PROMETHEAS CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PROMETHEAS CHARITABLE TR (EIN 20-1074874)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-19
- IRS object ID
- 201901099349100020
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-19T13:48:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760388267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK A FALCON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 NORFOLK ST STE 516 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770984054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201074874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROMETHEUS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROM | BusinessNameControlTxt |
| Phone | 7137056445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 MEMORIAL DR STE F560 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN BLAINE ADAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7137056445 | PhoneNum |
| Signature | 2019-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK A FALCON | PreparerPersonNm |
| PTIN | P01207458 | PTIN |
| Phone | 7135223308 | PhoneNum |
| Preparation | 2019-04-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-19 | IPDt |
| IP Tm | 13:48:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 997E27EEDE96FF58B0CDB27605100D82AF4113A2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53D458C82320E5CA4BCA37F288A6CEEB15A0A3C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,123,170 | 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 | $386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $639,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,359 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,239 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,238 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,892 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,450 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,445 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,068 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $254,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $464,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $465,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,807,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,601,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,316,585 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $299,585 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $351,823 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $340,729 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,361,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,417,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,123,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,361,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,417,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,361,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,417,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,361,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,417,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,361,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,927 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,417,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,417,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,387 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,357,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054067 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,442,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,725,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $228,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,690,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $238,904 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,613,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066108 | DistributionYr5Rt |
| Total Distribution | 0.269090 | TotalDistributionRt |
| Average Distribution | 0.053818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,580,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $300,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $793 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $311,651 | 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 | $793 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $793 | SubtotalAmt |
| Tax Based On Investment Income | $793 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $823 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | BLAINE ADAMS | IndividualWithBooksNm |
| Phone | 7137056445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 MEMORIAL DR STE F 560 | AddressLine1Txt |
| Address Line2 | 5535 MEMORIAL DR STE F 560 | AddressLine2Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN BLAINE ADAMS | ||||||||
| 5535 MEMORIAL DR STE F 560 | HOUSTON | TX | 77007 | TRUSTEE | 5.00 | $25,200 | $0 | $0 |
| LISE M LIDDELL | ||||||||
| 5535 MEMORIAL DR STE F 560 | HOUSTON | TX | 77007 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| FRANK A LIDDELL III | ||||||||
| 5535 MEMORIAL DR STE F 560 | HOUSTON | TX | 77007 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ROBERT B LIDDELL | ||||||||
| 5535 MEMORIAL DR STE F 560 | HOUSTON | TX | 77007 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION ONLY MAKES GRANTS. | Description1Txt |
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 | $5,499,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,665,978 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,665,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,580,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $793 | TotalTaxAmt |
| Distributable Before Adj | $278,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $278,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $278,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,651 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $311,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $793 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $310,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,256 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $58,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,651 | QualifyingDistributionsAmt |
| Applied To Current Year | $278,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,395 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,827 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $58,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,502 | ExcessFromYear2Amt |
| Excess From Year1 | $23,031 | ExcessFromYear1Amt |
| Excess From Current Year | $33,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAINE ADAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 MEMORIAL DR STE F 560 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7137056445 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST TO INCLUDE 501(C)(3) EXEMPTION LETTER AND CURRENT YEAR IRS EXEMPTION STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| HOUSTON AREA WOMEN'S CENTER | |||||||||
| HOUSTON AREA WOMEN'S CENTER | 1010 WAUGH DRIVE | 1010 WAUGH DRIVE | HOUSTON | TX | 770193902 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| MUSIC HEALTH ALLIANCE | |||||||||
| MUSIC HEALTH ALLIANCE | 1113 MURFREESBORO RD 106 | 1113 MURFREESBORO RD 106 | FRANKLIN | TN | 37064 | NONE | PUBLIC | GENERAL PURPOSE | $7,500 |
| CATASTROPHIC THEATER | |||||||||
| CATASTROPHIC THEATER | 3400 MAIN STREET SUITE 2 | 3400 MAIN STREET SUITE 2 | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| SHANTI BHAVAN CHILDREN'S PROJ | |||||||||
