STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WOODFOREST CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WOODFOREST CHARITABLE FOUNDATION (EIN 20-2516951)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-04
IRS object ID
201933089349101253
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

FieldValueIRS element (for citing)
Return2019-11-04T03:43:17-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1A Strong CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11790 Hughes Landing Blvd 200AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202516951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Woodforest Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone8323752543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 Lake Robbins Dr Room 150AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharles MarlingPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2019-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAngela Strong CPAPreparerPersonNm
Phone2812881788PhoneNum
Preparation2019-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.7.237.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-04IPDt
IP Tm20:16:58IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id71E2E425BD203C4175DEC0162C0A1963F226E874AtSubmissionCreationDeviceId
At Submission Filing Device Id63533C24CD0557A697D13BD876F3DEAEFCA7FB0AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,451,957FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,118,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$247,683InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$205,750InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$915,080DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,045,351DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,576,529NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,384,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,576,529CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$397,594OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$278,221OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,255,386TotalRevAndExpnssAmt
Total Net Invst Incm$3,105,851TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$850LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$850LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$15,608AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,706AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,902AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$299,035OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$544,830OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$3,892InterestRevAndExpnssAmt
Taxes Rev And Expnss$26,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,236TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$92PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$92PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$7,362OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,664OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$698OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$352,839TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$579,378TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,776,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,026,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,129,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$579,378TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,030,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,126,217ExcessRevenueOverExpensesAmt
Net Investment Income$2,526,473NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,181,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,882,125SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,882,125SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$46,415,645CorporateStockBOYAmt
Corporate Stock EOY$52,728,304CorporateStockEOYAmt
Corporate Stock EOYFMV$50,569,832CorporateStockEOYFMVAmt
Total Assets BOY$53,597,484TotalAssetsBOYAmt
Total Assets EOY$61,610,429TotalAssetsEOYAmt
Total Assets EOYFMV$59,451,957TotalAssetsEOYFMVAmt
Other Liabilities BOY$446,109OtherLiabilitiesBOYAmt
Other Liabilities EOY$200,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$446,109TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$53,151,375UnrestrictedBOYAmt
Unrestricted EOY$61,410,429UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$53,151,375TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,410,429TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,597,484TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,610,429TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,151,375TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,126,217ExcessRevenueOverExpensesAmt
Other Increases$1,132,837OtherIncreasesAmt
Subtotal$61,410,429SubtotalAmt
