SKLAR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SKLAR FAMILY FOUNDATION (EIN 20-0098248)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-28
- IRS object ID
- 202042109349100614
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-28T17:45:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE SUITE 4400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 | 200098248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKLAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LOUIS S SKLAR | InCareOfNm |
| Business Name Control | SKLA | BusinessNameControlTxt |
| Phone | 8324634036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR Suite 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS S SKLAR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8324634030 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL J PALFREYMAN | PreparerPersonNm |
| PTIN | P00349252 | PTIN |
| Phone | 8324634030 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,612,942 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $710,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $860,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $710,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $773,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $604,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,375 | CashBOYAmt |
| Cash EOY | $37,233 | CashEOYAmt |
| Cash EOYFMV | $37,233 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,240,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,829,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,575,709 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,265,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,866,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,612,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,265,561 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,866,810 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,265,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,265,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,866,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,265,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $604,174 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,869,735 | SubtotalAmt |
| Other Decreases | $2,925 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BIOGEN INC-546 SHS | 2019-09-03 | $118,721 | $586 | $118,135 | $118,135 |
| HOME DEPOT INC-867 SHS | 2019-09-03 | $194,038 | $36,892 | $157,146 | $157,146 |
| HONEYWELL INTL INC-1,000 SHS | 2019-09-03 | $163,720 | $24,661 | $139,059 | $139,059 |
| ONE GAS INC-600 SHS | 2019-09-03 | $55,179 | $1,306 | $53,873 | $53,873 |
| ONEOK INC NEW-2,400 SHS | 2019-09-03 | $169,384 | $2,176 | $167,208 | $167,208 |
| WALGREEN BOOTS ALL-600 SHS | 2019-09-03 | $30,044 | $4,954 | $25,090 | $25,090 |
| VANGUARD BAL IND FD ADM | 2019-09-09 | $50,000 | $31,540 | $18,460 | $18,460 |
| VANGUARD BAL IND FD ADM | 2019-10-18 | $75,000 | $47,474 | $27,526 | $27,526 |
| VANGUARD BAL IND FD ADM-CGD | $4,307 | $4,307 | $4,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $710,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,839,998 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,794,075 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,779,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,808,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070414 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,829,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075225 | DistributionYr5Rt |
| Total Distribution | 0.389271 | TotalDistributionRt |
| Average Distribution | 0.077854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,438,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,828 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,504 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,352 | SubtotalAmt |
| Tax Based On Investment Income | $15,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,393 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,393 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,959 | 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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS S SKLAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8324634036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5122 MORNINGSIDE DR APT 1225 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | PRESIDENT / DIRECTOR | 0 | $0 | $0 | $0 |
| LOUIS S SKLAR | ||||||||
| 5122 MORNINGSIDE DR 1225 | HOUSTON | TX | 77005 | SECRETARY / DIRECTOR | 0 | $0 | $0 | $0 |
| SUZANNE SKLAR MCCARTHY | ||||||||
| 6344 WAKEFOREST | HOUSTON | TX | 77005 | DIRECTOR | 0 | $0 | $0 | $0 |
| MICHAEL ALAN SKLAR | ||||||||
| 3414 OVERBROOK LN | HOUSTON | TX | 77027 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,428,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,475,381 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,475,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,438,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,352 | TotalTaxAmt |
| Distributable Before Adj | $106,561 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,561 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $163,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $258,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $106,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $315,446 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $268,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,983 | ExcessFromYear4Amt |
| Excess From Year3 | $30,451 | ExcessFromYear3Amt |
| Excess From Year2 | $70,520 | ExcessFromYear2Amt |
| Excess From Year1 | $72,282 | ExcessFromYear1Amt |
| Excess From Current Year | $56,889 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS SUPPORT ORGANIZATIONS FOR THE ART | |||||||
| 5122 MORNINGSIDE DR APT 1225 | MORE DETAILS AVAILABLE UPON REQUEST | HOUSTON | TX | 77005 | NONE | CONTRIBUTIONS, ANNUAL FUNDS, AND MEMBERSHIPS | $26,000 |
| VARIOUS SUPPORT ORG'NS FOR CHILDREN & EDUCATION | |||||||
| 5122 MORNINGSIDE DR APT 1225 | MORE DETAILS AVAILABLE UPON REQUEST | HOUSTON | TX | 77005 | NONE | CONTRIBUTIONS AND ANNUAL FUNDS | $16,500 |
| VARIOUS SUPPORT ORGANIZATIONS FOR THE COMMUNITY | |||||||
| 5122 MORNINGSIDE DR APT 1225 | MORE DETAILS AVAILABLE UPON REQUEST | HOUSTON | TX | 77005 | NONE | CONTRIBUTIONS | $110,350 |
| VARIOUS SUPPORT ORGANIZATIONS FOR MEDICAL HEALTH | |||||||
| 5122 MORNINGSIDE DR APT 1225 | MORE DETAILS AVAILABLE UPON REQUEST | HOUSTON | TX | 77005 | NONE | CONTRIBUTION | $10,100 |
| VARIOUS SUPPORT ORGANIZATIONS FOR THE SANTA FE FAR | |||||||
| 5122 MORNINGSIDE DR APT 1225 | MORE DETAILS AVAILABLE UPON REQUEST | HOUSTON | TX | 77005 | NONE | CONTRIBUTIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $710,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $771,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $771,749 | 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 | $4,125 | Amt |
| Net Investment Income | $4,125 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BAL INDEX FD ADM | $1,086,708 | $1,793,143 |
| VANGUARD PRIME MONEY MARKET FD | $0 | $0 |
| EQUITIES | $0 | $0 |
| VANGUARD BAL INDEX FD ADM-BROK | $742,869 | $782,566 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,925 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME - EXCISE TAX REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,400 | Amt |