D KENT AND LINDA C ANDERSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- D KENT AND LINDA C ANDERSON FOUNDATION (EIN 76-0520696)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201901219349100200
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-01T05:52:05-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741695589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & PEARSON COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 760520696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D KENT AND LINDA C ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DKEN | BusinessNameControlTxt |
| Phone | 7136263431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BERING DRIVE NO 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA C ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136263431 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GUY T TABOR CPA | PreparerPersonNm |
| PTIN | P00171798 | PTIN |
| Phone | 7136222310 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-26 | IPDt |
| IP Tm | 13:20:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 797F2F07D9AF4D6FB31A7DEA22C6EDEBCC597DE7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60FDE7E00F7910244F11BF52281A4E245DDBB818 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $726,648 | 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 | $24,524 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,574 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,602 | CashBOYAmt |
| Cash EOY | $1,460 | CashEOYAmt |
| Cash EOYFMV | $1,460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $520 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $414,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $724,668 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $415,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $726,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $489,631 | CapitalStockBOYAmt |
| Capital Stock EOY | $514,100 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$73,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$73,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $415,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $440,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $440,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $415,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $440,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $440,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL ONE FINANICAL CORP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1997-12-31 | AcquiredDt |
| Sold | 2018-12-19 | SoldDt |
| Gross Sales Price | $26,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $426 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,574 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,574 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,574 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $854,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $840,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.016267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,681 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062402 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $784,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068636 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,856 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $753,991 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,247 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $662,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057736 | DistributionYr5Rt |
| Total Distribution | 1.260554 | TotalDistributionRt |
| Average Distribution | 0.252111 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $884,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,903 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,295 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,352 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $487 | OverpaymentAmt |
| Applied To ES Tax | $487 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARICELA CANCINO | IndividualWithBooksNm |
| Phone | 7136263431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BERING DRIVE STE 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA C ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/PRES | 1.00 | $0 | $0 | $0 |
| WHITNEY P ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| HUNTLEY C ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/TREAS | 1.00 | $0 | $0 | $0 |
| CLARKE KENT ANDERSON | ||||||||
| 800 BERING DRIVE SUITE 301 | HOUSTON | TX | 77057 | DIRECTOR/VICE PRES | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $888,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $897,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $897,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $884,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $865 | TotalTaxAmt |
| Distributable Before Adj | $43,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,295 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,351 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,028 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,938 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $812,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $847,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $847,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $841,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,028 | ExcessFromYear4Amt |
| Excess From Year3 | $14,938 | ExcessFromYear3Amt |
| Excess From Year2 | $9,222 | ExcessFromYear2Amt |
| Excess From Year1 | $812,749 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA C ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG HOUSE CHURCH | |||||||
| 7500 FM 2920 RD | KLEIN | TX | 77379 | UNRELATED | 501(C)(3) | GENERAL | $2,000 |
| COWBOY CHURCH OF BRENHAM | |||||||
| PO BOX 2516 | BRENHAM | TX | 77834 | UNRELATED | 501(C)(3) | GENERAL | $605 |
| EPIPHANY OF THE LORD | |||||||
| 1530 NORWALK DR | KATY | TX | 77450 | UNRELATED | 501(C)(3) | GENERAL | $690 |
| KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | UNRELATED | 501(C)(3) | GENERAL | $500 |
| MEMORIAL DRIVE PRESBYTERIAN CHURCH | |||||||
| 11612 MEMORIAL DR | HOUSTON | TX | 77024 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| RICE UNIVERSITY ATHLETICS- OWL CLUB | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| ST FRANCIS EPISCOPAL DAY SCHOOL | |||||||
| 335 PINEY POINT RD | HOUSTON | TX | 77024 | UNRELATED | 501(C)(3) | GENERAL | $3,500 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN STREET | HOUSTON | TX | 77030 | UNRELATED | 501(C)(3) | GENERAL | $5,500 |
| THE METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | UNRELATED | 501(C)(3) | GENERAL | $25,000 |
| THE POST OAK SCHOOL | |||||||
| 4600 BISSONNET | BELLAIRE | TX | 77401 | UNRELATED | 501(C)(3) | GENERAL | $1,000 |
| THE WOODS PROJECT | |||||||
| 2700 SW FREEWAY STE B | HOUSTON | TX | 77098 | UNRELATED | 501(C)(3) | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,795 | 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 | $107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,059 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,740 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | LINDA C ANDERSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BERING DRIVE SUITE 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,524 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF TARGA RESOURCE CORP. | NoncashPropertyDesc |
| Fair Market Value | $24,524 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL ONE | $333,287 | $517,187 |
| WELLS FARGO & CO | $80,875 | $184,320 |
| TARGA RESOURCES CORP | $24,097 | $23,161 |