Tot Net Ast Or Fund Balances EOY$61,410,429TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (129 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SHS Adobe Inc.P2018-07-092018-10-05$79,022$74,712$4,310$4,310
97.34 SHS Invesco European Growth FundP2018-12-172018-12-20$3,203$3,256-$53-$53
1,720.578 SHS Invesco Asia Pacific Growth FundP2018-04-232018-12-20$50,000$59,383-$9,383-$9,383
720 SHS Alaska Air Group Inc.P2017-12-132018-07-25$42,199$49,816-$7,617-$7,617
3,487.781 SHS Alger Small CAP focusP2017-10-112018-10-05$72,337$52,819$19,518$19,518
128.420 SHS Alger Small CAP Focus FundP2017-12-182018-10-05$2,663$1,955$708$708
1,915.834 SHS Alger Spectra FundP2018-10-05$45,808$39,870$5,938$5,938
155 SHS Alibaba Group HLDGP2018-07-092018-09-11$24,145$29,805-$5,660-$5,660
290 SHS Alibaba Group HLDGP2017-12-142018-09-28$47,659$49,880-$2,221-$2,221
.707 SHS Cigna CorpP2018-12-042018-12-31$130$147-$17-$17
200 SHS Celgene CorpP2017-08-102018-02-20$19,003$26,550-$7,547-$7,547
25 SHS Celgene CorpP2017-08-102018-02-28$2,180$3,319-$1,139-$1,139
492 SHS Celgene CorpP2017-05-082018-04-23$43,975$59,778-$15,803-$15,803
7,974.744 SHS Cohen SteersP2018-04-10$146,097$156,657-$10,560-$10,560
500 SHS Cummins Inc.P2018-05-012018-09-28$73,165$74,870-$1,705-$1,705
21,369.624 SHS DWS EnhancedP2018-11-14$217,543$261,686-$44,143-$44,143
485 SHS Dollar Tree Inc.P2018-02-022018-07-09$40,996$53,229-$12,233-$12,233
288 SHS Express ScriptsP2018-12-042018-12-20$14,040$14,040
1565 SHS Flir Systems Inc.P2018-02-052018-03-05$76,996$77,311-$315-$315
1,000 SHS Flir Systems Inc.P2018-02-052018-09-11$62,883$49,400$13,483$13,483
965 SHS Fastenal CompanyP2018-01-102018-10-05$54,638$51,628$3,010$3,010
151 SHS FedexP2018-02-062018-07-20$35,307$36,942-$1,635-$1,635
355 SHS FedexP2018-02-062018-09-28$84,918$86,851-$1,933-$1,933
135 SHS IQVIAP2018-07-092018-07-20$14,944$13,870$1,074$1,074
1,060 SHS Ishares TR MSCIP2017-10-112018-09-11$43,493$48,897-$5,404-$5,404
470 SHS Ishares TR Nasdaq BiotechP2018-11-142018-12-24$42,778$48,434-$5,656-$5,656
1,604 SHS Ishares TR RUs 2000P2018-11-132018-12-24$254,455$300,028-$45,573-$45,573
1,360 SHS ISHARES TR EAFEP2017-10-112018-09-11$67,938$74,648-$6,710-$6,710
172.822 SHS JanusP2017-12-202018-07-20$5,039$5,164-$125-$125
380 SHS L3 TechnologiesP2018-07-092018-10-05$80,859$74,757$6,102$6,102
300 SHS LAM ResearchP2018-07-252018-09-11$46,385$51,387-$5,002-$5,002
111,000 SHS Lord AbbettP2018-09-112018-11-05$1,110,000$1,111,110-$1,110-$1,110
18,500 SHS Lord AbbettP2018-09-282018-11-13$185,000$185,185-$185-$185
40,000 SHS Lord AbbettP2018-10-052018-11-14$400,000$400,400-$400-$400
28,000 SHS Lord AbbettP2018-09-282018-11-15$280,000$280,280-$280-$280
75,075 SHS Lord AbbettP2018-10-052018-12-04$750,000$751,502-$1,502-$1,502
900 SHS MicrosoftP2017-12-082018-10-05$100,403$75,794$24,609$24,609
80 SHS MotorolaP2017-12-212018-07-20$9,785$7,356$2,429$2,429
13,357.72 SHS Nuveen Real EstateP2018-01-26$13,358$14,129-$771-$771
1,002 SHS Pacwest BancorpP2017-08-162018-04-23$51,584$46,132$5,452$5,452
160 SHS Pioneer NAT RESP2017-12-082018-09-28$27,635$24,926$2,709$2,709
915 SHS ProgressiveP2018-01-022018-09-11$62,403$50,645$11,758$11,758
2,690 SHS PropetroP2017-12-142018-07-25$39,142$50,034-$10,892-$10,892
940 SHS Rockwell CollinsP2017-07-312018-02-06$126,310$100,063$26,247$26,247
525 SPDR SPP2018-08-072018-10-05$48,279$50,211-$1,932-$1,932
1,225 SHS SSCP2017-12-182018-09-11$68,174$49,980$18,194$18,194
1,500,000 SHS US Treasury BondP2018-11-052018-12-20$639,000$561,040$77,960$77,960
548.467 SHS Virtus Duff PhelpsP2017-12-212018-03-12$13,437$14,320-$883-$883
345 SHS WestrockP2017-10-272018-07-20$19,907$20,562-$655-$655
1,610 SHS WestrockP2017-10-272018-09-28$86,496$94,376-$7,880-$7,880
1.410 SHS WeyerhaeuserP2017-12-212018-08-07$48,236$49,914-$1,678-$1,678
236 SHS AllerganP2017-06-022018-02-20$38,230$45,206-$6,976-$6,976
17,900 SHS InvescoP2013-02-222018-05-30$199,585$225,898-$26,313-$26,313
.110 ATTP2016-10-112018-06-27$4$4
1,480 SHS ATTP2016-09-092018-07-09$47,863$48,159-$296-$296
2,942 SHS Invesco EuropeanP2017-10-112018-12-20$96,797$120,847-$24,050-$24,050
7,126 SHS Alger SpectraP2015-01-052018-10-05$170,384$123,232$47,152$47,152
365 SHS AllstateP2015-07-012018-10-05$36,474$24,638$11,836$11,836
63 SHS AmazonP2015-09-292018-04-23$96,573$30,996$65,577$65,577
500 SHS AnadrakoP2015-12-062018-09-11$31,687$29,125$2,562$2,562
539 SHS AppleP2015-11-132018-04-23$89,704$61,985$27,719$27,719
300,000 SHS BCE INC.P2016-01-052018-01-10$1,600$1,600$1,600
2,000 SHS Blackrock TCPP2014-07-082018-10-05$28,670$34,858-$6,188-$6,188
13 SHS Booking HldgsP2014-06-192018-10-05$25,066$15,681$9,385$9,385
365 SHS Broadcom Inc.P2017-08-102018-09-28$89,209$89,790-$581-$581
490 SHS CVSP2017-05-092018-07-25$32,043$39,803-$7,760-$7,760
675 SHS CVSP2014-01-132018-09-28$53,162$50,099$3,063$3,063
680 SHS CarnivalP2016-10-112018-09-11$42,149$33,701$8,448$8,448
