GRANT FAMILY FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRANT FAMILY FUND (EIN 76-0355665)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-16
- IRS object ID
- 201710759349100101
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-16T03:54:34-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760355665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRANT FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ANDREW GRANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2017-03-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2017-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,907,892 | 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 | $60,106 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,482 | CashBOYAmt |
| Cash EOY | $11,516 | CashEOYAmt |
| Cash EOYFMV | $11,516 | CashEOYFMVAmt |
| US Government Obligations BOY | $76,536 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,700,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,806,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,896,376 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,781,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,818,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,907,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,781,986 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,818,010 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,781,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,781,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,818,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,781,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,024 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,818,010 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | P | 2004-12-15 | 2016-04-18 | $5,098 | $16,519 | -$11,421 | -$11,421 |
| FIDELITY CONTRA-FUND | P | 2011-12-29 | 2016-08-31 | $10,000 | $7,167 | $2,833 | $2,833 |
| FIDELITY 500 INDEX | P | 2011-12-29 | 2016-08-31 | $20,000 | $10,680 | $9,320 | $9,320 |
| FIDELITY FLOATING RATE | P | 2010-12-31 | 2016-08-31 | $40,000 | $41,431 | -$1,431 | -$1,431 |
| FIDELITY U S BOND INDEX | P | 2011-06-17 | 2016-08-31 | $10,000 | $9,037 | $963 | $963 |
| ISHARES TR RUSSELL MIDCAP | P | 2006-09-14 | 2016-08-31 | $10,038 | $5,949 | $4,089 | $4,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,958 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,849,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,811,277 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,668,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047378 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,542,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049620 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,541,178 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043092 | DistributionYr5Rt |
| Total Distribution | 0.236703 | TotalDistributionRt |
| Average Distribution | 0.047341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,822,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,274 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,002 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,864 | 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 | $728 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $728 | SubtotalAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,223 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,223 | TotalPaymentsAndCreditsAmt |
| Overpayment | $495 | OverpaymentAmt |
| Applied To ES Tax | $495 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J ANDREW GRANT | IndividualWithBooksNm |
| Phone | 4097723411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775547166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| J ANDREW GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULIAN A GRANT | ||||||||
