ENGRAVED PENCIL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENGRAVED PENCIL FOUNDATION (EIN 83-0691682)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101469
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T15:42:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 PIEDMONT RD NE STE 1550 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | 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 | 830691682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENGRAVED PENCIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGR | BusinessNameControlTxt |
| Phone | 2813897245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DRIVE UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRIFFIN JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813897245 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIRANDA HAMMOND | PreparerPersonNm |
| PTIN | P01781465 | PTIN |
| Phone | 4042623300 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| 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 | $15,379,424 | 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 | $3,332,810 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $550,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $531,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $800,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,260,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,683,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,331,496 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,544 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,406 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,653 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $88 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,869 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,609,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,609,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,745,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,628,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,938,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$3 | CashEOYAmt |
| Cash EOYFMV | -$3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $817,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $984,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $984,194 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,168,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,199,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,042,052 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,850,833 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,935,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,911,414 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,580,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,232,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,441,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,417,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,352,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,379,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,417,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,352,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,417,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,352,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,417,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,352,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,417,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,938,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,356,218 | SubtotalAmt |
| Other Decreases | $3,778 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,352,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $2,571,544 | $2,519,481 | $52,063 | $52,063 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2024-12-31 | $2,371,441 | $1,665,761 | $705,680 | $705,680 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2024-12-31 | $315,860 | $275,000 | $40,860 | $40,860 |
| CAPITAL GAINS DIVIDENDS | P | $1,694 | $1,694 | $1,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $963 | EsPenaltyAmt |
| Overpayment | $1,865 | OverpaymentAmt |
| Applied To ES Tax | $1,865 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ENGRAVEDPENCILFDN.ORG | WebsiteAddressTxt |
| Individual With Books | GRIFFIN JONES | IndividualWithBooksNm |
| Phone | 2813897245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| GRIFFIN E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MINDI M JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNEDY E JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDENT | 1.00 | $9,600 | $0 | $0 |
| KALE G JONES | ||||||||
| 2727 KIRBY DR UNIT 11K | HOUSTON | TX | 77098 | VICE PRESIDENT | 1.00 | $9,600 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,666,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,512,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,037,342 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,217,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,217,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $228,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,988,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $749,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $749,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,172 | TotalTaxAmt |
| Distributable Before Adj | $732,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $732,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $732,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,628,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,628,274 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $732,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,653 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,202 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $502,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $878,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,628,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $732,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $896,006 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,774,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $109,653 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,665,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,967 | ExcessFromYear4Amt |
| Excess From Year3 | $74,202 | ExcessFromYear3Amt |
| Excess From Year2 | $14,533 | ExcessFromYear2Amt |
| Excess From Year1 | $502,570 | ExcessFromYear1Amt |
| Excess From Current Year | $896,006 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GRIFFIN E JONES | ContributingManagerNm |
| Contributing Manager | MINDI M JONES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 KIRBY DR UNIT 11K | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813897245 | RecipientPhoneNum |
| Recipient Email Address | DONATIONS@ENGRAVEDPENCILFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL REQUESTS MUST BE SUBMITTED IN WRITING, ACCOMPANIED BY AN ENGRAVED PENCIL FOUNDATION CHARITABLE CONTRIBUTION, GIFT AND DONATION REQUEST FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A MINIMUM OF 30 DAYS NOTICE IS REQUIRED FOR CONSIDERATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BENEFIT NON-PROFIT ORGANIZATIONS WITH TAX EXEMPTION UNDER SECTION 501C(3) OR (6) OF THE INTERNAL REVENUE CODE WHICH ARE CONSIDERED CHARITABLE CIVIC, EDUCATIONAL, RECREATIONAL, AND/OR RECEIVED THE MAJORITY OF THEIR SUPPORT THROUGH OUTSIDE FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATHLETES IN ACTION | ||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | GENERAL OPERATIONS | $15,000 |
| BROOKWOOD COMMUNITY | ||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | GENERAL OPERATIONS | $7,500 |
| COVENANT HOUSE TEXAS | ||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | PC | GENERAL OPERATIONS | $30,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | GENERAL OPERATIONS | $174,979 |
| FIRST LIBERTY | ||||||
| 2001 WEST PLANO PARKWAY | PLANO | TX | 75075 | PC | GENERAL OPERATIONS | $50,000 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | PC | GENERAL OPERATIONS | $35,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | ||||||
| 1701 SUNSET BLVD | HOUSTON | TX | 77005 | PC | GENERAL OPERATIONS | $100,000 |
| NORTHWEST HOUSTON FCA | ||||||
| 8847 W SAM HOUSTON PKWY | HOUSTON | TX | 77040 | PC | GENERAL OPERATIONS | $50,000 |
| OAK GROVE MINISTRIES | ||||||
| PO BOX 105 | MENLO PARK | CA | 94026 | PC | GENERAL OPERATIONS | $75,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | ||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | PC | GENERAL OPERATIONS | $10,000 |
| PEACE GOSPEL INTERNATIONAL | ||||||
| 1708 SPRING GREEN BLVD | KATY | TX | 77494 | PC | GENERAL OPERATIONS | $40,000 |
| WORLD HOPE MINISTRIES INTERNATIONAL | ||||||
| 17111 OLD LOUETTA RD | HOUSTON | TX | 77070 | PC | GENERAL OPERATIONS | $65,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | GENERAL OPERATIONS | $25,000 |
| THETA EDUCATION FUND | ||||||
| 3910 W 6TH AVE BOX 102 | STILLWATER | OK | 74074 | PC | GENERAL OPERATIONS | $250,000 |
| MISSION LAZARUS | ||||||
| PO BOX 306498 | NASHVILLE | TN | 37230 | PC | GENERAL OPERATIONS | $10,000 |
| BLUE SKIES MINISTRIES | ||||||
| 1000 WHITLOCK AVE NW STE 320 | MARIETTA | GA | 30064 | PC | GENERAL OPERATIONS | $2,301 |
| FAMILY LEGACY | ||||||
| 3030 LBJ FREEWAY STE 1400 | DALLAS | TX | 75234 | PC | GENERAL OPERATIONS | $15,000 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | PC | GENERAL OPERATIONS | $5,000 |
| SAWMILL 6TH MAN | ||||||
| PO BOX 635202 | NACOGDOCHES | TX | 75963 | PC | GENERAL OPERATIONS | $100,000 |
| ECCLESIA HOUSTON | ||||||
| 1100 ELDER ST | HOUSTON | TX | 77007 | PC | GENERAL OPERATIONS | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,609,780 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $800,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,350,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,350,929 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 |
|---|---|---|---|---|---|---|---|
| GRIFFIN AND MINDI JONES | |||||||
| 1 | 2727 KIRBY DRIVE UNIT 11K | HOUSTON | TX | 77098 | $3,250,000 | Yes (X) | |
| GRIFFIN AND MINDI JONES | |||||||
| 2 | 2727 KIRBY DRIVE UNIT 11K | HOUSTON | TX | 77098 | $82,810 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $461,246 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,950 | Amt |
| Net Investment Income | $1,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,406 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARLYLE TACTICAL PRIVATE CREDIT (FID 374) | $417,033 | $421,479 |
| EATON VANCE GLOBAL MACRO ABS RTN ADV R6 (FID 374) | $227,551 | $236,312 |
| PGIM HIGH YIELD CL Z (FID 374) | $291,955 | $301,868 |
| STONE RIDGE HIGH YIELD REINSRNCE RSK PREM I (FID 374) | $163,187 | $171,944 |
| BONDS (FID 158) | $4,835,751 | $4,779,811 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEBIUS GROUP (ML 161) | $3,778 | $1,025 |
| AQR DIVERSIFIED ARBITRAGE CLASS I (FID 374) | $170,788 | $175,939 |
| VANGUARD BD INDEX FDS SHORT TRM BOND (FID 374) | $293,451 | $298,958 |
| MUTUAL FUNDS (FID 386) | $271,850 | $321,143 |
| STOCKS (FID 386) | $4,459,946 | $5,244,987 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL ESTATE INCOME TRUST (FID 374) | AT COST | $350,000 | $386,824 |
| BLACKSTONE PRIVATE CREDIT FUND SHS CL I (FID 374) | AT COST | $420,000 | $418,684 |
| BLUE OWL REAL ESTATE NET LEASE TRUST (FID 374) | AT COST | $282,000 | $282,900 |
| BLUE OWL TECHNOLOGY INCOME COR COM CL I (FID 374) | AT COST | $280,000 | $282,247 |
| PARTNERS GROUP PRIVATE EQUITY (FID 374) | AT COST | $507,428 | $558,785 |
| SOVEREIGNS CAPITAL ACCESS FUND I LP (FID 374) | AT COST | $352,383 | $468,175 |
| OTHER (FID 386) | AT COST | $41,148 | $44,152 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,778 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES | $95 | $7 | $88 |
| INVESTMENT FEES | $83,646 | $83,646 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $8,652 | $8,652 | $0 |
| FEDERAL TAXES | $2,217 | $2,217 | $0 |
| PAYROLL TAX | $1,469 | $0 | $0 |