WOODFOREST CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOODFOREST CHARITABLE FOUNDATION (EIN 20-2516951)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202013119349100216
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T04:08:10-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A Strong CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1790 Hughes Landing Blvd Ste 200 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | 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 | 202516951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Woodforest Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 8323752543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 Lake Robbins Dr Room 150 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Marling | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela Strong CPA | PreparerPersonNm |
| Phone | 2812881788 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.200.192.247 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 14:37:23 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 53D4C0219E973FEB1AA9C4EE3EBE6F41A5DE925F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63533C24CD0557A697D13BD876F3DEAEFCA7FB0A | 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 | $86,226,930 | 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 | $7,613,306 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $204,964 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $333,949 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,019,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,128,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,627,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $369,894 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $419,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,363,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,037,125 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,044 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,044 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $423,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $553,340 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $119,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119,444 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,153 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $937 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $566,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $694,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,089,399 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,322,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,655,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $694,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,323,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,707,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,342,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,882,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,307,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,307,677 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,728,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,893,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,919,253 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $61,610,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,201,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,226,930 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,057,163 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,057,163 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $61,410,429 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $76,144,006 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,410,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,144,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,610,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,201,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,410,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,707,816 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,025,761 | OtherIncreasesAmt |
| Subtotal | $76,144,006 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $76,144,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (81 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OZK | P | 2018-10-19 | 2019-01-28 | $261,220 | $205,100 | $56,120 | $56,120 |
| KINDER MORGAN INCORP | P | 2018-06-08 | 2019-02-19 | $191,309 | $165,256 | $26,053 | $26,053 |
| GOLDMAN SACH 218-8 L-T | P | 2019-06-26 | $214,392 | $190,844 | $24,127 | $24,127 | |
| GOLDMAN SACH 218-8 S-T | P | 2019-08-27 | $347,010 | $340,822 | $6,321 | $6,321 | |
| GOLDMAN SACH 637-7 L-T | P | 2019-12-18 | $405,860 | $389,000 | $16,860 | $16,860 | |
| GOLDMAN SACH 637-7 S-T | P | 2019-08-22 | $119,418 | $119,000 | $418 | $418 | |
| GOLDMAN SACH 855-6 L-T | P | 2019-12-17 | $414,103 | $355,023 | $60,388 | $60,388 | |
| GOLDMAN SACH 855-6 S-T | P | 2019-12-27 | $1,113,005 | $1,039,065 | $76,177 | $76,177 | |
| GOLDMAN SACH 855-6 L-T | P | 2019-09-17 | $146 | $146 | $146 | ||
| GOLDMAN SACH 799-O S-T | P | 2019-12-16 | $435,326 | $428,962 | $6,364 | $6,364 | |
| GOLDMAN SACH 799-O L-T | P | 2019-12-16 | $1,740,315 | $1,715,209 | $25,106 | $25,106 | |
| GOLDMAN SACH 799-O NONCOVERED | P | 2019-10-07 | $191,570 | $189,078 | $2,492 | $2,492 | |
| GOLDMAN SACH 799-0 ORDINARY | P | 2019-08-31 | $150,000 | $148,547 | $1,453 | $1,453 | |
| GOLDMAN SACH 784-0 NONCOVERED | P | 2019-05-08 | $46 | $46 | $46 | ||
| GOLDMAN SACH 784-0 L-T | P | 2019-12-17 | $250,345 | $280,718 | -$24,712 | -$24,712 | |
| GOLDMAN SACH 784-0 S-T | P | 2019-12-17 | $21,569 | $21,790 | -$108 | -$108 | |
| GOLDMAN SACH 785-7 L-T | P | 2019-12-17 | $305,131 | $283,551 | $21,580 | $21,580 | |
| GOLDMAN SACH 785-7 S-T | P | 2019-12-17 | $72,555 | $72,801 | -$246 | -$246 | |
| GOLDMAN SACH 786-5 L-T | P | 2019-12-17 | $3,287,044 | $3,617,144 | -$325,128 | -$325,128 | |
| GOLDMAN SACH 786-5 S-T | P | 2019-12-13 | $246,027 | $239,602 | $6,425 | $6,425 | |
| GOLDMAN SACH 791-5 NONCOVERED | P | 2019-08-26 | $10,578 | $16,236 | -$5,658 | -$5,658 | |
| GOLDMAN SACH 791-5 L-T | P | 2019-12-18 | $612,340 | $538,591 | $73,749 | $73,749 | |
| GOLDMAN SACH 791-5 S-T | P | 2019-12-18 | $7,075,211 | $7,037,094 | $38,924 | $38,924 | |
| GOLDMAN SACH 792-3 L-T | P | 2019-12-17 | $472,198 | $377,700 | $94,498 | $94,498 | |
| GOLDMAN SACH 792-3 S-T | P | 2019-12-17 | $324,373 | $266,250 | $59,111 | $59,111 | |
| INVESCO FLOATING RATE FUND | P | 2019-08-07 | $153,103 | $150,000 | $3,103 | $3,103 | |
| ABBVIE INCORPORATED | P | 2019-06-06 | $24,067 | $28,669 | -$4,602 | -$4,602 | |
| INVESCO ASIA PACIFIC | P | 2019-08-07 | $8,401 | $7,942 | $459 | $459 | |
| ALASKA AIR | P | 2019-12-16 | $103,259 | $86,963 | $16,296 | $16,296 | |
| ANADARKO PETE CORP | P | 2019-05-29 | $49,425 | $46,021 | $3,404 | $3,404 | |
| BOOKING HLDGS INCORP | P | 2019-11-12 | $27,903 | $27,970 | -$67 | -$67 | |
| CIGNA CORP | P | 2019-03-11 | $53,939 | $65,028 | -$11,089 | -$11,089 | |
| CVS HEALTH | P | 2019-05-17 | $87,359 | $100,485 | -$13,126 | -$13,126 | |
| CARNIVAL CORP | P | 2019-09-06 | $51,398 | $62,708 | -$11,310 | -$11,310 | |
| CENTERPOINT | P | 2019-12-16 | $91,982 | $104,646 | -$12,664 | -$12,664 | |
| COVANTA HLDG | P | 2019-12-16 | $88,926 | $96,075 | -$7,149 | -$7,149 | |
| DEUTSCHE BANK | P | 2019-12-30 | $25,000 | $24,980 | $20 | $20 | |
| DWS EMERGING MKT | P | 2019-08-07 | $236,592 | $250,000 | -$13,408 | -$13,408 | |
| EUROPACIFIC GROWTH | P | 2019-08-12 | $8,619 | $7,642 | $977 | $977 | |
| HALLIBURTON | P | 2019-03-27 | $49,889 | $55,945 | -$6,056 | -$6,056 | |
| HALLIBURTON | P | 2019-06-13 | $61,128 | $83,988 | -$22,860 | -$22,860 | |
| ISHARES TR NASDAQ BIOTECH | P | 2019-05-17 | $145,703 | $149,862 | -$4,159 | -$4,159 | |
| LAZARD GLOBAL | P | 2019-12-16 | $62,598 | $55,165 | $7,433 | $7,433 | |
| LEGGET PLATT | P | 2019-07-25 | $109,585 | $104,990 | $4,595 | $4,595 | |
| LORD ABBETT ULTRA | P | 2019-03-27 | $1,035,000 | $1,034,701 | $299 | $299 | |
| LORD ABBETT ULTRA | P | 2019-05-07 | $175,000 | $174,950 | $50 | $50 | |
| LORD ABBETT ULTRA | P | 2019-06-13 | $50,000 | $49,950 | $50 | $50 | |
| LORD ABBETT ULTRA | P | 2019-06-19 | $312,000 | $311,588 | $412 | $412 | |
| LORD ABBETT ULTRA | P | 2019-07-17 | $114,500 | $114,272 | $228 | $228 | |
| MICROCHIP TECHNOLOGY | P | 2019-11-13 | $136,487 | $119,976 | $16,511 | $16,511 | |
| OCCIDENTAL PETE | P | 2019-12-16 | $114,797 | $144,122 | -$29,325 | -$29,325 | |
| REGENXBIO | P | 2019-08-26 | $38,020 | $51,294 | -$13,274 | -$13,274 | |
| REGENXBIO | P | 2019-10-04 | $42,623 | $51,294 | -$8,671 | -$8,671 | |
| ROYCE VALUE | P | 2019-12-30 | $15 | $15 | |||
| TPI COMPOSITES | P | 2019-08-26 | $46,957 | $75,790 | -$28,833 | -$28,833 | |
| TPI COMPOSITES | P | 2019-12-16 | $47,298 | $60,123 | -$12,825 | -$12,825 | |
| US TREASURY BOND | P | 2019-01-30 | $621,075 | $563,195 | $57,880 | $57,880 | |
| UNITI GROUP | P | 2019-02-20 | $19,353 | $26,925 | -$7,572 | -$7,572 | |
| INVESCO | P | 2019-08-07 | $866,967 | $922,823 | -$55,856 | -$55,856 | |
| INVESCO BALANCED | P | 2019-03-06 | $400,000 | $435,877 | -$35,877 | -$35,877 | |
| INVESCO BALANCED | P | 2019-04-15 | $418,364 | $421,847 | -$3,483 | -$3,483 | |
| INVESCO COMSTOCK | P | 2019-08-26 | $206,649 | $197,673 | $8,976 | $8,976 | |
| ABBVIE INCORP | P | 2019-06-06 | $86,164 | $71,808 | $14,356 | $14,356 | |
| INVESCO ASIA | P | 2019-08-07 | $59,507 | $65,617 | -$6,110 | -$6,110 | |
| ANADARKO | P | 2019-05-29 | $113,838 | $76,763 | $37,075 | $37,075 | |
| BOOKING HLDGS | P | 2019-11-12 | $113,472 | $68,768 | $44,704 | $44,704 | |
| CIGNA CORPORATION | P | 2019-03-11 | $44,913 | $50,856 | -$5,943 | -$5,943 | |
| CARNIVAL CORP | P | 2019-09-06 | $50,943 | $50,427 | $516 | $516 | |
| DEUTSCHE BANK | P | 2019-12-30 | $50,000 | $49,867 | $133 | $133 | |
| EUROPACIFIC GROWTH | P | 2019-08-12 | $274,621 | $308,770 | -$34,149 | -$34,149 | |
| HALLIBURTON | P | 2019-06-13 | $38,092 | $66,900 | -$28,808 | -$28,808 | |
| HARTFORD | P | 2019-03-06 | $256,946 | $266,378 | -$9,432 | -$9,432 | |
| ISHARES TR EAFE | P | 2019-03-27 | $191,994 | $188,507 | $3,487 | $3,487 | |
| ISHARES | P | 2019-10-04 | $76,016 | $75,327 | $689 | $689 | |
| ISHARES | P | 2019-12-16 | $227,907 | $174,419 | $53,488 | $53,488 | |
| LAUDER ESTEE | P | 2019-10-31 | $43,557 | $18,609 | $24,948 | $24,948 | |
| LAZARD GLOBAL | P | 2019-12-16 | $480,933 | $461,192 | $19,741 | $19,741 | |
| LORD ABBETT ULTRA | P | 2019-12-24 | $15,000 | $14,970 | $30 | $30 | |
| UNITI GROUP | P | 2019-02-20 | $38,707 | $47,788 | -$9,081 | -$9,081 | |
| INVESCO COMSTOCK | P | 2019-08-26 | $20,782 | $20,429 | $353 | $353 | |