,1000 SHS DeutscheP2016-02-162018-02-20$25,000$23,839$1,161$1,161
1,120 SHS ExpressP2017-12-082018-12-20$54,600$25,300$29,300$29,300
1,300 SHS Fidus INvtP2014-08-202018-04-23$16,822$24,952-$8,130-$8,130
297 SHS HalliburtonP2016-09-092018-10-05$12,495$12,506-$11-$11
185 SHS Intercontinental EXchangeP2017-08-042018-10-05$14,110$11,969$2,141$2,141
75 SHS IridiumP2016-08-102018-05-25$33,750$24,134$9,616$9,616
100 SHS IridiumP2016-08-102018-08-01$60,999$32,178$28,821$28,821
700 SHS IridiumP2016-08-102018-08-09$482,994$201,008$281,986$281,986
3,140 IsharesP2016-08-262018-10-05$128,585$126,065$2,520$2,520
12,901 SHS JanusP2013-10-142018-07-20$376,222$340,485$35,737$35,737
250 SHS MastercardP2007-12-122018-03-02$42,892$5,347$37,545$37,545
500 SHS MastercardP2007-12-122018-07-09$100,174$10,695$89,479$89,479
400 SHS MerckP2017-03-222018-07-20$24,916$25,440-$524-$524
1,166 SHS MicrochipP2015-09-242018-10-05$81,106$45,094$36,012$36,012
6,528 SHS NuveenP2016-01-272018-01-26$128,930$143,087-$14,157-$14,157
2,425 SHS OracleP2016-09-092018-10-17$116,182$95,122$21,060$21,060
290 SHS PioneerP2017-02-062018-09-28$50,088$50,621-$533-$533
135 SHS SalesforceP2016-08-102018-07-20$19,814$10,961$8,853$8,853
490 SHS SalesforceP2016-08-102018-09-11$74,771$39,785$34,986$34,986
1,030 SHS Time WarnerP2016-09-132018-06-14$55,362$31,691$23,671$23,671
3,245.802 SHS Virtus DuffP2013-12-202018-03-12$79,522$104,242-$24,720-$24,720
214 SHS AllerganP2014-01-132018-02-20$34,666$43,589-$8,923-$8,923
240 SHS ChubbP2016-09-132018-10-05$32,380$30,653$1,727$1,727
450 SHS AlphabetP2018-04-242018-05-31$472,331$455,607$16,724$16,724
5,000 SHS AnadarkoP2017-06-172018-01-23$305,504$246,184$59,320$59,320
1,700 SHS Bank OZKP2018-10-192018-12-03$45,823$42,782$3,041$3,041
12,000 SHS BP PLCP2017-04-212018-04-10$530,239$441,677$88,562$88,562
5,000 SHS CandenceP2017-11-092018-04-23$142,051$116,871$25,180$25,180
1,000 SHS ChevronP2017-09-282018-06-28$125,148$117,927$7,221$7,221
3,000 SHS DiscoverP2017-11-222018-08-21$237,776$210,594$27,182$27,182
2,000 SHS ExxonP2017-09-272018-06-28$162,578$164,591-$2,013-$2,013
1,000 SHS FordP2017-05-092018-02-01$10,824$11,236-$412-$412
7,000 SHS JPMorganP2017-09-282018-04-09$797,362$707,033$90,329$90,329
3,000 SHs VerizonP2018-05-082018-06-28$150,884$144,830$6,054$6,054
3,000 SHS WalmartP2017-11-222018-08-14$272,615$269,315$3,300$3,300
2,000 SHS ChevronP2017-04-212018-06-28$250,297$211,462$38,835$38,835
1,000 SHS DiscoverP2017-05-152018-08-21$79,259$60,842$18,417$18,417
2,000 SHS ExxonP2017-04-212018-06-28$162,578$162,806-$228-$228
1,150 SHS WalmartP2015-01-122018-04-17$101,083$101,238-$155-$155
Goldman Sach 218-8 S-TP2018-11-12$406,828$426,719-$19,891-$19,891
Goldman Sach 637-7 S-TP2018-03-16$15,865$16,000-$135-$135
Goldman Sach 637-7 L-TP2018-12-20$388,911$345,000$43,911$43,911
Goldman Sach 855-6 S-TP2018-12-28$1,047,542$1,065,579-$14,985-$14,985
Goldman Sach 855-6 L-TP2018-12-20$342,208$235,854$106,884$106,884
Goldman Sach 855-6 noncoveredP2018-10-04$5,012$5,012$5,012
Goldman Sachs 700-6 L-TP2016-05-172018-03-22$147,701$117,000$30,701$30,701
Goldman Sachs 700-6 S-TP2018-02-212018-09-07$6,422$5,891$531$531
Goldman Sachs 779-0 S-TP2018-03-122018-05-29$146,096$149,619-$3,523-$3,523
Goldman Sachs 779-0 L-TP2016-03-012018-03-01$600,000$599,680$320$320
Goldman Sachs 779-0 noncoveredP2013-12-052018-12-12$300,915$301,018-$103-$103
Goldman Sachs 784-0 L-TP2013-11-212018-12-11$83,892$74,844$9,048$9,048
Goldman Sachs 784-0 S-tP2018-10-112018-12-11$790$884-$94-$94
Goldman Sachs 785-7 S-TP2018-01-082018-10-30$11,223$14,316-$3,093-$3,093
Goldman Sachs 785-7 L-TP2013-11-212018-12-17$85,571$78,237$7,334$7,334
Goldman Sachs 785-7 noncoveredP2018-07-02$383$383$383
Goldman Sachs 786-5P2016-02-292018-01-22$1,248,020$1,220,027$27,993$27,993
Goldman Sachs 791-5 LTP2017-06-062018-11-09$1,088,601$904,624$188,198$188,198
Goldman Sachs 791-5 S-TP2018-09-122018-11-09$6,666,383$6,746,013-$47,387-$47,387
Goldman Sachs 792-3 L-TP2015-04-142018-12-18$658,141$559,990$98,151$98,151
Goldman Sachs 792-3 S-TP2018-02-122018-12-14$288,537$220,314$68,223$68,223
Goldman Sachs 908-4P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,576,529CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$386,604NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,196,448AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,061,115NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.049850DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,710,094AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$39,607,509NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.043176DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,495,593AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$35,752,538NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.041832DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,456,560AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,937,946NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.045606DistributionYr4Rt
Adjusted Qlfy Distri Yr5$825,159AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$25,473,622NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.032393DistributionYr5Rt
Total Distribution000.212857TotalDistributionRt
Average Distribution000.042571AverageDistributionRt
Net Vl Noncharitable Assets$51,922,908NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,210,410AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$25,265NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,235,675AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,575,760QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$25,265InvestmentIncomeExciseTaxAmt
Subtotal$25,265SubtotalAmt
Tax Based On Investment Income$25,265TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,428EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$15,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$36,928TotalPaymentsAndCreditsAmt
Original Return Tax Paid$36,928OriginalReturnTaxPaidAmt
Es Penalty$270EsPenaltyAmt
Overpayment$11,393OverpaymentAmt
Applied To ES Tax$11,393AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressww.woodforestcharitablefoundation.orgWebsiteAddressTxt
Individual With BooksCharles MarlingIndividualWithBooksNm
Phone8323752543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11330 Lake Robbins Dr Ste 150AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert Marling Jr
21 Waterway Avenue Ste 550The WoodlandsTX77380President002.00$0
Kim Marling
21 Waterway Avenue Ste 550The WoodlandsTX77380Executive Vice President030.00$0
Vicki Richmond
21 Waterway Avenue Ste 550The WoodlandsTX77380Treasurer/ Secretary010.00$0
Dr David Gottlieb
21 Waterway Avenue Ste 550The WoodlandsTX77380Director010.00$0
Charles Marling
21 Waterway Avenue Ste 550The WoodlandsTX77380Director010.00$0
George Sowers
21 Waterway Avenue Ste 550The WoodlandsTX77380Director010.00$0
Brittney Marling
21 Waterway Avenue Ste 550The WoodlandsTX77380Advisory Director010.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,680,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,033,329AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,713,612TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$52,713,612AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$790,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,922,908NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,596,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,596,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,265TaxBasedOnInvestmentIncomeAmt
Total Tax$25,265TotalTaxAmt
Distributable Before Adj$2,570,880DistributableBeforeAdjAmt
Distributable Before Ded$2,570,880DistributableBeforeDedAmt
Distributable As Adjusted$2,570,880DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,030,930ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$544,830CharitableAssetsAcquisPaidAmt
Qualifying Distributions$2,575,760QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$25,265PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,550,495AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,570,880DistributableAsAdjustedAmt
Undistributed Income PY$1,277,248UndistributedIncomePYAmt
Qualifying Distributions$2,575,760QualifyingDistributionsAmt
Applied To Year1$1,277,248AppliedToYear1Amt
Applied To Current Year$1,298,512AppliedToCurrentYearAmt
Undistributed Income CY$1,272,368UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (192 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys and Girls Country
18806 Roberts RoadHockleyTX77447NonePCSupport of General Programs$200,000
Akron Canton Food Bank
350 Opportunity PkwyAkronOH44307NonePCSupport of General Programs$8,000
Angel Reach
729 N FrazierConroeTX77301NonePCSupport of General Programs$10,000
Assistance League of Montgomery County
126 N San Jacinto StConroeTX77301NonePCSupport of General Programs$30,000
Atlanta Community Food Bank
732 Joseph Lowery BlvdAtlantaGA30318NonePCSupport of General Programs$6,000
Bastrop Food Pantry
806 Fayette StBastropTX78602NonePCSupport of General Programs$750
Blue Ridge Area Food Bank
96 Laurel HillVeronaVA24482NonePCSupport of General Programs$14,200
Bridgewood Farms
11680 Rose RdConroeTX77303NonePCSupport of General Programs$5,000
Crisis Assistance Center
1022 McCallConroeTX77301NonePCSupport of General Programs$30,000
Calhoun County Ministries
331 Alcoa DrPort LavacaTX77979NonePCSupport of General Programs$1,000
Capital Area Food Bank
8201 S Congress AveAustinTX78745NonePCSupport of General Programs$6,700
CASA Child Advocates of Montgomery County
412 W Phillips StConroeTX77301NonePCSupport of General Programs$15,000
Central Illinois Food Bank
PO Box 8228SpringfieldIL62791NonePCSupport of General Programs$5,500
Central Pennsylvania Food Bank
3908 Corey RdHarrisburgPA17109NonePCSupport of General Programs$15,000
Central Virginia Food Bank
1415 Rhoadmiller StRichmondVA23220NonePCSupport of General Programs$15,600
Chester County Food Bank
1208 Horseshoe PikeDowningtonPA19335NonePCSupport of General Programs$1,100
Childrens Safe Harbor
1519 Oddfellow StConroeTX77301NonePCSupport of General Programs$500,000
Cleveland Food Bank
15500 S WaterlooClevelandOH44110NonePCSupport of General Programs$6,200
Compassion United
916 CableConroeTX77301NonePCSupport of General Programs$1,000
Cumberland Interfaith Hospitality of Fayetteville
PO Box 481FayettevilleNC28302NonePCSupport of General Programs$500
Daily Bread Ministries
PO Box 2344GreerSC29650NonePCSupport of General Programs$4,800
Dare to Care Food Bank
5803 Fern ValleyLouisvilleKY40228NonePCSupport of General Programs$6,800
Dearborn County Clearinghouse For Emergency Aid
PO Box 478AuroraIN47001NonePCSupport of General Programs$1,200
East Texas Food Bank
3201 Robertson RdTylerTX75701NonePCSupport of General Programs$20,000
Eastern Illinois Food Bank
2405 North ShoreUrbanaIL61802NonePCSupport of General Programs$6,600
Emergency Ministries
26602 Keith StSpringTX77373NonePCSupport of General Programs$10,000
Facing Hunger Food Bank
1327 7thHuntingtonWV25701NonePCSupport of General Programs$2,500
Family Crisis Center Rio Grande
616 W TaylorHarlingenTX78550NonePCSupport of General Programs$500
Food Bank Inc
1380 E KirbyLimaOH45804NonePCSupport of General Programs$6,200
Food Bank of Albermarle
PO Box 1704Elizabeth CityNC27906NonePCSupport of General Programs$2,800
Food Bank of Central and Eastern North Carolina
3808 Tarheel DrRaleighNC27609NonePCSupport of General Programs$50,500
Food Bank of Central Louisiana
3223 Baldwin AveAlexandriaLA71301NonePCSupport of General Programs$900
Food Bank of Central New York
6970 SchuylerEast SyracuseNY13057NonePCSupport of General Programs$4,000
Food Bank of Golden Crescent
3809 E Rio GrandeVictoriaTX77901NonePCSupport of General Programs$1,000
Food Bank of N Alabama
2000 B Vernon AveHuntsvilleAL35805NonePCSupport of General Programs$8,400
Food Bank of NE Louisiana
4600 Central AveMonroeLA71203NonePCSupport of General Programs$2,600
Food Bank of Northern Indiana
702 S Chapin StSouth BendIN46601NonePCSupport of General Programs$8,400
Food Bank of NW Indiana
2248 W 35thGaryIN46408NonePCSupport of General Programs$3,700
Food Bank of NW Louisiana
2307 Texas aveShreveportLA71103NonePCSupport of General Programs$900
Food Bank of SE Virginia
800 TidewaterNorfolkVA23504NonePCSupport of General Programs$14,200
Food Bank of Virginia Peninsula
9912 Hosier StNewport NewsVA23601NonePCSupport of General Programs$7,100
Food Bank of Western New York
91 HoltBuffaloNY14206NonePCSupport of General Programs$4,000
Feeding America Kentucky Heartland
PO Box 313ElizabethtownKY42702NonePCSupport of General Programs$7,400
Feeding America SW Virginia
1025 Electric RdRichmondVA23227NonePCSupport of General Programs$19,850
Feeding the Gulf Coast
5248 Mobile SouthTheodoreAL36582NonePCSupport of General Programs$7,700
Food Finders Food Bank
50 Olympia CtLafayetteIN47909NonePCSupport of General Programs$2,400
Foodlink
936 ExchangeRochesterNY14608NonePCSupport of General Programs$5,000
Foundation for the Homeless
PO Box 28006AustinTX78755NonePCSupport of General Programs$3,500
Family Promise of Anderson
204 Highland AveAndersonSC29621NonePCSupport of General Programs$1,000
Family Promise of Beaufort
181 Bluffton RdBlufftonSC29910NonePCSupport of General Programs$500
Family Promise of Berks County
325 N 5thReadingPA19601NonePCSupport of General Programs$1,000
Family Promise of Birmingham
PO Box 531233BirminghamAL35253NonePCSupport of General Programs$1,000
Family Promise of Carbon County
167 S 3rdLehingtonPA18235NonePCSupport of General Programs$500
Family Promise of Carteret
3502 Elm StreetMorehead CityNC28557NonePCSupport of General Programs$500
Family Promise of Chicago
PO Box 484GlencoeIL60022NonePCSupport of General Programs$500
Family Promise of Coastal Alabama
1260 Dauphin StMobileAL36604NonePCSupport of General Programs$1,000
Family Promise of Collin County
PO Box 1601AllentownTX75013NonePCSupport of General Programs$4,500
Family Promise of Fulton
1978 Mount VernonDunwoodyGA30338NonePCSupport of General Programs$500
Family Promise of Gaston County
PO Box 67GastoniaNC28053NonePCSupport of General Programs$1,000
Family Promise of Greater Cleveland
3470 E 152ndClevelandOH44120NonePCSupport of General Programs$1,500
Family Promise of Greater Indianapolis
1850 N ArsenalIndianapolisIN46218NonePCSupport of General Programs$500
Family Promise of Lafayette
PO Box 825LafayetteIN47902NonePCSupport of General Programs$500
Family Promise of Harrisburg Capital
524 Hummel AveLemoynePA17043NonePCSupport of General Programs$1,500
Family Promise of Irving
PO Box 177516IrvingTX75017NonePCSupport of General Programs$6,000
Family Promise of Jacksonville
PO Box 40363JacksonvilleFL32203NonePCSupport of General Programs$1,500
Family Promise of Lake Houston
111 South AveHumbleTX77338NonePCSupport of General Programs$4,000
Family Promise of Lee County
2302 Woodlands AveSanfordNC27330NonePCSupport of General Programs$500
Family Promise of Lima Allen County
129 South PierceLimaOH45801NonePCSupport of General Programs$500
Family Promise of Midlands
2501 Heyward StColumbiaSC29205NonePCSupport of General Programs$1,000
Family Promise of Montgomery County
PO Box 692ConroeTX77305NonePCSupport of General Programs$10,000
Family Promise of Monroe County
1274 N Ninth StStroudsburdPA18360NonePCSupport of General Programs$1,000
Family Promise of Montgomery
PO Box 36MontgomeryAL36101NonePCSupport of General Programs$2,000
Family Promise of Moore County
PO Box 1173AberdeenNC28315NonePCSupport of General Programs$500
Family Promise of Ouchaita
PO Box 8277MonroeLA71211NonePCSupport of General Programs$500
Family Promise of Pickens
111 HillcrestEasleySC29640NonePCSupport of General Programs$500
Family Promise of Roanoke
37 E Clay StSalemVA24153NonePCSupport of General Programs$1,500
Family Promise of Summit County
77 W Miller AveAkronOH44301NonePCSupport of General Programs$500
Family Promise of SW Pittsburgh
7 Oregon AvePittsburghPA15205NonePCSupport of General Programs$1,000
Family Promise of York County
404 East Main StRock HillSC29730NonePCSupport of General Programs$1,500
Fredricksburg Area Food Bank
3631 Lee HillFredricksburgVA22408NonePCSupport of General Programs$4,250
Freestore Food Bank
1141 Central ParkwayCincinnatiOH45202NonePCSupport of General Programs$7,100
Galveston County Food Bank
624 4th AveTexas CityTX77590NonePCSupport of General Programs$1,000
Gleaners Food Bank
3737 Waldemere AveIndianapolisIN46241NonePCSupport of General Programs$12,000
Gods Pantry
1685 Jaggie Fox WayLexingtonKY40511NonePCSupport of General Programs$8,300
Golden Harvest
13 Enterprise AveAikenSC29803NonePCSupport of General Programs$3,900
Good Neighbor Cupboard
313 South TowerAndersonSC29624NonePCSupport of General Programs$1,900
Greater Berks Food Bank
1011 Tuckerton CtReadingPA19605NonePCSupport of General Programs$4,800
Greater Chicago Food Depository
4100 West Ann LurieChicagoIL60174NonePCSupport of General Programs$1,100
Greater Pitt Community Food Bank
1 N Linden StDuquesnePA15110NonePCSupport of General Programs$10,000
Humble Area Assistance Ministries (HAAM)
1204 1st StHumbleTX77338NonePCSupport of General Programs$3,500
Harvest Hope Food Bank
2220 Shop RoadColumbiaSC29202NonePCSupport of General Programs$7,700
Harvest Texarkana
3120 E 19th StTexarkanaTX75505NonePCSupport of General Programs$1,500
Helping a Hero
101 Vera King FarrisGallowayNJ08205NonePCSupport of General Programs$25,000
High Plains Food Bank
PO Box 31803AmarilloTX79120NonePCSupport of General Programs$500
HOA of Austin County
715 FrydekSealyTX77474NonePCSupport of General Programs$1,000
Hoosier Hills Food Bank
617 N Fairview StBloomingtonIN47404NonePCSupport of General Programs$2,400
Hope Alliance
1011 Gattis SchoolRound RockTX78664NonePCSupport of General Programs$750
Hope Beyond Bridges
4008 Louetta RdSpringTX77388NonePCSupport of General Programs$2,500
Houston Food Bank
3811 Eastex FreewayHoustonTX77026NonePCSupport of General Programs$20,000
IHN of Greater Cincinnati
990 Nassau StCincinnatiOH45206NonePCSupport of General Programs$1,500
IHN of Greene County
124 S Detroit StXeniaOH45385NonePCSupport of General Programs$500
IHN of Warren County
203 E WarrenLebanonOH45036NonePCSupport of General Programs$1,000
Isaiah 58
809 Scurry StBig SpringTX79720NonePCSupport of General Programs$500
Just Neighbors
2925 East State BlvdFt WayneIN46805NonePCSupport of General Programs$1,500
Keystone Opportunity Center
104 N Main StSoudertonPA18964NonePCSupport of General Programs$1,500
Lone Star Health Center
605 S Conroe Medical CenterConroeTX77304NonePCSupport of General Programs$7,500
Longview Interfaith Hospitality Network
700 N EdithLongviewTX75601NonePCSupport of General Programs$500
Lowcountry Food Bank
2864 Azalea DrCharlestonSC29405NonePCSupport of General Programs$4,800
Lower Valley Cooperative Ministries
PO Box 201SpringdalePA15144NonePCSupport of General Programs$2,100
Lutheran Social Services
4615 Phillips HighwayJacksonvilleFL32207NonePCSupport of General Programs$680
Maryland Food Bank- East Shore
28500 Owens BranchSalisburyMD21803NonePCSupport of General Programs$5,500
Maryland Food Bank
2200 Halethrope FarmsBaltimoreMD21227NonePCSupport of General Programs$12,750
Montgomery County Youth Services
PO Box 1316ConroeTX77305NonePCSupport of General Programs$25,000
Meals on Wheels
1202 CallahanConroeTX77301NonePCSupport of General Programs$7,700
Mid Ohio Food Bank
3960 BrookhamGrove CityOH43123NonePCSupport of General Programs$12,500
Mission 2540
