GATEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GATEWOOD FAMILY FOUNDATION (EIN 76-0595111)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105139
- Schema version
- 2024v5.0
- 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 Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:13:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815454837 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREESE PERALEZ & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1095 EVERGREEN CIR STE 200 | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773803646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 TEN PLACE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E GATEWOOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2815794485 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY FREESE | PreparerPersonNm |
| PTIN | P00607314 | PTIN |
| Phone | 8328627300 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,250,771 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,328 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,869 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $20,869 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $104,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,869 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,386 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,869 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $225,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,128 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $298,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $341,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $498,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $396,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $408,487 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $717,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $970,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,250,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $970,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $784,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $970,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $970,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $970,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $784,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $784,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | P | 2024-03-05 | $20,504 | $16,209 | $4,295 | $4,295 |
| ISHARES MSCI ACWI ETF | P | 2024-03-05 | $4,074 | $3,851 | $223 | $223 |
| VANGUARD INDUSTRIALS ETF | P | 2024-03-05 | $702 | $656 | $46 | $46 |
| ISHARES CORE S&P SMALL CAP EFT | P | 2024-05-06 | $2,445 | $1,735 | $710 | $710 |
| ISHARES CORE S&P 500 ETF | P | 2024-05-06 | $22,861 | $18,235 | $4,626 | $4,626 |
| ISHARES MSCI ACWI ETF | P | 2024-05-06 | $5,582 | $5,270 | $312 | $312 |
| VANGUARD INDUSTRIALS ETF | P | 2024-05-06 | $2,592 | $2,405 | $187 | $187 |
| VANGUARD VALUE ETF | P | 2024-05-06 | $3,924 | $3,492 | $432 | $432 |
| ISHARES MSCI EAFE VALUE ETF | P | 2024-05-09 | $552 | $520 | $32 | $32 |
| SELECTSECTOE HEALTH CARE SPDR ETF | P | 2024-05-09 | $24,490 | $24,159 | $331 | $331 |
| ISHARES MSCI EAFE VALUE ETF | P | 2024-05-29 | $25,408 | $23,710 | $1,698 | $1,698 |
| ISHARES MSCI ACWI ETF IV | P | 2024-05-30 | $9,725 | $9,833 | -$108 | -$108 |
| VANGUARD VALUE ETF | P | 2024-05-30 | $25,283 | $22,352 | $2,931 | $2,931 |
| 731 GAIN ON DISTRIBUTIONS - ENTERPRI | P | 2024-12-31 | $598 | $598 | $598 | |
| 731 GAIN ON DISTRIBUTIONS - PLAINS | P | 2024-12-31 | $1,988 | $1,988 | $1,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,301 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,721 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $334 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $334 | SubtotalAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $552 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $552 | TotalPaymentsAndCreditsAmt |
| Overpayment | $218 | OverpaymentAmt |
| Applied To ES Tax | $218 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL E GATEWOOD | IndividualWithBooksNm |
| 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 | 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 | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL E GATEWOOD | ||||||||
| 16211 PARK 10 PLACE | HOUSTON | TX | 77084 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CINDY L GATEWOOD | ||||||||
| 16211 PARK 10 PLACE | HOUSTON | TX | 77084 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN J STEDHAM | ||||||||
| 16211 PARK 10 PLACE | HOUSTON | TX | 77084 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAIGE E KELLY | ||||||||
| 16211 PARK 10 PLACE | HOUSTON | TX | 77084 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATHAN STEDHAM | ||||||||
| 16211 PARK 10 PLACE | HOUSTON | TX | 77084 | EXECUTIVE DI | 1.00 | $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 |
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 | $513,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $765,263 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,333,548 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,333,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,313,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $334 | TotalTaxAmt |
| Distributable Before Adj | $65,343 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,343 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,343 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,343 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $172,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,466 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $208,619 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $177,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $845,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $65,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $215,457 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,060,702 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $172,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $888,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,466 | ExcessFromYear4Amt |
| Excess From Year3 | $110,636 | ExcessFromYear3Amt |
| Excess From Year2 | $208,619 | ExcessFromYear2Amt |
| Excess From Year1 | $177,257 | ExcessFromYear1Amt |
| Excess From Current Year | $215,457 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL E GATEWOOD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARBOR SCHOOL | |||||||
| 1919 KNOLL | HOUSTON | TX | 77080 | N/A | PC | GENERAL SUPPORT | $87,500 |
| BOYS & GIRLS COUNTRY | |||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | N/A | PC | GENERAL SUPPORT | $95,000 |
| MAKE A WISH | |||||||
| 16803 DALLAS PKWY | ADDISON | TX | 75001 | N/A | PC | GENERAL SUPPORT | $36,300 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D ST BLDG 5326 | VIRGINIA BEACH | VA | 23459 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE HOBBY CENTER | |||||||
| 800 BAGBY ST | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $6,000 |
| SEAL LEGACY FOUNDATION | |||||||
| 2110-B BOCA RATON | AUSTIN | TX | 78747 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SECOND BAPTIST SCHOOL FOUNDATION | |||||||
| 6410 WOODWAY DR | HOUSTON | TX | 77057 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,328 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,301 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNER | 523000 | $1,983 |
| KENNELAND WEST | 523000 | $18,818 |
| PLAINS ALL AMERICAN PIPELIN | 523000 | $68 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,869 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,074 | 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 TEN PLACE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,600 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 SH MICROSOFT CORP | $20,904 | $63,225 |
| 374 SH OBEOK INC NEW | $24,886 | $37,550 |
| 268 INVESCO AEROSPACE | $24,271 | $30,748 |
| 475 ISHARES CORE S&P MID CAP | $18,779 | $29,597 |
| 222 ISHARES CORE S&P SMALL | $16,998 | $25,579 |
| 199 ISHARES CORE S&P 500 | $73,853 | $117,147 |
| 458 ISHARES MSCI ACWI ETF | $46,812 | $53,815 |
| 202 ISHARES MSCI INDIA INDEX | $10,925 | $10,633 |
| 233 ISHARES MSCI USA QLTY | $34,511 | $41,493 |
| 313 VANGUARD ENERGY ETF | $25,816 | $37,970 |
| 125 VANGUARD INDUSTRIALS | $27,144 | $31,799 |
| 109 VANGUARD VALUE ETF | $16,254 | $18,454 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KENNELAND WEST LP | AT COST | $141,395 | $150,000 |
| CHANDLER DERBY MEDICAL | AT COST | $117,092 | $350,000 |
| PLAINS ALL AMERICAN | AT COST | $28,558 | |
| SPYWATCH | AT COST | $150,000 | $150,000 |
| CAIM TECHNOLOGY INVESTMENT | AT COST | ||
| ENTTERPRISE PRODS PART LP | $39,075 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATIVE EXPENSE | $6,200 | $6,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS | $1,983 | $1,983 |
| KENNELAND WEST | $18,818 | $18,818 |
| PLAINS ALL AMERICAN PIPELINE | $68 | $68 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMENITY SUITES DEVELOPMENT ONE INC | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,386 | Amt |
| Net Investment Income | $4,386 | NetInvestmentIncomeAmt |