| INVESCO EUROPEAN | P | 2019-08-12 | $98,892 | $108,378 | -$9,486 | -$9,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,504 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $82,173 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,550,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,922,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.049121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,196,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,061,115 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.049850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,710,094 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,607,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.043176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,495,593 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,752,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.041832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,456,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,937,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.045606 | DistributionYr5Rt |
| Total Distribution | 000000.229585 | TotalDistributionRt |
| Average Distribution | 000000.045917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $59,810,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,746,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,759,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,876,927 | 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 | $13,421 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,421 | SubtotalAmt |
| Tax Based On Investment Income | $13,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,993 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,993 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $26,993 | OriginalReturnTaxPaidAmt |
| Overpayment | $13,572 | OverpaymentAmt |
| Applied To ES Tax | $13,572 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | ww.woodforestcharitablefoundation.org | WebsiteAddressTxt |
| Individual With Books | Charles Marling | IndividualWithBooksNm |
| Phone | 8323752543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 Lake Robbins Dr Ste 150 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert Marling Jr | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | President | 002.00 | $0 |
| Kim Marling | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | Executive Vice President | 030.00 | $0 |
| Vicki Richmond | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | Secretary | 010.00 | $0 |
| Charles Marling | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | Treasurer | 010.00 | $0 |
| George Sowers | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | Director | 010.00 | $0 |
| Brittney Marling | ||||||
| 1330 Lake Robbins Cir Ste 150 | The Woodlands | TX | 77380 | Advisory Director | 010.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $58,025,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,696,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,721,772 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $60,721,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $910,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,810,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,990,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,990,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,421 | TotalTaxAmt |
| Distributable Before Adj | $2,977,126 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,977,126 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,977,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,323,587 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $553,340 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,876,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,421 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,863,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,977,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,272,368 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,876,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,272,368 | AppliedToYear1Amt |
| Applied To Current Year | $1,604,559 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,372,567 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Akron Canton Food Bank | |||||||
| 350 Opportunity Pkwy | Akron | OH | 44307 | None | PC | Support of General Programs | $7,300 |
| Angel Reach | |||||||
| 729 N Frazier | Conroe | TX | 77301 | None | PC | Support of General Programs | $10,000 |
| Assistance League of Montgomery County | |||||||
| 126 N San Jacinto St | Conroe | TX | 77301 | None | PC | Support of General Programs | $30,000 |
| Atlanta Community Food Bank | |||||||
| 732 Joseph Lowery Blvd | Atlanta | GA | 30318 | None | PC | Support of General Programs | $5,700 |
| Bastrop Food Pantry | |||||||
| 806 Fayette St | Bastrop | TX | 78602 | None | PC | Support of General Programs | $1,800 |
| Blue Ridge Area Food Bank | |||||||
| 96 Laurel Hill | Verona | VA | 24482 | None | PC | Support of General Programs | $10,700 |
| Bridgewood Farms | |||||||
| 11680 Rose Rd | Conroe | TX | 77303 | None | PC | Support of General Programs | $5,000 |
| Crisis Assistance Center (MCEA) | |||||||
| 1022 McCall | Conroe | TX | 77301 | None | PC | Support of General Programs | $55,000 |
| Calhoun County Ministries | |||||||
| 331 Alcoa Dr | Port Lavaca | TX | 77979 | None | PC | Support of General Programs | $1,000 |
| Capital Area Food Bank | |||||||
| 8201 S Congress Ave | Austin | TX | 78745 | None | PC | Support of General Programs | $6,100 |
