MARIE ROPER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARIE ROPER FOUNDATION (EIN 76-0537055)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-01-24
- IRS object ID
- 202000249349100000
- Schema version
- 2019v5.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-24T07:01:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760746450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON B HORN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3411 RICHMOND AVE 350 | 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 | 760537055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE ROPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 7138651124 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6412A TAGGART | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A HARDY ROPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138651124 | PhoneNum |
| Signature | 2020-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACKSON B HORN | PreparerPersonNm |
| PTIN | P00091603 | PTIN |
| Phone | 7135201986 | PhoneNum |
| Preparation | 2020-01-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.0.82.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-24 | IPDt |
| IP Tm | 07:01:07 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23B4552E1A2D08341A751D1F6CAB1AF102B21C11 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 23B4552E1A2D08341A751D1F6CAB1AF102B21C11 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $158,422 | 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 |
| Dividends Rev And Expnss | $2,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,369 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,369 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,526 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,895 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,369 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,777 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $889 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $1,708 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,708 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,369 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,038 | CashBOYAmt |
| Cash EOY | $2,775 | CashEOYAmt |
| Cash EOYFMV | $2,775 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $12,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,945 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $129,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,702 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,708 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $17 | OtherAssetsBOYAmt |
| Total Assets BOY | $148,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $148,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $148,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $148,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $148,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $108,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $108,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 INVESCO S&P 500 | P | 2018-01-01 | 2019-05-21 | $8,457 | $4,502 | $3,955 | $3,955 |
| 25 INVESCO S&P 500 | P | 2018-01-01 | 2019-11-04 | $4,676 | $2,251 | $2,425 | $2,425 |
| 25 ISHARES US TECHNOLOGY ETF | P | 2018-01-01 | 2019-11-04 | $5,408 | $1,869 | $3,539 | $3,539 |
| 300 SELECT STR FINANCIAL | P | 2018-01-01 | 2019-08-28 | $7,909 | $6,333 | $1,576 | $1,576 |
| 50 WISDOMTREE US DIV | P | 2018-01-01 | 2019-01-14 | $4,016 | $3,676 | $340 | $340 |
| 150 WISDOMTREE US DIV | P | 2018-01-01 | 2019-01-18 | $12,349 | $11,029 | $1,320 | $1,320 |
| 50 WISDOMTREE US DIV | P | 2018-01-01 | 2019-05-21 | $4,225 | $3,676 | $549 | $549 |
| 50 WISDOMTREE US DIV | P | 2018-01-01 | 2019-11-04 | $4,498 | $3,676 | $822 | $822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,526 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $208,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.206957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $267,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,476 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $214,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $237,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089002 | DistributionYr4Rt |
| Total Distribution | 0.528476 | TotalDistributionRt |
| Average Distribution | 0.132119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $159,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,343 | 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 | $140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140 | SubtotalAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8 | TotalPaymentsAndCreditsAmt |
| Tax Due | $132 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | A HARDY ROPER | IndividualWithBooksNm |
| Phone | 7138651124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6412A TAGGART | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| A HARDY ROPER | ||||||||
| 6412A TAGGART | HOUSTON | TX | 77007 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARTIN ROPER | ||||||||
| 6412A TAGGART | HOUSTON | TX | 77007 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW H ROPER | ||||||||
| 6412A TAGGART | HOUSTON | TX | 77007 | TRUSTEE | 1.00 | $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 |
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 | $141,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,081 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $162,325 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $162,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $7,855 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,855 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,343 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,855 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,387 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,343 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,488 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,774 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $121,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,365 | ExcessFromYear4Amt |
| Excess From Year3 | $9,810 | ExcessFromYear3Amt |
| Excess From Year2 | $23,387 | ExcessFromYear2Amt |
| Excess From Year1 | $32,724 | ExcessFromYear1Amt |
| Excess From Current Year | $46,488 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | A HARDY ROPER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | A HARDY ROPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6412A TAGGART | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138651124 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | PC | SCHOLARSHIP | $14,500 |
| TEXAS A&M UNIVERSITY | |||||||
| 400 BIZZELL STREET | COLLEGE STATION | TX | 77848 | NONE | PC | SCHOLARSHIP | $5,500 |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 8058 | AUSTIN | TX | 78713 | NONE | PC | SCHOLARSHIP | $3,750 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS | HOUSTON | TX | 78704 | NONE | PC | SCHOLARSHIP | $1,250 |
| REAGAN 4 GOLF SCHOLARSHIP | |||||||
| 413 E 13TH STREET | HOUSTON | TX | 77008 | NONE | PC | SCHOLARSHIP | $12,000 |
| CHILD ADVOCATES | |||||||
| 3701 KIRBY SUITE 400 | HOUSTON | TX | 77098 | NONE | PC | GENERAL FUND | $3,150 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1806 AVENUE J | HUNTSVILLE | TX | 77340 | NONE | PC | SCHOLARSHIP | $4,500 |
| ST MARKS METHODIST CHURCH | |||||||
| 1615 PATTERSON ST | HOUSTON | TX | 77007 | NONE | PC | GENERAL FUND | $5,000 |
| SHRINERS HOSPITAL | |||||||
| 6977 MAIN ST | HOUSTON | TX | 77030 | NONE | PC | GENERAL FUND | $1,000 |
| ST JUDES HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $1,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | NONE | PC | GENERAL FUND | $500 |
| HILL COUNTRY CHURCH | |||||||
| 1401 DAVIS LANE | SAN MARCOS | TX | 78666 | NONE | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,895 | 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 | $1,777 | Amt |
| Net Investment Income | $888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $889 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| MONITOR | 2019-09-27 | $162 | 200DB | 5.0000 | $162 | $162 |
| COMPUTER | 2019-10-07 | $916 | 200DB | 5.0000 | $916 | $916 |
| DESK | 2019-01-16 | $420 | 200DB | 7.0000 | $420 | $420 |
| COMPUTER MONITOR | 2019-01-30 | $210 | 200DB | 5.0000 | $210 | $210 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 | AT COST | $11,470 | $16,093 |
| SELECT STR FINANCIAL | AT COST | ||
| ISHARES US CONSUMER | AT COST | $10,430 | $17,117 |
| ISHARE US TECHNOLOGY | AT COST | $9,314 | $25,586 |
| INVERTRUST REIT | AT COST | $13,243 | $8,081 |
| ISHARES MSCI EMERGING MARKETS | AT COST | $9,788 | $11,307 |
| WISDOMTREE DIVIDEND EX FINANCIAL | AT COST | $14,705 | $18,500 |
| INVESCO QQQ | AT COST | $12,396 | $21,261 |
| INVESCO S&P | AT COST | $11,515 | $24,757 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $17 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPLIES | $39 | $19 | $20 |
| COMPUTER REPAIR | $568 | $284 | $284 |