MARVY FINGER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARVY FINGER FAMILY FOUNDATION (EIN 76-0625865)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349102032
- Schema version
- 2024v5.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T17:17:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
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 | 77027 | 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 | 760625865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marvy Finger Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 7138643313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering St 210 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elaine W Finger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7138643313 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-11-07 | 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 | $101,606,126 | 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 | $17,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,179,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,179,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $580,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,007,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $580,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,777,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,760,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $409,042 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $409,042 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,471 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,471 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,623 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,622 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $204,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,739 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,340 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,619 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,619 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $943,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $246,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $651,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,291,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,291,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,234,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $246,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,942,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,457,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,513,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,676 | CashBOYAmt |
| Cash EOY | $104,760 | CashEOYAmt |
| Cash EOYFMV | $104,760 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,392,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,692,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,692,481 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,083 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,083 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,083 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $3,500 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $3,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,500 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $52,361,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,625,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,787,578 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $19,129 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,724 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,724 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,888,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,443,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,606,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $83,888,542 | CapitalStockBOYAmt |
| Capital Stock EOY | $82,443,912 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,888,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,443,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,888,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,443,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,888,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,457,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,243 | OtherIncreasesAmt |
| Subtotal | $82,445,571 | SubtotalAmt |
| Other Decreases | $1,659 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,443,912 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly traded securities | $12,007,182 | $11,426,586 | $580,596 | $580,596 | |
| Securities litigation proceeds | $177 | $177 | $177 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $580,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,876 | OverpaymentAmt |
| Applied To ES Tax | $25,876 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.mfffscholarship.com | WebsiteAddressTxt |
| Individual With Books | Gayla Hicks | IndividualWithBooksNm |
| Phone | 7138643313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Elaine W Finger | ||||||||
| 99 Detering Ste 210 | Houston | TX | 77007 | President | 40.00 | $125,077 | $0 | $0 |
| Edward A Finger | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | Vice President | 4.00 | $0 | $0 | $0 |
| Jill F Jewett | ||||||||
| 99 Detering Ste 200 | Houston | TX | 77007 | Secretary | 4.00 | $0 | $0 | $0 |
| Ramona Reddell | ||||||||
| 99 Detering Ste 210 | Houston | TX | 77007 | Treasurer | 4.00 | $373 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Keisha Davis | ||||||||
| 99 Detering Suite 210 | Houston | TX | 77007 | Scholarship Director | 40.00 | $138,750 | $3,445 | $0 |
| Suzette Lee | ||||||||
| 99 Detering Suite 210 | Houston | TX | 77007 | Scholarship staff | 40.00 | $87,241 | $2,095 | $0 |
| Kim Whitener | ||||||||
| 99 Detering Suite 210 | Houston | TX | 77007 | Scholarship staff | 20.00 | $74,786 | $1,820 | $0 |
| Julia Hanna | ||||||||
| 99 Detering Suite 210 | Houston | TX | 77007 | Scholarship staff | 40.00 | $71,684 | $1,299 | $0 |
| 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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | |||||
