ENGRAVED PENCIL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ENGRAVED PENCIL FOUNDATION (EIN 83-0691682)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202023079349100517
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T10:47:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462958029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER GROSSBARD ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N SHEPHERD DR SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 | 830691682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGRAVED PENCIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGR | BusinessNameControlTxt |
| Phone | 2813897245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14004 JUNCTION CREEK LN | AddressLine1Txt |
| City | CYPRESS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774295829 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRIFFIN JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813897245 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D GROSSBARD | PreparerPersonNm |
| PTIN | P00662135 | PTIN |
| Phone | 7136223960 | PhoneNum |
| Preparation | 2020-10-28 | 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 | 2020-10-26 | IPDt |
| IP Tm | 13:03:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4DEFDC9EB646612C6A58A0F94C64456A552345F | 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 | $2,983,681 | 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 | $2,105,336 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,039 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,569 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,863,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,178,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,958 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,569 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,821 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,821 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $446 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $446 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,267 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,267 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,977,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,302 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,020 | CashBOYAmt |
| Cash EOY | $1,022 | CashEOYAmt |
| Cash EOYFMV | $1,022 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $811,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $811,834 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $847,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,057,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,170,825 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $885,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,870,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,983,681 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| 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 | $885,578 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,870,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $885,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,870,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $885,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,870,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $885,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,977,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,320 | OtherIncreasesAmt |
| Subtotal | $2,873,084 | SubtotalAmt |
| Other Decreases | $2,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,870,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 580,747 SHS BLACKROCK LIQUIDITY FUNDS TEMPCASH | P | 2019-04-30 | 2019-06-17 | $581,039 | $581,037 | $2 | $2 |
| MERRILL LYNCH X2161 - COVERED S/T CAPITAL GAIN | P | 2019-01-01 | 2019-12-31 | $983,906 | $974,012 | $9,894 | $9,894 |
| 2 SHS VANGUARD SHORT TERM TREASURY FUND | P | 2019-04-22 | 2019-04-29 | $21 | $21 | $21 | |
| 6 SHS VANGUARD TOTAL BOND MKT INDEX | P | 2019-04-16 | 2019-04-17 | $64 | $64 | $64 | |
| 301.154 SHS BLACKROCK STRATEGIC INCOME | P | 2018-07-17 | 2019-01-22 | $2,900 | $2,934 | -$34 | -$34 |
| 217 SHS ISHARES TR S&P 500 | D | 2018-11-07 | 2019-01-16 | $34,134 | $42,776 | -$8,642 | -$8,642 |
| 829.492 SHS VANGUARD TOTAL BOND MKT | P | 2018-07-11 | 2019-01-22 | $8,660 | $8,669 | -$9 | -$9 |
| 281 SHS ISHARES CORE S&P MIDCAP | D | 2018-01-17 | 2019-04-29 | $55,556 | $44,748 | $10,808 | $10,808 |
| 340 SHS ISHARES TR CORE MSCI | P | 2018-07-17 | 2019-10-07 | $20,495 | $21,803 | -$1,308 | -$1,308 |
| 623 SHS VANGUARD 500 INDEX FUND | D | 2017-12-06 | 2019-04-29 | $168,417 | $150,659 | $17,758 | $17,758 |
| CAPITAL GAINS DIVIDENDS | P | $8,365 | $8,365 | $8,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,919 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,296 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,233 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $906,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119462 | DistributionYr1Rt |
| Total Distribution | 0.119462 | TotalDistributionRt |
| Average Distribution | 0.119462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,567,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $186,789 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $825 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,325 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $1,093 | OverpaymentAmt |
