L E FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- L E FOUNDATION TR (EIN 68-0667809)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-01
- IRS object ID
- 201813059349100506
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-01T10:20:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760239059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL P MCGUIRE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10497 TOWN AND COUNTRY WAY STE 440 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770241162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680667809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L E FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEFO | BusinessNameControlTxt |
| Phone | 7134656366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3119 NOBLE LAKES LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HB PAYNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7134656366 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P MCGUIRE | PreparerPersonNm |
| PTIN | P00064895 | PTIN |
| Phone | 7139320409 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.79.184.141 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 10:20:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A431516128328EAE405E471301AFBB78EC0BCF87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3880FF76FB9C5CB37471DBD9E3AF8F4223824F7 | 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 | $0 | 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 | $169,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,355 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,355 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,421 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,355 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,355 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,963 | CashBOYAmt |
| Cash EOY | $125,262 | CashEOYAmt |
| Corporate Stock BOY | $93,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,773 | CorporateStockEOYAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $159,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $159,343 | UnrestrictedBOYAmt |
| Unrestricted EOY | $178,035 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $178,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $178,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,361 | ExcessRevenueOverExpensesAmt |
| Subtotal | $224,704 | SubtotalAmt |
| Other Decreases | $46,669 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $178,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.123438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.168148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $333,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.539749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,924 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $348,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.327224 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $187,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.169729 | DistributionYr5Rt |
| Total Distribution | 3.328288 | TotalDistributionRt |
| Average Distribution | 0.665658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $119,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,925 | 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 | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $12 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROGER CHAVIOUS | IndividualWithBooksNm |
| Phone | 7134656366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1181 BRITTMOORE SUITE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HB PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CAROLE F PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,243 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $121,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $5,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $110,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,959 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,422 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,550 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $158,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $587,989 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,966 | RemainingDistriFromCorpusAmt |
| Total Corpus | $692,955 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,422 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $670,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,550 | ExcessFromYear4Amt |
| Excess From Year3 | $163,537 | ExcessFromYear3Amt |
| Excess From Year2 | $158,730 | ExcessFromYear2Amt |
| Excess From Year1 | $146,750 | ExcessFromYear1Amt |
| Excess From Current Year | $104,966 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HOBBY CENTER FOUNDATION | |||||||
| 800 BAGBY STREET | HOUSTON | TX | 77002 | 501(C)(3) | OPERATING FUND | $5,500 | |
| STONEY CREEK FOUNDATION | |||||||
| 510 BERING | HOUSTON | TX | 77057 | 501(C)(3) | OPERATING FUND | $15,000 | SUITE 100 |
| 12TH MAN FOUNDATION | |||||||
| PO BOX 2800 | COLLEGE STATION | TX | 77841 | 501(C)(3) | OPERATING FUND | $33,650 | |
| CHANCE FOR HOPE FOUNDATION | |||||||
| PO BOX 842044 | PEARLAND | TX | 77584 | 501(C)(3) | OPERATING FUND | $1,500 | |
| SPRING BRANCH EDUCATION FOUNDATION | |||||||
| 955 CAMPBELL ROAD | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $1,000 | |
| CAMP BLESSING TEXAS | |||||||
| PO BOX 2268 | TOMBALL | TX | 77377 | 501(C)(3) | OPERATING FUND | $375 | |
| CHRIST EVANGELICAL PRESBYTERIAN CHU | |||||||
| 8300 KATY FREEWAY | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $250 | |
| JDRF | |||||||
| 2425 FOUNTAIN VIEW | HOUSTON | TX | 77057 | 501(C)(3) | OPERATING FUND | $5,000 | SUITE 280 |
| THE EDUCATIONAL CENTER FOR AUTISM | |||||||
| 5720 BUNCOMBE ROAD | SHREVEPORT | LA | 71129 | 501(C)(3) | OPERATING FUND | $1,500 | |
| CANDLELIGHTERS | |||||||
| 8323 SOUTHWEST FWY | HOUSTON | TX | 77074 | 501(C)(3) | OPERATING FUND | $1,500 | SUITE 435 |
| MEMORIAL DRIVE UNITED METHODIST CHU | |||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $33,000 | |
| BAND AGAINST MS | |||||||
| 2408 21ST AVE SOUTH | NASHVILLE | TN | 37212 | 501(C)(3) | OPERATING FUND | $10,000 | SUITE205 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | 501(C)(3) | OPERATING FUND | $150 | |
| WILCHESTER PTA | |||||||
| 13618 ST MARYS LN | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,987 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,987 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,408 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LE INC | ||||||
| 1 | 1181 BRITTMOORE ROAD SUITE 300 | HOUSTON | TX | 77043 | $66,000 | Yes (X) |
| HOUSTON CENTER VALVE & FITTING LP | ||||||
| 2 | 10110 FAIRBANKS N HOUSTON ROAD | HOUSTON | TX | 77064 | $100,000 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 4706 SH FT UNIT 6322 INT RATE HEDGE | 2017-01 | PURCHASE | 2017-11 | $49,989 | $50,250 | -$261 |
| 6106 SH FT UNIT 5756 TARGET HIGH QUA | 2015-11 | PURCHASE | 2017-01 | $64,801 | $60,006 | $4,795 |
| 3041 SH FT UNIT 5757 DIVERSIFIED EQU | 2015-11 | PURCHASE | 2017-01 | $32,372 | $29,919 | $2,453 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| EQUITIES | |
| MUTUAL FUNDS | |
| INVESTMENTS - WHITNEY INVESTMENT SER | $52,773 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DISTRIBUTIONS NOT RELATED TO CHARITY | $46,642 |
| TAX ON NET INVESTMENT INCOME | $27 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $207 | $207 |
| OFFICE EXPENSE | $115 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |