JEFF B AND KATHERINE B LOVE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEFF B AND KATHERINE B LOVE FOUNDATION (EIN 76-0220082)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202031909349101128
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T15:47:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD SUITE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 760220082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF B AND KATHERINE B LOVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 7132261286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3744 INWOOD DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770193002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF B LOVE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132261286 | PhoneNum |
| Signature | 2020-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE SANDERS | PreparerPersonNm |
| PTIN | P01508979 | PTIN |
| Phone | 7136253500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.78.108.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-25 | IPDt |
| IP Tm | 16:59:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D489383C16B274F019DFAF7D975A799041236CE5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,936 | 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 | $2,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,040 | 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 | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $864 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $864 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,976 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,151 | CashBOYAmt |
| Cash EOY | $117,936 | CashEOYAmt |
| Cash EOYFMV | $117,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,460 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $82,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $176,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $269,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $269,460 | CapitalStockBOYAmt |
| Capital Stock EOY | $117,936 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $315,152 | GrossSalesPriceAmt |
| Cost Or Other Basis | $289,722 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,430 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,430 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,430 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $210,580 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $341,831 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.616035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $515,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.364792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $216,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $598,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.361971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $857,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.211235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,057,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.274246 | DistributionYr5Rt |
| Total Distribution | 1.828279 | TotalDistributionRt |
| Average Distribution | 0.365656 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $150,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,226 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,500 | 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 | $230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $227 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $227 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | JP MORGAN CHASE BANK NA | IndividualWithBooksNm |
| Phone | 8668885157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0117 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFF B LOVE | ||||||||
| 600 TRAVIS ST STE 2800 | HOUSTON | TX | 770022914 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BENTON LOVE | ||||||||
| 600 TRAVIS ST STE 2800 | HOUSTON | TX | 770022914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LOVE ROSS | ||||||||
| 600 TRAVIS ST STE 2800 | HOUSTON | TX | 770022914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE LOVE | ||||||||
| 600 TRAVIS ST STE 2800 | HOUSTON | TX | 770022914 | SECRETARY/TREASURER | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| 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 | $92,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $152,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $152,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230 | TotalTaxAmt |
| Distributable Before Adj | $7,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $230 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $139,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $899,756 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,210 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,066,966 | 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 | $226,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $840,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $139,367 | ExcessFromYear4Amt |
| Excess From Year3 | $187,900 | ExcessFromYear3Amt |
| Excess From Year2 | $151,831 | ExcessFromYear2Amt |
| Excess From Year1 | $194,128 | ExcessFromYear1Amt |
| Excess From Current Year | $167,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFF B LOVE CO KEVIN BIEKERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN ST FL 11 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770023201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132166009 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING THE PURPOSE OF THE FUNDS AND THE AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHWAY ACADEMY | |||||||
| 6221 MAIN STREET | HOUSTON | TX | 77030 | NONE | PC | GENERAL | $2,000 |
| ASTROS FOUNDATION | |||||||
| 501 CRAWFORD ST | HOUSTON | TX | 77002 | NONE | PC | GENERAL | $4,000 |
| BOYS & GIRLS CLUB OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL | $5,000 |
| HOUSTON MARITIME MUSEUM | |||||||
| 2311 CANAL ST STE 100 | HOUSTON | TX | 77003 | NONE | PC | GENERAL | $2,500 |
| JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS | |||||||
| 2115 E GOVERNORS CIRCLE | HOUSTON | TX | 77092 | NONE | PC | GENERAL | $250 |
| LAS CAMPANAS COMMUNITY FUNDS | |||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PC | GENERAL | $500 |
| MISSIO DEI CHURCH | |||||||
| PO BOX 92 | MANHATTAN | IL | 60442 | NONE | PC | GENERAL | $500 |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $2,500 |
| ST ANDREW'S EPISCOPAL ACADEMY | |||||||
| 210 S INDIAN RIVER DRIVE | FORT PIERCE | FL | 34950 | NONE | PC | GENERAL | $200 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL | $1,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESNNER STE 2650 | HOUSTON | TX | 77024 | NONE | PC | GENERAL | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL | $300 |
| PHI DELTA THETA FRATERNITY | |||||||
| 2 S CAMPUS AVE | OXFORD | OH | 45056 | NONE | PC | GENERAL | $2,500 |
| SPRINGSPIRIT BASEBALL | |||||||
| 8526 PITNER RD | HOUSTON | TX | 77080 | NONE | PC | GENERAL | $2,500 |
| OCHSNER CLINIC FOUNDATION | |||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | NONE | PC | GENERAL | $200 |
| TEXAS EXES - HOUSTON CHAPTER | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | NONE | PC | GENERAL | $500 |
| THE KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | NONE | PC | GENERAL | $8,000 |
| PROJECT HAND UP | |||||||
| PO BOX 2947 | DESOTO | TX | 75123 | NONE | PC | GENERAL | $5,000 |
| THE PIN OAK CHARITY HORSE SHOW | |||||||
| 2501 S MASON RD 410 | KATY | TX | 77450 | NONE | PC | GENERAL | $5,000 |
| THE UNIVERSITY OF TEXAS SYSTEM | |||||||
| 210 W 7TH STREET | AUSTIN | TX | 78701 | NONE | PC | GENERAL | $10,000 |
| THE UT MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | PC | GENERAL | $45,250 |
| THETA CHARITY ANTIQUE SHOW | |||||||
| 1001 AVENIDA DE LAS AMERICAS | HOUSTON | TX | 77010 | NONE | PC | GENERAL | $1,000 |
| SEARCH INC | |||||||
| 1925 N CLYBOURN AVE STE 200 | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $2,000 |
| UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION | |||||||
| 727 E DEAN KEETON ST | AUSTIN | TX | 78705 | NONE | PC | GENERAL | $11,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 7000 FANNIN ST 1800 | HOUSTON | TX | 77030 | NONE | PC | GENERAL | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PC | GENERAL | $55,300 |
| SKY HIGH FOR KIDS | |||||||
| 9800 RICHMOND AVENUE SUITE 335 | HOUSTON | TX | 77042 | NONE | PC | GENERAL | $250 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | |||||||
| 1601 RIO GRANDE STE 351 | AUSTIN | TX | 78701 | NONE | PC | GENERAL | $1,000 |
| WILL ERWIN HEADACHE RESEARCH CENTER | |||||||
| 609 MAIN STREET SUITE 2350 | HOUSTON | TX | 77002 | NONE | PC | GENERAL | $250 |
| LIVE LIKE LOU FOUNDATION | |||||||
| 2 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | NONE | PC | GENERAL | $1,000 |
| ALPHA HOUSTON | |||||||
| 3262 WESTHEIMER SUITE 157 | HOUSTON | TX | 77098 | NONE | PC | GENERAL | $500 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK RD | HOUSTON | TX | 77027 | NONE | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,500 | 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 | $2,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,040 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART XV OF FORM 990-PF | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE PART XV OF FORM 990-PF | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DISTRIBUTION OF CASH TO QUALIFIED CHARITABLE DONEES DESCRIBED IN PART XV OF FORM 990-PF. | ShortExplanationTxt |
| Dissolution | $174,500 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IN 2019 HAD A SUBSTANTIAL CONTRACTION AS IT HAS LIQUIDATED ASSETS AND DISTRIBUTED MORE THAN 25% OF ITS TOTAL FAIR MARKET VALUE AT THE BEGINNING OF THE YEAR AS QUALIFIED CHARITABLE GRANTS IN A PROCESS OF SPENDING DOWN THE ASSETS OF THE FOUNDATION. ALL QUALIFIED CHARITABLE GRANT RECIPIENTS ARE LISTED ON PART XV OF THE FORM 990-PF. | ExplanationTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $864 | Amt |
| Net Investment Income | $864 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |