GRANT FAMILY FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRANT FAMILY FUND (EIN 76-0355665)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-04-30
- IRS object ID
- 202031219349100003
- Schema version
- 2018v3.2
- 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 Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T08:03:15-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760355665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRANT FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ANDREW GRANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2020-02-28 | PreparationDt |
| 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 | $2,400,706 | 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 | $54,090 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,487 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $167,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,665 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,039 | CashBOYAmt |
| Cash EOY | $402 | CashEOYAmt |
| Cash EOYFMV | $402 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,856,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,928,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,400,304 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,867,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,929,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,400,706 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,450 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $8,450 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,867,975 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,920,586 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,867,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,920,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,867,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,929,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,867,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,920,586 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,920,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CONTRA | P | 2018-08-10 | 2019-08-08 | $19,304 | $14,240 | $5,064 | $5,064 |
| ISHARES RUSSELL | P | 2015-09-11 | 2019-08-08 | $19,937 | $12,017 | $7,920 | $7,920 |
| FIDELITY FLOATING RATE | P | 2013-08-02 | 2019-08-08 | $22,000 | $23,162 | -$1,162 | -$1,162 |
| FIDELITY CONTRA | P | 2011-12-29 | 2019-08-08 | $20,697 | $15,267 | $5,430 | $5,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,487 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,064 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,252,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,083 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,066,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,822,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,099 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,849,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051956 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,886 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,811,277 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044657 | DistributionYr5Rt |
| Total Distribution | 0.252823 | TotalDistributionRt |
| Average Distribution | 0.050565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,280,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,254 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,254 | SubtotalAmt |
| Tax Based On Investment Income | $2,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $894 | TaxDueAmt |
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 | false | 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 | J ANDREW GRANT | IndividualWithBooksNm |
| Phone | 4097448790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775547166 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J ANDREW GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JULIAN A GRANT | ||||||||
