GATEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GATEWOOD FAMILY FOUNDATION (EIN 76-0595111)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201813069349100316
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T10:16:12-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 760595111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatewood Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 2815794485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Michael Gatewood | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,720,211 | 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 | $994,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,097 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,088,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,365 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $764 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,265 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,859 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $66 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,009,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,009,197 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $617,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $703,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $771,940 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $605,383 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $564,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $939,074 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,281,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,277,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,720,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,281,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,277,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,281,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,277,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,281,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,277,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,281,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,963 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,277,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,277,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly - traded securities | $632,579 | $574,851 | $57,728 | $57,728 |
| Passthrough - capital gain | $340 | $340 | $340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,068 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $263,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,586,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.16632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,216 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,089,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15037 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,164 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,058,245 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $328,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,840,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17824 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,127 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,636,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08993 | DistributionYr5Rt |
| Total Distribution | 0.666559 | TotalDistributionRt |
| Average Distribution | 0.133312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,612,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $214,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $776 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,483 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,553 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,553 | SubtotalAmt |
| Tax Based On Investment Income | $1,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,061 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $506 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E Michael Gatewood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2815794485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| E Michael Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | President | 1.00 | $0 |
| Cindy L Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Kristen J Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Paige E Kelly | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Nathan Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Executive Dir. | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,306,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $240,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,636,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,636,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,612,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,553 | TotalTaxAmt |
| Distributable Before Adj | $79,069 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,069 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,069 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,483 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,483 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $76,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,069 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $237,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $770,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,483 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,483 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,586 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,586 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $768,237 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $703,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $237,159 | ExcessFromYear4Amt |
| Excess From Year3 | $66,012 | ExcessFromYear3Amt |
| Excess From Year2 | $213,535 | ExcessFromYear2Amt |
| Excess From Year1 | $186,721 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E Michael Gatewood | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys Girls Country of Houston Inc | |||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | N/A | PC | General support | $25,000 |
| Make A Wish Foundation of North Tex | |||||||
| 6655 Deseo | Irving | TX | 75039 | N/A | PC | General support | $5,000 |
| Every Village | |||||||
| 8558 Katy Fwy Ste 100 | Houston | TX | 77024 | N/A | PC | General support | $4,148 |
| The Hobby Center Foundation | |||||||
| 800 Bagby St Ste 300 | Houston | TX | 77002 | N/A | PC | General support | $5,330 |
| SEAL Legacy Foundation | |||||||
| 2525 Wallingwood Dr Bldg 1 Ste 214 | Austin | TX | 78746 | N/A | PC | General support | $3,500 |
| College Golf Fellowship | |||||||
| 1217 Laysan Teal Drive | Roseville | CA | 95747 | N/A | PC | General support | $1,000 |
| UT MD Anderson Cancer Center | |||||||
| PO Box 4486 | Houston | TX | 77210 | N/A | GOV | General support | $1,500 |
| UT Longhorn Foundation | |||||||
| 2100 San Jacinto Blvd | Austin | TX | 78712 | N/A | GOV | General support | $29,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,218 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,068 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,269 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Earl M and Cindy L Gatewood | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5506 Tilbury Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $994,478 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $2,529 | Amt |
| Net Investment Income | $764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,265 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21shs Albemarle Corp | $2,867 | $2,686 |
| 80 shs Allegion Public Ltd F | $6,656 | $6,365 |
| 1789 shs Amkor Technology Inc | $20,180 | $17,979 |
| 45 shs Becton Dickinson&Co | $10,174 | $9,633 |
| 339 shs Block H&R Incorp | $8,646 | $8,889 |
| 82 shs Burlington Stores | $8,640 | $10,088 |
| 96 shs Cantel Medical Corp | $10,189 | $9,876 |
| 155 shs Church & Dwight Co | $6,992 | $7,776 |
| 22 shs Cooper Companies | $5,303 | $4,793 |
| 111 shs Facebook Inc | $20,096 | $19,587 |
| 135 shs Generac Holdings Inc | $6,608 | $6,685 |
| 125 shs Medtronic PLC | $10,379 | $10,094 |
| 24 shs Monsanto Co | $2,850 | $2,803 |
| 649 shs NCR Corporation | $20,026 | $22,059 |
| 587 shs Scripps E W Co | $8,966 | $9,175 |
| 38 shs Sensient Technologie | $2,914 | $2,780 |
| 1618 shs Sirius XM Hldgs Inc | $8,919 | $8,672 |
| 133 shs Sodastream Intl | $8,905 | $9,355 |
| 67 shs Sthn Copper Corp | $2,931 | $3,179 |
| 61 shs Sysco Corporation | $6,913 | $7,652 |
| 30 shs T-Mobile Us Inc | $1,816 | $1,905 |
| 201 shs Texas Instruments | $19,920 | $20,992 |
| 119 shs Trans Union | $6,562 | $6,540 |
| 150 shs Trinet Group Inc | $6,650 | $6,651 |
| 113 shs Tyler Technologies | $19,926 | $20,007 |
| 43 shs WEC Energy Group I | $2,938 | $2,856 |
| 99 shs West Pharm Srvc Inc | $9,886 | $9,768 |
| 86 shs XPO Logistics Inc | $6,665 | $7,877 |
| 239 shs Energy Select Sector | $16,194 | $17,270 |
| 1940 shs Ishares MSCI Emerging | $75,032 | $91,413 |
| 373 shs Ishars EDG MSCI USA Qlty | $25,684 | $30,922 |
| 1085 shs Pwrshars S P 500 Hgh Div | $43,081 | $46,037 |
| 131 shs Select Sector Uti Select | $7,309 | $6,901 |
| 365 shs Select STR Financial | $9,626 | $10,187 |
| 361 shs SPDR Fund Consumer | $19,873 | $20,537 |
| 133 shs SPDR S&P Telecom Etf | $9,227 | $9,086 |
| 306 shs Vanguard S&P 500 Etf | $61,420 | $75,058 |
| 239 shs American Beacon Sound | $21,288 | $21,211 |
| 1986 shs Altegris AACA Opprtunstc | $25,231 | $31,888 |
| 2107 shs Altegris Futures Evolution | $21,703 | $21,700 |
| 1721 shs AQR Eqty Mkt Neutral Fd | $20,868 | $21,084 |
| 2475 shs Salient MLP & Energy Infras Fd | $15,207 | $20,170 |
| 1305 shs Ishares MSCI Eafe ETF | $78,439 | $91,754 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Kenneland West LP | AT COST | $80,297 | $80,297 |
| Enterprise Products LP | AT COST | $4,239 | $64,950 |
| Magellan Midstream Partners, LP | AT COST | $24,238 | $118,328 |
| Plains All American Pipeline | AT COST | $13,046 | $34,510 |
| Landmark Infrastructure, LP | AT COST | $438,913 | $636,939 |
| Western Gas Equity Partners , LP | AT COST | $3,863 | $4,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 expenses | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 income | Desc |
| Revenue And Expenses Per Books | $21,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,097 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $14,859 | Amt |
| Net Investment Income | $14,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $66 | Amt |