L E FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- L E FOUNDATION TR (EIN 68-0667809)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202041829349100909
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T10:46:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760239059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL P MCGUIRE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10497 TOWN AND COUNTRY WAY STE 440 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770241162 | 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 | 680667809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L E FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEFO | BusinessNameControlTxt |
| Phone | 7134656366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1181 BRITTMOORE SUITE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN PAYNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7134656366 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P MCGUIRE | PreparerPersonNm |
| PTIN | P00064895 | PTIN |
| Phone | 7139320409 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.79.184.141 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 10:46:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A431516128328EAE405E471301AFBB78EC0BCF87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5E706B2C8FF6155DA606C063F66D1CF807DB2585 | 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 | $0 | 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 | $53,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $698 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $698 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $53,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $698 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $698 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,749 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $698 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,012 | CashBOYAmt |
| Cash EOY | $61,053 | CashEOYAmt |
| Corporate Stock BOY | $53,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,063 | CorporateStockEOYAmt |
| Other Assets EOY | -$1 | OtherAssetsEOYAmt |
| Total Assets BOY | $122,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $122,376 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,115 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,261 | ExcessRevenueOverExpensesAmt |
| Subtotal | $115,115 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $115,115 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.712577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,913 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.928733 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $136,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.123438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.168148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,218 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $333,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.539749 | DistributionYr5Rt |
| Total Distribution | 5.472645 | TotalDistributionRt |
| Average Distribution | 1.094529 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,237 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,237 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| 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 | ROGER CHAVIOUS | IndividualWithBooksNm |
| Phone | 7134656366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1181 BRITTMOORE SUITE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLE F PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| BRIAN PAYNE | ||||||||
| 1181 BRITTMOORE RD SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 000.00 | $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 |
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 | $53,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,192 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $90,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,442 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $4,442 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,442 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,442 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $163,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,966 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $752,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,758 | RemainingDistriFromCorpusAmt |
| Total Corpus | $804,838 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $163,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,730 | ExcessFromYear4Amt |
| Excess From Year3 | $146,750 | ExcessFromYear3Amt |
| Excess From Year2 | $104,966 | ExcessFromYear2Amt |
| Excess From Year1 | $178,097 | ExcessFromYear1Amt |
| Excess From Current Year | $52,758 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JOURNEY TO DAMASCUS | |||||||
| 4771 SWEETWATER BLVD | SUGAR LAND | TX | 77479 | 501(C)(3) | OPERATING FUND | $1,200 | |
| MEMORIAL DRIVE UNITED METHODIST CHU | |||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $20,000 | |
| STONEY CREEK FOUNDATION | |||||||
| 510 BERING | HOUSTON | TX | 77057 | 501(C)(3) | OPERATING FUND | $15,000 | SUITE 100 |
| TURN IT GOLD | |||||||
| 14027 MEMORIAL DRIVE | HOUSTON | TX | 770796826 | 501(C)(3) | OPERATING FUND | $15,000 | SUITE 142 |
| CANCARE | |||||||
| 9575 KATY FWY 428 | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $5,000 | |
| HOUSTON TRI DELTA PHILANTHROPIES | |||||||
| PO BOX 131262 | HOUSTON | TX | 77219 | 501(C)(3) | OPERATING FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $698 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON CENTER VALVE & FITTING LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10110 FAIRBANKS N HOUSTON ROAD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| EQUITIES | |
| MUTUAL FUNDS | |
| INVESTMENTS - WHITNEY INVESTMENT SER | $54,063 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| EOY Book Value | -$1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,749 | Amt |
| Net Investment Income | $3,749 | NetInvestmentIncomeAmt |