IVANHOE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IVANHOE FOUNDATION (EIN 26-1969712)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349105062
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Other Receivables Officers Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:40:37-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760398197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGLEY O'GRADY & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 GEARS RD STE 625 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770674512 | 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 | 261969712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVANHOE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IVAN | BusinessNameControlTxt |
| Phone | 7139427300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3021 CASON STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY IVANHOE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7139427300 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E WILLIAM LANGLEY CPA | PreparerPersonNm |
| PTIN | P00150044 | PTIN |
| Phone | 2818735320 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:40:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08686D1B30FEAB085B3A8A8535ADBB1A270629D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08686D1B30FEAB085B3A8A8535ADBB1A270629D7 | 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 | $849,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,653 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,653 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,792 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $975 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $84 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $84 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $25,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,529 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,712 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $464 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,177 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,177 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,712 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,264 | CashBOYAmt |
| Cash EOY | -$3,506 | CashEOYAmt |
| Cash EOYFMV | -$3,506 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,349 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $6,675 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $6,675 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $755,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $745,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $810,944 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,331 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,791 | LandBOYAmt |
| Land EOY | $7,615 | LandEOYAmt |
| Land EOYFMV | $7,615 | LandEOYFMVAmt |
| Total Assets BOY | $797,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $783,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $849,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $710,269 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $708,092 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $86,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $797,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $783,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $797,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $783,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $797,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $783,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $783,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STONERIDGE ALL ASSET | P | $4,827 | $5,326 | -$499 | -$499 |
| CAPITAL GAIN DISTRIBUTIONS | P | $975 | $975 | $975 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $6,847 | $6,847 | $6,847 | |
| STONERIDGE REINSURANCE RISK | P | $15,326 | $18,857 | -$3,531 | -$3,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,792 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $975 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $754,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $784,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $764,152 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,625 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $791,792 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,030 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $811,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043180 | DistributionYr5Rt |
| Total Distribution | 0.174097 | TotalDistributionRt |
| Average Distribution | 0.034819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $748,560 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,179 | 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 | $229 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $229 | SubtotalAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $229 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDY IVANHOE | IndividualWithBooksNm |
| Phone | 8326222159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3021 CASON STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770053812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CINDY IVANHOE | ||||||||
| 3021 CASON STREET | HOUSTON | TX | 77005 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOHN KAJANDER | ||||||||
| 2450 HOLCOMBE 1 | HOUSTON | TX | 77021 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUNIL KOTHARI | ||||||||
| 1333 MOURSUND AVENUE | HOUSTON | TX | 77030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO CHARITABLE ACTIVITIES THIS YEAR OTHER THAN CHARITABLE GIFT GIVING. | Description1Txt |
| Expenses1 | $33,500 | 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 | $751,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $759,959 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $759,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $748,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $229 | TotalTaxAmt |
| Distributable Before Adj | $37,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,179 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,179 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,001 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,179 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,001 | AppliedToYear1Amt |
| Applied To Current Year | $178 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $37,021 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| REHABILITATION SERVICES | |||||||
| VOLUNTEER PROJECT | 5723 SANFORD | HOUSTON | TX | 77096 | REHABILITATION | $5,000 | |
| UNDIES FOR EVERYONE | |||||||
| 3610 WILLOWBEND BLVD | HOUSTON | TX | 77054 | PROVIDE UNDERWEAR TO CHILDREN | $5,000 | SUITE 1000 | |
| SOCIAL MOTION SKILLS | |||||||
| 10694 HADDINGTON STE G | HOUSTON | TX | 77043 | NEUROLOGICAL INJURY SUPPORT | $1,500 | ||
| UNITED SPINAL ASSOCIATION | |||||||
| 120-34 QUEENS BLVD 320 | KEW GARDENS | NY | 11415 | SPINAL INJURY SUPPORT | $2,000 | ||
| JEWISH FAMILY SERVICES | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | SUPPORT OF JEWISH FAMILIES | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,653 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,792 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,792 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANGLEY, O'GRADY & ASSOC. | CategoryTxt |
| Amt | $1,980 | Amt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2008-06-12 | $1,296 | $1,296 | MACRS | 7.0000 | ||
| LEASEHOLD IMPROVEMENTS | 2008-06-25 | $32,650 | $24,155 | STRAIGHT LINE | 15.0000 | $2,177 | $2,177 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | $9,550 | $7,945 |
| MML INVESTORS SERVICES | $683,612 | $750,492 |
| NOBLE ROYALTY ACCESS FUND IV | $52,507 | $52,507 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $1,296 | $1,296 | ||
| LEASEHOLD IMPROVEMENTS | $32,650 | $25,035 | $7,615 | $7,615 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADVERTISING | $500 | $500 |
| COMPUTER | $199 | $199 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC. INVESTMENT INCOME | $35 | $35 | $35 |
| EXCISE TAX REFUND | $49 | $49 | $49 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $464 | Amt |
| Net Investment Income | $464 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | CINDY IVANHOE | BorrowerPersonNm |
| Borrower Title | PRESIDENT | BorrowerTitleTxt |
| Loan Original | $6,675 | LoanOriginalAmt |
| Balance Due | $6,675 | BalanceDueAmt |
| Note | 2019-01 | NoteDt |
| Consideration FMV | $6,675 | ConsiderationFMVAmt |