WAYNE DUDDLESTEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE DUDDLESTEN FOUNDATION (EIN 76-0003093)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-11
- IRS object ID
- 202011949349100101
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-11T21:52:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742181616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTEIN SPIRA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3773 RICHMOND AVENUE SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760003093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DUDDLESTEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7135327063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PADDOCK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7135327063 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN MURRAY | PreparerPersonNm |
| PTIN | P01236468 | PTIN |
| Phone | 7136227000 | PhoneNum |
| Preparation | 2020-07-09 | 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 | $34,154,872 | 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 | $123,054 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,054 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $667,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $667,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $657,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,965,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $657,741 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,447,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,447,906 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $165,995 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $165,995 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $169,799 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $167,887 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,221 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,221 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,893 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $50 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $257,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $726,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $417,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,555,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,555,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,282,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,973,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$834,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,164,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,775 | CashBOYAmt |
| Cash EOY | $209,528 | CashEOYAmt |
| Cash EOYFMV | $209,528 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,240,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $524,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $524,999 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,822,628 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,386,655 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,386,655 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,623,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,892,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,892,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,911,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,289,367 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,289,367 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $850,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $850,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $850,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $850,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $842 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $74 | LandBOYAmt |
| Land EOY | $24 | LandEOYAmt |
| Land EOYFMV | $24 | LandEOYFMVAmt |
| Total Assets BOY | $30,738,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,154,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,154,872 | 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 | $30,738,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,154,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,738,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,154,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,738,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,154,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,738,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$834,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,250,794 | OtherIncreasesAmt |
| Subtotal | $34,154,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,154,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $15,933,005 | $15,307,419 | $625,586 | $625,586 | |
| CAPITAL GAINS DIVIDENDS | $32,155 | $32,155 | $32,155 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $657,741 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,582,365 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,908,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048083 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,530,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,911,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,812,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,271,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059875 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,562,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,950,995 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $747,232 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,619,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023632 | DistributionYr5Rt |
| Total Distribution | 0.258979 | TotalDistributionRt |
| Average Distribution | 0.051796 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,224,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,669,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,680,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,973,018 | 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 | $11,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,353 | OverpaymentAmt |
| Applied To ES Tax | $8,353 | 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 | Yes (1) | 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 | WWW.DUDDLESTEN.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLENE SLACK | IndividualWithBooksNm |
| Phone | 7135327063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 S GESSNER ROAD STE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN DUDDLESTEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| CHARLES MCMAHEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR,PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| JERRI MOORE | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| KATHY YOUNG | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| ROBERT PADDOCK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR,VICE PRESIDENT, TREASURER | 1.00 | $5,000 | $0 | $0 |
| DAVID KANTORCZYK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR, SECRETARY | 1.00 | $5,000 | $0 | $0 |
| WILLIAM RANDALL | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE SLACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $165,995 | CompensationAmt |