| 909 Fannin Ste 2907 | Houston | TX | 77010 | Investment Management | $153,861 |
| JP Morgan Chase & Co | |||||
| 600 Travis St | Houston | TX | 77002 | Investment Management | $50,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship Program: Provided scholarships to 218 low income HISD graduates to pursue 2-year career and technical degrees or certificates from Houston Community College and San Jacinto College.Scholarships funded: $803,145Administrative expenses: $651,813_____________________________________________________Total scholarship program expenditures $1,454,958 | Description1Txt |
| Expenses1 | $1,454,958 | Expenses1Amt |
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 | $90,006,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,395,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,401,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,401,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,476,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,925,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,846,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,846,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,941 | TotalTaxAmt |
| Distributable Before Adj | $4,811,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,243 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,825,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,825,581 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,942,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,942,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,825,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,028,111 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,942,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,028,111 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,914,847 | 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 | $1,910,734 | 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) |
|---|---|---|
| Contributing Manager | Elaine W Finger | ContributingManagerNm |
| Contributing Manager | Jill F Jewett | ContributingManagerNm |
| Contributing Manager | Edward A Finger | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marvy Finger Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Detering Suite 210 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138677088 | RecipientPhoneNum |
| Form And Info And Materials | Written application and financial information. Application can be downloaded from scholarship website: www.mfffscholarship.com | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | March 1st for scholarships; monthly for charitable grants | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a 501(c)(3) public charity for grants; must be a Houston area high school graduating senior for scholarships. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (251 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL Coalition for Mutual Respect | |||||||
| PO Box 7434 | Beaumont | TX | 77726 | N/A | PC | Helping low-income, underserved students at five Houston-area universities | $50,000 |
| Aishel House | |||||||
| 1955 University Blvd | Houston | TX | 77030 | N/A | PC | Housing assistance for Texas Medical Center patients and their families | $25,000 |
| Baylor College of Medicine | |||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Improving healthcare through science, scholarship and innovation | $75,000 |
| Bayou Preservation Association | |||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | Assistance with preservation and protection of Houston-area waterways | $10,000 |
| Briarwood School | |||||||
| 12207 Whittington Dr | Houston | TX | 77077 | N/A | PC | Tuition assistance and professional development | $75,000 |
| BridgeYear | |||||||
| 2336 Camden Dr | Houston | TX | 77021 | N/A | PC | Outreach for high school students from low-income families | $100,000 |
| Connect Community | |||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | N/A | PC | Provide challenging summer opportunities for middle school students | $20,000 |
| Da Camera of Houston | |||||||
| 1427 Branard | Houston | TX | 77006 | N/A | PC | Promotion of performing arts in the Houston community | $75,000 |
| Galveston Bay Foundation | |||||||
| 1100 Hercules Ave Ste 200 | Houston | TX | 77058 | N/A | PC | Conservation, restoration and education programs aimed at Galveston Bay | $250,000 |
| Greater Houston Community Fdtn | |||||||
| 515 Post Oak Blvd Ste 1000 | Houston | TX | 77027 | N/A | PC | Houston community charitable initiatives | $400,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Dr | Houston | TX | 77004 | N/A | PC | Improvement of Hermann Park, public park located in Houston, TX | $200,000 |
| Houston Area Women's Center | |||||||
| 3077 El Camino | Houston | TX | 77054 | N/A | PC | Assistance of critical services for survivors of domestic and sexual violence in the Houston area | $100,000 |
| Houston Parks Board | |||||||
| 300 North Post Oak Ln | Houston | TX | 77024 | N/A | PC | Improve neighborhood parks and recreational facilities in the Houston community | $25,000 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Promotion of performing arts in the Houston community | $53,000 |
| Houston Youth Symphony | |||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Promotion of youth performing arts in the Houston community | $15,000 |
| Legacy Community Health | |||||||
| 1415 California St | Houston | TX | 77006 | N/A | PC | Provides specialized, quality care to uninsured and underinsured families in Houston area | $50,000 |
| Memorial Park Conservancy | |||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Assistance with forestry conservation of Memorial Park | $250,000 |
| Methodist Hospital | |||||||
| 6565 Fannin D200 | Houston | TX | 77030 | N/A | PC | Medical education, training and research at Methodist Hospital | $30,000 |
| Mission Success | |||||||
| 1100 Merrill St | Houston | TX | 77009 | N/A | PC | Preparing Houston's youth for successful careers and life beyond high school | $10,000 |
| Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | Research, education, and preservation of the fine arts | $25,000 |
| Nick Finnegan Counseling Center | |||||||
| 2714 Joanel | Houston | TX | 77027 | N/A | PC | Mental health counseling and outreach services | $10,000 |
| Planned Parenthood Gulf Coast | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Assistance with family planning education and services | $15,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $20,000 |
| Shriners Hospitals For Children | |||||||
| 6977 Main St | Houston | TX | 77030 | N/A | PC | Medical education, training and research at Shriners Hospitals for Children for Children | $25,000 |
| South Texas College of Law | |||||||
| 1303 San Jacinto St | Houston | TX | 77002 | N/A | PC | Provides students opportunities to obtain legal education | $25,000 |
| The Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation educational programs in the Houston community | $250,000 |
| The Menninger Clinic | |||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | Medical education, training and research at Baylor College of Medicine | $55,000 |
| The Montrose Center | |||||||
| 401 Branard St | Houston | TX | 77006 | N/A | PC | Assistance with LGBTQ youth suicide prevention, mental and behavorial health services | $75,000 |
| The Rothko Chapel | |||||||
| 1409 Sul Ross | Houston | TX | 77006 | N/A | PC | Research, education, and preservation of the fine arts | $25,000 |
| The Women's Resource | |||||||
| 13100 Northwest Fwy Ste 130 | Houston | TX | 77040 | N/A | PC | Education and financial coaching to struggling women in the Greater Houston area | $25,000 |
| Undies for Everyone | |||||||
| 3610 Willowbend 100 | Houston | TX | 77054 | N/A | PC | Distribution of new underwear to children in need | $25,000 |
| University of Arizona Foundation | |||||||
| 1010 N Highland Ave | Tucson | AZ | 85721 | N/A | PC | Assistance for students with learning and attention disorders at SALT Center | $50,000 |
| University of Houston-Bauer College | |||||||
| 4750 Calhoun Rd Room 334 | Houston | TX | 77204 | N/A | GOV | Creating opportunities for students with support of Bauer Excellence Scholarship Endowment | $50,000 |
| Acosta P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,343 |
| Aguilar C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,291 |
| Ajpacaja J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,692 |
| Alcala A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,929 |
| Alejandro R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,855 |
| Alkahil M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,384 |
| Alvarez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $221 |
| Alvarez K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $500 |
| Alvarez P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,444 |
| Anguiano I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $65 |
| Aparicio A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,474 |
| Arguello G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,855 |
| Arias E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,384 |
| Avalos A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,525 |
| Avila I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,107 |
| Babineaux L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,576 |
| Barajas V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,155 |
| Belmontes J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,404 |
| Blanco B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,461 |
| Bowdy Jr R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,691 |
| Brizendine B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,696 |
| Brown K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,126 |
| Brown M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,285 |
| Bueno E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,588 |
| Calderon C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $9,162 |
| Caldwell SG | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,782 |
| Calvillo E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,260 |
| Camario C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $320 |
| Cannon-Kindle P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,226 |
| Cardozo B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,802 |
| Carrillo M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,074 |
| Casanova M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,732 |
| Castaneda C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,033 |
| Castilleja R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,896 |
| Castillo B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,294 |
| Castillo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,721 |
| Castro G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,362 |
| Cavada C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $268 |
| Cedillo L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $374 |
| Cerceda M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,869 |
| Cerda A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,317 |
| Chagolla Y | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,574 |
| Chahine N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,461 |
| Chame Jr O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,350 |
| Chapa N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $717 |
| Chaparro A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,591 |
| Chavez-Dimas D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $65 |
| Chavez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,953 |
| Contreras A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,473 |
| Cook-Martinez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,927 |
| Cordero Green D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,943 |
| Cortez O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,536 |
| Covarrubias J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $969 |
| Cruz F | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $864 |
| Cruz G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $11,277 |
| Cuevas M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $983 |
| DeHoyos D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,943 |
| De Los Santos E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,451 |
| Del Villar I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,151 |
| Denova L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,211 |
| Diaz C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,793 |
| Diaz E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,992 |
| Diaz K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,957 |
| Duran I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,283 |
| Escamilla S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,230 |
| Espinosa J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,545 |
| Espinosa R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,509 |
| Estrada E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,228 |
| Estrada L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $383 |
| Fernandez de Lara O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,170 |
| Fields D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,361 |
| Figueroa S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $129 |
| Flores B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,895 |
| Francis T | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,877 |
| Fults W | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $8,964 |
| Gaitan L | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,110 |
| Gallardo A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,370 |
| Gamez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,471 |
| Garcia A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $243 |
| Garcia K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,246 |
| Garcia M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,836 |
| Garcia Gallindo K | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,926 |
| Garcia Najera S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,898 |
| Garza A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,906 |
| Garza D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,652 |
| Gomez X | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,591 |
| Gone J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,049 |
| Gonzalez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,516 |
| Gonzalez P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,397 |
| Gonzalez R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,556 |
| Gould B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,383 |
| Govea J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,662 |
| Green C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $8,277 |
| Guevara E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,629 |
| Guillermo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,591 |
| Gutierrez N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,130 |
| Gutierrez Benitez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $483 |
| Guzman E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $485 |
| Harris R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,061 |
| Hernandez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,496 |
| Hernandez B | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,272 |
| Hernandez B | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,926 |
| Hernandez D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,798 |
| Hernandez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,191 |
| Hernandez J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,918 |
| Hernandez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,244 |
| Hernandez M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $422 |
| Hernandez O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,063 |
| Hernandez S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,669 |
| Hernandez Reyes J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $843 |
| Herrera M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,691 |
| Holmes A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,279 |
| Huerta H | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,137 |
| Hugo G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,700 |
| Jaimes E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $114 |
| Kates A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,072 |
| Linares E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $631 |
| Lopez D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,765 |
| Lopez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,588 |
| Maldonado F | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $93 |
| Martinez A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $8,559 |
| Martinez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $511 |
| Martinez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,138 |
| Martinez S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,593 |
| Martinez V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $465 |
| Martinez Valora G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $264 |
| Mata E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,536 |
| McNeil A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,841 |
| Medina M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,448 |
| Medina N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $752 |
| Medina R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,591 |
| Medrano E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,946 |
| Mendoza B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $11,411 |
| Mendoza H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $324 |
| Mendoza Leyva J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,943 |
| Merino C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,043 |
| Messina J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,300 |
| Mora A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,207 |
| Moreno V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,655 |
| Mosso A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,252 |
| Munguia A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $70 |
| Munoz C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,692 |
| Najera D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,533 |
| Nettles L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,160 |
| Nguyen L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,686 |
| Olivier T | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,621 |
| Ortiz J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,854 |
| Ortiz J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,437 |
| Palacios N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,499 |
| Paz F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $12,996 |
| Pena C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,548 |
| Peralta A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,325 |
| Perez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $335 |
| Pinon M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,052 |
| Ponce G | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,009 |
| Quinones O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,609 |
| Ramirez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,723 |
| Ramirez I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,591 |
| Ramos-Salmeron D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,772 |
| Rebollar H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,924 |
| Reyes F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $8,773 |
| Rincon J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,342 |
| Rivas L | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $49 |
| Rivera Hernandez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,777 |
| Rocha I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $368 |
| Rodriguez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,359 |
| Rodriguez Acosta E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $9,078 |
| Rodriguez Paz B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $368 |
| Rojas Duran D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,884 |
| Romero X | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,654 |
| Rosales E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $957 |
| Ross M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,557 |
| Salas J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,597 |
| Sanchez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,488 |
| Sanchez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,627 |
| Sanchez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,199 |
| Sandoval L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,434 |
| Santana A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $11,277 |
| Santana A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,036 |
| Santiago C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,573 |
| Santos E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,170 |
| Serrano J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,280 |
| Serrano M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,941 |
| Serrano P | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $409 |
| Sheppard H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,336 |
| Sierra J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,843 |
| Silva L | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $11,277 |
| Skipper S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,361 |
| Solis O | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,913 |
| Soto C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $11,277 |
| Soto J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,054 |
| Soto P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,564 |
| Stovall D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,125 |
| Sullivan-Brown J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $7,752 |
| Swann B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,068 |
| Tapia J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,439 |
| Tello U | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $335 |
| Tessier F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,650 |
| Torres J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,379 |
| Torres K | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,340 |
| Trejo Gutierrez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,663 |
| Tristan M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,349 |
| Troawoly M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $6,353 |
| Tzul A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $335 |
| Vaca J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,429 |
| Valadez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,514 |
| Vargas M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,437 |
| Velasquez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,456 |
| Velasquez S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,218 |
| Vences A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,870 |
| Vergara F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,979 |
| Vidaurri B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $332 |
| Villegas O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,881 |
| Watts S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,940 |
| Wesson C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $8,284 |
| Wyatt N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $846 |
| Yanes S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $407 |
| Yanez R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $49 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,291,145 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Baylor College of Medicine | |||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Improving healthcare through science, scholarship and innovation | $300,000 |
| Bayou Preservation Association | |||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | Assistance with preservation and protection of Houston-area waterways | $15,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Outreach for highly motivated students to achieve post-secondary success | $50,000 |
| Briarwood School | |||||||
| 12207 Whittington Dr | Houston | TX | 77077 | N/A | PC | Tuition assistance and professional development | $75,000 |
| BridgeYear | |||||||
| 2336 Camden Drive | Houston | TX | 77021 | N/A | PC | Outreach for high school students from low-income families | $100,000 |
| Camp for All | |||||||
