WAYNE DUDDLESTEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE DUDDLESTEN FOUNDATION (EIN 76-0003093)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-30
- IRS object ID
- 201701509349100110
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-30T10:27:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742181616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTEIN SPIRA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE GREENWAY PLAZA SUITE 1700 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | 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 | 760003093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DUDDLESTEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7135327063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PADDOCK | PersonNm |
| Person Title | DIRECTOR/ TREASURER | PersonTitleTxt |
| Phone | 7135327063 | PhoneNum |
| Signature | 2017-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN MURRAY | PreparerPersonNm |
| PTIN | P01236468 | PTIN |
| Phone | 7136227000 | PhoneNum |
| Preparation | 2017-05-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.193.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-23 | IPDt |
| IP Tm | 08:59:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 11E19D5F7D9032CC5A593F449BC4207C59D35B33 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 922637AF633EAD68EAE9523DB30BBC1C32902D84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,474,666 | 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 | $180,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $577,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $577,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$286,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,173,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $522,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $629,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $134,159 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $134,159 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,244 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,306 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,906 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,906 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $287,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $286,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $139 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $152,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128,868 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $660,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $436,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $195,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,628,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,628,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,289,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $436,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,824,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,766,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,200 | CashBOYAmt |
| Cash EOY | $4,451,529 | CashEOYAmt |
| Cash EOYFMV | $4,451,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,226,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $837,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $837,442 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,111,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,033,199 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,033,199 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,755,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,975,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,975,483 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,527,196 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,593,490 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,593,490 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $581,316 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $5,160,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $581,316 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $581,316 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $659 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $346 | LandBOYAmt |
| Land EOY | $207 | LandEOYAmt |
| Land EOYFMV | $207 | LandEOYFMVAmt |
| Total Assets BOY | $32,040,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,474,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,474,666 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,940 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,072 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,072 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $32,038,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,471,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,038,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,471,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,040,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,474,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,038,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,766,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,200,200 | OtherIncreasesAmt |
| Subtotal | $32,471,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,471,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $15,200,121 | $15,357,245 | -$157,124 | -$157,124 | |
| 8.728 ACRES RAW LAND, HARRIS COUNTY | $5,910,862 | $6,102,830 | -$191,968 | -$191,968 | P |
| CAPITAL GAINS DIVIDENDS | $62,358 | $62,358 | $62,358 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$286,734 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,562,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,950,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050496 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $747,232 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,619,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023632 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,028,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018742 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,723,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000106 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $186,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005351 | DistributionYr5Rt |
| Total Distribution | 0.098327 | TotalDistributionRt |
| Average Distribution | 0.019665 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,271,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $595,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,930 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $597,212 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,824,107 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,862 | OverpaymentAmt |
| Applied To ES Tax | $2,862 | 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.DUDDLESTEN.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLENE SLACK | IndividualWithBooksNm |
| Phone | 7135327063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 S GESSNER ROAD STE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN A DUDDLESTEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| CHARLES E MCMAHEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | 1ST VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| JERRI D MOORE | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | 2ND VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| DAVID C KANTORCZYK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| KATHY L YOUNG | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | SECRETARY | 1.00 | $5,000 | $0 | $0 |
| ROBERT W PADDOCK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | TREASURER | 1.00 | $5,000 | $0 | $0 |
| JIM MOORE | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| WILLIAM RANDALL | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE SLACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $134,159 | CompensationAmt |
| Employee Benefits | $6,811 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDGE ADVISORS LLC | |||||
| 1380 WE PACES FERRY RD | ATLANTA | GA | 303272466 | INVESTMENT | $65,206 |
| FIDELITY BROKERAGE SERVICES LLC | |||||
| PO BOX 673000 | DALLAS | TX | 752673000 | INVESTMENT | $57,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,608,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,188,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,935,894 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,732,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,732,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $460,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,271,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,513,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,513,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $1,511,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,511,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,511,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,824,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,824,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,930 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,822,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,511,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,460,250 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,824,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,460,250 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $363,857 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,147,770 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEY THEATRE | ||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $10,000 |
| BOYS & GIRLS COUNTRY | ||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | 501(C)(3) | GENERAL USE | $15,000 |
| CAMP ARANZAZU | ||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | 501(C)(3) | GENERAL USE | $10,000 |
| CASA DE ESPERANZA | ||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | 501(C)(3) | GENERAL USE | $35,000 |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | 501(C)(3) | GENERAL USE | $50,000 |
| CHRIST CHURCH CATHEDRAL | ||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $10,000 |
| COMMUNITIES IN SCHOOLS OF HOUSTON | ||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | 501(C)(3) | GENERAL USE | $35,000 |
| CROSSROADS SCHOOL INC | ||||||
| 5822 DOLORES STREET | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $50,000 |
| DEPELCHIN CHILDREN'S CENTER | ||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $25,000 |
| DEPRESSION & BIPOLAR SUPPORT ALLIANCE | ||||||
| 3800 BUFFALO SPEEDWAY SUITE 350 | HOUSTON | TX | 77098 | 501(C)(3) | GENERAL USE | $35,000 |
| DRESS FOR SUCCESS HOUSTON | ||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | 501(C)(3) | GENERAL USE | $25,000 |
| EMERGE FELLOWSHIP | ||||||
| 2450 LOUISIANA ST 430 | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $10,000 |
| FISHER HOUSE FOUNDATION INC | ||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | 501(C)(3) | GENERAL USE | $50,000 |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION | ||||||
| 2525 WASHINGTON AVE | HOUSTON | TX | 77007 | 501(C)(3) | GENERAL USE | $10,000 |
| GYNESYS WORKS - HOUSTON | ||||||
| 601 JEFFERSON ST 3950 | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $50,000 |
| HOPE STONE INC | ||||||
| 2726 BISSONNET SUITE 240-513 | HOUSTON | TX | 77005 | 501(C)(3) | GENERAL USE | $8,000 |
| HOUSTON AREA WOMEN'S CENTER | ||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | 501(C)(3) | GENERAL USE | $50,000 |
| HOUSTON RE VISION | ||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | 501(C)(3) | GENERAL USE | $15,000 |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | ||||||
| 3303 MAIN | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $25,000 |
| ITALIAN CULTURAL & COMMUNITY CENTER | ||||||
| 1101 MILFORD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $500 |
| LITERACY ADVANCE OF HOUSTON | ||||||
| 2424 WILCREST SUITE 120 | HOUSTON | TX | 77042 | 501(C)(3) | GENERAL USE | $20,000 |
| MACK PERFORMING ARTS COLLECTIVE | ||||||
| PO BOX 88240 | HOUSTON | TX | 77288 | 501(C)(3) | GENERAL USE | $20,000 |
| NEHEMIAH CENTER INC | ||||||
| 5015 FANNIN | HOUSTON | TX | 77004 | 501(C)(3) | GENERAL USE | $20,000 |
| PRO-VISION INC | ||||||
| 4590 WILMINGTON STREET | HOUSTON | TX | 77051 | 501(C)(3) | GENERAL USE | $170,000 |
| REASON MIND INC | ||||||
| 2000 BERING DRIVE SUITE 300 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $25,000 |
| SMALL STEPS NUTURING CENTER | ||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | 501(C)(3) | GENERAL USE | $25,000 |
| THE BEACON | ||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $30,000 |
| THE COUNCIL ON RECOVERY | ||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $150,000 |
| THE POSSE FOUNDATION INC | ||||||
| 1001 MCKINNEY ST SUITE 950 | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $10,000 |
| THE STONEY CREEK FOUNDATION | ||||||
| 510 BERING DRIVE SUITE 100 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $10,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||
| 6900 FANNIN ST 6TH FLOOR | HOUSTON | TX | 77030 | 501(C)(3) | GENERAL USE | $600,000 |
| THE WOODS PROJECT INC | ||||||
| 2700 SOUTHWEST FREEWAY SUITE B | HOUSTON | TX | 77098 | 501(C)(3) | GENERAL USE | $15,000 |
| YELLOWSTONE ACADEMY | ||||||
| 3000 TRULLEY ST | HOUSTON | TX | 77004 | 501(C)(3) | GENERAL USE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,628,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNCIL ON RECOVERY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2768 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL USE | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$286,734 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,613 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE B DUDDLESTEN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $180,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,906 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,906 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2015-02-24 | AcquiredDt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $87 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $139 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,593,490 | EOYBookValueAmt |
| EOYFMV | $2,593,490 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $22,975,483 | EOYBookValueAmt |
| EOYFMV | $22,975,483 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,033,199 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,033,199 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANTIQUE FURNITURE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $659 | AccumulatedDepreciationAmt |
| Book Value | $207 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,244 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,306 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $28,663 | $5,427 | $23,236 |
| INVESTMENT MANAGEMENT FEES | $123,441 | $123,441 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $2,160,889 |
| NON-TAXABLE DISTRIBUTIONS | $39,311 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,940 | BOYBookValueAmt |
| EOY Book Value | $3,072 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - OTHER | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $859 | $0 | $0 |
| FOREIGN TAXES | $10,442 | $10,442 | $0 |
| PROPERTY TAXES | $276,174 | $276,174 | $0 |