| CASA Child Advocates of Montgomery County | |||||||
| 412 W Phillips St | Conroe | TX | 77301 | None | PC | Support of General Programs | $15,000 |
| Central Pennsylvania Food Bank | |||||||
| 3908 Corey Rd | Harrisburg | PA | 17109 | None | PC | Support of General Programs | $10,600 |
| Central Illinois Food Bank | |||||||
| PO Box 8228 | Springfield | IL | 62791 | None | PC | Support of General Programs | $3,800 |
| Central Virginia Food Bank | |||||||
| 1415 Rhoadmiller St | Richmond | VA | 23220 | None | PC | Support of General Programs | $11,800 |
| Chester County Food Bank | |||||||
| 1208 Horseshoe Pike | Downington | PA | 19335 | None | PC | Support of General Programs | $800 |
| Childrens Safe Harbor | |||||||
| 1519 Oddfellow St | Conroe | TX | 77301 | None | PC | Support of General Programs | $400,000 |
| Cleveland Food Bank | |||||||
| 15500 S Waterloo | Cleveland | OH | 44110 | None | PC | Support of General Programs | $5,700 |
| Compassion United | |||||||
| 916 Cable | Conroe | TX | 77301 | None | PC | Support of General Programs | $10,000 |
| Cumberland Interfaith Hospitality of Fayetteville | |||||||
| PO Box 481 | Fayetteville | NC | 28302 | None | PC | Support of General Programs | $500 |
| Daily Bread Ministries | |||||||
| PO Box 2344 | Greer | SC | 29650 | None | PC | Support of General Programs | $4,800 |
| Dare to Care Food Bank | |||||||
| 5803 Fern Valley | Louisville | KY | 40228 | None | PC | Support of General Programs | $6,500 |
| Dearborn County Clearinghouse For Emergency Aid | |||||||
| PO Box 478 | Aurora | IN | 47001 | None | PC | Support of General Programs | $900 |
| East Texas Food Bank | |||||||
| 3201 Robertson Rd | Tyler | TX | 75701 | None | PC | Support of General Programs | $16,800 |
| Eastern Illinois Food Bank | |||||||
| 2405 North Shore | Urbana | IL | 61802 | None | PC | Support of General Programs | $4,500 |
| Emergency Ministries | |||||||
| 26602 Keith St | Spring | TX | 77373 | None | PC | Support of General Programs | $10,000 |
| Facing Hunger Food Bank | |||||||
| 1327 7th | Huntington | WV | 25701 | None | PC | Support of General Programs | $1,800 |
| Family Crisis Center Rio Grande | |||||||
| 616 W Taylor | Harlingen | TX | 78550 | None | PC | Support of General Programs | $600 |
| Food Bank of Albermarle | |||||||
| PO Box 1704 | Elizabeth City | NC | 27906 | None | PC | Support of General Programs | $2,600 |
| Food Bank of Central and Eastern North Carolina | |||||||
| 3808 Tarheel Dr | Raleigh | NC | 27609 | None | PC | Support of General Programs | $46,600 |
| Food Bank of Central Louisiana | |||||||
| 3223 Baldwin Ave | Alexandria | LA | 71301 | None | PC | Support of General Programs | $600 |
| Food Bank of Central New York | |||||||
| 6970 Schuyler | East Syracuse | NY | 13057 | None | PC | Support of General Programs | $4,000 |
| Food Bank of Golden Crescent | |||||||
| 3809 E Rio Grande | Victoria | TX | 77901 | None | PC | Support of General Programs | $2,000 |
| Food Bank of N Alabama | |||||||
| 2000 B Vernon Ave | Huntsville | AL | 35805 | None | PC | Support of General Programs | $8,300 |
| Food Bank of NE Louisiana | |||||||
| 4600 Central Ave | Monroe | LA | 71203 | None | PC | Support of General Programs | $1,800 |
| Food Bank of Northern Indiana | |||||||
| 702 S Chapin St | South Bend | IN | 46601 | None | PC | Support of General Programs | $6,300 |
| Food Bank of NW Indiana | |||||||
| 2248 W 35th | Gary | IN | 46408 | none | PC | Support of General Programs | $2,700 |
| Food Bank of NW Louisiana | |||||||
| 2307 Texas ave | Shreveport | LA | 71103 | none | PC | Support of General Programs | $600 |
| Food Bank of SE Virginia | |||||||
| 800 Tidewater | Norfolk | VA | 23504 | none | PC | Support of General Programs | $11,800 |
| Food Bank of Virginia Peninsula | |||||||
| 9912 Hosier St | Newport News | VA | 23601 | none | PC | Support of General Programs | $5,350 |
| Food Bank of Western New York | |||||||
| 91 Holt | Buffalo | NY | 14206 | none | PC | Support of General Programs | $4,000 |
| Feeding America Kentucky Heartland | |||||||
| PO Box 313 | Elizabethtown | KY | 42702 | none | PC | Support of General Programs | $8,600 |
| Feeding America SW Virginia | |||||||
| 1025 Electric Rd | Richmond | VA | 23227 | none | PC | Support of General Programs | $15,000 |
| Feeding the Gulf Coast | |||||||
| 5248 Mobile South | Theodore | AL | 36582 | none | PC | Support of General Programs | $7,500 |
| Food Finders Food Bank | |||||||
| 50 Olympia Ct | Lafayette | IN | 47909 | none | PC | Support of General Programs | $1,800 |
| Foodlink | |||||||
| 936 Exchange | Rochester | NY | 14608 | none | PC | Support of General Programs | $5,000 |
| Foundation for the Homeless | |||||||
| PO Box 28006 | Austin | TX | 78755 | none | PC | Support of General Programs | $3,500 |
| Family Promise of Anderson | |||||||
| 204 Highland Ave | Anderson | SC | 29621 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Beaufort | |||||||
| 181 Bluffton Rd | Bluffton | SC | 29910 | none | PC | Support of General Programs | $500 |
| Family Promise of Berks County | |||||||
| 325 N 5th | Reading | PA | 19601 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Birmingham | |||||||
| PO Box 531233 | Birmingham | AL | 35253 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Carbon County | |||||||
| 167 S 3rd | Lehington | PA | 18235 | none | PC | Support of General Programs | $500 |
| Family Promise of Carteret | |||||||
| 3502 Elm Street | Morehead City | NC | 28557 | none | PC | Support of General Programs | $500 |
| Family Promise of Chicago | |||||||
| PO Box 484 | Glencoe | IL | 60022 | none | PC | Support of General Programs | $500 |
| Family Promise of Coastal Alabama | |||||||
| 1260 Dauphin St | Mobile | AL | 36604 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Collin County | |||||||
| PO Box 1601 | Allentown | TX | 75013 | none | PC | Support of General Programs | $4,500 |
| Family Promise of Fulton | |||||||
| 1978 Mount Vernon | Dunwoody | GA | 30338 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Gaston County | |||||||
| PO Box 67 | Gastonia | NC | 28053 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Greater Cleveland | |||||||
| 3470 E 152nd | Cleveland | OH | 44120 | none | PC | Support of General Programs | $1,500 |
| Family Promise of Greater Indianapolis | |||||||
| 1850 N Arsenal | Indianapolis | IN | 46218 | none | PC | Support of General Programs | $500 |
| Family Promise of Lafayette | |||||||
| PO Box 825 | Lafayette | IN | 47902 | none | PC | Support of General Programs | $500 |
| Family Promise of Irving | |||||||
| PO Box 177516 | Irving | TX | 75017 | none | PC | Support of General Programs | $6,000 |
| Family Promise of Jacksonville | |||||||
| PO Box 40363 | Jacksonville | FL | 32203 | none | PC | Support of General Programs | $1,500 |
| Family Promise of Lake Houston | |||||||
| 111 South Ave | Humble | TX | 77338 | none | PC | Support of General Programs | $4,000 |
| Family Promise of Lee County | |||||||
| 2302 Woodlands Ave | Sanford | NC | 27330 | none | PC | Support of General Programs | $500 |
| Family Promise of Lima Allen County | |||||||
| 129 South Pierce | Lima | OH | 45801 | none | PC | Support of General Programs | $500 |
| Family Promise of Midlands | |||||||
| 2501 Heyward St | Columbia | SC | 29205 | none | PC | Support of General Programs | $1,500 |
| Family Promise of Montgomery County | |||||||
| PO Box 692 | Conroe | TX | 77305 | none | PC | Support of General Programs | $10,000 |
| Family Promise of Monroe County | |||||||
| 1274 N Ninth St | Stroudsburd | PA | 18360 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Montgomery | |||||||
| PO Box 36 | Montgomery | AL | 36101 | none | PC | Support of General Programs | $2,000 |
| Family Promise of Moore County | |||||||
| PO Box 1173 | Aberdeen | NC | 28315 | none | PC | Support of General Programs | $500 |
| Family Promise of Ouchaita | |||||||
| PO Box 8277 | Monroe | LA | 71211 | none | PC | Support of General Programs | $500 |
| Family Promise of Pickens | |||||||
| 111 Hillcrest | Easley | SC | 29640 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Summit County | |||||||
| 77 W Miller Ave | Akron | OH | 44301 | none | PC | Support of General Programs | $500 |
| Family Promise of SW Pittsburgh | |||||||
| 7 Oregon Ave | Pittsburgh | PA | 15205 | none | PC | Support of General Programs | $1,500 |
| Family Promise of York County | |||||||
| 404 East Main St | Rock Hill | SC | 29730 | none | PC | Support of General Programs | $1,500 |
| Fredricksburg Area Food Bank | |||||||
| 3631 Lee Hill | Fredricksburg | VA | 22408 | none | PC | Support of General Programs | $3,200 |
| Freestore Food Bank | |||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | none | PC | Support of General Programs | $6,500 |
| Galveston County Food Bank | |||||||
| 624 4th Ave | Texas City | TX | 77590 | none | PC | Support of General Programs | $2,000 |
| Gleaners Food Bank | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | none | PC | Support of General Programs | $9,000 |
| Gods Pantry | |||||||
| 1685 Jaggie Fox Way | Lexington | KY | 40511 | none | PC | Support of General Programs | $9,700 |
| Golden Harvest | |||||||
| 13 Enterprise Ave | Aiken | SC | 29803 | none | PC | Support of General Programs | $3,200 |
| Good Neighbor Cupboard | |||||||
| 313 South Tower | Anderson | SC | 29624 | none | PC | Support of General Programs | $1,600 |
| Greater Berks Food Bank | |||||||
| 1011 Tuckerton Ct | Reading | PA | 19605 | none | PC | Support of General Programs | $3,300 |
| Greater Chicago Food Depository | |||||||
| 4100 West Ann Lurie | Chicago | IL | 60174 | none | PC | Support of General Programs | $800 |
| Greater Pitt Community Food Bank | |||||||
| 1 N Linden St | Duquesne | PA | 15110 | none | PC | Support of General Programs | $7,400 |
| Humble Area Assistance Ministries (HAAM) | |||||||
| 1204 1st St | Humble | TX | 77338 | none | PC | Support of General Programs | $3,500 |
| Harvest Hope Food Bank | |||||||
| 2220 Shop Road | Columbia | SC | 29202 | none | PC | Support of General Programs | $7,200 |
| Harvest Texarkana | |||||||
| 3120 E 19th St | Texarkana | TX | 75505 | none | PC | Support of General Programs | $1,400 |
| High Plains Food Bank | |||||||
| PO Box 31803 | Amarillo | TX | 79120 | none | PC | Support of General Programs | $600 |
| HOA of Austin County | |||||||
| 715 Frydek | Sealy | TX | 77474 | none | PC | Support of General Programs | $1,000 |
| Hoosier Hills Food Bank | |||||||
| 617 N Fairview St | Blopmington | IN | 47404 | none | PC | Support of General Programs | $1,800 |
| Hope Alliance | |||||||
| 1011 Gattis School | Round Rock | TX | 78664 | none | PC | Support of General Programs | $1,800 |
| Hope Beyond Bridges | |||||||
