2020-07-15T11:49:45-05:00 2019-08-31 741550819 MELTON & MELTON LLP 6002 ROGERDALE RD SUITE 200 HOUSTON TX 77072 990EZ 2018-09-01 760509671 HOUSTON ASSOCIATION OF INSURANCE AGENTS CHARITABLE FOUNDATION INC HOUS 8327694666 7700 SAN FELIPE SUITE 310 HOUSTON TX 77063 DAVID WUTHRICH EXECUTIVE DIRECTOR 8327694666 2020-07-15 1 JOHN BJORNGJELD CPA P01080718 2817591120 12.230.155.2 2020-07-15 11:48:55 CD P 2DA46F198A1A14D80B76EF93C64D0F1645D7DE14 9124D1ED676CA5130D68312A571BF5B310F9938A 2018 2021-01-29 14:40:06Z X X N/A X X 8097 X 6575 816 5759 1522 7281 41843 1075 235 92 43245 -35964 48606 0 12642 X 60438 34174 1915 5074 62353 39248 13747 26606 48606 12642 X TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL AND PERSONAL PROPERTY, OR BOTH, AND, SUBJECT TO THE RESTRICTIONS AND LIMITATIONS SET FORTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPLE THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES. FUNDS USED IN THE PROVIDING OF CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING OF PUBLIC SAFETY, LITERARY, OR EDUCATIONAL SERVICES. 41843 43245 43245 WESLEY KURTZ PRESIDENT 0.25 0 0 0 JIM DREW TREASURER 0.25 0 0 0 CAROLE SHELTON SECRETARY 0.25 0 0 0 STUART RAY DIRECTOR 0.25 0 0 0 CHRIS GOFF DIRECTOR 0.25 0 0 0 SCOTT MARGRAVES DIRECTOR 0.25 0 0 0 SARAH BECK DIRECTOR 0.25 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID WUTHRICH 7700 SAN FELIPE SUITE 310 HOUSTON TX 77063 8327695689 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 12239 18840 11143 103350 0 145572 10622 0 0 42885 6575 60082 22861 18840 11143 146235 6575 205654 0 0 0 205654 2971 1522 4493 22861 18840 11143 149206 8097 210147 0.97860 0.98650 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 2,971. 2018 AMOUNT: $ 1,522. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 1,522. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTIONS - HURRICANES. GRANTEE NAME: VARIOUS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/01/18. AMOUNT GIVEN: 2,400. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTIONS - MISCELLANEOUS. GRANTEE NAME: VARIOUS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/01/18. AMOUNT GIVEN: 39,443. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 41,843. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 92. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,915. END OF YEAR AMOUNT: 1,915. DESCRIPTION: DUE FROM IIAH. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,968. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,191. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 847. END OF YEAR AMOUNT: 3,100. DESCRIPTION: ACCRUED SCHOLARSHIPS. BEG. OF YEAR AMOUNT: 12,900. END OF YEAR AMOUNT: 15,314. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 967. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,225. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.