The Oriska Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Oriska Foundation (EIN 20-5963834)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104603
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:08:33-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claudia M Wanczyk CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16225 Park Ten Pl Ste 500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | 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 | 205963834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Oriska Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORIS | BusinessNameControlTxt |
| Phone | 7136691066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 672265 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allen Boutte | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7136691066 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Claudia Wanczyk | PreparerPersonNm |
| PTIN | P00299731 | PTIN |
| Phone | 8322304959 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.56.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:08:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B448611CE141326399921A65CCD36EFA62CCFDC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B448611CE141326399921A65CCD36EFA62CCFDC8 | 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 | $2,660,878 | 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 |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,394 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $98,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,483 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,213 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,213 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,610 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,610 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,882 | CashBOYAmt |
| Cash EOY | $36,640 | CashEOYAmt |
| Cash EOYFMV | $36,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,359,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,353,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,449,092 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,130,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,130,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,130,000 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $331 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $331 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $331 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $331 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $44,815 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,815 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,815 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,572,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,565,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,660,878 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,572,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,565,274 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,572,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,565,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,572,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,565,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,572,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,583 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,565,274 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,565,274 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,969 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.722562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,181 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $130,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.816538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.386203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $215,129 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $165,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.298085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $151,023 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.563398 | DistributionYr5Rt |
| Total Distribution | 8.786786 | TotalDistributionRt |
| Average Distribution | 1.757357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $985 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,066 | 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 | $985 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $985 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $985 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $999 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcia Johnson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136691066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7804 Scott St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77051 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Luckett Johnson | ||||||||
| 7804 Scott Street | Houston | TX | 77004 | President | 0.00 | $0 | $0 | $0 |
| James Douglas | ||||||||
| 5318 Clahoun Road | Houston | TX | 77021 | Director | 0.00 | $0 | $0 | $0 |
| Wanda Wilson | ||||||||
| 21615 Skyla Circle | Humble | TX | 77338 | 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 |
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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $985 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $985 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,066 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,066 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $985 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $232,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $207,857 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,009 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $887,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,066 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $32,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $919,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $232,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $687,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $207,857 | ExcessFromYear4Amt |
| Excess From Year3 | $178,324 | ExcessFromYear3Amt |
| Excess From Year2 | $99,790 | ExcessFromYear2Amt |
| Excess From Year1 | $169,009 | ExcessFromYear1Amt |
| Excess From Current Year | $32,066 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Allen Boutte | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 301078 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136738440 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANNAM Community Development Corporation | ||||||
| 9530 Antoine Drive | Houston | TX | 77086 | 501c3 | Contribution to General Fund | $3,000 |
| CATCH Foundation | ||||||
| PO Box 301078 | Houston | TX | 772301078 | 501c3 | Contribution toGeneral Fund | $0 |
| CAF Red Tail Squadron | ||||||
| 225 Bravo Lane Fleming Field | South St Paul | MN | 55075 | 501c3 | Contribution to General Fund | $1,000 |
| CARE | ||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | 501c3 | Contribution to General Fund | $1,000 |
| Catholic Charities | ||||||
| 2900 Louisiana Street | Houston | TX | 77006 | 501c3 | Contribution toGeneral Fund | $10,000 |
| Doctors Without Borders | ||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | 501c3 | Contribution to General Fund | $1,000 |
| FINCA | ||||||
| 1201 15th Street NW Ste 800 | Washington | DC | 20005 | 501c3 | Contribution to General Fund | $1,000 |
| Food for the Poor | ||||||
| 6401 Lyons Road | Cocunut Creek | FL | 33073 | 501c3 | contributions to General Fund | $10,000 |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | 501c3 | Contribution to General Fund | $1,000 |
| NAACP Houston Branch | ||||||
| 2002 Wheeler Avenue | Houston | TX | 77004 | 501c3 | Contribution toGeneral Fund | $0 |
| Open Door Mission | ||||||
| 5803 Harrisburg Blvd | Houston | TX | 77011 | 501c3 | Contribution toGeneral Fund | $10,000 |
| Oxfam America | ||||||
| 226 Caraway Street 5th Floor | Boston | MA | 021142206 | 501c3 | Contribution toGeneral Fund | $1,000 |
| Star of Hope | ||||||
| 6897 Ardmore | Houston | TX | 77054 | 501c3 | Contribution toGeneral Fund | $10,000 |
| The Salvation Army | ||||||
| 1500 Austin Street | Houston | TX | 77002 | 501c3 | Contribution toGeneral Fund | $10,000 |
| The Sisters of the Blessed Sacrament | ||||||
| 1663 Bristol Pike | Bensalem | PA | 190205796 | 501c3 | Contribution toGeneral Fund | $1,000 |
| St Peter Clever Foundation | ||||||
| 1825 Orleans Avenue | New Orleans | LA | 70118 | 501c3 | Contribution toGeneral Fund | $1,000 |
| Museum of African History | ||||||
| 1400 Constitution Ave NW | Washington | DC | 20560 | 501c3 | Contribution toGeneral Fund | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| The Posse Foundation | ||||||
| 14 Wall Street Suite 8A-60 | New York | NY | 10005 | 501c3 | Contribution toGeneral Fund | $1,000 |
| St Mary's Magdalene Parish | ||||||
| 527 S Houston Ave | Humble | TX | 77338 | 501c3 | Contribution toGeneral Fund | $1,000 |
| Thurgood Marshall School of Law | ||||||
| 3100 Cleburne | Houston | TX | 77004 | 501c3 | Contribution toLegacy Project | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,483 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Service Fees | Desc |
| Revenue And Expenses Per Books | $243 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $243 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Payroll | $2,158 | $2,158 |
| Payroll Fees | $1,452 | $1,452 |