| Employee Benefits | $33,475 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | |||||
| PO BOX 28019 | ALBUQUERQUE | NM | 87125 | INVESTMENT | $128,418 |
| PERSHING ADVISOR SOLUTIONS LLC | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT | $99,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,948,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $915,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $852,064 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,715,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,715,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,224,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,611,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,611,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,647 | TotalTaxAmt |
| Distributable Before Adj | $1,599,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,599,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,599,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,973,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,973,018 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,647 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,961,371 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,599,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $265,258 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,973,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $265,258 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,599,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,167 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,167 | 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 | $108,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $108,167 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCHWAY ACADEMY | ||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | 501(C)(3) | GENERAL USE | $50,000 |
| BOYS & GIRLS COUNTRY | ||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | 501(C)(3) | GENERAL USE | $25,000 |
| CAMP ARANZAZU | ||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | 501(C)(3) | GENERAL USE | $30,000 |
| CASA DE ESPERANZA | ||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | 501(C)(3) | GENERAL USE | $35,000 |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | 501(C)(3) | GENERAL USE | $75,000 |
| CHRIST CHURCH CATHEDRAL | ||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $25,000 |
| COMMUNITIES IN SCHOOLS HOUSTON | ||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | 501(C)(3) | GENERAL USE | $110,000 |
| CONSTITUTING AMERICA INC | ||||||
| PO BOX 1988 | COLLEYVILLE | TX | 76034 | 501(C)(3) | GENERAL USE | $50,000 |
| CRIME STOPPERS | ||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | 501(C)(3) | GENERAL USE | $25,000 |
| DEPELCHIN CHILDREN'S CENTER | ||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $50,000 |
| EMERGE FELLOWSHIP | ||||||
| 2450 LOUISIANA ST 430 | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $50,000 |
| GENESYS WORKS | ||||||
| 601 JEFFERSON ST 3950 | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $50,000 |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION | ||||||
| 2525 WASHINGTON AVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $10,000 |
| HOPE AND HEALING CENTER INSTITUTE | ||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | 501(C)(3) | GENERAL USE | $30,000 |
| HOSPITALITY APARTMENTS | ||||||
| PO BOX 25213 | HOUSTON | TX | 77030 | 501(C)(3) | GENERAL USE | $50,000 |
| HOUSTON AREA WOMEN'S CENTER | ||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | 501(C)(3) | GENERAL USE | $100,000 |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | ||||||
| 3303 MAIN | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $50,000 |
| ITALIAN CULTURAL & COMMUNITY CENTER | ||||||
| 1101 MILFORD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $500 |
| NEHEMIAH CENTER INC | ||||||
| 5015 FANNIN | HOUSTON | TX | 77004 | 501(C)(3) | GENERAL USE | $20,000 |
| NEUHAUS EDUCATION CENTER INC | ||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | 501(C)(3) | GENERAL USE | $50,000 |
| REMIND INC | ||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | 501(C)(3) | GENERAL USE | $25,000 |
| SEARCH HOMELESS SERVICES | ||||||
| 2015 CONGRESS AVE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $20,000 |
| SECOND SERVINGS OF HOUSTON | ||||||
| 4500 BISSONNET ST SUITE 360 | BELLAIRE | TX | 77401 | 501(C)(3) | GENERAL USE | $25,000 |
| SMALL STEPS NURTURING CENTER | ||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | 501(C)(3) | GENERAL USE | $25,000 |
| SPRING SPIRIT | ||||||
| 8526 PITNER RD | HOUSTON | TX | 77080 | 501(C)(3) | GENERAL USE | $25,000 |
| STONEY CREEK FOUNDATION | ||||||
| 510 BERING DRIVE SUITE 100 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $25,000 |
| THE BEACON | ||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $50,000 |
| THE COUNCIL ON RECOVERY | ||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $150,000 |
| THE WOMEN'S HOME | ||||||
| 607 WESTHEIMER RD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $25,000 |
| TURNING POINT USA | ||||||
| 217 1/2 ILLINOIS ST | LEMONT | IL | 60439 | 501(C)(3) | GENERAL USE | $50,000 |
| UNIVERSITY OF HOUSTON | ||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,555,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNCIL ON RECOVERY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2768 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL USE | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,054 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $667,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $657,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,447,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,447,906 | 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 | $12,221 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,221 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2015-02-24 | AcquiredDt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $359 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $50 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,289,367 | EOYBookValueAmt |
| EOYFMV | $2,289,367 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,892,299 | EOYBookValueAmt |
| EOYFMV | $28,892,299 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,386,655 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,386,655 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANTIQUE FURNITURE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $842 | AccumulatedDepreciationAmt |
| Book Value | $24 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $169,799 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $167,887 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $29,488 | $573 | $28,915 |
| INVESTMENT MANAGEMENT FEES | $228,197 | $228,197 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $4,235,122 |
| NON-TAXABLE DISTRIBUTIONS | $15,672 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,897 | $14,897 | $0 |
| EXCISE TAXES | $24,249 | $0 | $0 |
| PROPERTY TAXES | $21,996 | $21,996 | $0 |