| SHANTI BHAVAN CHILDREN'S PROJ | 121 HAWKINS PL PBM 192 | 121 HAWKINS PL PBM 192 | BOONTON | NJ | 07005 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 |
| MUSICARES | |||||||||
| MUSICARES | 1904 WEDGEWOOD AVENUE | 1904 WEDGEWOOD AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| INNOCENCE PROJECT | |||||||||
| INNOCENCE PROJECT | 40 WORTH STREET 701 | 40 WORTH STREET 701 | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL PURPOSE | $7,500 |
| UNIVERSITY OF HOUSTON | |||||||||
| UNIVERSITY OF HOUSTON | 402 AGNES ARNOLD HALL 648 | 402 AGNES ARNOLD HALL 648 | HOUSTON | TX | 77204 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| SAVE BUFFALO BAYOU | |||||||||
| SAVE BUFFALO BAYOU | 3614 MONTROSE BLVD 706 | 3614 MONTROSE BLVD 706 | HOUSTON | TX | 77006 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| THE JUNG SOCIETY OF WASHINGTON | |||||||||
| THE JUNG SOCIETY OF WASHINGTON | 5200 CATHEDRAL AVENUE NW | 5200 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC | GENERAL PURPOSE | $12,000 |
| JUNG CENTER OF HOUSTON | |||||||||
| JUNG CENTER OF HOUSTON | 5200 MONTROSE BOULEVARD | 5200 MONTROSE BOULEVARD | HOUSTON | TX | 77006 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| UNITED NEIGHBORHOOD HEALTH SER | |||||||||
| UNITED NEIGHBORHOOD HEALTH SER | 617 SOUTH 8TH STREET | 617 SOUTH 8TH STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| KIPP ACADEMY NASHVILLE | |||||||||
| KIPP ACADEMY NASHVILLE | PO BX 78126 | PO BX 78126 | NASHVILLE | TN | 37207 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CENTER FOR MEDICINE AFTER THE HOLOC | |||||||||
| CENTER FOR MEDICINE AFTER THE HOLOCAUST | 3122 ROBINHOOD STREET | 3122 ROBINHOOD STREET | HOUSTON | TX | 77005 | NONE | PUBLIC | GENERAL PURPOSE | $9,000 |
| UNITED CEREBRAL PALSY OF MIDDLE TEN | |||||||||
| UNITED CEREBRAL PALSY OF MIDDLE TENNESSEE | 1200 NINTH AVENUE NORTH | 1200 NORTH AVENUE NORTH | NASHVILLE | TN | 37208 | NONE | PUBLIC | GENERAL PURPOSE | $4,000 |
| HEALTHCARE FOR THE HOMELESS | |||||||||
| HEALTHCARE FOR THE HOMELESS | 1934 CAROLINE STREET | 1934 CAROLINE STREET | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL PURPOSE | $9,000 |
| CHILDREN'S ASSESSMENT CENTER | |||||||||
| CHILDREN'S ASSESSMENT CENTER | 2500 BOLSOVER | 2500 BOLSOVER | HOUSTON | TX | 77005 | NONE | PUBLIC | GENERAL PURPOSE | $9,000 |
| WALDEN'S PUDDLE WILDLIFE REHABILITA | |||||||||
| WALDEN'S PUDDLE WILDLIFE REHABILITATION AND EDUCAT | PO BX 641 | PO BX 641 | JOELTON | TN | 37080 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| COMMUNITY FOUNDATION OF MIDDLE TENN | |||||||||
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE FOLLOW YO | PO BX 440225 | PO BOX 440225 | NAHSVILLE | TN | 37244 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| NASHVILLE HUMANE ASSOCIATION | |||||||||
| NASHVILLE HUMANE ASSOCIATION | 213 OCEOLA AVENUE | 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| SPCA OF TENNESSEE | |||||||||
| SPCA OF TENNESSEE | PO BOX 1014 | PO BX 1014 | BRENTWOOD | TN | 37024 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| TENNESSEE FISHER HOUSTON FOUNDATION | |||||||||
| TENNESSEE FISHER HOUSTON FOUNDATION INC | PO BX 774 | PO BOX 774 | BRENTWOOD | TN | 37024 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| MUSIC AND MEMORY | |||||||||
| MUSIC AND MEMORY | 17 WEST 17TH STREET 7TH | 17 WEST 17TH STREET 7TH | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $3,500 |
| WE DON'T WASTE | |||||||||
| WE DON'T WASTE | 5971 BROADWAY | 5971 BROADWAY | DENVER | CO | 80216 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 |
| GIVE AN HOUR | |||||||||
| GIVE AN HOUR | PO BOX 5918 | PO BOX 5918 | BETHESDA | MD | 208245918 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| FIDELITY CHARITABLE FOUNDATION | |||||||||
| FIDELITY CHARITABLE FOUNDATION | PO BOX 77001 | PO BOX 77001 | CINCINNATI | OH | 452770053 | NONE | PUBLIC | GENERAL PURPOSE | $30,000 |
