FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION (EIN 76-0585804)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-02
- IRS object ID
- 201801229349100630
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T14:26:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760167652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS & BEDARD PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 GREENWAY PLZ STE 440 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770462488 | 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 | 760585804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE AND WILLIAM K MCGEE JR | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WELLS MCGEE | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DON BEDARD | PreparerPersonNm |
| PTIN | P00201350 | PTIN |
| Phone | 7138711530 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,334,304 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,394 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $995 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,109 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $436 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $865 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,798 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $3,043 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,043 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,507,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,427,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,292,455 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,558 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,544,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,469,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,334,304 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,156 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,539,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,469,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,539,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,469,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,544,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,469,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,539,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,469,518 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,469,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 49 CALIFORNIA RESOURCES | P | 2007-01-25 | 2017-11-03 | $553 | $1,666 | -$1,113 | -$1,113 |
| 150 CELGENE CORP | P | 2015-05-29 | 2017-10-23 | $18,384 | $17,414 | $970 | $970 |
| 150 CELGENE CORP | P | 2016-06-21 | 2017-10-23 | $18,384 | $14,567 | $3,817 | $3,817 |
| 300 GILEAD SCIENCES | P | 2014-08-07 | 2017-11-03 | $21,873 | $27,732 | -$5,859 | -$5,859 |
| 200 TARGET CORP | P | 2006-06-29 | 2017-11-03 | $11,887 | $9,769 | $2,118 | $2,118 |
| 400 TARGET CORP | P | 2007-01-25 | 2017-11-03 | $23,774 | $24,517 | -$743 | -$743 |
| 200 TARGET CORP | P | 2011-10-21 | 2017-11-03 | $11,887 | $10,985 | $902 | $902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,756,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,831,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054682 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,048,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,733 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,788,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,526,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048202 | DistributionYr5Rt |
| Total Distribution | 0.239907 | TotalDistributionRt |
| Average Distribution | 0.047981 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,067,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,164 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,860 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,357 | SubtotalAmt |
| Tax Based On Investment Income | $1,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,043 | OverpaymentAmt |
| Applied To ES Tax | $3,043 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM WELLS MCGEE | IndividualWithBooksNm |
| Phone | 7136215257 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FLORENCE W MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| THOMAS WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| WILLIAM WELLS MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| LINDY MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| APRIL MCGEE | ||||||||
| 5957 CRAB ORCHARD | HOUSTON | TX | 77057 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
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 | $3,055,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,113,846 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,113,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,067,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,357 | TotalTaxAmt |
| Distributable Before Adj | $152,000 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $152,000 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $152,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,860 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $136,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,663 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,663 | AppliedToYear1Amt |
| Applied To Current Year | $5,197 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $146,803 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FLORENCE W MCGEE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5957 CRAB ORCHARD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136215257 | RecipientPhoneNum |
| Recipient Email Address | WELLS@MCGEEFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COVENANT HOUSE | |||||||
| 1111 LOVETT BOULEVARD | HOUSTON | TX | 77006 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| COALITION FOR THE HOMELESS | |||||||
| 600 JEFFERSON ST 2050 | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL SUPPORT | $12,500 |
| CASA DE ESPERANZA | |||||||
| 2911 CORDER BUILDING A | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 |
| IMMUNIZATION PARTNERSHIP | |||||||
| PO BOX 2709 | CYPRESS | TX | 77410 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| REMIND | |||||||
| 10000 MEMORIAL DR 170 | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| INST FOR SPIRITUALITY AND HEALTH | |||||||
| 8100 GREENBRIAR 220 | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| 3230 MERCER | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| CHILD ADVOCATES | |||||||
| 3701 KIRBY DR SUITE 400 | HOUSTON | TX | 77098 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| SMALL STEPS | |||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PUBLIC | GENERAL SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,394 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,990 | Amt |
| Net Investment Income | $995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $995 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 AUTOMATIC DATA PROCESSING | $21,122 | $70,314 |
| 1,050 ABBVIE INC | $29,626 | $101,546 |
| 400 MCDONALDS CORP | $33,001 | $68,848 |
| 2,800 COCA COLA | $24,567 | $128,464 |
| 3,244 EXXON MOBIL | $7,509 | $271,328 |
| 100 CONSTELLATION BRANDS | $14,267 | $22,857 |
| 1,050 ABBOTT LABS | $27,320 | $59,923 |
| 850 JP MORGAN CHASE | $37,879 | $90,899 |
| 600 MERCK & CO | $5,043 | $33,762 |
| 1,300 NESTLE | $19,964 | $111,761 |
| 550 CHUBB LTD | $55,150 | $80,372 |
| 1,200 AMERICAN EXPRESS | $69,054 | $119,172 |
| 300 ANHEUSER BUSCH INBEV | $32,062 | $33,468 |
| 500 BERKSHIRE HATHAWAY INC | $22,195 | $99,110 |
| 150 BLACKROCK INC | $24,421 | $77,057 |
| 49 CALIFORNIA RESOURCES | ||
| 800/950 FACEBOOK INC | $114,805 | $167,637 |
| 600 TAPESTRY INC | $970 | $26,538 |
| 1,100/2,200 COMCAST CORP | $57,487 | $88,110 |
| 1,016 CONOCOPHILLIPS | $44,353 | $55,768 |
| 400 DIAGEO PLC | $37,063 | $58,412 |
| 1,300 MICROSOFT CORP | $69,160 | $111,202 |
| 450 JOHNSON & JOHNSON | $28,699 | $62,874 |
| 800 KINDER MORGAN INC | $27,999 | $14,456 |
| 400 ESTEE LAUDER COS CL A | $19,423 | $50,896 |
| 1,250 NOVO NORDISK ADR | $24,991 | $67,088 |
| 1,000 OCCIDENTAL PETROLEUM | $44,434 | $73,660 |
| 750 ORACLE CORP | $23,885 | $35,460 |
| 750 PEPSICO INC | $15,547 | $89,940 |
| 508 PHILLIPS 66 | $13,985 | $51,384 |
| 900 PRAXAIR INC | $54,741 | $139,212 |
| 1,400 PROCTER & GAMBLE CO | $13,599 | $128,632 |
| 1,800 ROCHE HLDG LTD | $34,616 | $56,844 |
| 200 STATE STREET | $13,587 | $19,522 |
| 800 TARGET CORP | ||
| 1,600 21ST CENTURY FOX INC | $53,666 | $55,248 |
| 300 UNION PACIFIC CORP | $29,367 | $40,230 |
| 750 UNITED TECHNOLOGIES CORP | $52,053 | $95,677 |
| 750 VISA INC | $55,671 | $85,515 |
| 700 WALGREENS BOOTS ALLIANCE INC | $25,646 | $50,834 |
| 300 WALT DISNEY CO | $11,935 | $32,253 |
| 400 XILINX INC | $13,577 | $26,968 |
| 300 ASML HOLDINGS | $29,660 | $52,146 |
| 200 CANADIAN PAC RAILWAY | $33,175 | $36,552 |
| 1,200 TEXAS INSTRUMENTS | $29,103 | $125,328 |
| 300 GILEAD SCIENCES INC | ||
| 300 CELGENE CORP | ||
| 300 NOVARTIS AG | $31,297 | $25,188 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $8,558 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,558 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | $286 | $286 | |
| CUSTODY FEE | $150 | $150 | |
| INSURANCE | $865 | $865 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,357 | |
| FOREIGN TAX | $2,109 | $2,109 |