| 101 PARQUE CIRCLE | GEORGETOWN | TX | 78626 | VP | 000.00 | $8,000 | $0 | $0 |
| ELEANOR C GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | SEC/TREA | 000.00 | $0 | $0 | $0 |
| BRIAN A GRANT | ||||||||
| 7836 TORREYSON DRIVE | LOS ANGELES | CA | 90046 | DIRECTOR | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS 501(C)(3) ORGANIZATIONS INVOLVED ACTIVELY IN CHARITY WORK. | Description1Txt |
| Expenses1 | $6,550 | Expenses1Amt |
| Description2 | GALVESTON YOUTH LEADERSHIP AWARD SUPPORT | Description2Txt |
| Expenses2 | $495 | Expenses2Amt |
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 | $2,279,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,315,276 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,315,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,280,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,254 | TotalTaxAmt |
| Distributable Before Adj | $111,773 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,773 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,495 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,047 | UndistributedIncomePYAmt |
| Qualifying Distributions | $112,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,047 | AppliedToYear1Amt |
| Applied To Current Year | $48,448 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $63,325 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1894 GRAND OPERA HOUSE | ||||||||
| HISTORICAL PRESERVATION | 2020 POST OFFICE ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $1,000 | |
| INTERNATIONAL RESCUE COMM | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $1,000 | ||
| GALVESTON HISTORICAL | ||||||||
| FOUNDATION | 502 20TH ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $1,500 | |
| GISD FOUNDATION | ||||||||
| EDUCATIONAL | 3904 AVENUE T | GALVESTON | TX | 77550 | PUBLIC | FOUNDATION FOR PUBLIC SCHOOLS | $1,500 | |
| GALVESTON SYMPHONY | ||||||||
| ORCHESTRA | P O BOX 16987 | GALVESTON | TX | 77552 | PUBLIC | SYMPHANY SUPPORT | $3,000 | |
| HOUSTON PUBLIC MEDIA | ||||||||
| 4343 ELGIN | HOUSTON | TX | 772040887 | PUBLIC | PUBLIC BROADCASTING SERVICE | $1,500 | ||
| ROCKY RIDGE MUSIC CENTER | ||||||||
| 3970 BROADWAY ST | BOULDE | CO | 80304 | PUBLIC | MUSIC CAMP | $4,000 | SUITE 201E | |
| LIBRARY FOUNDATION OF | ||||||||
| LOS ANGELES | 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $1,000 | |
| ROSENBERG LIBRARY | ||||||||
| 2310 SEALY | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $1,000 | ||
| HOSPICE CARE TEAM | ||||||||
| 1708 AMBURN ROAD | TEXAS CITY | TX | 775912436 | PUBLIC | HOSPICE CARE SERVICES | $1,000 | SUITE C | |
| NATIONAL ALOPECIA | ||||||||
| AREATA FOUNDATION | 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | PUBLIC | MEDICAL RESEARCH | $2,000 | SUITE 200-B |
| RONALD MCDONALD HOUSE OF | ||||||||
| LOS ANGELES | 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | PUBLIC | HOUSING FOR FAMILIES AT MEDICAL CTR | $1,500 | |
| ADA WOMEN'S CENTER | ||||||||
| 201 1ST STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR WOMEN WITH ADDICTION | $1,000 | ||
| ENTERTAINMENT INDUSTRY | ||||||||
| FOUNDATION | 1900 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $1,000 | SUITE 1400 |
| JESSE TREE | ||||||||
| P O BOX 575 | GALVESTON | TX | 775530575 | PUBLIC | ASSISTANCE TO POOR | $1,000 | ||
| PHILLIP BROOKS HOUSE | ||||||||
| ASSOCIATION | HARVARD YARD | CAMBRIDGE | MA | 02138 | PUBLIC | CHARITABLE FUNCTIN OF ORGANIZATION | $4,000 | |
| SALVATION ARMY | ||||||||
| 601 51ST STREET | GALVESTON | TX | 77551 | PUBLIC | ASSISTANCE TO POOR | $3,000 | ||
| METHODIST CHILDREN'S HOME | ||||||||
| 1111 HERRING AVE | WACO | TX | 76708 | PUBLIC | SHELTER FOR NEEDY CHILDREN | $2,000 | ||
| CENTER FOR WOMEN IN LAW | ||||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | PUBLIC | FAIR REPRESENTATION BY WOMEN | $500 | ||
| GEORGETOWN PUBLIC LIBRARY | ||||||||
| 402 WEST 8TH STREET | GEORGETOWN | TX | 78626 | PUBLIC | NEW BOOKS | $2,000 | ||
| AMERICAN HUMANE SOCIETY | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC | CARE FOR ANIMALS | $400 | SUITE 360 | |
| JUSTICE FOR OUR NEIGHBORS | ||||||||
| 422 CHURCH STREET | GRAPEVINE | TX | 76051 | PUBLIC | IMMIGRATION COUNSELING | $1,000 | ||
| WILLIAMSON COUNTY CHILDREN'S | ||||||||
| ADVOCACY CENTER | 1811 SE INNER LOOP | GEORGETOWN | TX | 78626 | PUBLIC | PROTECTION FOR CHILDREN | $2,000 | |
| CROSSROADS MINISTRY OF ESTES PARK | ||||||||
| 851 DRY GULCH ROAD | ESTES PARK | CO | 80517 | PUBLIC | MINISTRY | $1,000 | ||
| LOS ANGELES MISSION | ||||||||
| P O BOX 60127 | LOS ANGELES | CA | 900600127 | PUBLIC | HOMELESS SUPPORT | $1,500 | ||
| FD OF PRESBYTERIAN COMMUNITY CHURCH | ||||||||
| OF THE ROCKIES | 1700 BRODIE AVE | ESTES PARK | CO | 80517 | PUBLIC | RELIGIOUS SUPPORT | $1,000 | |
| FRIENDS OF WONDERLAND | ||||||||
| 8510 WONDERLAND AVE | LOS ANGELES | CA | 90046 | PUBLIC | SUPPORT FOR PUBLIC SCHOOL | $7,500 | ||
| GALVESTON SEAFARERS CENTER | ||||||||
| 221 20TH STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT SEAMEN | $500 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC | INTERNATIONAL MEDICAL RELIEF | $1,000 | ||
| GALVESTON COLLEGE FOUNDATON | ||||||||
| 4015 AVE Q | GALVESTON | TX | 77550 | PUBLIC | EDUCATION | $2,500 | ||
| KCRW PUBLIC RADIO | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PUBLIC | PUBLIC BROADCASTING | $1,000 | ||
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 1007 CHURCH ST | EVANSTON | IL | 60201 | PUBLIC | SCHOLARSHIP FUND | $2,500 | SUITE 200 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| P O BOX 710 | TUCSON | AZ | 85702 | PUBLIC | IMPROVE SURVIVAL OF SPECIES | $2,000 | ||
| NAMI FOR THE GULF COAST | ||||||||
| P O BOX 4096 | ALVIN | TX | 77512 | PUBLIC | HELP FOR MENTALLY CHALLENGED | $500 | ||
| NATIONAL FISH & WILDLIFE FOUNDATION | ||||||||
| 1133 FIFTEENTH ST NW | WASHINGTON | DC | 20039 | PUBLIC | ENVIRONMENTAL CONSERVATION | $1,000 | SUITE 1000 | |
| GLEANINGS FROM THE HARVEST | ||||||||
| 624 4RTH AVE N | TEXAS CITY | TX | 77590 | PUBLIC | FOOD FOR NEEDY | $1,000 | ||
| GOODWILL INDUSTRIES | ||||||||
| 4525 AVE U | GALVESTON | TX | 77551 | PUBLIC | SUPPORT FOR NEEDY | $1,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | PUBLIC | HOMES FOR NEEDY - WORLDWIDE | $1,000 | ||
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST STREET | MIAMI | FL | 33131 | PUBLIC | SEEK CURE FOR PARKINSON'S | $2,000 | SUITE 800 | |
| SOUND SALMON SOLUTIONS | ||||||||
| 19018 VERNON RD | LAKE STEVENS | WA | 98258 | PUBLIC | SUPPORT HABITAT RESTORATION | $2,000 | ||
| ST VINCENTS HOUSE | ||||||||
| 2817 ALFREDA HOUSTON PL | GALVESTON | TX | 77550 | PUBLIC | SUPPORT COMMUNITY MEDICAL CLINIC | $500 | ||
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 2ND AVE | SEATTLE | WA | 98104 | PUBLIC | SUPORT OF THE WILDERNESS | $2,000 | SUITE 300 | |
| THE CARING PLACE | ||||||||
| P O BOX 1215 | GEORGETOWN | TX | 786271215 | PUBLIC | DISADVANTAGED FAMILIES | $1,500 | ||
| YMCA OF THE ROCKIES | ||||||||
| P O BOX 20800 | ESTES PARK | CO | 80511 | PUBLIC | MOUNTAIN RECREATION FOR FAMILIES | $250 | ||
| AMERICAN RED CROSS | ||||||||
| P O BOX 37839 | BOONE | IA | 50037 | PUBLIC | WORLD RELIEF | $2,500 | ||
| ASHOKA INNOVATORS FOR THE PUBLIC | ||||||||
| 1700 NORTH MOORE ST | ARLINGTON | VA | 22209 | PUBLIC | SUPPORT INNOVATION | $500 | SUITE 2000 | |
| BRADY CAMPAIGN AGAINST GUN VIOLENCE | ||||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | PUBLIC | SUPPORT AGAINST GUN VIOLENCE | $1,000 | SUITE 400 | |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PUBLIC | SUPPORT FOR CHILDREN | $1,000 | ||