| 4008 Louetta Rd | Spring | TX | 77388 | none | PC | Support of General Programs | $10,000 |
| Houston Food Bank | |||||||
| 3811 Eastex Freeway | Houston | TX | 77026 | none | PC | Support of General Programs | $20,000 |
| IHN of Greater Cincinnati | |||||||
| 990 Nassau St | Cincinnati | OH | 45206 | none | PC | Support of General Programs | $1,500 |
| Isaiah 58 | |||||||
| 809 Scurry St | Big Spring | TX | 79720 | none | PC | Support of General Programs | $600 |
| Just Neighbors | |||||||
| 2925 East State Blvd | Ft Wayne | IN | 46805 | none | PC | Support of General Programs | $1,500 |
| Keystone Opportunity Center | |||||||
| 104 N Main St | Souderton | PA | 18964 | none | PC | Support of General Programs | $1,500 |
| Lone Star Health Center | |||||||
| 605 S Conroe Medical Center | Conroe | TX | 77304 | none | PC | Support of General Programs | $7,500 |
| Lowcountry Food Bank | |||||||
| 2864 Azalea Dr | Charleston | SC | 29405 | none | PC | Support of General Programs | $4,800 |
| Lower Valley Cooperative Ministries | |||||||
| PO Box 201 | Springdale | PA | 15144 | none | PC | Support of General Programs | $2,500 |
| Lutheran Social Services | |||||||
| 4615 Phillips Highway | Jacksonville | FL | 32207 | none | PC | Support of General Programs | $1,300 |
| Maryland Food Bank- East Shore | |||||||
| 28500 Owens Branch | Salisbury | MD | 21803 | none | PC | Support of General Programs | $3,500 |
| Maryland Food Bank | |||||||
| 2200 Halethrope Farms | Baltimore | MD | 21227 | none | PC | Support of General Programs | $8,200 |
| Montgomery County Youth Services | |||||||
| PO Box 1316 | Conroe | TX | 77305 | none | PC | Support of General Programs | $50,000 |
| Mid Ohio Food Bank | |||||||
| 3960 Brookham | Grove City | OH | 43123 | none | PC | Support of General Programs | $11,300 |
| Mission 2540 | |||||||
| PO Box 20771 | Amarillo | TX | 79114 | none | PC | Support of General Programs | $600 |
| Mission NE Montgomery County | |||||||
| 22098 TX 494 Loop | New Caney | TX | 77357 | none | PC | Support of General Programs | $10,000 |
| Mississippi Food Network | |||||||
| PO Box 411 | Jackson | MS | 39205 | none | PC | Support of General Programs | $9,400 |
| MOCO Womens Center | |||||||
| 1600 Lake Front Circle | The Woodlands | TX | 77387 | none | PC | Support of General Programs | $10,000 |
| Montgomery Area Food Bank | |||||||
| 521 Trade Center St | Montgomery | AL | 36108 | none | PC | Support of General Programs | $8,300 |
| Mountaineer Food Bank | |||||||
| 484 Enterprise Dr | Gassaway | WV | 26624 | none | PC | Support of General Programs | $6,200 |
| Meals on Wheels Montgomery County | |||||||
| 1202 Callahan | Conroe | TX | 77301 | none | PC | Support of General Programs | $10,000 |
| North Texas Food Bank | |||||||
| 4500 Cockrell Hill | Dallas | TX | 75236 | none | PC | Support of General Programs | $17,000 |
| Northern Illinois Food Bank | |||||||
| 6000 Industrial Dr | Charles | IL | 60174 | none | PC | Support of General Programs | $12,100 |
| NW Assistance Ministries | |||||||
| 15555 Kuykendahl | Houston | TX | 77090 | none | PC | Support of General Programs | $3,000 |
| Pearland Neighborhood Center | |||||||
| 2335 N Texas Ave | Pearlnad | TX | 77581 | none | PC | Support of General Programs | $1,500 |
| Peoria Area Food Bank | |||||||
| 721 West McBean | Peoria | IL | 61605 | none | PC | Support of General Programs | $6,100 |
| Regional Food Bank of NE New York | |||||||
| 965 Albany Shaker | Latham | NY | 12110 | none | PC | Support of General Programs | $2,000 |
| River Bend Food Bank | |||||||
| 309 12th St | Moline | IL | 61265 | nine | PC | Support of General Programs | $5,300 |
| Rochester Interfaith Hospital Network | |||||||
| 34 Meigs St | Rochester | NY | 14607 | none | PC | Support of General Programs | $1,000 |
| Rose Mobile Mammogram | |||||||
| 12700 N Featherwood | Houston | TX | 77034 | none | PC | Support of General Programs | $20,000 |
| Southeast Texas Food Bank | |||||||
| PO Box 21012 | Beaumont | TX | 77705 | none | PC | Support of General Programs | $1,500 |
| Second Harvest Metrolina | |||||||
| 500 B Spratt | Charlotte | NC | 28206 | none | PC | Support of General Programs | $24,600 |
| Second Harvest Mahoning Valley | |||||||
| 2805 Salt Spring | Youngstonw | OH | 44509 | none | PC | Support of General Programs | $3,200 |
| Second Harvest NC Ohio | |||||||
| 7445 Deer Tail | Lorain | OH | 44053 | none | PC | Support of General Programs | $2,400 |
| Second Harvest NW Pennsylvania | |||||||
| 1507 Grimm Dr | Erie | PA | 16501 | none | PC | Support of General Programs | $3,300 |
| Shephards Staff Ministries | |||||||
| 76 Bay Creek | Loganville | GA | 30052 | none | PC | Support of General Programs | $650 |
| Society of Samaritans | |||||||
| 31355 Friendship Dr | Magnolia | TX | 77355 | none | PC | Support of General Programs | $10,000 |
| Special Angels of the Woodlands | |||||||
| 230 Spring Hill Dr | Spring | TX | 77386 | none | PC | Support of General Programs | $10,000 |
| Tarrant Area Food Bank | |||||||
| 2600 Cullen St | Ft Worth | TX | 76107 | none | PC | Support of General Programs | $7,400 |
| Tamina Community Center | |||||||
| 18955 Main St | Conroe | TX | 77385 | none | PC | Support of General Programs | $10,000 |
| Terre Haute Catholic Food Bank | |||||||
| 2931 Ohio Blvd | Terre Haute | IN | 47803 | none | PC | Support of General Programs | $2,700 |
| Texas Childrens Hospital | |||||||
