PAULEA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAULEA FAMILY FOUNDATION (EIN 20-0947409)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102816
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:54:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742052353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIDEL SCHROEDER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 SOUTH MARKET | AddressLine1Txt |
| City | BRENHAM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77833 | 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 | 200947409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULEA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7132787477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5161 SAN FELIPE STE 320 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM PAULEA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7132787477 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINGER BOSSE | PreparerPersonNm |
| PTIN | P00468157 | PTIN |
| Phone | 9798366131 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.208.227.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:33:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A131BC2774C25385FCB08A07FB96EA65FB541CC9 | 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 | $919,125 | 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 | $48,913 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $561 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,220 | 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 |
| Taxes Rev And Expnss | $112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $249 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,480 | CashBOYAmt |
| Cash EOY | $42,180 | CashEOYAmt |
| Cash EOYFMV | $42,180 | CashEOYFMVAmt |
| Acct Rcvbl | $138 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,022 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $138 | AcctRcvblEOYAmt |
| Other Investments BOY | $915,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $876,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $876,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,903 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $933,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $919,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $919,125 | 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 | $933,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $919,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $919,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $919,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $919,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $919,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GENERAL ELECTRIC COMPANY | 2018-04-25 | 2019-01-29 | $7 | -$4 | -$4 | |
| ABERDEEN TOTAL DYNAMIC DIV. | 2017-01-03 | 2019-01-29 | $0 | $0 | ||
| BP PLC SPONSORED ADR | 2017-03-31 | 2019-01-29 | $29 | $4 | $4 | |
| BLACKROCK FLOAT RATE | 2016-02-29 | 2019-01-29 | $3 | $0 | $0 | |
| CENTERPOINT ENERGY | 2015-12-10 | 2019-01-29 | $29 | $12 | $12 | |
| CISCO SYSTEMS | 2016-02-05 | 2019-01-29 | $9 | $4 | $4 | |
| FIRST TRUST/ABERDEEN EMERGIN OP. | 2016-09-20 | 2019-01-29 | $3 | $0 | $0 | |
| FIRST TR ENERGY INFRSTR | 2016-01-15 | 2019-01-29 | $9 | $3 | $3 | |
| FIRST TR INCOME | 2016-06-15 | 2019-01-29 | $0 | $0 | ||
| FIRST TR DYNAMIC EUROPE | 2017-04-12 | 2019-01-29 | $4 | $0 | $0 | |
| FREEPORT-MCMORAN INCO | 2016-03-07 | 2019-01-29 | $8 | $0 | $0 | |
| ISHARES TR INTL SEL DIV | 2016-06-26 | 2019-01-29 | $19 | $2 | $2 | |
| SABINE ROYALTY | 2015-12-29 | 2019-01-29 | $7 | $3 | $3 | |
| WALMART INCORPORATED | 2016-05-25 | 2019-01-29 | $22 | $6 | $6 | |
| BP PLC SPON ADR | 2019-01-29 | 2019-09-05 | $41,718 | -$3,761 | -$3,761 | |
| CNP | 2019-01-29 | 2019-09-05 | $36,661 | $10,830 | $10,830 | |
| CSCO | 2019-01-29 | 2019-09-05 | $48,172 | $24,171 | $24,171 | |
| ET | 2019-01-29 | 2019-09-05 | $25,116 | -$2,614 | -$2,614 | |
| EPD | 2019-01-29 | 2019-09-05 | $35,405 | $3,467 | $3,467 | |
| 30302G825 | 2019-01-29 | 2019-09-05 | $29,730 | -$77 | -$77 | |
| FCX | 2019-01-29 | 2019-09-05 | $14,356 | -$21,212 | -$21,212 | |
| GENERAL ELECTRIC COMPANY | 2019-01-29 | 2019-09-05 | $39,773 | -$55,922 | -$55,922 | |
| JATAX | 2019-01-29 | 2019-09-05 | $32,002 | $21,382 | $21,382 | |
| HFEAX | 2019-01-29 | 2019-09-05 | $4,315 | -$102 | -$102 | |
| LFRAX | 2019-01-29 | 2019-09-05 | $39,259 | -$1,689 | -$1,689 | |
| SBR | 2019-01-29 | 2019-09-05 | $24,447 | -$2,982 | -$2,982 | |
| WAB | 2019-01-29 | 2019-09-05 | $42 | $37 | $37 | |
| 0 | $0 | $0 | P | |||
| CAPITAL GAINS DIVIDENDS | $778 | $778 | $778 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,664 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,017,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $984,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066505 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $670,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $565,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065412 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,403 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $589,985 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075261 | DistributionYr5Rt |
| Total Distribution | 0.331410 | TotalDistributionRt |
| Average Distribution | 0.066282 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,045,014 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,675 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,500 | 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 | $409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $409 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A PAULEA II | IndividualWithBooksNm |
| Phone | 7132787477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PAULEA II | ||||||||
| 5136 TANGLE LANE | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUZANNE S PAULEA | ||||||||
| 5136 TANGLE LANE | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LISA PAULEA BROUSSARD | ||||||||
| 1403 CABOT LANKES DRIVE | LEAGUE CITY | TX | 77573 | DIRECTOR | 0.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,008,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,045,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $409 | TotalTaxAmt |
| Distributable Before Adj | $51,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $409 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,091 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,098 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,658 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,614 | 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 | $16,098 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,211 | ExcessFromYear4Amt |
| Excess From Year3 | $7,406 | ExcessFromYear3Amt |
| Excess From Year2 | $17,570 | ExcessFromYear2Amt |
| Excess From Year1 | $14,671 | ExcessFromYear1Amt |
| Excess From Current Year | $24,658 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PAULEA II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132789477 | RecipientPhoneNum |
| Form And Info And Materials | FOR OTHER SECTION 501(C)(3) ORGANIZATIONS, NO SPECIFIC FORM. FOR INDIVIDUALS REQUESTING FINANCIAL ASSISTANCE OR A SCHOLARSHIP, THE FOUNDATION HAS A PREPRINTED FORM THAT THE APPLICANT MUST COMPLETE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILD ADVOCATES | |||||||
| 2401 PORTSMOUTH SUITE 210 | HOUSTON | TX | 77098 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 |
| COVENANT HOUSE | |||||||
| FAIRVIEW STATION PO BOX 66330 | HOUSTON | TX | 77266 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $8,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $8,000 |
| LIFE HOUSE | |||||||
| PO BOX 1005 | GLENDORA | CA | 91741 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $7,500 |
| LYC CONCOURSE CORP | |||||||
| 2511B 104 NASA RD 1 RM 104 | SEABROOK | TX | 77586 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $15,000 |
| MEALS ON WHEELS FOR GREATER HOUSTON | |||||||
| 3217 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 |
| STAR OF HOPE | |||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $8,000 |
| THE CENTER FOR HEARING AND SPEECH | |||||||
| 3636 WEST DALLAS | HOUSTON | TX | 77019 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 |
| CAMP ARANZAU | |||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $7,500 |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | BusinessBusinessCd |
|---|---|
| NATURAL RESOURCE PARTNERS | 211110 |
| ENTERPRISE PRODUCTS | 211110 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,506 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,220 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM A PAULEA II | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,913 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 SHARES OF ALLEGIANCE STOCK | NoncashPropertyDesc |
| Fair Market Value | $48,913 | FairMarketValueAmt |
| Received | 2019-07-09 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY TRANSFER LP | AT COST | $9,267 | $9,267 |
| ENTERPRISE PRODUCTS | AT COST | $7,979 | $7,979 |
| LPL | AT COST | $859,699 | $859,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL AND GAS | $12 | $12 | $0 |
| LICENSES AND FEES | $16 | $16 | $0 |
| BANK CHARGES | $221 | $221 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $561 | $561 | $561 |
| ENTERPRISE PRODUCTS | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $47 | $47 | $0 |
| SEVERANCE TAX | $65 | $65 | $0 |