GATEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GATEWOOD FAMILY FOUNDATION (EIN 76-0595111)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-30
- IRS object ID
- 201713039349100006
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-30T07:03:28-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 760595111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatewood Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 2815794485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Michael Gatewood | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,574,189 | 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 | $21,152 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $774,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,068 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $99,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,025 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,271 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,836 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,269 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,560 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,514 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,682 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,682 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,861 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $16,348 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $610,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $617,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $640,867 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $689,056 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $605,383 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $874,461 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,461,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,281,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,574,189 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,461,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,281,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,461,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,281,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,461,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,281,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,461,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,141 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,281,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,281,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $774,431 | $753,657 | $20,774 | $20,774 |
| Passthrough K-1 capital gain | $447 | $447 | $447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,216 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,089,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,058,245 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,840,424 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17824 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $147,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,636,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08993 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $248,473 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,733,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14336 | DistributionYr5Rt |
| Total Distribution | 0.643607 | TotalDistributionRt |
| Average Distribution | 0.128721 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,586,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $534 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $264,325 | 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 | $534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $534 | SubtotalAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $61 | OverpaymentAmt |
| Applied To ES Tax | $61 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E Michael Gatewood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2815794485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| E Michael Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | President | 1.00 | $0 |
| Cindy L Gatewood | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Kristen J Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Paige E Kelly | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Director | 1.00 | $0 |
| Nathan Stedham | ||||||
| 16211 Park 10 Place | Houston | TX | 77084 | Executive Dir. | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $841,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $628,073 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,610,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,610,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,586,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,167 | IncomeTaxAmt |
| Total Tax | $1,701 | TotalTaxAmt |
| Distributable Before Adj | $77,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,604 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,325 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $264,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $534 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $263,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,604 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $162,831 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $237,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $213,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $746,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,325 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,721 | RemainingDistriFromCorpusAmt |
| Total Corpus | $933,654 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $162,831 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $770,823 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,396 | ExcessFromYear4Amt |
| Excess From Year3 | $237,159 | ExcessFromYear3Amt |
| Excess From Year2 | $66,012 | ExcessFromYear2Amt |
| Excess From Year1 | $213,535 | ExcessFromYear1Amt |
| Excess From Current Year | $186,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E Michael Gatewood | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys Girls Country of Houston Inc | |||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | N/A | PC | General support | $149,200 |
| Make A Wish Foundation of North Tex | |||||||
| 6655 Deseo | Irving | TX | 75039 | N/A | PC | General support | $19,700 |
| University of Texas Foundation | |||||||
| PO Box 250 | Austin | TX | 78767 | N/A | PC | General support | $23,792 |
| Every Village | |||||||
| 8558 Katy Fwy Ste 100 | Houston | TX | 77024 | N/A | PC | General support | $5,000 |
| The Arbor School | |||||||
| 1635 Blalock Rd | Houston | TX | 77080 | N/A | PC | General support | $23,200 |
| The Hobby Center Foundation | |||||||
| 800 Bagby St Ste 300 | Houston | TX | 77002 | N/A | PC | General support | $4,790 |
| Wichita State University Foundation | |||||||
| 1845 N Fairmount Campus Box 2 | Wichita | KS | 67260 | N/A | PC | General support | $25,000 |
| SEAL Legacy Foundation | |||||||
| 2525 Wallingwood Dr Bldg 1 Ste 214 | Austin | TX | 78746 | N/A | PC | General support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,682 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,221 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 income | 525990 | $10,443 | 14 | $29,068 |
| Tax refund | 1 | $21 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,443 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,489 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | E Michael Gatewood | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16211 Park 10 Place | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,152 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $7,271 | Amt |
| Net Investment Income | $2,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,635 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,207 shs Altegris Futures | $65,931 | $59,660 |
| 3,647 shs Altegris AACA Real Estate | $46,350 | $47,453 |
| 4,267 shs Salient MLP & Energy | $26,222 | $39,602 |
| 887 shs IShares Core Dividend Grwth ETF | $25,633 | $25,634 |
| 373 shs IShares Edge MSCI QF ETF | $25,684 | $25,774 |
| 831 shs IShares MSCI EAFE ETF | $47,927 | $47,974 |
| 672 shs IShares MSCI Emerging Mkts ETF | $23,479 | $23,527 |
| 79 shs Ishares NASDAQ Biotech ETF IV | $22,833 | $20,965 |
| 179 shs Ishares Russell 2000 ETF | $18,921 | $24,138 |
| 1,564 shs Powershares Preferred | $23,036 | $22,256 |
| 1,085 shs Pwrshr S&P500 HIDIV | $42,787 | $42,510 |
| 826 shs Select STR Financial ETF | $18,352 | $19,205 |
| 878 shs SPDR Fund Consumer ETF | $62,275 | $71,469 |
| 558 shs Technology Select Sector ETF | $24,593 | $26,985 |
| 602 shs Vanguard REIT ETF | $53,338 | $49,683 |
| 458 shs Vanguard S&P 500 ETF | $89,924 | $94,032 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Kenneland West LP | AT COST | $79,844 | $79,451 |
| Enterprise Products LP | AT COST | $10,694 | $66,248 |
| Magellan Midstream Partners, LP | AT COST | $29,749 | $126,151 |
| Plains All American Pipeline | AT COST | $19,080 | $53,989 |
| Gatewood Wilson Landmark, LP | AT COST | $466,016 | $548,622 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $8 | $8 | |
| K-1 expenses | $1,552 | $1,514 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 income | $39,511 | $29,068 |
| Tax refund | $21 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $10,269 | Amt |
| Net Investment Income | $10,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |