BAIER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BAIER FAMILY FOUNDATION (EIN 83-2933859)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202543099349102129
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T15:08:10-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760441717 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garry G Landowski CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2223 Wroxton | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832933859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAIER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAIE | BusinessNameControlTxt |
| Phone | 5124260212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 BRENTWOOD DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE B GWIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRY G LANDOWSKI | PreparerPersonNm |
| PTIN | P01328811 | PTIN |
| Phone | 7135232740 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,705,874 | 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 | $301,161 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $379,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,000 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,625 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,485 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,605 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $200,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $211,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $293,906 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,108,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,357,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,395,533 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,447 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,190 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,190 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,416,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,618,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,705,874 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,555 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,586 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,586 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,407,795 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,607,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,407,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,607,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,416,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,618,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,407,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $200,140 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,607,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,607,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 379 SHS - SELECT SECTOR SPDR TRUST FINANCIAL | P | 2022-04-27 | 2024-01-16 | $14,213 | $13,564 | $649 | $649 |
| 3,516.88 SHS - BLACKROCK STRATEGIC INCOME OPPORT INSTTL | P | 2021-01-25 | 2024-01-23 | $32,918 | $35,731 | -$2,813 | -$2,813 |
| 114 SHS - CHEVRON CORP. | P | 2022-02-23 | 2024-01-24 | $16,219 | $15,166 | $1,053 | $1,053 |
| 751 SHS - ISHARES U.S. ETF TRUST BLACKROCK ST MAT | P | 2022-04-27 | 2024-01-24 | $38,004 | $37,728 | $276 | $276 |
| 12 SHS - MICROSOFT CORP. | P | 2020-04-14 | 2024-01-24 | $4,757 | $1,986 | $2,771 | $2,771 |
| 460 SHS - SPDR S&P 500 ETF TRUST UNIT DEPOSIT | D | 2024-01-22 | 2024-01-24 | $222,229 | $103,304 | $118,925 | $118,925 |
| 424 SHS - SUNCOR ENERGY, INC. | P | 2022-01-28 | 2024-01-24 | $13,439 | $12,000 | $1,439 | $1,439 |
| 112 SHS - APPLE, INC. | P | 2021-09-28 | 2024-04-24 | $18,695 | $16,415 | $2,280 | $2,280 |
| 909.371 SHS - AMERICAN BEACON STEPHENSMID CAP GRWTH R5 | P | 2023-06-20 | 2024-09-03 | $34,239 | $30,171 | $4,068 | $4,068 |
| 513.509 SHS - FIRST EAGLE GLOBAL FUND CL I | P | 2022-04-26 | 2024-09-24 | $38,169 | $32,235 | $5,934 | $5,934 |
| 991 SHS - ISHARES CORE US AGGREGATE BOND ETF | P | 2023-03-15 | 2024-09-24 | $100,633 | $106,943 | -$6,310 | -$6,310 |
| 402.210 SHS - SMEAD VALUE INSTITUTIONAL SHARE CLASS | P | 2020-05-22 | 2024-11-25 | $34,216 | $28,211 | $6,005 | $6,005 |
| Capital Gain Dividends | $2,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,485 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,485 | SubtotalAmt |
| Tax Based On Investment Income | $2,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $629 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,629 | TotalPaymentsAndCreditsAmt |
| Overpayment | $144 | OverpaymentAmt |
| Applied To ES Tax | $144 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE B GWIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124260212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 BRENTWOOD DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KATHERINE B GWIN | ||||||
| 2041 BRENTWOOD DRIVE | HOUSTON | TX | 77019 | President | 0.00 | $0 |
| JOHN L BAIER III | ||||||
| 2041 BRENTWOOD DRIVE | HOUSTON | TX | 77019 | Secretary | 0.00 | $0 |
| ALEXA M BAIER | ||||||
| 2041 BRENTWOOD DRIVE | HOUSTON | TX | 77019 | Vice President | 0.00 | $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 | $1,367,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,496,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,496,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,473,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,485 | TotalTaxAmt |
| Distributable Before Adj | $71,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,197 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,347 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $285,269 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,347 | ExcessFromYear4Amt |
