DUNCAN GENESIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DUNCAN GENESIS FOUNDATION (EIN 47-5550700)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-01
- IRS object ID
- 202131529349100518
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-01T13:20:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 475550700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUNCAN GENESIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNC | BusinessNameControlTxt |
| Phone | 7136867200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE NO 431 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANEANE D MARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132204482 | PhoneNum |
| Signature | 2021-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANEANE | PersonFirstNm |
| Person Last | MARSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN W REEVES | PreparerPersonNm |
| PTIN | P01248048 | PTIN |
| Phone | 9724901970 | 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 |
| 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 | $2,913,219 | 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 | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $936,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,738 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,737 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,388 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $186,336 | CashBOYAmt |
| Cash EOY | $50,467 | CashEOYAmt |
| Cash EOYFMV | $50,467 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,604 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,551,600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,750,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,750,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,777,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,913,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,913,219 | 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 | $2,777,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,913,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,777,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,913,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,777,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,913,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,777,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $167,248 | OtherIncreasesAmt |
| Subtotal | $2,913,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,913,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $269,693 | $263,237 | $6,456 | $6,456 |
| PUBLICLY TRADED SECURITIES | P | $631,397 | $565,935 | $65,462 | $65,462 |
| PUBLICLY TRADED SECURITIES | P | $24,830 | $23,062 | $1,768 | $1,768 |
| CAPITAL GAINS DIVIDENDS | P | $10,622 | $10,622 | $10,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,517 | 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 | $2,517 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $819 | OverpaymentAmt |
| Applied To ES Tax | $819 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136867200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE STE 431 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEANEANE DUNCAN MARSH | ||||||||
| 109 N POST OAK LANE SUITE 431 | HOUSTON | TX | 77024 | PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN H DUNCAN JR | ||||||||
| 109 N POST OAK LANE SUITE 431 | HOUSTON | TX | 77024 | VICE PRESIDENT AND TREASUR | 1.00 | $0 | $0 | $0 |
| KATE DUNCAN OSHINS | ||||||||
| 109 N POST OAK LANE SUITE 431 | HOUSTON | TX | 77024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY C DUNCAN | ||||||||
| 109 N POST OAK LANE SUITE 431 | HOUSTON | TX | 77024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DUNCAN W MARSH | ||||||||
| 109 N POST OAK LANE SUITE 431 | HOUSTON | TX | 77024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,482,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,627,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,627,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,587,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,698 | TotalTaxAmt |
| Distributable Before Adj | $127,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,093 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $50,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,645 | 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 | $106,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,842 | ExcessFromYear4Amt |
| Excess From Year3 | $341 | ExcessFromYear3Amt |