| 101 PARQUE CIRCLE | GEORGETOWN | TX | 78626 | VP | 12.00 | $12,000 | $0 | $0 |
| ELEANOR C GRANT | ||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | SEC/TREA | 0.00 | $0 | $0 | $0 |
| BRIAN A GRANT | ||||||||
| 7836 TORREYSON DRIVE | LOS ANGELES | CA | 90046 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS 501(C)(3) ORGANIZATIONS INVOLVED ACTIVELY IN CHARITY WORK. | Description1Txt |
| Expenses1 | $12,600 | Expenses1Amt |
| Description2 | GALVESTON YOUTH LEADERSHIP AWARD SUPPORT | Description2Txt |
| Expenses2 | $1,264 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,827,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,850,139 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,850,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,822,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $90,391 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,391 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,864 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,864 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $728 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,826 | UndistributedIncomePYAmt |
| Qualifying Distributions | $96,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,826 | AppliedToYear1Amt |
| Applied To Current Year | $16,038 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $74,353 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|
| 1894 GRAND OPERA HOUSE | |||||||||
| HISTORICAL PRESERVATION | 2020 POST OFFICE ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $1,000 | ||
| INTERNATIONAL RESCUE COMM | |||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $1,500 | |||
| GALVESTON HISTORICAL | |||||||||
| FOUNDATION | 502 20TH ST | GALVESTON | TX | 77550 | PUBLIC | HISTORICAL PRESERVATION | $500 | ||
| GISD FOUNDATION | |||||||||
| EDUCATIONAL | 3904 AVENUE T | GALVESTON | TX | 77550 | PUBLIC | FOUNDATION FOR PUBLIC SCHOOLS | $1,500 | ||
| GALVESTON SYMPHONY | |||||||||
| ORCHESTRA | P O BOX 16987 | GALVESTON | TX | 77552 | PUBLIC | SYMPHANY SUPPORT | $3,000 | ||
| HOUSTON PUBLIC MEDIA | |||||||||
| 4343 ELGIN | HOUSTON | TX | 772040887 | PUBLIC | PUBLIC BROADCASTING SERVICE | $1,500 | |||
| ROCKY RIDGE MUSIC CENTER | |||||||||
| 3970 BROADWAY ST | BOULDE | CO | 80304 | PUBLIC | MUSIC CAMP | $3,000 | SUITE 201E | ||
| LIBRARY FOUNDATION OF | |||||||||
| LOS ANGELES | 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $1,500 | ||
| ROSENBERG LIBRARY | |||||||||
| 2310 SEALY | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR PUBLIC LIBRARY | $1,000 | |||
| UTMB | |||||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 77555 | PUBLIC | SUPPORT FOR PUBLIC HOSPITAL | $4,500 | |||
| COASTAL CONSERVATION | |||||||||
| ASSOCIATION | 6919 PORTWEST | HOUSTON | TX | 77024 | PUBLIC | ENVIRONMENTAL PROTECTION | $2,000 | ||
| NATURE CONSERVANCY | |||||||||
| 4245 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | PUBLIC | ENVIRONMENTAL CONSERVATION | $2,000 | SUITE 100 | ||
| HOSPICE CARE TEAM | |||||||||
| 1708 AMBURN ROAD | TEXAS CITY | TX | 775912436 | PUBLIC | HOSPICE CARE SERVICES | $500 | SUITE C | ||
| NATIONAL ALOPECIA | |||||||||
| AREATA FOUNDATION | 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | PUBLIC | MEDICAL RESEARCH | $1,500 | SUITE 200-B | |
| RONALD MCDONALD HOUSE OF | |||||||||
| LOS ANGELES | 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | PUBLIC | HOUSING FOR FAMILIES AT MEDICAL CTR | $1,500 | ||
| ADA WOMEN'S CENTER | |||||||||
| 201 1ST STREET | GALVESTON | TX | 77550 | PUBLIC | SUPPORT FOR WOMEN WITH ADDICTION | $1,500 | |||
| ENTERTAINMENT INDUSTRY | |||||||||
| FOUNDATION | 1900 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PUBLIC | CHARITABLE FUNCTION OF ORGANIZATION | $2,000 | SUITE 1400 | |
| JESSE TREE | |||||||||
| P O BOX 575 | GALVESTON | TX | 775530575 | PUBLIC | ASSISTANCE TO POOR | $1,500 | |||