| 10500 N Freeway Ste 220 | Houston | TX | 77092 | N/A | PC | Assistance for children with special needs | $200,000 |
| Connect Community | |||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | N/A | PC | Provide challenging summer opportunities for middle school students | $25,000 |
| Da Camera of Houston | |||||||
| 1427 Branard | Houston | TX | 77006 | N/A | PC | Promotion of performing arts in the Houston community | $500,000 |
| Families Empowered | |||||||
| 2050 N Loop W Ste 230 | Houston | TX | 77018 | N/A | PC | Helping parents navigate their school options with personalized support | $10,000 |
| Greater Houston Community Fdtn | |||||||
| 515 Post Oak Blvd Suite 1000 | Houston | TX | 77027 | N/A | PC | Houston community charitable initiatives | $400,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | Research, education, and preservation of Holocaust history | $50,000 |
| Houston Area Women's Center | |||||||
| 3077 El Camino | Houston | TX | 77054 | N/A | PC | Assistance of critical services for survivors of domestic and sexual violence in the Houston area | $100,000 |
| Houston Parks Board | |||||||
| 300 North Post Oak Ln | Houston | TX | 77024 | N/A | PC | Improve neighborhood parks and recreational facilities in the Houston community | $25,000 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Promotion of performing arts in the Houston community | $500,000 |
| Houston Youth Symphony | |||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Promotion of youth performing arts in the Houston community | $35,000 |
| Legacy Community Health | |||||||
| 1415 California St | Houston | TX | 77006 | N/A | PC | Provides specialized, quality care to uninsured and underinsured families in Houston area | $50,000 |
| Mission Success | |||||||
| 1100 Merrill St | Houston | TX | 77009 | N/A | PC | Preparing Houston's youth for successful careers and life beyond high school | $10,000 |
| Momentum Education | |||||||
| PO Box 66146 | Houston | TX | 77266 | N/A | PC | Assist first-generation, low-income students achieve economic, social mobility | $50,000 |
| Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | Research, education, and preservation of the fine arts | $25,000 |
| Nick Finnegan Counseling Center | |||||||
| 2714 Joanel | Houston | TX | 77027 | N/A | PC | Mental health counseling and outreach services | $25,000 |
| Planned Parenthood Gulf Coast | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Assistance with family planning education and services | $25,000 |
| Ronald McDonald House | |||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Housing for families with child receiving care for a serious illness at Texas Medical Center | $25,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Assistance to the hungry, homeless and suffering in the Greater Houston area | $20,000 |
| Shriners Hospitals For Children | |||||||
| 6977 Main St | Houston | TX | 77030 | N/A | PC | Medical education, training and research at Shriners Hospitals for Children | $30,000 |
| South Texas College of Law | |||||||
| 1303 San Jacinto St | Houston | TX | 77002 | N/A | PC | Provides students opportunities to obtain legal education | $25,000 |
| The Montrose Center | |||||||
| 401 Branard St | Houston | TX | 77006 | N/A | PC | Assistance with LGBTQ youth suicide prevention, mental and behavorial health services | $75,000 |
| The Women's Resource | |||||||
| 13100 Northwest Fwy Ste 130 | Houston | TX | 77040 | N/A | PC | Education and financial coaching to struggling women in the Greater Houston area | $25,000 |
| Undies for Everyone | |||||||
| 3610 Willowbend 100 | Houston | TX | 77054 | N/A | PC | Distribution of new underwear to children in need | $25,000 |
| University of Arizona Foundation | |||||||
| 1010 N Highland Ave | Tucson | AZ | 85721 | N/A | PC | Assistance for students with learning and attention disorders at SALT Center | $50,000 |
| University of Houston-Bauer College | |||||||
| 4750 Calhoun Rd Room 334 | Houston | TX | 77204 | N/A | GOV | Creating opportunities for students with support of Bauer Excellence Scholarship Endowment | $50,000 |
| Ajpacaja J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,183 |
| Alcala A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,453 |
| Alejandro R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $264 |
| Alkahil M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,340 |
| Alvarez P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,073 |
| Aparicio A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $255 |
| Arguello G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $264 |
| Avalos A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,977 |
| Babineaux L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,542 |
| Barajas V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,772 |
| Belmontes J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,142 |
| Bowdy Jr R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,462 |
| Brown K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,206 |
| Calderon C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,437 |
| Caldwell SG | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,951 |
| Calvillo E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $857 |
| Cannon-Kindle P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $58 |
| Cardozo B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $617 |
| Carrillo M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,184 |
| Castaneda C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $949 |
| Castilleja R | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,620 |
| Castillo B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,160 |
| Castillo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,959 |
| Castro G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,044 |
| Cerceda M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,318 |
| Chagolla Y | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $603 |
| Chahine N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $157 |
| Chame Jr O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $561 |
| Chaparro A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $8,990 |
| Chavez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $69 |
| Contreras A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,380 |
| Cook-Martinez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,933 |
| Cordero Green D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,138 |
| Cortez O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $407 |
| Cruz G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,637 |
| DeHoyos D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,110 |
| De Los Santos E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $96 |
| Del Villar I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,283 |
| Denova L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,552 |
| Diaz C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,294 |
| Diaz E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,182 |
| Diaz K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $812 |
| Duran I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $324 |
| Escamilla S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,524 |
| Espinosa J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,649 |
| Espinosa R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,284 |
| Estrada E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,672 |
| Fields D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,611 |
| Flores B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,283 |
| Gallardo A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,097 |
| Gamez E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,320 |
| Garcia K | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,288 |
| Garcia M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $962 |
| Garcia Gallindo K | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,736 |
| Garcia Najera S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,366 |
| Garza A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,583 |
| Garza D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,822 |
| Gomez X | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $9,099 |
| Gone J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,011 |
| Gonzalez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,190 |
| Gonzalez P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $69 |
| Gonzalez R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $7,317 |
| Gould B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,178 |
| Govea J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $60 |
| Green C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,705 |
| Guevara E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,386 |
| Guillermo J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,638 |
| Gutierrez N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,682 |
| Harris R | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $157 |
| Hernandez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $156 |
| Hernandez B | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,736 |
| Hernandez D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,105 |
| Hernandez J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,466 |
| Hernandez M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $255 |
| Holmes A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,551 |
| Hugo G | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $203 |
| Lopez D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,002 |
| Lopez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $418 |
| Martinez A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,736 |
| Martinez J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $263 |
| Mata E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $18 |
| McNeil A | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $4,144 |
| Medina M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,376 |
| Medrano E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,251 |
| Mendoza B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,583 |
| Mendoza Leyva J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,151 |
| Moreno V | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,977 |
| Mosso A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $959 |
| Najera D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,168 |
| Nettles L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $134 |
| Ortiz J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $953 |
| Ortiz J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $69 |
| Palacios N | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $383 |
| Pena C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $979 |
| Quinones O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,534 |
| Ramirez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $69 |
| Ramirez I | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $5,548 |
| Ramos-Salmeron D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $381 |
| Rebollar H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,016 |
| Reyes F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,875 |
| Rincon J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,954 |
| Rivera Hernandez C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,079 |
| Rodriguez Acosta E | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,239 |
| Rojas Duran D | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,296 |
| Ross M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $10,444 |
| Sanchez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $98 |
| Sandoval L | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $618 |
| Santana A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,938 |
| Santana A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,908 |
| Santiago C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $261 |
| Santos E | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $6,537 |
| Serrano M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $4,383 |
| Sheppard H | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $991 |
| Silva L | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,637 |
| Solis O | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,248 |
| Soto C | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $2,637 |
| Soto J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,853 |
| Soto P | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $225 |
| Stovall D | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $452 |
| Sullivan-Brown J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $2,648 |
| Swann B | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $391 |
| Tapia J | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,610 |
| Tessier F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $3,221 |
| Torres K | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $1,087 |
| Tristan M | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $898 |
| Troawoly M | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $3,437 |
| Vaca J | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $61 |
| Valadez A | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $1,551 |
| Velasquez S | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $42 |
| Vergara F | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $450 |
| Villegas O | |||||||
| 3100 Main St | Houston | TX | 77004 | None | I | Houston Community College Scholarship | $265 |
| Wesson C | |||||||
| 8060 Spencer Hwy | Pasadena | TX | 77505 | None | I | San Jacinto College Scholarship | $5,344 |
| Wyatt N | |||||||
| 4302 University Dr | Houston | TX | 77004 | None | I | University of Houston | $7,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,199,586 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,179,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $580,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,760,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,760,446 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Jon and Eleanor Totz | ||||||
| 1 | 1111 Hermann Drive 27D | Houston | TX | 77004 | $10,000 | Yes (X) |
| Douglas Woodall | ||||||
| 2 | PO Box 10687 | Bozeman | MT | 59719 | $7,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance fees | CategoryTxt |
| Amt | $3,245 | Amt |
| Net Investment Income | $1,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,622 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4270 Abbott Labs | $409,045 | $482,980 |
| 5200 Abbvie Inc. | $768,001 | $924,040 |
| 500 Adobe Inc | $257,990 | $222,340 |
| 15300 Alphabet Inc | $1,571,641 | $2,913,732 |
| 20900 Amazon Com | $2,825,730 | $4,585,251 |
| 23784 Apple Computer | $3,488,578 | $5,955,989 |
| 1000 ASML Holding | $877,480 | $693,080 |
| 5000 Astrazeneca PLC | $392,767 | $327,600 |
| 4800 Automatic Data Processing | $1,118,868 | $1,405,104 |
| 16000 Bae Systems PLC | $908,274 | $914,560 |
| 33074 Bank of America Corp | $1,146,221 | $1,453,602 |
| 1100 Berkshire Hathaway | $310,582 | $498,608 |
| 2000 Blackrock | $1,316,024 | $2,050,220 |
| 4500 CME Group Inc | $919,251 | $1,045,035 |
| 5000 Canadian Pac Kans City Ltd | $406,291 | $361,850 |
| 5200 Chevron Corp | $895,765 | $753,168 |
| 2350 Chubb Ltd | $466,487 | $649,305 |
| 30332 Coca Cola | $1,709,170 | $1,888,470 |
| 4516 Conoco Phillips | $561,034 | $447,852 |
| 3000 Costar Group Inc | $276,607 | $214,770 |
| 500 Eli Lilly & Co | $395,350 | $386,000 |
| 7000 EOG Resources Inc | $891,185 | $858,060 |
| 6900 Exxon Mobil Corp | $730,486 | $742,233 |
| 1800 Home Depot | $497,286 | $700,182 |
| 5500 Intercontinental Exchange | $631,249 | $819,555 |
| 2000 Intuitive Surgical Inc | $774,543 | $1,043,920 |
| 1000 Intuit | $634,301 | $628,500 |
| 2650 JP Morgan Chase | $320,074 | $635,232 |
| 1175 Linde PLC | $334,890 | $491,937 |
| 3500 LVMH Moet Hennessy Louis Vuitton | $526,933 | $457,415 |
| 2500 Mastercard Inc | $1,118,152 | $1,316,425 |
| 4800 McDonald's | $1,217,790 | $1,391,472 |
| 13900 Microsoft Corp | $3,358,588 | $5,858,850 |
| 7000 Nike Inc | $683,873 | $529,690 |
| 25800 Novo Nordisk | $1,348,856 | $2,219,316 |
| 7000 Nvidia Corp | $541,371 | $940,030 |
| 5345 Pepsico | $931,487 | $812,761 |
| 8352 Philip Morris | $721,446 | $1,005,163 |
| 10014 Procter & Gamble | $1,287,800 | $1,678,847 |
| 6000 Progressive Corp | $754,700 | $1,437,660 |
| 2885 S&P Global Inc Com | $852,157 | $1,436,817 |
| 600 ServiceNow Inc | $450,643 | $636,072 |
| 1200 Sherwin Williams | $248,949 | $407,916 |
| 2500 Taiwan Semiconductor Manufacturing Spon | $357,886 | $493,725 |
| 9727 Texas Instruments | $1,574,131 | $1,823,910 |
| 7490 Union Pacific | $1,541,169 | $1,708,020 |
| 3250 United Health Group Inc | $1,590,549 | $1,644,045 |
| 7825 Visa | $1,825,793 | $2,473,013 |
| 4850 Wal Mart Stores Inc | $221,997 | $438,198 |
| 38393 Fidelity 500 Index Fund | $6,697,041 | $7,839,409 |
| 10441 Fidelity Intl Indx-Inst Prm | $498,130 | $496,357 |
| 25730 Financial Select Sector SPDR | $1,029,179 | $1,243,531 |
| 1215 Industrial Select Sect SPDR | $173,326 | $160,088 |
| 10493 Ishares Core S&P Midcap ETF | $603,660 | $653,819 |
| 11470 JPMorgan Betabuilders Canada | $746,106 | $809,667 |
| 5194 JPMorgan Betabuilders Europe ETF | $299,285 | $287,851 |
| 21715 JPMorgan Betabuilders Japan ETF | $1,212,931 | $1,191,936 |
| 9707 JPMorgan Betabuilders Development | $466,396 | $473,216 |
| 371781 Six Circle Mgd Eq Intl Uncon | $4,951,551 | $4,788,537 |
| 726250 Six Circle Mgd Eq US Uncon | $12,958,319 | $15,040,647 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Computers for students | $10,957 | $11,980 | $11,980 |
| Student tools | $6,156 | $3,744 | $3,744 |
| Due from Houston Community College | $2,016 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Computers for students - written off | Desc |
| Amt | $1,659 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $10,121 | $0 | $10,121 |
| Supplies | $644 | $0 | $644 |
| Technology expenses | $3,813 | $0 | $3,813 |
| Scholarship promotion | $1,998 | $0 | $1,998 |
| Office expense | $10,033 | $0 | $10,033 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of prior year qualifying distributions | Desc |
| Amt | $14,243 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $204,739 | Amt |
| Net Investment Income | $204,739 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $40,340 | $40,340 | $0 |
| Federal excise tax | $45,000 | $0 | $0 |