GATEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GATEWOOD FAMILY FOUNDATION (EIN 76-0595111)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-12-19
- IRS object ID
- 201903539349100500
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2019-12-19T08:23:53-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760595111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatewood Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 2815794485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Michael Gatewood | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,994,022 | 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 | $24,306 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,316,125 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $37,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,805 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,642 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,040 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,106 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,257 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$375,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,009,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $529,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $529,387 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $420,371 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $420,614 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $703,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $363,874 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $564,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $579,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $680,147 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,277,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,902,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,277,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,902,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,277,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,902,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,277,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,902,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,277,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$375,110 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,902,382 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,902,382 | 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 |
|---|---|---|---|---|---|
| Publicly traded securities | $3,262,193 | $3,345,451 | -$83,258 | -$83,258 | |
| Passthrough - capital gain | $51,766 | $51,766 | $51,766 | ||
| Capital gain distributions | $1,811 | $1,811 | $1,811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,681 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,612,443 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $263,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,586,091 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.16632 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,216 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,089,661 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15037 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,058,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $328,045 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,840,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17824 | DistributionYr5Rt |
| Total Distribution | 0.624062 | TotalDistributionRt |
| Average Distribution | 0.124812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,367,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $295,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $295,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,850 | 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 | $281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $281 | SubtotalAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,319 | OverpaymentAmt |
| Applied To ES Tax | $1,319 | 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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E Michael Gatewood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2815794485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| E Michael Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | President | 1.00 | $0 |
| Cindy L Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Kristen J Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Paige E Kelly | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Nathan Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Executive Dir. | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,007,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,477 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,404,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,404,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,367,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $118,117 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,117 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $281 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $397,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,117 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $237,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $213,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,721 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $703,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,850 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $279,733 | RemainingDistriFromCorpusAmt |
| Total Corpus | $983,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $237,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $746,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,012 | ExcessFromYear4Amt |
| Excess From Year3 | $213,535 | ExcessFromYear3Amt |
| Excess From Year2 | $186,721 | ExcessFromYear2Amt |
| Excess From Current Year | $279,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E Michael Gatewood | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys Girls Country of Houston Inc | |||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | N/A | PC | General support | $45,000 |
| Make A Wish Foundation of North Tex | |||||||
| 6655 Deseo | Irving | TX | 75039 | N/A | PC | General support | $16,200 |
| The Arbor School | |||||||
| 1635 Blalock Rd | Houston | TX | 77080 | N/A | PC | Fun walk/ General support | $130,000 |
| The Hobby Center Foundation | |||||||
| 800 Bagby St Ste 300 | Houston | TX | 77002 | N/A | PC | General support | $5,160 |
| Wichita State University | |||||||
| 1845 N Fairmount Campus Box 103 | Wichita | KS | 67260 | N/A | GOV | Combating Human Trafficking | $30,000 |
| SEAL Legacy Foundation | |||||||
| 2525 Wallingwood Dr Bldg 1 Ste 214 | Austin | TX | 78746 | N/A | PC | General support | $50,000 |
| UT Longhorn Foundation | |||||||
| 2100 San Jacinto Blvd | Austin | TX | 78712 | N/A | PC | General support | $29,740 |
| Children's Safe Harbor Foundation | |||||||
| 30 Emerson Drive | Cinnaminson | NJ | 08077 | N/A | PC | General support | $15,000 |
| Civic Health Coalition | |||||||
| 717 17th Street Ste 1900 | Denver | CO | 80202 | N/A | PC | General support | $50,000 |
| Navy Seal Foundation | |||||||
| 1619 D Street | Virginia Beach | VA | 23459 | N/A | PC | General support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $355 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,681 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 income | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,324 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,679 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,640 | 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 | Earl M and Cindy L Gatewood | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5506 Tilbury Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,306 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (1065) -Western Gas Equity | AssetDesc |
| Gross Sales Price | $355 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $355 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 123 shs Deckers Outdoor Corp | $15,317 | $15,738 |
| 49 shs Idacorp Inc | $4,539 | $4,560 |
| 111 shs Idexx Labs Inc | $20,302 | $20,648 |
| 212 shs Louisiana Pacific Co | $4,845 | $4,711 |
| 136 shs MSCI Inc | $21,384 | $20,050 |
| 231 shs Olin Corp | $4,675 | $4,645 |
| 723 shs Seagate Technology | $28,650 | $27,901 |
| 527 shs Toll Brothers Inc | $16,409 | $17,354 |
| 150 shs Waste Management Inc | $13,873 | $13,349 |
| 1857 shs Communicat Svs Slct Sec | $80,933 | $76,657 |
| 632 shs Ishares Msci Emerging | $25,905 | $24,686 |
| 483 shs Select Sector Health | $43,726 | $41,784 |
| 350 shs Select Sector Uti Select | $17,931 | $18,522 |
| 590 shs Spdr Fund Consumer | $32,213 | $29,960 |
| 4070 shs Vivaldi Merger Arbitrage | $42,751 | $43,309 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $420,371 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $420,614 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Kenneland West LP | AT COST | $85,477 | $85,477 |
| Enterprise Products LP | AT COST | $700 | $60,246 |
| Magellan Midstream Partners, LP | AT COST | $22,130 | $95,176 |
| Plains All American Pipeline | AT COST | $10,797 | $33,507 |
| Landmark Infrastructure, LP | AT COST | $460,067 | $405,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 expenses | Desc |
| Revenue And Expenses Per Books | $1,310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,257 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 income | Desc |
| Revenue And Expenses Per Books | $37,129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,805 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $26,040 | Amt |
| Net Investment Income | $26,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $3,106 | Amt |