DR LEON BROMBERG CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DR LEON BROMBERG CHARITABLE TR (EIN 76-0193007)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-09-22
- IRS object ID
- 201602669349100205
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-22T13:22:07-05:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760354302 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAD MAXWELL & MCKENNA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET ST SUITE 401 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760193007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR LEON BROMBERG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRLE | BusinessNameControlTxt |
| Phone | 4097625890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET STREET RM/STE 710 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775501532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES G DIBRELL III | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4097625890 | PhoneNum |
| Signature | 2016-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MCKENNA JR | PreparerPersonNm |
| PTIN | P00618649 | PTIN |
| Phone | 4097636479 | PhoneNum |
| Preparation | 2016-09-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,442,313 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,688 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $37,588 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $37,588 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $33,357 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $47,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,320,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,331 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $425,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,398 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,048 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,745 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,847 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,923 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $716 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $477 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $239 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $269,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $499,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $499,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $768,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $554,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$342,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $230,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $664,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $664,937 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,500 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $410,210 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $410,210 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $410,210 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $850,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,411,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,625,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,901,876 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,235 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,235 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,067,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,725,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,442,313 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,065 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,419 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,419 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,404,496 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,404,496 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,661,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,319,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,065,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,723,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,067,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,725,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,065,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$342,338 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,723,568 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,723,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO - NOMINEE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,320,253 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,272,922 | CostOrOtherBasisAmt |