| Applied To ES Tax | $1,093 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://ENGRAVEDPENCILFDN.ORG | WebsiteAddressTxt |
| Individual With Books | GRIFFIN JONES | IndividualWithBooksNm |
| Phone | 2813897245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14004 JUNCTION CREEK LN | AddressLine1Txt |
| City | CYPRESS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77429 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||||
| 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MINDI M JONES | ||||||||
| 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNEDY E JONES | ||||||||
| 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KALE G JONES | ||||||||
| 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | VICE PRESIDENT | 1.00 | $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 |
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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,212,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $378,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,567,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,214 | TotalTaxAmt |
| Distributable Before Adj | $77,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $186,789 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $79,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $189,093 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $79,440 | ExcessFromYear1Amt |
| Excess From Current Year | $109,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GRIFFIN E JONES | ContributingManagerNm |
| Contributing Manager | MINDI M JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONATIONSENGRAVEDPENCILFDNORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14004 JUNCTION CREEK LN | AddressLine1Txt |
| City | CYPRESS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813897245 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS MUST BE SUBMITTED IN WRITING, ACCOMPANIED BY AN ENGRAVED PENCIL FOUNDATION CHARITABLE CONTRIBUTION, GIFT AND DONATION REQUEST FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A MINIMUM OF 30 DAYS NOTICE IS REQUIRED FOR CONSIDERATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BENEFIT NON-PROFIT ORGANIZATIONS WITH TAX EXEMPTION UNDER SECTION 504C(3) OR (6) OF THE INTERNAL REVENUE CODE WHICH ARE CONSIDERED CHARITABLE CIVIC, EDUCATIONAL, RECREATIONAL, AND/OR RECEIVED THE MAJORITY OF THEIR SUPPORT THROUGH OUTSIDE FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROOKWOOD COMMUNITY | ||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | CHARITABLE PURPOSES | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | CHARITABLE PURPOSES | $83,689 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | PC | CHARITABLE PURPOSES | $10,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | ||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | PC | CHARITABLE PURPOSES | $29,500 |
| INSPIRE WOMEN | ||||||
| 1415 SOUTH VOSS RD | HOUSTON | TX | 77057 | PC | CHARITABLE PURPOSES | $2,500 |
| KANAKUK MINISTRIES | ||||||
| 1353 LAKESHORE DRIVE | BRANSON | MO | 65616 | PC | CHARITABLE PURPOSES | $2,500 |
| MEMORIAL ASSISTANCE MINISTRIES | ||||||
| 1625 BLALOCK RD | HOUSTON | TX | 77080 | PC | CHARITABLE PURPOSES | $1,000 |
| NORTHWEST ASSISTANCE MINISTRIES | ||||||
| 15555 KUYKENDAHL ROAD | HOUSTON | TX | 77090 | PC | CHARITABLE PURPOSES | $9,250 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| 400 S MONROE | STILLWATER | OK | 74074 | PC | CHARITABLE PURPOSES | $2,500 |
| ROOTED CONFERENCES | ||||||
| 2115 COHN ST | HOUSTON | TX | 77007 | PC | CHARITABLE PURPOSES | $15,000 |
| SIGMA NU TEMPLE CLASSIC | ||||||
| 9 NORTH LEWIS STREET | LEXINGTON | VA | 24450 | PC | CHARITABLE PURPOSES | $500 |
| THE WORKFAITH CONNECTION | ||||||
| 4555 DACOMA SUITE 200 | HOUSTON | TX | 77092 | PC | CHARITABLE PURPOSES | $5,000 |
| WORLD HOPE MINISTRIES INTERNATIONAL | ||||||
| 17111 OLD LOUETTA RD | HOUSTON | TX | 77070 | PC | CHARITABLE PURPOSES | $5,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | CHARITABLE PURPOSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,439 | 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 | $36,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,488 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||
| 1 | 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | $1,052,668 | Yes (X) |
| MINDI M JONES | ||||||
| 2 | 14004 JUNCTION CREEK LN | CYPRESS | TX | 77429 | $1,052,668 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCHX X2161 | AT COST | $1,452,682 | $1,567,773 |
| MERRILL LYNCHX X2165 | AT COST | $139,995 | $140,001 |
| MERRILL LYNCHX X2178 | AT COST | $465,301 | $463,051 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/D PORTION OF DONATION | Desc |
| Amt | $2,250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING EXPENSES | Desc |
| Revenue And Expenses Per Books | $350 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO FAIR MARKET VALUE-STOCK CONTRIBUTIONS | Desc |
| Amt | $10,320 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $11,821 | Amt |
| Net Investment Income | $11,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,821 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GRIFFIN JONES | |||
| 14004 JUNCTION CREEK LANE | CYPRESS | TX | 77429 |
| MINDI M JONES | |||
| 14004 JUNCTION CREEK LANE | CYPRESS | TX | 77429 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RAYMOND JAMES - FOREIGN TAXES PAID | $446 | $446 | $446 | $0 |
| FEDERAL TAX EXPENSE | $2,267 | $0 | $0 | $0 |