | $150,000 |
| 38,538 Recruiter.com Group Inc Common | AT COST | $63,261 | $63,261 |
| 1,220 Recruiter.com Group Inc Ser F Pfd | AT COST | $24,394 | $24,394 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Conservation efforts in Africa | $52,431 | $52,431 |
| Credit card processing fees | $263 | $263 |
| Office expense | $485 | $485 |
| Passthrough K-1 expenses | $3 | |
| Relief packages and other aid | $763 | $763 |
| Toy drives | $1,851 | $1,851 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough K-1 income | Desc |
| Revenue And Expenses Per Books | -$34,331 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$34,331 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $1,221 | Amt |
| Net Investment Income | $1,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF excise tax | CategoryTxt |
| Amt | $3,734 | Amt |