| Excess From Year3 | $37,816 | ExcessFromYear3Amt |
| Excess From Year2 | $49,376 | ExcessFromYear2Amt |
| Excess From Year1 | $87,586 | ExcessFromYear1Amt |
| Excess From Current Year | $93,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | N / A | PUB CHAR | TO SUPPORT PROGRAMS WHICH INTRODUCE AMERICAN YOUTH TO THE PRINCIPLES OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES. | $15,000 |
| RIVER OAKS CHAMBER ORCHESTRA | |||||||
| 3104 EDLOE STREET 350 | HOUSTON | TX | 77027 | N / A | PUB CHAR | TO PROVIDE SUPPORT TO MUSICIANS TO HELP THEM REALIZE THEIR MISSION OF CREATING PERSONAL RELATIONSHIPS THROUGH MUSIC. | $10,000 |
| RUN MINISTRIES | |||||||
| PO BOX 6543 | VIRGINIA BEACH | VA | 23456 | N / A | PUB CHAR | TO SUPPORT PROGRAMS TO EQUIP LOCAL CHURCHES TO RESCUE PEOPLE FROM THE EVILS OF SLAVERY, EMPOWER LEADERS WITH TRAINING AND TOOLS AND MULTIPLY MOVEMENTS THAT IMPACT THEIR WORLD FOR GOOD. | $45,000 |
| THE STORY CHURCH HOUSTON | |||||||
| 2429 BISSONNET STREET 610 | HOUSTON | TX | 77005 | N / A | PUB CHAR | TO SUPPORT THE MISSION TO INSPIRE NON-RELIGIOUS HOUSTONIANS TO FOLLOW JESUS. | $10,000 |
| LIVING STONE GLOBAL | |||||||
| 5424 SUNOL BLVD STE 10 PMB 113 | PLEASANTON | CA | 94566 | N / A | PUB CHAR | TO SUPPORT THE MAISHA MAPYA SCHOOL WHICH PROVIDES EDUCATION, MEANINGFUL RELATIONSHIPS AND DAILY CARE TO STUDENTS. | $20,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N / A | PUB CHAR | TO SUPPORT GENERAL OPERATIONS OF THE COLLEGE WHICH OFFERS STUDENTS A LIBERAL ARTS EDUCATION THAT IS STEEPED IN THE HISTORICAL ROOTS OF THE WESTERN HERITAGE. | $15,000 |
| COME SEE FOUNDATION | |||||||
| 2601 OBERLIN ROAD STE 100 | RALEIGH | NC | 27608 | N / A | PC | TO ENSURE THAT THE MOVIE "THE CHOSEN" ABOUT THE TEACHINGS AND LIFE OF JESUS CHRIST IS PRODUCED AND DISTRIBUTED INTO 600 LANGUAGES AROUND THE WORLD. | $30,000 |
| SWEET BRIAR COLLEGE | |||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | N / A | TO SUPPORT GENERAL OPERATIONS OF THE COLLEGE WHICH OFFERS A TRANSFORMATIONAL EDUCATION TO YOUNG WOMEN. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,541 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,066 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR EXPENSE | Desc |
| Related Or Exempt Function Incm | $176 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,799 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,799 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KATHERINE B GWIN | |||||||
| 1 | 2041 BRENTWOOD DRIVE | HOUSTON | TX | 77019 | $40,000 | Yes (X) | |
| KATHERINE B GWIN | |||||||
| 2 | 2041 BRENTWOOD DRIVE | HOUSTON | TX | 77019 | $261,161 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 430 SHARES - ISHARES CORE S&P 500 ETF TRUST | NoncashPropertyDesc |
| Fair Market Value | $261,161 | FairMarketValueAmt |
| Received | 2024-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ACCOUNTING SERVICES | $5,625 | $5,625 | $0 | $0 |
| TAX PREPARATION FEES | $3,105 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS - TORTOISE ENERGY INFRA CORP | $43,182 | $21,000 |
| 724 SHS - EXXON MOBIL CORPORATION | $49,992 | $77,881 |
| 54 SHS - MICROSOFT CORPORATION | $8,937 | $22,761 |
| 851 SHS - SHELL PLC SPON ADS EA REP 2 | $50,005 | $53,315 |
| 112 SHS - APPLE, INC. | ||
| 88 SHS - BERKSHIRE HATHAWAY, INC. | $27,957 | $39,889 |
| 114 SHS - CHEVRON CORP. | ||
| 424 SHS - SUNCOR ENERGY, INC. | ||
| 147 SHS - ALPHABET, INC. CL A CAP STK | $21,581 | $27,827 |
| 116 SHS - AMAZON.COM, INC. | $20,828 | $25,449 |
| 192 SHS - NVIDIA CORPORATION | $22,164 | $25,784 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 74 SHS - SPDR S&P 500 ETF TRUST SER 1 | AT COST | $35,262 | $43,370 |
| 11,540.981 SHS - BLACKROCK STRATEGIC INC | AT COST | $117,255 | $109,293 |
| 4,814 SHS - INVESCO EXCHNG TRADED FD TR | AT COST | $206,534 | $232,564 |
| 990 SHS - ISHARES CORE U.S. AGGREGATE | AT COST | $97,453 | $95,931 |
| 1,307 SHS - ISHARES US EFT TR BLACKROCK | AT COST | $64,910 | $66,004 |
| 557 SHS - ISHARES CORE S&P 500 | AT COST | $318,719 | $327,895 |
| 437.044 SHS - FIRST EAGLE GLOBAL CLASS | AT COST | ||
| 402.210 SHS - SMEAD VALUE INSTTL SHARE | AT COST | ||
| 11,809.279 SHS - THE OSTERWEIS STRATEGIC | AT COST | $131,702 | $132,382 |
| 433 SHS - COLUMBIA ETF TR II INDIA CNSMR | AT COST | $33,869 | $27,898 |
| 379 SHS - SELECT SECTOR SPDR TR FINNCL | AT COST | ||
| 922.474 SHS - AMER. BEACON STEPHENS MID | AT COST | $30,605 | $35,358 |
| 973 SHS - ISHARES CORE S&P TOTAL US STCK | AT COST | $123,294 | $125,147 |
| 215 SHS - ISHARES TR MSCI USA QLT FCT | AT COST | $32,539 | $38,287 |
| 1,785 SHS - ISHARES TR BROAD USD HIGH | AT COST | $64,847 | $65,670 |
| 2,078 SHS - J P MORGAN EXCH TRD FD CORE | AT COST | $100,451 | $95,734 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $818 | $998 | $998 |
| TAX OVERPAYMENT RECEIVABLE | $192 | $192 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $3,605 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,605 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR EXPENSE | Desc |
| Revenue And Expenses Per Books | $176 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FORM 990-PF EXCISE TAX PAYABLE | $8,555 | $1,856 |
| EXPENSE FUNDING ADVANCE PAYABLE | $8,730 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE B GWIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 BRENTWOOD DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 EXCISE TAX PER FORM 990-PF | CategoryTxt |
| Amt | $2,485 | Amt |