| 17198 St Lukes Way | The Woodlands | TX | 77384 | none | PC | Support of General Programs | $5,000 |
| Toledo NW Ohio Food Bank | |||||||
| 24 E Woodruff Ave | Toledo | OH | 43604 | none | PC | Support of General Programs | $9,700 |
| Tomagwa Clinic | |||||||
| 13414 Medical Complex | Tomball | TX | 77375 | none | PC | Support of General Programs | $20,000 |
| Tri State Food bank Indiana | |||||||
| 801 East Michigan | Evansville | IN | 47711 | none | PC | Support of General Programs | $6,300 |
| Tri State Food Bank Illinois | |||||||
| 801 East Michigan | Evansville | IN | 47711 | none | PC | Support of General Programs | $800 |
| Wayne County Pantry | |||||||
| 323 Tenth St | Honesdale | PA | 18405 | none | PC | Support of General Programs | $800 |
| Weinburg Reginal Food Bank | |||||||
| 165 Amber Lane | Wilkes barre | PA | 18703 | none | PC | Support of General Programs | $2,500 |
| West Alabama Food Bank | |||||||
| PO Box 805 | Borthport | AL | 35476 | none | PC | Support of General Programs | $1,500 |
| West Ohio Food Bank | |||||||
| 1380 East Kirby | Lim | OH | 45802 | none | PC | Support of General Programs | $5,700 |
| Westmoreland County | |||||||
| 101 Devonshire | Delmont | PA | 15626 | none | PC | Support of General Programs | $1,600 |
| Youth Reach Houston | |||||||
| PO Box 9631 | Houston | TX | 77213 | none | PC | Support of General Programs | $10,000 |
| United Way Community Food Bank dba Community Food Bank of Central Alabama | |||||||
| 107 Walter Davis | Birmingham | AL | 35209 | none | PC | Support of General Programs | $6,800 |
| Family Promise of Baldwin County | |||||||
| 20511 CO RD 36 | Summerdale | AL | 36580 | none | PC | Support of General Programs | $1,500 |
| Family Promise of Gwinett | |||||||
| 3594-B Sugarloaf Parkway | Lawrenceville | GA | 30044 | none | PC | Support of General Programs | $500 |
| St Louis Area Foodbank | |||||||
| 70 Corporate Woods | Bridgeton | MO | 63044 | none | PC | Support of General Programs | $4,500 |
| Tri-State FoodBank Inc | |||||||
| 801 E Michigan St | Evansville | IN | 47711 | none | PC | Support of General Programs | $2,150 |
| Community Harvest Food Bank of NE Indiana | |||||||
| 999 E Tillman Rd | Fort Wayne | IN | 46816 | none | PC | Support of General Programs | $5,400 |
| Second Harvest Food Bank of Greater New Orleans and Acadiana | |||||||
| 700 Edwards Ave | New Orleans | LA | 70123 | none | PC | Support of General Programs | $7,700 |
| Family Promise of Acadiana | |||||||
| 1604 W University Ave | Lafayette | LA | 70506 | none | PC | Support of General Programs | $500 |
| Capital Area Food Bank | |||||||
| 6833 Hill Park | Lorton | VA | 22079 | none | PC | Support of General Programs | $1,200 |
| Feeding the Gulf Coast | |||||||
| 5248 Mobile | Theodore | AL | 36582 | none | PC | Support of General Programs | $7,100 |
| Mid-South Food Bank | |||||||
| 3865 S Perkins | Memphis | TN | 38118 | none | PC | Support of General Programs | $14,100 |
| Meals on Wheels of Chemung County | |||||||
| 409 William | Elmira | NY | 14901 | none | PC | Support of General Programs | $1,000 |
| Family Promise of Western New York | |||||||
| 75 Hickory St | Buffalo | NY | 14204 | none | PC | Support of General Programs | $500 |
| Second Harvest of SE North Carolina | |||||||
| 406 Deep Creek | Fayetteville | NC | 28302 | none | PC | Support of General Programs | $3,900 |
| Family Promise of Wake County | |||||||
| 903 Method Rd | Raleigh | NC | 27606 | none | PC | Support of General Programs | $3,000 |
| Clemson Commuity Care | |||||||
| 105 Anderson | Clemson | SC | 29631 | none | PC | Support of General Programs | $1,600 |
| Second Harvest Food Bank of Metrolina | |||||||
| 500 Spratt | Charlotte | NC | 28206 | none | PC | Support of General Programs | $4,800 |
| Candlelighters | |||||||
| 12919 Southwest Freeway | Stafford | TX | 77477 | none | PC | Support of General Programs | $2,000 |
| Boxing for Battle | |||||||
| 2450 Louisiana | Houston | TX | 77006 | none | PC | Support of General Programs | $5,000 |
| Boy Scouts of America Sam Houston Area Council | |||||||
| 2225 N Loop | Houston | TX | 77008 | none | PC | Support of General Programs | $5,000 |
| The Community Clinic ( Interfaith Community Clinic) | |||||||
| 101 Pine Manor | Conroe | TX | 77385 | none | PC | Support of General Programs | $10,000 |
| Interfaith Youth Program School Supplies On the Go | |||||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | none | PC | Support of General Programs | $7,500 |
| Montgomery County Food Bank | |||||||
| 1 Prospect Point | Conroe | TX | 77385 | none | PC | Support of General Programs | $20,000 |
| Texas Community New Alliance | |||||||
| 10951 Shepard Hill Rd | Willis | TX | 77318 | none | PC | Support of General Programs | $15,000 |
| The Michael J Fox Foundation | |||||||
| PO Box 4777 | New York | NY | 10163 | none | PC | Support of General Programs | $10,000 |
| The Salvation Army | |||||||
| 70 Corporate Woods Dr | Bridgeton | MO | 63044 | none | PC | Support of General Programs | $25,000 |
| Avenida Gudalupe Assn | |||||||
| 1313 Guadalupe St | San Antonio | TX | 78207 | none | PC | Support of General Programs | $16,500 |
| The Beeviile Vineyard | |||||||
| 210 Monroe | Beeville | TX | 78102 | none | PC | Support of General Programs | $1,000 |
| ACTS - Action in Community through Service | |||||||
| 3900 Acts | Dumfries | VA | 22026 | none | PC | Support of General Programs | $2,100 |