PO Box 20771AmarilloTX79114NonePCSupport of General Programs$500
Mission NE Montgomery County
22098 TX 494 LoopNew CaneyTX77357NonePCSupport of General Programs$5,000
Mississippi Food Network
PO Box 411JacksonMS39205NonePCSupport of General Programs$9,900
MOCO Womens Center
1600 Lake Front CircleThe WoodlandsTX77387NonePCSupport of General Programs$10,000
Montgomery Area Food Bank
521 Trade Center StMontgomeryAL36108NonePCSupport of General Programs$8,400
Mountaineer Food Bank
484 Enterprise DrGassawayWV26624NonePCSupport of General Programs$8,700
Meals on Wheels Montgomery County
1202 CallahanConroeTX77301NonePCSupport of General Programs$10,000
North Texas Food Bank
4500 Cockrell HillDallasTX75236NonePCSupport of General Programs$14,500
Northern Illinois Food Bank
6000 Industrial DrCharlesIL60174NonePCSupport of General Programs$17,700
NW Assistance Ministries
15555 KuykendahlHoustonTX77090NonePCSupport of General Programs$3,000
Orphan Care Solutions
28918 S PlumSpringTX77386NonePCSupport of General Programs$7,500
Pearland Neighborhood Center
2335 N Texas AvePearlandTX77581NonePCSupport of General Programs$1,500
Peoria Area Food Bank
721 West McBeanPeoriaIL61605NonePCSupport of General Programs$7,800
Regional Food Bank of NE New York
965 Albany ShakerLathamNY12110NonePCSupport of General Programs$2,000
River Bend Food Bank
309 12th StMolineIL61265NonePCSupport of General Programs$7,800
Rochester Interfaith Hospital Network
34 Meigs StRochesterNY14607NonePCSupport of General Programs$1,000
Rose Mobile Mammogram
12700 N FeatherwoodHoustonTX77034NonePCSupport of General Programs$20,000
Southeast Texas Food Bank
PO Box 21012BeaumontTX77705NonePCSupport of General Programs$1,000
Second Harvest Food Bank
6621 N Old Sr 3MuncieIN47303NonePCSupport of General Programs$4,900
Second Harvest Metrolina
500 B SprattCharlotteNC28206NonePCSupport of General Programs$26,700
Second Harvest Mahoning Valley
2805 Salt SpringYoungstownOH44509NonePCSupport of General Programs$3,600
Second Harvest NC Ohio
7445 Deer TailLorainOH44053NonePCSupport of General Programs$2,700
Second Harvest NW Pennsylvania
1507 Grimm DrEriePA16501NonePCSupport of General Programs$4,800
Second Harvest of NE North Carolina
406 Deep CreekFayettevilleNC28312NonePCSupport of General Programs$35,100
Shephards Staff Ministries
76 Bay CreekLoganvilleGA30052NonePCSupport of General Programs$750
Society of Samaritans
31355 Friendship DrMagnoliaTX77355NonePCSupport of General Programs$5,000
Spartanburg IHN
899 Pine StSpartanburgSC29302NonePCSupport of General Programs$500
Special Angels of the Woodlands
230 Spring Hill DrSpringTX77386NonePCSupport of General Programs$10,000
Tarrant Area Food Bank
2600 Cullen StFort WorthTX76107NonePCSupport of General Programs$7,100
Tamina Community Center
18955 Main StConroeTX77385NonePCSupport of General Programs$5,000
Terre Haute Catholic Food Bank
2931 Ohio BlvdTerre HauteIN47803NonePCSupport of General Programs$3,700
Texas Childrens Hospital
17198 St Lukes WayThe WoodlandsTX77384NonePCSupport of General Programs$7,500
Toledo NW Ohio Food Bank
24 E Woodruff AveToledoOH43604NonePCSupport of General Programs$10,800
Tomagwa Clinic
13414 Medical ComplexTomballTX77375NonePCSupport of General Programs$20,000
Tri State Food bank Indiana
801 East MichiganEvansvilleIN47711NonePCSupport of General Programs$8,400
Tri State Food Bank Illinois
801 East MichiganEvansvilleIN47711NonePCSupport of General Programs$1,900
Wayne County Pantry
323 Tenth StHonesdalePA18405NonePCSupport of General Programs$1,100
Weinburg Reginal Food Bank
165 Amber LaneWilkes barrePA18703NonePCSupport of General Programs$3,100
West Alabama Food Bank
PO Box 805BorthportAL35476NonePCSupport of General Programs$1,300
West Ohio Food Bank
1380 East KirbyLimOH45802NonePCSupport of General Programs$6,200
Westmoreland County
101 DevonshireDelmontPA15626NonePCSupport of General Programs$2,100
Youth Reach Houston
PO Box 9631HoustonTX77213NonePCSupport of General Programs$10,000
United Way Community Food Bank dba Community Food Bank of Central Alabama
107 Walter DavisBirminghamAL35209NonePCSupport of General Programs$6,900
Family Promise of Baldwin County
20511 CO RD 36SummerdaleAL36580NonePCSupport of General Programs$1,500
Family Promise of Gwinett
3594-B Sugarloaf ParkwayLawrencevilleGA30044NonePCSupport of General Programs$500
St Louis Area Foodbank
70 Corporate WoodsBridgetonMO63044NonePCSupport of General Programs$6,600
Tri-State FoodBank Inc
801 E Michigan StEvansvilleIN47711NonePCSupport of General Programs$1,100
Community Harvest Food Bank of NE Indiana
999 E Tillman RdFort WayneIN46816NonePCSupport of General Programs$7,200
Second Harvest Food Bank of Greater New Orleans and Acadiana
700 Edwards AveNew OrleansLA70123NonePCSupport of General Programs$10,600
Family Promise of Acadiana
1604 W University AveLafayetteLA70506NonePCSupport of General Programs$500
Capital Area Food Bank
6833 Hill ParkLortonVA22079NonePCSupport of General Programs$1,800
Feeding the Gulf Coast
5248 MobileTheodoreAL36582NonePCSupport of General Programs$7,400
Mid-South Food Bank
3865 S PerkinsMemphisTN38118NonePCSupport of General Programs$14,850
Meals on Wheels of Chemung County
409 WilliamElmiraNY14901NonePCSupport of General Programs$1,000
Family Promise of Western New York
75 Hickory StBuffaloNY14204NonePCSupport of General Programs$500
Second Harvest of SE North Carolina
406 Deep CreekFayettevilleNC28302NonePCSupport of General Programs$4,200
Family Promise of Wake County
903 Method RdRaleighNC27606NonePCSupport of General Programs$4,000
Family Promise of Lorain Co
440 W Lorain StOberlinOH44074NonePCSupport of General Programs$500
Clemson Commuity Care
105 AndersonClemsonSC29631NonePCSupport of General Programs$1,000
Second Harvest Food Bank of Metrolina
500 SprattCharlotteNC28206NonePCSupport of General Programs$5,800
Candlelighters
12919 Southwest FreewayStaffordTX77477NonePCSupport of General Programs$2,000
Habitat for Humanity
107 Walter Davis DriveBriminghamAL35209NonePCSupport of General Programs$60,000
Boxing for Battle
2450 LouisianaHoustonTX77006NonePCSupport of General Programs$5,000
Boy Scouts of America Sam Houston Area Council
2225 N LoopHoustonTX77008NonePCSupport of General Programs$50,000
CHI St Luke's Health - Nightingale Society
6720 BertnerHoustonTX77030NonePCSupport of General Programs$5,000
The Community Clinic ( Interfaith Community Clinic)
101 Pine ManorConroeTX77385NonePCSupport of General Programs$7,500
Interfaith Youth Program School Supplies On the Go
4242 Interfaith WayThe WoodlandsTX77381NonePCSupport of General Programs$20,000
Montgomery County Food Bank
1 Prospect PointConroeTX77385NonePCSupport of General Programs$20,000
Montgomery county Sherrif's Assn - Operation Blue Elf
1 Criminal Justice DrConroeTX77301NonePCSupport of General Programs$10,000
Texas Community New Alliance
10951 Shepard Hill RdWillisTX77318NonePCSupport of General Programs$15,000
The Michael J Fox Foundation
PO Box 4777New YorkNY10163NonePCSupport of General Programs$10,000
The Salvation Army
70 Corporate Woods DrBridgetonMO63044NonePCSupport of General Programs$50,000
The Woodlands Rotary Club Foundation
101 Grand FairwayThe WoodlandsTX77381NonePCSupport of General Programs$5,000
Avenida Gudalupe Assn
1313 Guadalupe StSan AntonioTX78207NonePCSupport of General Programs$28,100
The Beeviile Vineyard
210 MonroeBeevilleTX78102NonePCSupport of General Programs$1,000
ACTS - Action in Community through Service
3900 ActsDumfriesVA22026NonePCSupport of General Programs$5,000
Family Promise of Bristol
71 Summit AveSummitNJ07901NonePCSupport of General Programs$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,026,330TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,683ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$915,080ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$397,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,576,529ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,136,886ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,136,886TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndPayroll ContributionPayrollContributionInd
Woodforest National Bank
11330 Lake Robbins DrThe WoodlandsTX77380$5,000,000Yes (X)
Merchant Choice Payment Solutions
225231 Grogans Mill RdThe WoodlandsTX77380$50,000Yes (X)
Discover Financial Services
31301 McKinneyHoustonTX77010$25,000Yes (X)
Harland Clarke Holdings
416206 Bontura StCypressTX77429$7,500Yes (X)
Smith Southern Equipment
5PO Box 53008HoustonTX77453$7,500Yes (X)
Robert Kim Marling
630 S Tranquil PathThe WoodlandsTX77380$13,000Yes (X)Yes (X)
Fredrick Greene
747 North Emory BendThe WoodlandsTX77381$7,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$15,608Amt
Net Investment Income$11,706NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,902DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStock InvestmentsStockNm
EOY Book Value$52,728,304EOYBookValueAmt
EOYFMV$50,569,832EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$850LegalFeesAmt
Net Investment Income$850NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$3,283$3,283
Filing Fees$1,998$1,998
Credit Card Fees$1,048$524$524
Public Relations$349$175$174
Other$684$684

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$397,594RevenueAndExpensesPerBooksAmt
Net Investment Income$278,221NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gains/LossesDesc
Amt$1,132,837Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCharity CommitmentDesc
BOY Book Value$446,109BOYBookValueAmt
EOY Book Value$200,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$299,035Amt
Net Investment Income$544,830NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Income Taxes$26,000
Foreign Taxes$15,236