| Gain Or Loss | $47,331 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $47,331 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,331 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $47,331 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,138,809 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $396,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,115,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $335,982 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,384,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040070 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $405,392 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,668,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052865 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $305,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,207,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049202 | DistributionYr5Rt |
| Total Distribution | 0.226996 | TotalDistributionRt |
| Average Distribution | 0.045399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,500,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $476,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $479,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $554,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,462 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,462 | SubtotalAmt |
| Tax Based On Investment Income | $2,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,038 | OverpaymentAmt |
| Applied To ES Tax | $23,038 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIDA RECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097625890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET STREET STE 710 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES G DIBRELL III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET STREET SUITE 710 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $36,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIDA RECTOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET STREET SUITE 710 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,750 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISOR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E MEDICAL CENTER BLVD STE 115 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADV. | ServiceTypeTxt |
| Compensation | $72,867 | CompensationAmt |
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 | $9,362,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,446 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $850,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,660,688 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,660,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,500,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,462 | TotalTaxAmt |
| Distributable Before Adj | $522,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $522,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $522,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $554,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $554,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,462 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $551,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $522,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $370,552 | UndistributedIncomePYAmt |
| Qualifying Distributions | $554,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $370,552 | AppliedToYear1Amt |
| Applied To Current Year | $183,673 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $338,904 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES G DIBRELL III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET STREET SUITE 710 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097625890 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ACCEPTED THROUGHOUT THE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADMIRAL NIMITZ FOUNDATION | |||||||||
| 328 E MAIN STREET | FREDERICKSBURG | TX | 78624 | N/A | PC | SUPPORT PROGRAMS | $2,500 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | N/A | PC | SPONSORSHIP | $5,000 | SOUTHWEST AFFILIATE | |
| ANCHOR POINT | |||||||||
| 103 DAVIS ROAD SUITE B | LEAGUE CITY | TX | 77573 | N/A | PC | SPONSORSHIP | $1,000 | ||
| ARTIST BOAT | |||||||||
| 2627 AVENUE O | GALVESTON | TX | 77550 | N/A | PC | EDUCATION & CONSERVATION PROGRAMS | $3,000 | ||
| ASSUMPTION OF THE VIRGIN MARY GREEK | |||||||||
| P O BOX 655 | GALVESTON | TX | 775530655 | N/A | PC | SPONSORSHIP | $5,000 | ORTHODOX CHURCH | |
| BALL HIGH SCHOOL PROJECT GRADUATION | |||||||||
| P O BOX 2195 | GALVESTON | TX | 77553 | N/A | PC | PROJECT GRADUATION | $5,000 | 2016 | |
| BOYS AND GIRLS CLUBS OF GREATER HOU | |||||||||
| 1520-A AIRLINE DRIVE | HOUSTON | TX | 77009 | N/A | PC | DIPLOMAS TO DEGREES PROGRAM | $10,000 | ||
| CAMP SUMMIT | |||||||||
| 17210 CAMPBELL ROAD | DALLAS | TX | 77252 | N/A | PC | 2016 CAMPING PROGRAM | $5,000 | SUITE 180-W | |
| CATHOLIC CHARITIES OF THE ARCHDIOCE | |||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | N/A | PC | SUPPORT PROGRAMS | $10,000 | ||
| CHRISTUS FOUNDATION OUR DAILY BREAD | |||||||||
| P O BOX 1919 | HOUSTON | TX | 77251 | N/A | PC | CLINIC CONVERSION | $5,000 | GALVESTON | |
| CITY OF GALVESTON PARK AND RECREATI | |||||||||
| 2222 - 28TH STREET | GALVESTON | TX | 77550 | N/A | GOV | SUMMER BAND CONCERT | $2,000 | ||
| D'FEET BREAST CANCER | |||||||||
| P O BOX 3935 | GALVESTON | TX | 77552 | N/A | PC | SPONSORSHIP | $5,500 | ||
| FAMILY SERVICE CENTER OF GALVESTON | |||||||||
| 2200 MARKET STREET | GALVESTON | TX | 77550 | N/A | PC | SPONSORSHIP | $5,000 | COUNTY | SUITE 600 |
| FANFARE LUTHERAN MUSIC ACADEMY | |||||||||
| 2415 WINNIE | GALVESTON | TX | 77550 | N/A | PC | PURCHASE MUSICAL INSTRUMENTS | $2,000 | ||
| GALVESTON ARTS CENTER | |||||||||
| 2501 MARKET STREET | GALVESTON | TX | 77550 | N/A | PC | ART FOR ALL EDUCATION OUTREACH PROGR | $5,000 | ||
| GALVESTON COLLEGE FOUNDATION | |||||||||
| 4015 AVENUE Q | GALVESTON | TX | 77550 | N/A | PC | UNIVERSAL ACCESS ENDOWMENT | $150,000 | ||
| GALVESTON COLLEGE FOUNDATION | |||||||||
| 4015 AVENUE Q | GALVESTON | TX | 77550 | N/A | PC | SPONSORSHIP | $5,000 | ||
| GALVESTON COUNTY ADOPTION DAY FOUND | |||||||||
| P O BOX 3203 | GALVESTON | TX | 775523203 | N/A | PC | 12TH ANN. GALVESTON CO ADOPTION DAY | $5,000 | ||
| GALVESTON COUNTY FOOD BANK | |||||||||
| 624 - 4TH AVENUE N | TEXAS CITY | TX | 77590 | N/A | PC | SPONSORSHIP | $5,000 | ||
| GALVESTON FIREFIGHTERS CHILDREN'S | |||||||||
| 4627 AVENUE O | GALVESTON | TX | 77551 | N/A | PC | SPONSORSHIP | $1,500 | PARADE | |
| GALVESTON HISTORICAL FOUNDATION | |||||||||
| P O BOX 1249 | GALVESTON | TX | 77553 | N/A | PC | URBAN PARK | $5,000 | ||
| GALVESTON ISLAND HUMANE SOCIETY | |||||||||
| 6814 BROADWAY | GALVESTON | TX | 77554 | N/A | PC | SPONSORSHIP | $2,000 | ||
| GALVESTON ISLAND MEALS ON WHEELS | |||||||||
| 2803 - 53RD STREET | GALVESTON | TX | 77551 | N/A | PC | SPONSORSHIPS | $3,700 | ||
| GALVESTON ISD EDUCATIONAL FOUNDATIO | |||||||||
| P O BOX 660 | GALVESTON | TX | 77552 | N/A | PC | SPONSORSHIP | $5,000 | ||
| GALVESTON REGIONAL CHAMBER OF COMME | |||||||||
| 2228 MECHANIC STREET | GALVESTON | TX | 77550 | N/A | PC | SPONSORSHIP | $5,000 | SUITE 101 | |
| THE GULF COAST CENTER MHMR | |||||||||
| 123 ROSENBERG SUITE 6 | GALVESTON | TX | 77550 | N/A | PC | AUCTION ITEMS FOR FUNDRAISER | $4,000 | ||
| HOLY FAMILY CATHOLIC SCHOOL | |||||||||
| 2601 URSULINE | GALVESTON | TX | 77550 | N/A | PC | PURCHASE TEXT BOOKS | $10,000 | ||
| HOSPICE CARE TEAM INC | |||||||||
| 1708 N AMBURN SUITE C | TEXAS CITY | TX | 77591 | N/A | PC | TREE OF LIGHTS CAMPAIGN | $1,000 | ||
| HOUSTON CHILDREN'S CHORUS | |||||||||
| P O BOX 66567 | HOUSTON | TX | 772666567 | N/A | PC | 2015 GALVESTON PROJECT | $3,000 | ||
| NASA AREA LITTLE LEAGUE | |||||||||
| P O BOX 891183 | HOUSTON | TX | 772891182 | N/A | PC | RESTROOM RENOVATIONS | $10,000 | ||
| NATIONAL FIRE SAFETY COUNCIL CITY | |||||||||
| 2517 BALL SUITE 203 | GALVESTON | TX | 77550 | N/A | PC | FIRE SAFETY PROGRAM | $500 | OF GALVESTON OFFICE OF THE FIRE MARSHALL | |
| O'CONNELL COLLEGE PREPARATORY SCHOO | |||||||||
| 1320 TREMONT STREET | GALVESTON | TX | 77550 | N/A | PC | PURCHASE COMPUTERS & SPONSORSHIP | $10,500 | ||
| OFFSHORE ENERGY CENTER | |||||||||
| 200 N DAIRY ASHFORD | HOUSTON | TX | 77079 | N/A | PC | ENERGY EDUCATION | $5,000 | SUITE 4119 | |
| ROSENBERG LIBRARY | |||||||||
| 2310 SEALY STREET | GALVESTON | TX | 77550 | N/A | PC | LIBRARY RECONSTRUCTION CAMPAIGN | $10,000 | ||
| ST VINCENT'S HOUSE GALVESTON | |||||||||
| 2817 POST OFFICE STREET | GALVESTON | TX | 77550 | N/A | PC | SUPPORT PROGRAMS | $12,000 | ||
| STS CONSTANTINE & HELEN SERBIAN | |||||||||
| P O BOX 3280 | GALVESTON | TX | 77552 | N/A | PC | MEMORIAL | $500 | ORTHODOX CHURCH | |
| SHRINER'S HOSPITALS FOR CHILDREN | |||||||||
| 815 MARKET STREET | GALVESTON | TX | 77550 | N/A | PC | REHABILITATIVE COMPRESSION GARMENTS | $10,000 | GALVESTON | |
| SUNSHINE CENTER INC | |||||||||