| Family Promise of Bristol | |||||||
| 71 Summit Ave | Summit | NJ | 07901 | none | PC | Support of General Programs | $500 |
| Dare to Care Food Bank | |||||||
| 5803 Fern Valley | Louisville | KY | 40228 | none | Support of General Programs | $900 | |
| Familes moving Forward (Durham) | |||||||
| 300 N Queen St | Durham | NC | 27701 | none | Support of General Programs | $500 | |
| Family Promise of Fort Bend | |||||||
| 4645 Cartwright | Missouri City | TX | 77458 | none | Support of General Programs | $2,500 | |
| Family Promise of Greater Roanoake | |||||||
| 37 E Clay St | Salem | VA | 24153 | none | Support of General Programs | $1,500 | |
| Family Promise of Longview | |||||||
| 700 N Edith St | Longview | TX | 75601 | none | Support of General Programs | $500 | |
| Goshen Interfaith Hospitality | |||||||
| 502 N Main St | Goshen | IN | 46528 | none | Support of General Programs | $1,000 | |
| Greater Baton Rouge Food Bank | |||||||
| 10600 S Choctaw | Baton Rouge | LA | 70815 | none | Support of General Programs | $1,200 | |
| Habitat for Humanity Northwest Harris County | |||||||
| 13350 Jones Rd | Houston | TX | 77070 | none | Support of General Programs | $60,000 | |
| House of Amos | |||||||
| 8030 Boone Rd | Houston | TX | 77072 | none | Support of General Programs | $1,000 | |
| Houston Methodist Foundation | |||||||
| 1707 Sunset Blvd | Houston | TX | 77005 | none | Support of General Programs | $500,000 | |
| Interfaith of the Woodlands | |||||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | none | Support of General Programs | $7,500 | |
| Interfaith of The Woodlands - Food BankSr assistance | |||||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | none | Support of General Programs | $7,500 | |
| Interfaith of The Woodlands - On the Go | |||||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | none | Support of General Programs | $7,500 | |
| MANNA Food Bank | |||||||
| 3118 Blodgett St | Houston | TX | 77004 | none | Support of General Programs | $5,200 | |
| North County YMCA (Conroe Family YMCA) | |||||||
| 10245 Owen Dr | Conroe | TX | 77304 | none | Support of General Programs | $5,000 | |
| Panther Creek Inspiration Ranch | |||||||
| 33029 Wright Rd | Magnolia | TX | 77355 | none | Support of General Programs | $7,500 | |
| People's Health Clinic | |||||||
| 1101 Camino La Costa | Austin | TX | 78752 | none | Support of General Programs | $10,000 | |
| San Antonio Food Bank | |||||||
| 5200 Enrique M Barrera Pkwy | San Antonio | TX | 78227 | none | Support of General Programs | $4,100 | |
| Second Harvest Food bank of SW Ohio | |||||||
| 20 Murray St | Springfield | OH | 45503 | none | Support of General Programs | $2,400 | |
| Second Harvest Food Bank of East Central Indiana | |||||||
| 6621 Old State Rd 3 | Muncie | IN | 47303 | none | Support of General Programs | $3,600 | |
| Second Harvest Food Bank of NW NC | |||||||
| 3655 Reed St | Winston Salem | NC | 27107 | none | Support of General Programs | $32,400 | |
| Shared Harvest Food Bank | |||||||
| 5901 Dixie | Fairfiled | OH | 45014 | none | Support of General Programs | $2,400 | |
| Arbor School | |||||||
| 1635 Blalock Rd | Houston | TX | 77080 | none | Support of General Programs | $966,749 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,089,399 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,964 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019,851 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,750,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,750,213 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Woodforest National Bank | ||||||
| 1 | 1330 Lake Robbins Dr | The Woodlands | TX | 77380 | $6,000,000 | Yes (X) |
| Discover Financial Services | ||||||
| 2 | 1301 McKinney | Houston | TX | 77010 | $25,000 | Yes (X) |
| Harland Clarke Holdings | ||||||
| 3 | 16206 Bontura St | Cypress | TX | 77429 | $5,000 | Yes (X) |
| Smith Southern Equipment | ||||||
| 4 | PO Box 53008 | Houston | TX | 77453 | $7,500 | Yes (X) |
| Robert Kim Marling | ||||||
| 5 | 30 S Tranquil Path | The Woodlands | TX | 77380 | $488,000 | Yes (X) |
| Fredrick Greene | ||||||
| 6 | 47 North Emory Bend | The Woodlands | TX | 77381 | $7,000 | Yes (X) |
| Jay Dreibelbis | ||||||
| 7 | 24607 Nichols Sawmill Road | Magnolia | TX | 77355 | $13,250 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $15,044 | Amt |
| Net Investment Income | $15,044 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock Investments | StockNm |
| EOY Book Value | $67,893,492 | EOYBookValueAmt |
| EOYFMV | $76,919,253 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $3,281 | $3,281 | |
| Filing Fees | $2,229 | $2,229 | |
| Credit Card Fees | $1,575 | $788 | $787 |
| Public Relations | $300 | $150 | $150 |
| Other | $705 | $705 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $369,894 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $419,630 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/Losses | Desc |
| Amt | $9,025,761 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Charity Commitment | $200,000 | $966,749 |
| deferred tax liability | $90,414 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment and Management Expenses | CategoryTxt |
| Amt | $423,726 | Amt |
| Net Investment Income | $553,340 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $119,444 | Amt |
| Net Investment Income | $119,444 | NetInvestmentIncomeAmt |