J P & MARY JON BRYAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- J P & MARY JON BRYAN FOUNDATION (EIN 76-0406294)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-08
- IRS object ID
- 201910989349100416
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-08T16:10:27-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760406294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J P & MARY BRYAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JP&M | BusinessNameControlTxt |
| Phone | 7137531300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1075 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J P BRYAN | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 7137531300 | PhoneNum |
| Signature | 2019-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN WASIELEWSKI CPA | PreparerPersonNm |
| PTIN | P01351123 | PTIN |
| Phone | 7139638008 | PhoneNum |
| Preparation | 2019-04-04 | PreparationDt |
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 | 2019-04-04 | IPDt |
| IP Tm | 13:16:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BD22136B08E7D577DB349E6FAFA67A3E4285AB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0115420301D2B28B7CF0E6E79B7BDB25CC79B503 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,892,793 | 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 | $109,057 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $116,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,953 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,567 | CashBOYAmt |
| Cash EOY | $9,334 | CashEOYAmt |
| Cash EOYFMV | $9,334 | CashEOYFMVAmt |
| Other Investments BOY | $46,528 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,147 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,751,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,751,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,845,312 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,801,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,799,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,892,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,801,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,799,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,801,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,799,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,801,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,799,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,801,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$404 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,801,471 | SubtotalAmt |
| Other Decreases | $2,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,799,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12 SHARES OF ISHARES TR MSCI EAFE | P | 2016-03-07 | 2017-10-23 | $825 | $676 | $149 | $149 |
| 31 SHARES OF ISHARES TR MSCI EAFE | P | 2016-03-07 | 2017-10-25 | $2,142 | $1,747 | $395 | $395 |
| 10 SHARES OF SPDR S&P 500 ETF TR | P | 2016-03-07 | 2017-10-23 | $2,556 | $2,007 | $549 | $549 |
| 47 SHARES OF SPDR SS&P 500 ETF TR | P | 2016-03-07 | 2017-10-25 | $12,037 | $9,432 | $2,605 | $2,605 |
| 33 SHARES OF VANGUARD BD INDEX FD | P | 2016-03-07 | 2017-10-25 | $2,685 | $2,700 | -$15 | -$15 |
| 31 SHARES OF VANGUARD INTL EQUITY | P | 2016-03-07 | 2017-10-25 | $1,380 | $1,036 | $344 | $344 |
| 7 SHARES OF TENDED MKT ETF | P | 2016-03-07 | 2017-10-23 | $752 | $568 | $184 | $184 |
| 24 SHARES OF TENDED MKT ETF | P | 2016-03-07 | 2017-10-25 | $2,591 | $1,947 | $644 | $644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $167,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $91,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.828473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,623 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $90,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.603402 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,785 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.811454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,106 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.243542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,576 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $81,544 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.227803 | DistributionYr5Rt |
| Total Distribution | 3.714674 | TotalDistributionRt |
| Average Distribution | 0.742935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,987 | 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 | $66 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $66 | TaxDueAmt |
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 | J P BRYAN | IndividualWithBooksNm |
| Phone | 7137531300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1075 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770103051 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| J P BRYAN | ||||||||
| 1331 LAMAR SUITE 1075 | HOUSTON | TX | 770103051 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| M J BRYAN | ||||||||
| 1331 LAMAR SUITE 1075 | HOUSTON | TX | 770103051 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN B BRYAN | ||||||||
| 1331 LAMAR SUITE 1075 | HOUSTON | TX | 770103051 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DURING THE PERIOD THE FOUNDATION CONTRIBUTED TO VARIOUS CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS, AND GRANTED SEVERAL SCHOLARSHIPS FOR EDUCATION BEYOND SECONDARY SCHOOL. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE BALANCE OF ITEMS CLASSIFIED AS DISBURSEMENTS FOR CHARITABLE PURPOSES IN PART I COL (D) ARE EXPENSES FOR OPERATING THE FOUNDATION. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | THE ART COLLECTION OWNED BY THE J.P. AND MARY BRYAN FOUNDATION IS ON DISPLAY IN THE BRYAN MUSEUM LOCATED AT 1315 MOODY STREET, GALVESTON, TX. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $38,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,977 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $3,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,987 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,987 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $66 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,663 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,097 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $417,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $529,875 | 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 | $14,663 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $515,212 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,085 | ExcessFromYear4Amt |
| Excess From Year3 | $52,348 | ExcessFromYear3Amt |
| Excess From Year2 | $50,097 | ExcessFromYear2Amt |
| Excess From Year1 | $290,230 | ExcessFromYear1Amt |
| Excess From Current Year | $112,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J P BRYAN | ContributingManagerNm |
| Contributing Manager | M J BRYAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J P BRYAN DO NOT TELEPHONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR STE 1075 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770103051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AVAILABLE UPON REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE STATED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE LIMITED TO APPLICANTS FROM THE MARATHON/ALPINE AREA OF WEST TEXAS, OR STUDENTS AT SUL ROSS STATE UNIVERSITY, ALPINE, TX. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPINE CHRISTIAN SCHOOL | |||||||
| 808 N 5TH STREET | ALPINE | TX | 79830 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 2900 BUNNY RUN | AUSTIN | TX | 78746 | NONE | PUBLIC | EDUCATIONAL; SCHOOL ASSOC WITH EPISCOPAL CHURCH | $25,000 |
| SUL ROSS STATE UNIVERSITY | |||||||
| EAST HWY 90 BOX C-2 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIPS | $5,487 |
| TEXAS STATE HISTORICAL ASSOCIATION | |||||||
| 1155 UNION CIRCLE 311580 | DENTON | TX | 76203 | TRUSTEE | INDIVIDUAL | EDUCATIONAL | $35,000 |
| MARATHON ISD | |||||||
| 109 N 5TH ST | MARATHON | TX | 79842 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $11,000 |
| GALVESTON ARTS CENTER | |||||||
| 2127 STRAND ST | GALVESTON | TX | 77550 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| RHODES COLLEGE | |||||||
| 2000 NORTH PKWY | MEMPHIS | TN | 38112 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,487 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,855 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1: GARRISON MUNICIPAL PARTNERS, LP | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,953 | 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 | JP & MARY BRYAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1075 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770103051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,387 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GARRISON MUNICIPAL PARTNERS, LP | FMV | $2,796 | $2,796 |
| CORESTONE INVESTMENTS | FMV | $35,351 | $35,351 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART | Desc |
| BOY Book Value | $2,751,780 | BOYBookValueAmt |
| EOY Book Value | $2,751,780 | EOYBookValueAmt |
| EOYFMV | $2,845,312 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $2,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $389 | $389 | $0 |
| IRS TAX | $38 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,000 | $2,000 | $2,000 |
| K-1: GARRISON MUNICIPAL PARTNERS, LP | -$625 | -$625 | -$625 |