| Excess From Year2 | $19,807 | ExcessFromYear2Amt |
| Excess From Year1 | $16,251 | ExcessFromYear1Amt |
| Excess From Current Year | $19,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOOKS BETWEEN KIDS | |||||||
| PO BOX 25072 | HOUSTON | TX | 77265 | NONE | PC | PROVIDE BOOKS TO AT-RISK CHILDREN IN HOUSTON | $3,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | SUPPORT FOR FREE-OF-CHARGE BEREAVEMENT CENTER FOR ADULTS, CHILDREN AND FAMILIES | $1,500 |
| CANDLELIGHTERS | |||||||
| 12919 SOUTHWEST FREEWAY SUITE 100 | STAFFORD | TX | 77477 | NONE | PC | SUPPORT PROGRAMS PROVIDING EMOTIONAL AND PRACTICAL SUPPORT TO FAMILIES OF CHILDREN WITH CANCER | $300 |
| CRISTO REY JESUIT COLLEGE PREPARATORY SCHOOL | |||||||
| 6700 MT CARMEL STREET | HOUSTON | TX | 77087 | NONE | PC | SUPPORT FOR SCHOOL AND WORK-STUDY PROGRAMS FOR STUDENTS WITH LIMITED ECONOMIC RESOURCES IN HOUSTON | $3,000 |
| EAST SPRING BRANCH FOOD PANTRY | |||||||
| 7901 WESTVIEW | HOUSTON | TX | 77055 | NONE | PC | SUPPORT FOR FOOD DISTRIBUTION TO RESIDENTS IN NEED | $3,000 |
| GENERATION ONE | |||||||
| PO BOX 8280 | HOUSTON | TX | 77288 | NONE | PC | SUPPORT FOR EARLY CHILDHOOD PROGRAMS IN HOUSTON'S THIRD WARD | $5,000 |
| HOLLY HALL RETIREMENT COMMUNITY | |||||||
| 2000 HOLLY HALL ST | HOUSTON | TX | 77054 | NONE | PC | SUPPORT FOR RETIREMENT HOME | $1,000 |
| HOMEMADE HOPE | |||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | NONE | PC | SUPPORT COOKING CLASSES FOR CHILDREN IN HOMELESS LIVING SHELTERS | $1,500 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL | HOUSTON | TX | 77029 | NONE | PC | SUPPORT FOR PROGRAMS ADDRESSING FOOD INSECURITY IN THE GREATER HOUSTON AREA | $12,500 |
| LONE STAR FLIGHT MUSEUM | |||||||
| 11551 AEROSPACE AVE | HOUSTON | TX | 77034 | NONE | PC | SUPPORT FOR FLIGHT SIMULATORS AT STEM LEARNING CENTER | $5,000 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | PC | SUPPORT FOR INFLAMMATORY BREAST CANCER RESEARCH | $1,500 |
| MOUNT HOLYOKE COLLEGE | |||||||
| PO BOX 889 | SOUTH HADLEY | MA | 01075 | NONE | PC | SUPPORT FOR UNIVERSTIY PROGRAMS | $2,000 |
| POSTON GARDENS FOUNDATION | |||||||
| 818 CANTRELL STREET | WAXAHACHIE | TX | 75165 | NONE | PC | SUPPORT FOR GARDENING PROGRAM FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $10,000 |
| RICE UNIVERSITY SHEPHERD SCHOOL OF MUSIC | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | CAPITAL CAMPAIGN FOR PERFORMING ARTS CENTER | $10,000 |
| RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR STREET | HOUSTON | TX | 77021 | NONE | PC | FACULTY TRAINING AT EARLY EDUCATION SCHOOL INTEGRATING CHILDREN WITH AND WITHOUT DISABILITES | $19,500 |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSEN DR | HOUSTON | TX | 77026 | NONE | PC | SUPPORT FOR PRESCHOOLS FOR ECONOMICALLY AT-RISK CHILDREN LIVING IN HOUSTON | $2,000 |
| ST FRANCIS EPISCOPAL DAY SCHOOL | |||||||
| 335 PINEY POINT ROAD | HOUSTON | TX | 77024 | NONE | PC | CAPITAL CAMPAIGN FOR NEW HIGH SCHOOL AND OTHER SCHOOL IMPROVEMENTS | $20,000 |
| ST MARTIN'S EPISCOPAL PRESCHOOL | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | NONE | PC | SUPPORT FOR PRESCHOOL PROGRAMS | $1,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | NONE | PC | CAPITAL CAMPAIGN FOR HOSPITAL INCLUDING SUPPORT FOR CONSTRUCTING NEW PEDIATRIC TOWER | $20,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | SUPPORT FOR INLAND FISHERIES MANAGEMENT IN TEXAS | $13,500 |
| THE CHILDREN'S FUND | |||||||
| 5773 WOODWAY DRIVE 189 | HOUSTON | TX | 77057 | NONE | PC | SUPPORT FOR EARLY STAGE CHARITIES SERVING DISADVANTAGED CHILDREN IN GREATER HOUSTON AREA | $1,500 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | NONE | PC | SUPPORT FOR EDUCATIONAL MBA PROGRAM AT STATE UNIVERSITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,191 | 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 | $15,475 | Amt |
| Net Investment Income | $7,738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,737 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN #6007 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,750,148 | BookValueAmt |
| EOYFMV | $2,750,148 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $8 | $0 | $8 |
| PHONE | $48 | $0 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO UNREALIZED GAINS/LOSSES | Desc |
| Amt | $167,248 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $9,109 | Amt |
| Net Investment Income | $9,109 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $2,000 | $0 | $0 |
| FOREIGN TAXES | $1,388 | $1,388 | $0 |