| 1726 - 21ST STREET | GALVESTON | TX | 77550 | N/A | PC | REPAIR & MAINTAIN FACILITIES | $10,000 | ||
| SPECIAL OLYMPICS TEXAS | |||||||||
| 7715 CHEVY CHASE DRIVE | AUSTIN | TX | 78752 | N/A | PC | SUPPORT PROGRAMS | $5,000 | SUITE 129 | |
| TEXAS A&M UNIVERSITY OF GALVESTON | |||||||||
| P O BOX 1675 | GALVESTON | TX | 77553 | N/A | PC | SPONSORSHIP | $2,500 | ||
| TEXAS A&M GALVESTON STUDENT PROPELL | |||||||||
| P O BOX 1675 | GALVESTON | TX | 77553 | N/A | PC | SPONSORSHIP | $1,000 | ||
| TEXAS LIGHTHOUSE FOUNDATION | |||||||||
| 6918 BROADWAY | GALVESTON | TX | 77551 | N/A | PC | SUPPORT PROGRAMS | $10,000 | DBA LIGHTHOUSE CHARITY TEAM | |
| TEXAS RICE | |||||||||
| P O BOX 644 | PIERCE | TX | 77467 | N/A | PC | CONSTRUCT WETLAND HABITAT | $50,000 | TEXAS RICE INDUSTRY COALITION FOR THE ENVIRONMENT | |
| THE BRYAN MUSEUM | |||||||||
| 1315 - 21ST STREET | GALVESTON | TX | 77550 | N/A | PC | EDUCATIONAL PROGRAMS | $15,000 | ||
| THE FRIENDS OF MOODY GARDENS INC | |||||||||
| ONE HOPE BOULEVARD | GALVESTON | TX | 77554 | N/A | PC | SPONSORSHIP | $500 | ||
| THE GRAND 1894 OPERA HOUSE | |||||||||
| 2020 POSTOFFICE | GALVESTON | TX | 77550 | N/A | PC | 2015-16 CHILDREN SERIES | $10,000 | ||
| THE RONALD MCDONALD HOUSE GALVESTON | |||||||||
| 301 - 14TH STREET | GALVESTON | TX | 77550 | N/A | PC | 2015 ANNUAL APPEAL | $12,500 | ||
| THE ROTARY CLUB OF GALVESTON | |||||||||
| P O BOX 810 | GALVESTON | TX | 77555 | N/A | PC | SPONSORSHIP | $5,000 | ||
| THE SALVATION ARMY OF GALVESTON COU | |||||||||
| P O BOX 990 | GALVESTON | TX | 77553 | N/A | PC | ANGEL TREE PROGRAM | $10,000 | ||
| THE SALVATION ARMY OF GALVESTON COU | |||||||||
| P O BOX 990 | GALVESTON | TX | 77553 | N/A | PC | CAPITAL CAMPAIGN | $10,000 | ||
| TURNING POINT GULF COAST | |||||||||
| P O BOX 2118 | GALVESTON | TX | 775532118 | N/A | PC | SUPPORT FISHING TOURNAMENT | $2,000 | ||
| USC SHOAH FOUNDATION | |||||||||
| 444 SOUTH FLOWER STREET | LOS ANGELES | CA | 90071 | N/A | PC | SUPPORT PROGRAMS | $10,000 | THE INSTITUTE FOR VISUAL HISTORY AND EDUCATION | FLOOR 41 |
| UTMB SCHOOL OF NURSING GALVESTON | |||||||||
| 301 UNIVERSITY BOULEVARD | GALVESTON | TX | 775550148 | N/A | PC | SPONSORSHIP | $5,000 | ROUTE 0148 | |
| UTMB 125TH ANNIVERSARY GALA | |||||||||
| 301 UNIVERSITY BOULEVARD | GALVESTON | TX | 775550148 | N/A | PC | SPONSORSHIP | $5,000 | ||
| WARRIOR'S WEEKEND | |||||||||
| P O BOX 2052 | VICTORIA | TX | 779022052 | N/A | PC | SPONSORSHIP | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $499,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,688 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $33,357 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $47,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $421,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,699 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE FURNITURE - SECRETARY | 1999-11-29 | $335 | $335 | S/L | 7.0000 |
| TV & VCR | 2001-02-16 | $270 | $270 | S/L | 7.0000 |
| COPY MACHINE | 2001-02-26 | $1,033 | $1,033 | S/L | 7.0000 |
| COMPUTER & PRINTER | 2006-03-30 | $1,597 | $1,597 | S/L | 5.0000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDINGS, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $410,210 | CostOrOtherBasisAmt |
| Book Value | $410,210 | BookValueAmt |
| EOYFMV | $850,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO, ADVISORS - INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,625,340 | BookValueAmt |
| EOYFMV | $8,901,876 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDLINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $3,235 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,235 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LYNN COUNTY CRP PROGRAM | |||
| REAL ESTATE TAXES | $3,347 | $3,347 | |
| INSURANCE | $884 | $884 | |
| EXPENSES | |||
| INSURANCE | $1,625 | $1,089 | $536 |
| OFFICE EXPENSES | $1,988 | $1,325 | $663 |
| DUES & SUBSCRIPTIONS | $2,386 | $1,591 | $795 |
| PROFESSIONAL GIFTS | $1,000 | $666 | $334 |
| REPAIRS AND MAINTENANCE | $120 | $80 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $38,475 | $38,475 |
| OIL & GAS MINERAL LEASES/BONU | $8,844 | $8,844 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX PAYABLE | Desc |
| BOY Book Value | $2,065 | BOYBookValueAmt |
| EOY Book Value | $2,419 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $72,867 | $72,867 |
| MINERAL LEASE ADVISORY FEE | $531 | $531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $87 | $58 | $29 |
| PAYROLL TAXES | $5,147 | $3,431 | $1,716 |
| EXCISE TAX | $34,291 | ||
| FOREIGN TAXES | $559 | $559 |