| GEORGETOWN PALACE THEATER | ||||||||
| 810 SOUTH AUSTIN AVE | GEORGETOWN | TX | 78626 | PUBLIC | REGIONAL THEATER | $1,500 | ||
| MOUNTAINS RECREATION AND CONSERV | ||||||||
| 570 WEST AVE 26 | LOS ANGELES | CA | 90065 | PUBLIC | PRESERVE PARKLAND | $2,000 | SUITE 100 | |
| NOOKSOCK SALMON ENHANCEMENT | ||||||||
| ASSOCIATION | 3057 E BAKERVIEW RD | BELLINGHAM | WA | 98225 | PUBLIC | RESTORE SALMON ENVIRONMENT | $1,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | PUBLIC | PROTECT ENVIRONMENT | $1,000 | SUITE 1250 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | PUBLIC | SCHOLARSHIPS | $1,000 | ||
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | PUBLIC | CONSERVATION PROGRAMS | $2,000 | SUITE 100 | |
| COLLEGE OF THE MAINLAND THEATER | ||||||||
| 1200 AMBURN RD | TEXAS CITY | TX | 77591 | PUBLIC | ARTS | $100 | ||
| COMMON THREADS FARM | ||||||||
| P O BOX 841 | BELLINGHAM | WA | 98227 | PUBLIC | HEALTHY NUTRITION IN SCHOOLS | $1,000 | ||
| CONSERVATION NORTHWEST | ||||||||
| 1829 10TH AVE W | SEATTLE | WA | 98119 | PUBLIC | PRESERVE WILDLIFE AND WILD LANDS | $1,000 | SUITE B | |
| BIGBROS BIG SISTERS | ||||||||
| 2502 NORTH ROCKY POINT DR | TAMPA | FL | 33607 | PUBLIC | YOUTH ROLE MODELING | $1,000 | SUITE 550 | |
| HISTORIC STANLEY HOME FD | ||||||||
| 166 VIRGINIA DR | ESTES PARK | CO | 80517 | PUBLIC | HISTORIC PROPERTY PURCHASE | $500 | ||
| NEADS INC | ||||||||
| P O BOX 1100 | PRINCETON | MA | 01541 | PUBLIC | SERVICE ANIMALS | $1,000 | ||
| OSHER LIFELONG LEARNING INSTITUTE | ||||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 775550972 | PUBLIC | COMMUNITY LEARNING | $500 | ||
| RED ROVER | ||||||||
| P O BOX 188890 | SACRAMENTO | CA | 95818 | PUBLIC | HELPING ANIMALS AND PEOPLE IN CRISIS | $1,000 | ||
| SIERRA CLUB WASHINGTON | ||||||||
| 180 NICKERSON ST 202 | SEATTLE | WA | 98109 | PUBLIC | ENVIRONMENT | $1,000 | ||
| UNITED WE DREAM | ||||||||
| 1900 L ST NW | WASHINGTON | DC | 200365002 | PUBLIC | IMMIGRATION AND REFUGEE SERVICES | $2,000 | ||
| ROCKY MOUNTAIN CONSERVANCY | ||||||||
| P O BOX 3100 | ESTES PARK | CO | 80517 | PUBLIC | ENVIRONMENT | $1,000 | ||
| WILDLIFE RESCUE AND REHAB | ||||||||
| P O BOX 369 | KENDALIA | TX | 78027 | PUBLIC | WILDLIFE RESCUE | $2,000 | ||
| WILD ANIMAL SANCTUARY | ||||||||
| 1940 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | PUBLIC | ANIMAL SANCTUARY | $1,000 | ||
| VISION GALVESTON | ||||||||
| 306 KEMPNER ST | GALVESTON | TX | 77550 | PUBLIC | PLANNING OF COMMUNITY DEVELOPMENT | $1,000 | SUITE 200 | |
| MEALS ON WHEELS | ||||||||
| 2803 53RD STREET | GALVESTON | TX | 77551 | PUBLIC | MEALS FOR HOMEBOUND | $1,000 | ||
| GALVESTON YOUTH LEADERSHIP AWARD | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77551 | PUBLIC | AWARDS TO YOUTH | $4,200 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,487 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,731 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $329,116 | $293,216 |
| ISHARES TR RUSSELL MIDCAP VALUE | $72,255 | $147,263 |
| FIDELITY 500 INDEX | $218,096 | $469,439 |
| ARTISAN INTERNATIONAL INVESTOR | $59,773 | $67,445 |
| MATTHEWS PACIFIC TIGER FUND | $62,782 | $91,000 |
| DODGE & COX STOCK FUND | $64,169 | $97,734 |
| FIDELITY FLOATING RATE HIGH INCOME | $390,160 | $371,847 |
| FIDELITY FOCUSED HIGH INCOME | $183,802 | $180,120 |
| FIDELITY ST TREASURY BOND | $51,652 | $53,196 |
| FIDELITY CONTRA-FUND | $135,606 | $192,906 |
| ISHARES RUSSELL 1000 GROWTH | $87,966 | $156,858 |
| FIDELITY LOW PRICED STOCK | $115,452 | $112,390 |
| FIDELITY US BOND INDEX | $75,492 | $81,368 |
| FIDELITY EMERGING MARKETS | $30,194 | $29,604 |
| FIDELITY INTERMEDIATE TREASURY BOND | $52,119 | $55,918 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $495 | $495 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,665 | Amt |