CHARLES MEYER TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES MEYER TRUST (EIN 74-6035534)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-10-15
- IRS object ID
- 201932889349100823
- 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
- Investments Corp Bonds Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T14:27:27-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746035534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 POST OAK - SUITE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2019-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.30.139.85 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 14:27:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 036376D20BD603C75397D2B92EA369C9A015E450 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 036376D20BD603C75397D2B92EA369C9A015E450 | 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 | $487,999 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,248 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,909 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,880 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,880 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $227 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,180 | CashBOYAmt |
| Cash EOY | $12,926 | CashEOYAmt |
| Cash EOYFMV | $12,926 | CashEOYFMVAmt |
| Corporate Bonds BOY | $407,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $475,073 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $450,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $468,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $73,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $34,317 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $34,317 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $342,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $361,287 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $450,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $450,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $468,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $450,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,724 | ExcessRevenueOverExpensesAmt |
| Subtotal | $468,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $468,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK S&P 500 FD | P | 2017-01-25 | 2019-01-21 | $12,681 | $11,105 | $1,576 | $1,576 |
| HARTFORD FLOATING RATE | P | 2017-01-05 | 2019-01-23 | $4,750 | $4,865 | -$115 | -$115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,248 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,003 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $472,212 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $462,864 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035756 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $453,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $551,473 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036992 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $510,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059550 | DistributionYr5Rt |
| Total Distribution | 0.273048 | TotalDistributionRt |
| Average Distribution | 0.054610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $481,019 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,952 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $579 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $579 | SubtotalAmt |
| Tax Based On Investment Income | $579 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $591 | TaxDueAmt |
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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY GLOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097631151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 |
|---|---|---|---|---|---|---|---|---|
| FROST NATIONAL BANK | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | TRUSTEE | 000.00 | $5,760 | $0 | $0 |
| JAMES WOOLSEY | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RABBI - TEMPLE B'NAI ISRAEL | ||||||||
| 3008 AVENUE O | GALVESTON | TX | 77550 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHAD DISCH | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 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 | DIRECT ASSISTANCE TO JEWISH RESIDENTS OF GALVESTON, TEXAS WHO DEMONSTRATE FINANCIAL NEED. TOTAL DISBURSEMENTS FOR FISCAL YEAR WERE 6,355. ASSISTANCE WAS SPREAD OUT TO THREE INDIVIDUALS. | Description1Txt |
| Expenses1 | $3,580 | Expenses1Amt |
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 | $456,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $488,344 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $488,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $481,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $579 | TotalTaxAmt |
| Distributable Before Adj | $23,472 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,472 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,952 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,952 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,472 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,251 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $25,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,952 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,952 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,520 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,520 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,675 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $17,675 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RABBI - TEMPLE B'NAI ISRAEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3008 AVE O | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097655796 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL CORRESPONDENCE WITH RABBI TO DETERMINE ADHERENCE TO JEWISH FAITH, RESIDENCE OF APPLICANT, AND FINANCIAL NEED OF APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO JEWISH RESIDENTS OF GALVESTON, TEXAS WITH FINANCIAL NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| J COHEN | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $1,550 |
| MARSHA RAPPAPORT | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE FOR POOR | $1,500 |
| HARVEY RELIEF | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | DISASTER ASSISTANCE | $1,522 |
| R SCHWARTZ | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,372 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,248 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| BASIS ADJUSTMENT | 14 |
| NON-DIVIDEND DISTRIBUTION | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,909 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $1,400 | $700 | $700 |
| TAX ACCOUNTING | $150 | $150 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $455,968 | EOYBookValueAmt |
| EOYFMV | $475,073 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PY EXCISE TAX | $276 | |
| FOREIGN TAX | $227 | $227 |