SEQUOR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEQUOR FOUNDATION (EIN 36-3783683)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349104329
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:28:03-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 Suite 500 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363783683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEQUOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BDO USA LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | SEQU | BusinessNameControlTxt |
| Phone | 2103428000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 suite 500 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR MILBERGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2103428000 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | N Ari Berlin | PreparerPersonNm |
| PTIN | P00665358 | PTIN |
| Phone | 2103428000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.102.70.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 70263520173195000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9ACF186BF0BBD2C82D3AD1825CE9119B5377105E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 71C66092243E5BC8C72C59A5327E946B50226AA0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,671,753 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $878,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,220 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $87,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,379 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $42,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $21,420 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,420 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,222 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $615 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,211 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,211 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,215 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $107,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,296 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,741 | CashBOYAmt |
| Cash EOY | $162,459 | CashEOYAmt |
| Cash EOYFMV | $162,459 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $285 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,645,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,423,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,708,346 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $690,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $808,612 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $800,948 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,491,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,394,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,671,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,491,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,394,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,491,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,491,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,394,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,491,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,320 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,394,574 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO (ST COVERED) | P | 2016-01-01 | 2016-12-31 | $292,038 | $312,093 | -$20,055 | -$20,055 |
| WELLS FARGO (LT COVERED) | P | 2015-01-01 | 2016-12-31 | $352,537 | $358,321 | -$5,784 | -$5,784 |
| WELLS FARGO (LT NON-COVERED) | P | 2015-01-01 | 2016-12-31 | $234,046 | $180,987 | $53,059 | $53,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,220 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,801,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $123,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,913,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,864,538 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034037 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $175,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,782,067 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063162 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,123 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,873,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038669 | DistributionYr5Rt |
| Total Distribution | 0.224905 | TotalDistributionRt |
| Average Distribution | 0.044981 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,627,155 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,291 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $366 | SubtotalAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $286 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $405 | AppliedToEsTaxAmt |
| Total Payments And Credits | $691 | TotalPaymentsAndCreditsAmt |
| Overpayment | $325 | OverpaymentAmt |
| Applied To ES Tax | $325 | 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 | false | 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 | WWW.THESEQUORFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103428000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 STE 500 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | 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 |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARTHUR MILBERGER | ||||||||
| P O BOX 350 | BAY CITY | TX | 77404 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| SUE KRENEK MILBERGER | ||||||||
| P O BOX 350 | BAY CITY | TX | 77404 | SECRETARY | 0.5 | $0 | $0 | $0 |
| JAINE E FRASER | ||||||||
| 6324 WAGGONER DR | Dallas | TX | 75230 | MEMBER | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,478,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,667,162 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,667,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,627,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $130,992 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,992 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $115,291 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $115,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,961 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,961 | AppliedToYear1Amt |
| Applied To Current Year | $1,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $129,662 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEQUOR FOUNDATION RICHARD ANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 550 | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9039388373 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE PROGRAM PURPOSE, PROGRAM STRUCTURE AND SYNERGY, AND PROGRAM OUTCOMES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MOST SUITABLE PROPOSALS SHOULD BE RECEIVED BETWEEN JUNE 1 AND AUGUST 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GRANTS SUPPORT WORK IN THE FIELDS OF INNOVATIVE AND LIFE ENRICHMENT ACTIVITIES FOR AT-RISK CHILDREN IN THE STATE OF TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Holy Cross Catholic School | |||||||
| 2001 Katy Avenue | bay City | TX | 77414 | noNE | PC | Educational and tuition assistance for underpriviledged children | $15,000 |
| Vogel Alcove childcare center for the homeless | |||||||
| 7557 rambler road suite 262 | dallas | TX | 75231 | noNE | PC | To help at risk youth to reduce negative behavior | $13,000 |
| BRADBERRY CHAIR FOR YOUTH DEVELOPMT-TEXAS A&M FDN | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | NONE | PC | TO HELP AT RISK YOUTH TO REDUCE NEGATIVE BEHAVIOR | $40,000 |
| Holy Cross Catholic School | |||||||
| 2001 Katy Avenue | Bay City | TX | 77414 | None | PC | Educational and tuition assistance for underpriviledged children | $5,410 |
| Boys & Girls Club of Bay City | |||||||
| PO Box 762 | Bay City | TX | 77404 | None | PC | To help at rick youth to reduce negative behavior | $1,850 |
| PAWS ACROSS TEXAS | |||||||
| PO BOX 164084 | FORT WORTH | TX | 78161 | NONE | PC | TO HELP PROVIDE FOR DIVERSIFIED THERAPY PROGRAMS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,260 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,419 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,800 | Amt |
| Net Investment Income | $14,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO BONDS | BondNm |
| EOY Book Value | $808,612 | EOYBookValueAmt |
| EOYFMV | $800,948 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO STOCK | $821,790 | $1,126,763 |
| WELLS FARGO COMPLEMENTARY STRA | $425,368 | $406,324 |
| WELLS FARGO REAL ASSET FUNDS | $176,345 | $175,259 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $42,840 | LegalFeesAmt |
| Net Investment Income | $21,420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,420 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $1,000 | $1,000 |
| BANK FEES | $215 | $215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,222 | Amt |
| Net Investment Income | $29,222 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $615 | $615 |
| FEDERAL INCOME TAX | $366 |