KWS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KWS FOUNDATION (EIN 76-0521970)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202013119349100756
- 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
- All Oth Prog Rltd Investments Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T14:12:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741699466 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITTS ROBERTS KOLKHORST & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5718 WESTHEIMER STE 800 | 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 | 760521970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KWSF | BusinessNameControlTxt |
| Phone | 7138240427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 ALBANS RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770052108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R SINCLAIR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132688067 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J ORSER CPA | PreparerPersonNm |
| PTIN | P01405912 | PTIN |
| Phone | 7132605230 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 16:09:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE96A1B57719F935B3F53BE32D2AB253186D11F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB83B6C64D0E5AD53AE462549D6FD897B2B35A7C | 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 | $59,058 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $550,649 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $588,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $598,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,465 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,526 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,763 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,763 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $441 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,015,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,015,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,019,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,017,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$421,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,458 | CashBOYAmt |
| Cash EOY | $58,970 | CashEOYAmt |
| Cash EOYFMV | $58,970 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $408 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $88 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $88 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $228,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $480,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $480,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $480,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $480,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $480,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$421,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,298 | SubtotalAmt |
| Other Decreases | $240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALTRIA GROUP INC | 2019-02-14 | $199,253 | $146,069 | $53,184 | $53,184 |
| PHILIP MORRIS INTERNATIONAL INC COM | 2019-02-14 | $78,572 | $82,307 | -$3,735 | -$3,735 |
| ELI LILLY AND CO COM | 2019-09-09 | $240,440 | $107,582 | $132,858 | $132,858 |
| UNILEVER NV | 2019-09-09 | $70,328 | $45,276 | $25,052 | $25,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $596,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.293292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $465,960 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $888,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.524537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $516,661 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $368,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.403901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $749,543 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.182445 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $900,254 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.163843 | DistributionYr5Rt |
| Total Distribution | 2.568018 | TotalDistributionRt |
| Average Distribution | 0.513604 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $178,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,976 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,017,204 | 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 | $2,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $2,036 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHTOWER TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135482621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 POST OAK PKWY STE 2600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DONALD R SINCLAIR | ||||||||
| 3512 ALBANS RD | HOUSTON | TX | 77005 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUSAN LACY SINCLAIR | ||||||||
| 3512 ALBANS RD | HOUSTON | TX | 77005 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| KATHRYN SINCLAIR | ||||||||
| 727 PIZER ST | HOUSTON | TX | 77009 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $88 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $181,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,116 | TotalTaxAmt |
| Distributable Before Adj | $6,827 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,827 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,017,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,017,204 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,015,088 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,487 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $498,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $421,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,267,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,017,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,010,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,277,689 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $102,487 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,175,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,273 | ExcessFromYear4Amt |
| Excess From Year3 | $498,260 | ExcessFromYear3Amt |
| Excess From Year2 | $421,806 | ExcessFromYear2Amt |
| Excess From Year1 | $145,486 | ExcessFromYear1Amt |
| Excess From Current Year | $1,010,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R SINCLAIR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL FUND | $250,000 |
| ST LUKES UNITED METHODIST CHURCH | |||||||
| 3471 WESTHEIMER ROAD | HOUSTON | TX | 77027 | NONE | PC | GENERAL FUND | $140,000 |
| CHRISTIAN COMMUNITY SERVICES CENTER | |||||||
| 3230 MERCER ST | HOUSTON | TX | 77027 | NONE | PC | GENERAL FUND | $125,000 |
| METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | GENERAL FUND | $10,000 |
| TEXAS TECH FOUNDATION INC | |||||||
| 1508 KNOXVILLE AVENUE SUITE 208 | LUBBOCK | TX | 79410 | NONE | PC | GENERAL FUND | $150,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL FUND | $250,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $70,000 |
| TEXAS TECH FOUNDATION INC | |||||||
| 1508 KNOXVILLE AVENUE SUITE 208 | LUBBOCK | TX | 79410 | NONE | PC | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,015,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD R SINCLAIR | |||||||
| 1 | 3512 ALBINS RD | HOUSTON | TX | 77005 | $115,924 | Yes (X) | |
| SUSAN K SINCLAIR | |||||||
| 2 | 3512 ALBINS RD | HOUSTON | TX | 77005 | $115,924 | Yes (X) | |
| DONALD R SINCLAIR | |||||||
| 3 | 3512 ALBINS RD | HOUSTON | TX | 77005 | $159,400 | Yes (X) | |
| SUSAN K SINCLAIR | |||||||
| 4 | 3512 ALBINS RD | HOUSTON | TX | 77005 | $159,401 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 1,083.50 SHARES OF ELI LILLY AND CO COM AND 571.50 SHARES OF UNILEVER NV EURO | $159,400 | 2019-09-06 |
| 4 | 1,083.50 SHARES OF ELI LILLY AND CO COM AND 571.50 SHARES OF UNILEVER NV EURO | $159,401 | 2019-09-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,526 | Amt |
| Net Investment Income | $1,763 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,763 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $240 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $66 | $66 | $0 |
| MEALS & ENTERTAIMENT | $441 | $0 | $441 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |