VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION (EIN 20-1879154)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-13
- IRS object ID
- 202122869349100502
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-13T07:23:57-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591152714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8035 SPYGLASS HILL RD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201879154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VICTOR AND ANNA MAE BEGHINI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 7137895580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9686 LONGMONT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T MILLS | PersonNm |
| Person Title | SECT./TREAS. | PersonTitleTxt |
| Phone | 7137895580 | PhoneNum |
| Signature | 2021-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON A BERRY CPA | PreparerPersonNm |
| PTIN | P01773874 | PTIN |
| Phone | 3217572020 | PhoneNum |
| Preparation | 2021-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,263,568 | 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 | $266,225 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,828 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,828 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,811 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $346,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,639 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,828 | TotalAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $450 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $450 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,828 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,206 | CashBOYAmt |
| Cash EOY | $66,386 | CashEOYAmt |
| Cash EOYFMV | $66,386 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,178 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $570,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $602,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,935,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $291,047 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $205,465 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $245,385 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $929,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $890,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,263,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $929,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $890,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $929,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $890,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $929,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $890,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $929,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,414 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,090,820 | SubtotalAmt |
| Other Decreases | $200,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $890,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| JPM INVESTMENT BALANCED FUND | P | 2019-12-17 | $12,442 | $12,442 | $12,442 | |
| CULLEN HIGH DIV. EQ FUND | P | 2019-12-23 | $9,093 | $9,093 | $9,093 | |
| 7000SH IPM INVESTMENT BAL FUND CLI | P | 2020-04-28 | $97,720 | -$6,562 | -$6,562 | $104,282 |
| 3004.174SH CULLEN HIGH DIV EQ FUND | P | 2020-11-17 | $46,535 | $5,838 | $5,838 | $40,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,811 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,809,161 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092861 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,749,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,359,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056626 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,154,226 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109164 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,078,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071396 | DistributionYr5Rt |
| Total Distribution | 0.416353 | TotalDistributionRt |
| Average Distribution | 0.083271 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,914,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $806 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,256 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $806 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $806 | SubtotalAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,816 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,816 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,010 | OverpaymentAmt |
| Applied To ES Tax | $1,010 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICTOR BEGHINI | IndividualWithBooksNm |
| Phone | 7137895580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9686 LONGMONT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770631029 | 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 |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| VICTOR G BEGHINI | ||||||||
| 9686 LONGMONT | HOUSTON | TX | 77063 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNA MAE BEGHINI | ||||||||
| 9686 LONGMONT | HOUSTON | TX | 77063 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JOHN T MILLS | ||||||||
| 3229 WYNDHAM WAY | MELBOURNE | FL | 32940 | SECT./TREAS. | 1.00 | $0 | $0 | $0 |
| DAN D SANDMAN | ||||||||
| 2178 HYCROFT DR | PITTSBURGH | PA | 15241 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN P SURMA | ||||||||
| 600 GRANT ST ROOM 610 | PITTSBURGH | PA | 15241 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,896,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,943,998 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,943,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,914,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $806 | TotalTaxAmt |
| Distributable Before Adj | $94,936 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,936 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $185,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $806 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,936 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,921 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,747 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $251,541 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,450 | QualifyingDistributionsAmt |
| Applied To Current Year | $94,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,514 | RemainingDistriFromCorpusAmt |
| Total Corpus | $342,055 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,041 | ExcessFromYear4Amt |
| Excess From Year3 | $10,747 | ExcessFromYear3Amt |
| Excess From Year2 | $66,128 | ExcessFromYear2Amt |
| Excess From Year1 | $79,704 | ExcessFromYear1Amt |
| Excess From Current Year | $90,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR G ANNA MAE BEGHINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIND FOOD BANK | ||||||
| PO BOX 10080 | INDIO | CA | 92202 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $5,000 |
| SACRED HEART PARISH | ||||||
| 43-775 DEEP CANYON RD | PALM DESERT | CA | 92260 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $12,000 |
| ST CECILIA CATHOLIC CHURCH | ||||||
| 11720 STJEAN OF ARC DR | HOUSTON | TX | 77024 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $24,000 |
| SAM HOUSTON AREA COUNCIL BSA | ||||||
| 2225 N LOOP W | HOUSTON | TX | 77008 | PUBLIC | FRIENDS OF SCOUTING | $15,000 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $26,000 |
| TEXAS A&M FOUNDATION | ||||||
| 401GEO BUSH DR | COLLEGE STATION | TX | 77840 | PUBLIC | MEMORIAL/SCHOLARSHIP & ENDOWMENT | $2,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATI | ||||||
| 1707 JOYNER BLVD | HOUSTON | TX | 77005 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $15,000 |
| MEMORIAL HERMANN FOUNDATION | ||||||
| 929 GESSNER STE 250 | HOUSTON | TX | 77024 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $15,000 |
| WESTMORELAND COUNTY FOOD BANK | ||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $7,000 |
| BRIGHT FOCUS FOUNDATION | ||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | PUBLIC | MACULAR DEGRADATION RES. | $25,000 |
| HOLY TRINITY PARISH | ||||||
| 342 WEST MAIN ST | LIGONIER | PA | 15658 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $5,000 |
| CODY STEPHENS FOUNDATION | ||||||
| 15021 BOHEMIAN HALL RD | CROSBY | TX | 77532 | PUBLIC OPER. | CURRENT YEAR OPERATING SUPPORT | $3,000 |
| ALLEGHENY COUNTY PARKS FOUNDATION | ||||||
| 675 OLD FRANKSTOWN RD | PITTSBURGH | PA | 15289 | PUBLIC OPER. | CURRENT YEAR OPERATING SUPPORT | $2,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON DC | DC | 20006 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $10,000 |
| GROVE CITY COLLEGE | ||||||
| 100 CAMPUS DR | GROVE CITY | PA | 16127 | PUBLIC | ANNUAL FUND | $2,000 |
| ALZ ASSOCIATION | ||||||
| 70 W STREETSBORO ST | HUDSON | OH | 44236 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $2,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,639 | 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 | VICTOR AND ANNA MAE BEGHINI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9686 LONGMONT | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $266,225 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11500 SH. MARATHON PETROLEUM COR | NoncashPropertyDesc |
| Fair Market Value | $266,225 | FairMarketValueAmt |
| Received | 2020-03-27 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGANCHASE&CO-VARRTPERP MGT | $26,051 | $23,748 |
| JPM INVEST BALANCED FUND | $179,414 | $221,637 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING CO. | $19,083 | $89,341 |
| CULLEN HIGH DIVIDEND EQUITY FUND | $125,984 | $153,446 |
| HONEYWELL INTERNATIONAL INC | $75,846 | $326,272 |
| KIMBERLY-CLARK CORP | $46,969 | $111,448 |
| MARATHON OIL CORP | $44,784 | $21,312 |
| MARATHON PETROLEUM CORP | $108,454 | $641,520 |
| NEXTERA ENERGY, INC | $10,130 | $58,872 |
| UNION PACIFIC CORP. | $90,138 | $326,528 |
| WORTHINGTON INDUSTRIES | $80,993 | $206,880 |
| ROUNDING |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT DUE TO CONTRIBUTED STOCK BASIS | $179,599 |
| ADJUSTMENT FOR INVESTMENT | $20,811 |