| PHILLIP BROOKS HOUSE | |||||||||
| ASSOCIATION | HARVARD YARD | CAMBRIDGE | MA | 02138 | PUBLIC | CHARITABLE FUNCTIN OF ORGANIZATION | $1,500 | ||
| SALVATION ARMY | |||||||||
| 601 51ST STREET | GALVESTON | TX | 77551 | PUBLIC | ASSISTANCE TO POOR | $1,500 | |||
| METHODIST CHILDREN'S HOME | |||||||||
| 1111 HERRING AVE | WACO | TX | 76708 | PUBLIC | SHELTER FOR NEEDY CHILDREN | $1,500 | |||
| CENTER FOR WOMEN IN LAW | |||||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | PUBLIC | FAIR REPRESENTATION BY WOMEN | $1,500 | |||
| GEORGETOWN PALACE THEATER | |||||||||
| P O BOX 1516 | GEORGETOWN | TX | 78627 | PUBLIC | NEW PROGRAMS | $3,000 | |||
| GEORGETOWN PUBLIC LIBRARY | |||||||||
| 402 WEST 8TH STREET | GEORGETOWN | TX | 78626 | PUBLIC | NEW BOOKS | $1,500 | |||
| GEORGETOWN SYMPHONY SOCIETY | |||||||||
| P O BOX 2476 | GEORGETOWN | TX | 78627 | PUBLIC | NEW PROGRAMS | $1,500 | |||
| JUSTICE FOR OUR NEIGHBORS | |||||||||
| 422 CHURCH STREET | GRAPEVINE | TX | 76051 | PUBLIC | IMMIGRATION COUNSELING | $500 | |||
| WILLIAMSON COUNTY CHILDREN'S | |||||||||
| ADVOCACY CENTER | 1811 SE INNER LOOP | GEORGETOWN | TX | 78626 | PUBLIC | PROTECTION FOR CHILDREN | $1,500 | ||
| CROSSROADS MINISTRY OF ESTES PARK | |||||||||
| 851 DRY GULCH ROAD | ESTES PARK | CO | 80517 | PUBLIC | MINISTRY | $1,500 | |||
| SAVE OUR SPRINGS ALLIANCE | |||||||||
| P O BOX 684881 | AUSTIN | TX | 78768 | PUBLIC | NATURE CONSERVATION | $500 | |||
| CODEORG | |||||||||
| 1301 FIFTH AVE | SEATTLE | WA | 98101 | PUBLIC | IMPROVED COMPUTER KNOWLEDGE | $2,000 | SUITE 1225 | ||
| LOS ANGELES MISSION | |||||||||
| P O BOX 60127 | LOS ANGELES | CA | 900600127 | PUBLIC | HOMELESS SUPPORT | $2,000 | |||
| AMERICAN RED CROSS | |||||||||
| 2218 PERSHING DR | AUSTIN | TX | 78723 | PUBLIC | RELIEF IN CENTRAL TX | $1,250 | |||
| AUSTIN PETS ALIVE | |||||||||
| P O BOX 6247 | AUSTIN | TX | 78762 | PUBLIC | ANIMAL WELFARE | $750 | |||
| BRADY CAMPAIGN TO PREVENT GUN VIOLE | |||||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | PUBLIC | AWARENESS ON HANDGUNS | $1,000 | |||
| CORAL REEF ALLIANCE | |||||||||
| 1330 BROADWAY SUITE 1602 | OAKLAND | CA | 94612 | PUBLIC | PRESERVATION OF REEFS | $1,000 | |||
| DOCTORS WITHOUT BORDERS | |||||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC | INTERNATIONAL MEDICAL RELIEF | $1,500 | |||
| GALVESTON COLLEGE FOUNDATON | |||||||||
| 4015 AVE Q | GALVESTON | TX | 77550 | PUBLIC | EDUCATION | $1,500 | |||
| GALVESTON ISLAND MEALS ON WHEELS | |||||||||
| 2803 53RD STREET | GALVESTON | TX | 77551 | PUBLIC | FOOD FOR HOMEBOUND | $1,250 | |||
| KCRW PUBLIC RADIO | |||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PUBLIC | PUBLIC BROADCASTING | $1,000 | |||
| GALVESTON YOUTH LEADERSHIP AWARD | |||||||||
| 1025 BAMAR | GALVESTON | TX | 77554 | PUBLIC | ACHIEVEMENT AWARDS FOR YOUTH | $6,250 | INTERNAL PROGRA | ||
| ALLEY CAT ALLIES | |||||||||
| 7920 NORFOLK AVE | BETHESDA | MD | 208142525 | PUBLIC | IMPROVE ANIMAL WELFARE | $500 | |||
| BIG BROTHERS BIG SISTERS | |||||||||
| 2202 N WESTSHORE BLVD | TAMPA | FL | 33607 | PUBLIC | MENTORS FOR NEEDY CHILDREN | $250 | |||
| BOWERY RESIDENTS COMMITTEE | |||||||||
| 131 WEST 25TH STREET | NEW YORK | NY | 10001 | PUBLIC | SUPPORT FOR COMMUNITY | $250 | |||
| BRAIN & BEHAVIOR RESEARCH FDN | |||||||||
| 90 PARK AVE 16TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | RESEARCH INTO HUMAN BEHAVIOR | $250 | |||
| CARE | |||||||||
| P O BOX 7039 | MERRIFIELD | VA | 221169753 | PUBLIC | SUPPORT FOR PEOPLE IN CRISIS | $500 | |||
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||||
| P O BOX 710 | TUCSON | AZ | 85702 | PUBLIC | IMPROVE SURVIVAL OF SPECIES | $500 | |||
| CHILD FUND OF AMERICA | |||||||||
| P O BOX 277 | NEW PALTZ | NY | 12561 | PUBLIC | EFFORTS TO BRING CHILDREN HOME | $250 | |||
| CONSERVATION FUND | |||||||||