| ONSITE FOUNDATION | |||||||||
| ONSITE FOUNDATION | PO BOX 92247 | PO BOX 92247 | NASHVILLE | TN | 37209 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| W O SMITH MUSIC SCHOOL | |||||||||
| W O SMITH MUSIC SCHOOL | 1125 8TH AVENUE S | 1125 8TH AVENUE S | NASHVILLE | TN | 37203 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| HOUSTON AUDUBON SOCIETY | |||||||||
| HOUSTON AUDUBON SOCIETY | 3997 RIVER DRIVE | 3997 RIVER DRIVE | HOUSTON | TX | 77017 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| THE ORANGE SHOW CENTER | |||||||||
| THE ORANGE SHOW CENTER | 2402 MUNGER STREET | 2403 MUNGER STREET | HOUSTON | TX | 77023 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| MEMORIAL PARK CONSERVANCY | |||||||||
| MEMORIAL PARK CONSERVANCY | 7575 NORTH PICNIC LOOP | 7575 NORTH PICNIC LOOP | HOUSTON | TX | 77007 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| GLEASON INITIATIVE FOUNDATION | |||||||||
| GLEASON INITIATIVE FOUNDATION | PO BOX 24493 | PO BOX 24493 | NEW ORLEANS | LA | 70184 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| SIRE INC | |||||||||
| SIRE INC | 11211 KATY FREEWAY 660 | 11211 KATY FREEWAY 660 | HOUSTON | TX | 77079 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| RODRIGUE FOUNDATION | |||||||||
| RODRIGUE FOUNDATION | 747 MAGAZINE STREET | 646 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 |
| BIG SKY COMMUNITY ORGANIZATION | |||||||||
| BIG SKY COMMUNITY ORGANIZATION | PO BOX 161404 | PO BOX 161404 | BIG SKY | MT | 59716 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| ARTS COUNCIL OF BIG SKY | |||||||||
| ARTS COUNCIL OF BIG SKY | PO BOX 160308 | PO BOX 160308 | BIG SKY | MT | 59716 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 |
| HOUSTON PUBLIC MEDIA FOUNDATION | |||||||||
| HOUSTON PUBLIC MEDIA FOUNDATION | 4343 ELGIN STREET | 4343 ELGIN STREET | HOUSTON | TX | 77204 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| MUSIQA HOUSTON | |||||||||
| MUSIQA HOUSTON | 2000 EDWARDS STREET 104 | 2000 EDWARDS STREET 104 | HOUSTON | TX | 77007 | GENERAL PURPOSE | $250 | ||
| MOONLIGHT COMMUNITY FOUNDATION | |||||||||
| MOONLIGHT COMMUNITY FOUNDATION | PO BOX 161013 | PO BOX 161013 | BIG SKY | MT | 59716 | GENERAL PURPOSE | $4,750 | ||
| PACIFICA FOUNDATION RADIO | |||||||||
| PACIFICA FOUNDATION RADIO | 1925 ML KING WAY | 1925 ML KING WAY | BERKELEY | CA | 94704 | GENERAL PURPOSE | $4,000 | ||
| HERMANN PARK CONSERVANCY | |||||||||
| HERMANN PARK CONSERVANCY | 1700 HERMANN DRIVE | 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | GENERAL PURPOSE | $500 | ||
| FAITH CHRISTIAN ACADEMY | |||||||||
| FAITH CHRISTIAN ACADEMY | 3519 BURKE ROAD | 3519 BURKE ROAD | PASADENA | TX | 77504 | GENERAL PURPOSE | $8,000 | ||
| RESCUED PETS MOVEMENT | |||||||||
| RESCUED PETS MOVEMENT | 2317 WEST 34TH STREET | 2317 WEST 34TH STREET | HOUSTON | TX | 77018 | GENERAL PURPOSE | $500 | ||
| TEXAS STATE HISTORICAL ASSOCIATION | |||||||||
| TEXAS STATE HISTORICAL ASSOCIATION | 3001 LAKE AUSTIN BLVD S | 3001 LAKE AUSTIN BLVD S | AUSTIN | TX | 78703 | GENERAL PURPOSE | $500 | ||
| BLUEBONNET EQUINE HUMANE SOCIETY | |||||||||
| BLUEBONNET EQUINE HUMANE SOCIETY | PO BOX 632 | PO BOX 632 | COLLEGE STATION | TX | 77841 | GENERAL PURPOSE | $500 | ||
| COUNCIL AMERICANA ROOTS MUSIC | |||||||||
| COUNCIL AMERICANA ROOTS MUSIC | 642 SHILOH ROAD | 642 SHILOH ROAD | CRAWFORD | TN | 38554 | GENERAL PURPOSE | $5,000 | ||
| BAKER INSTITUTE FOR PUBLIC POLICY | |||||||||
| BAKER INSTITUTE FOR PUBLIC POLICY | 6100 MAIN STREET BAKER HA | 6100 MAIN STREET BAKER H | HOUSTON | TX | 77005 | GENERAL PURPOSE | $2,500 | ||
| TEXAS EQUUSEARCH | |||||||||
| TEXAS EQUUSEARCH | PO BOX 395 | PO BOX 395 | DICKINSON | TX | 77539 | GENERAL PURPOSE | $1,000 | ||
| CENTER FOR PEOPLE WITH DISABILITIES | |||||||||
| CENTER FOR PEOPLE WITH DISABILITIES | 415 WEST CENTRAL AVENUE | 415 WEST CENTRAL AVENUE | MISSOULA | MT | 59801 | GENERAL PURPOSE | $2,000 | ||
| GLENWOOD CEMETERY HISTORICAL FOUNDA | |||||||||
| GLENWOOD CEMETERY HISTORICAL FOUNDATION | 2525 WASHINGTON AVENUE | 2525 WASHINGTON AVENUE | HOUSTON | TX | 77007 | GENERAL PURPOSE | $1,000 | ||
| VIRTUOSI OF HOUSTON | |||||||||
| VIRTUOSI OF HOUSTON | 303 MEMORIAL CITY SUITE | 303 MEMORIAL CITY SUITE | HOUSTON | TX | 77024 | GENERAL PURPOSE | $1,000 | ||
| MSU DENVER FOUNDATION | |||||||||
| MSU DENVER FOUNDATION | PO BOX 177362 | PO BOX 177362 | DENVER | CO | 80217 | GENERAL PURPOSE | $2,000 | ||
| BIG SKY YOUTH EMPOWERMENT | |||||||||
| BIG SKKY YOUTH EMPOWERMENT | 321 E MAIN STREET | 321 E MAIN STREET | BOZEMAN | MT | 59715 | GENERAL PURPOSE | $1,000 | ||
| PURPLE SONGS CAN FLY | |||||||||
| PURPLE SONGS CAN FLY | 2455 DUNSTAN ROAD SUITE | 2455 DUNSTAN ROAD SUITE | HOUSTON | TX | 77005 | GENERAL PURPOSE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $386 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,586 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $322,713 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $430,685 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,685 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $4,477 | Amt |
| Net Investment Income | $2,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,238 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| THE BANK OF RIVER OAKS 12,976 SHS | 2012-10 | PURCHASE | 2018-08 | $364,430 | $187,373 | $177,057 |
| ISHARES CORE S&P 500 ETF 98 SHS | 2012-12 | PURCHASE | 2018-08 | $28,341 | $13,811 | $14,530 |
| ISHARES CORE S&P 500 ETF 58 SHS | 2012-12 | PURCHASE | 2018-08 | $16,773 | $8,174 | $8,599 |
| ISHARES RUSSELL 2000 ETF 373 SHS | 2012-12 | PURCHASE | 2018-08 | $63,934 | $30,708 | $33,226 |
| OPPENHEIMER GLOBAL OPPORTUNITIES CL | 2012-12 | PURCHASE | 2018-05 | $78,822 | $38,739 | $40,083 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S& | 2015-12 | PURCHASE | 2018-08 | $38,760 | $27,148 | $11,612 |
| SPDR SER TR S&P 600 SMALL CAP GROWTH | 2017-02 | PURCHASE | 2018-08 | $8,187 | $6,275 | $1,912 |
| VANGUARD INDEX FDS VANGUARD SMALL CA | 2016-05 | PURCHASE | 2018-08 | $1,971 | $1,462 | $509 |
| VANGUARD INDEX FDS VANGUARD SMALL CA | 2017-02 | PURCHASE | 2018-05 | $4,251 | $3,453 | $798 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 32793.891 METROPOLITAN WEST TOTAL RE | BondNm |
| EOY Book Value | $351,823 | EOYBookValueAmt |
| EOYFMV | $340,729 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12976 SHS BANK OF RIVER OAKS | ||
| 7873.173 OPPENHEIMER GLOBAL OPPORTUN | $258,934 | $356,403 |
| 24382.148 SCHWAB INTERNATIONAL CORE | $226,150 | $215,538 |
| 4590 ISHARES CORE S&P 500 ETF | $770,565 | $1,154,890 |
| 1351 ISHARES INC CORE MSCI EMERGING | $56,499 | $63,700 |
| 5326 ISHARES RUSSELL 2000 ETF | $607,776 | $713,151 |
| 4029 ISHARES TRUST CORE MSCI EAFE ET | $234,150 | $221,595 |
| 4076 SPDR S&P 500 ETF TRUST UNIT SER | $896,537 | $1,018,674 |
| 2396 VANGUARD INDEX FDS VANGUARD REI | $168,451 | $178,670 |
| 3506.215 PRINCIPAL REAL ESTATE SEC I | $81,151 | $76,611 |
| 1800 VANGUARD INDEX FDS VANGUARD SMA | $189,614 | $205,308 |
| 430 VANGUARD INDEX FDS VANGUARD SMAL | $57,127 | $56,756 |
| 1,0 SPDR SER TR S&P 600 SMALL CAP GR | $54,079 | $55,289 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $12,090 | $3,022 | $9,068 |
| BANK FEES | $138 | $138 | |
| WIRE TRANSFER FEES | $37 | $37 | |
| POSTAGE | $29 | $29 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST/ADVISORY FEES | CategoryTxt |
| Amt | $47,892 | Amt |
| Net Investment Income | $47,892 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,895 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,445 | DisbursementsCharitablePrpsAmt |