| 1655 N FORT MYER DR | ARLINGTON | VA | 22209 | PUBLIC | ENVIRONMENTAL CONSERVATION | $250 | |||
| FLORIDA STATE UNIVERSITY FDN | |||||||||
| P O BOX 3062739 | TALLAHASSEE | FL | 323062739 | PUBLIC | SCHOLARSHIPS | $1,000 | |||
| GIRLS INC | |||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PUBLIC | WORLDWIDE MISSIONS FOR GIRLS | $500 | |||
| GLEANINGS FROM THE HARVEST | |||||||||
| 624 4RTH AVE N | TEXAS CITY | TX | 77590 | PUBLIC | FOOD FOR NEEDY | $1,000 | |||
| GOODWILL INDUSTRIES | |||||||||
| 4525 AVE U | GALVESTON | TX | 77551 | PUBLIC | SUPPORT FOR NEEDY | $500 | |||
| HABITAT FOR HUMANITY | |||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | PUBLIC | HOMES FOR NEEDY - WORLDWIDE | $1,000 | |||
| NATIONAL ALLIANCE TO END HOMELESS | |||||||||
| 1518 K ST NW SUITE 410 | WASHINGTON | DC | 200051269 | PUBLIC | SUPPORT THE HOMELESS | $250 | |||
| NATIONAL PARKS AND CONSERVATION | |||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | CONSERVATION IN PARKS | $2,250 | |||
| PEACE THROUGH COMMERCE | |||||||||
| 1510 FALCON LEDGE DR | ARLINGTON | VA | 222031606 | PUBLIC | END HUMAN TRAFFICKING | $1,000 | |||
| PETSMART CHARITIES | |||||||||
| 19601 NORTH 27TH AVE | PHOENIX | AZ | 85027 | PUBLIC | ANIMAL WELFARE | $750 | |||
| PREVENT CHILD ABUSE AMERICA | |||||||||
| 228 SOUTH WABASH AVE | CHICAGO | IL | 60604 | PUBLIC | PREVENT CHILD ABUSE | $250 | |||
| RAIN FOREST FOUNDATION | |||||||||
| 1000 DEAN STREET ST 430 | BROOKLYN | NY | 11238 | PUBLIC | PRESERVE RAINFOREST | $250 | |||
| ROTARY FOUNDATION | |||||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PUBLIC | IMPROVE HUMANITY | $250 | |||
| STARLIGHT CHILDREN'S FOUNDATION | |||||||||
| 2049 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | PUBLIC | HOSPITALIZED CHILDREN | $250 | |||
| THE CARING PLACE | |||||||||
| P O BOX 1215 | GEORGETOWN | TX | 786271215 | PUBLIC | DISADVANTAGED FAMILIES | $500 | |||
| UNBOUND | |||||||||
| ONE ELMWOOD AVE | KANSAS CITY | KS | 66103 | PUBLIC | FAMILIES IN POVERTY | $500 | |||
| US FUND FOR UNICEF | |||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PUBLIC | SUPPORT FOR CHILDREN | $250 | |||
| WILD ANIMAL SANCTUARY | |||||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | PUBLIC | ABANDONED ANIMALS | $250 | |||
| WOMEN FOR WOMEN | |||||||||
| 2000 M STREET NW | WASHINGTON | DC | 20036 | PUBLIC | MARGINALIZED WOMEN | $250 | |||
| WONDERLAND SCHOOL | |||||||||
| 8510 WONDERLAND AVE | LOS ANGELES | CA | 90046 | PUBLIC | EDUCATION | $5,000 | |||
| YMCA OF THE ROCKIES | |||||||||
| P O BOX 20800 | ESTES PARK | CO | 80511 | PUBLIC | MOUNTAIN RECREATION FOR FAMILIES | $250 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,424 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,958 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,382 | 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 | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $329,116 | $185,856 |
| ISHARES TR RUSSELL MIDCAP VALUE | $72,255 | $126,644 |
| FIDELITY 500 INDEX | $152,971 | $288,969 |
| BUFFALO MID CAP FUND | $70,513 | $79,070 |
| ARTISAN INTERNATIONAL INVESTOR | $51,159 | $45,948 |
| MATTHEWS PACIFIC TIGER FUND | $55,866 | $71,238 |
| DODGE & COX STOCK FUND | $44,267 | $72,711 |
| FIDELITY FLOATING RATE HIGH INCOME | $449,221 | $433,755 |
| FIDELITY FOCUSED HIGH INCOME | $265,002 | $241,925 |
| SPARTAN 500 INDEX FID ADVANTAGE | ||
| FIDELITY CONTRA-FUND | $60,638 | $84,068 |
| ISHARES RUSSELL 1000 GROWTH | $99,983 | $108,129 |
| FIDELITY LOW PRICED STOCK | $86,017 | $85,827 |
| FIDELITY US BOND INDEX | $69,486 | $72,236 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| LEADERSHIP BANQUET | $1,264 | $1,264 |
| OFFICE SUPPLIES |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW ELEANOR GRANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 BAMAR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |