ANCHORAGE FOUNDATION OF TEXAS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORAGE FOUNDATION OF TEXAS (EIN 74-2071804)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-26
- IRS object ID
- 201622709349100207
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-26T13:33:36-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742071804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anchorage Foundation of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 7135212811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc C Melcher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $12,157,629 | 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 | $471,179 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $226,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,489 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,630,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,489 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $439 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $791,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,675 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $439 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,103 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,103 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,753 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,752 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,404 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $881 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $96 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $96 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,132 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $439 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,783 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $439 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $439 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,147 | CashBOYAmt |
| Cash EOY | $5,207 | CashEOYAmt |
| Cash EOYFMV | $5,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,442,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $652,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,700 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,500 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $7,496,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,799,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,797,765 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $702,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $701,957 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,971,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,159,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,157,629 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $45,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $45,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,925,991 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,159,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,925,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,159,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,971,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,159,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,925,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,995 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,159,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,159,986 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $3,626,844 | $3,538,405 | $88,439 | $88,439 | |||
| K-1 capital gain | $4,050 | $4,050 | $4,050 | P | 2015-01-01 | 2015-01-02 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,489 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $300,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,238,341 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $773,288 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,143,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,106,185 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,177,275 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $476,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,120,909 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $472,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,773,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04837 | DistributionYr5Rt |
| Total Distribution | 0.315028 | TotalDistributionRt |
| Average Distribution | 0.063006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,037,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $695,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $698,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $496,034 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,250 | SubtotalAmt |
| Tax Based On Investment Income | $5,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,180 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,180 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $3,092 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patsy Guerrero | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135212811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Waverly Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Marc C Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | President | 1.00 | $0 |
| C LeRoy Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Secretary | 1.00 | $0 |
| Jody Blazek CPA | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Treasurer | 1.00 | $9,485 |
| Pierre S Melcher | ||||||
| 10 Waverly Court | Houston | TX | 77005 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5065 Westheimer Suite 1200E | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisor | ServiceTypeTxt |
| Compensation | $50,404 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Architectural History Program - Foundation Fellow, Stephen Fox, this year contributed to: Rice Design Alliance magazine and the Journal of the Southeast Chapter of the Society of Architectural HistoriansHe also presented 4 lectures at colleges and other public forums, gave 10 architectural tours to visiting scholars and dignitaries. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others. | Description1Txt |
| Expenses1 | $45,667 | Expenses1Amt |
| Description2 | Anchorage Press - The Foundation has developed books that include essays and photo documentation on architecture and education:The Great Great Great Chicken War, written by David de la Garza with Joyce Rosner and Gene de la Garza, 2007.Guerrero Viejo: essay by Eleana Poniatowska, photography by Richard Payne, 1996Italian Pavements - Patterns in Space: written and illustrated by Kim Williams, 1997The Architecture of Philip Johnson: essay by Hilary Lewis, photography by Richard Payne, 2002 | Description2Txt |
| Expenses2 | $143 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,759,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,446,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,205,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,205,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,037,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $551,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $551,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,250 | TotalTaxAmt |
| Distributable Before Adj | $546,643 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,643 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,034 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $496,034 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $496,034 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,643 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $453,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,891 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $673,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,034 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $496,034 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $50,609 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,609 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $623,246 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $623,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $403,355 | ExcessFromYear3Amt |
| Excess From Year2 | $219,891 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Orange Show Center | |||||||
| 2402 Munger Street | Houston | TX | 77023 | N/A | PC | Special event | $10,000 |
| Rice Design Alliance | |||||||
| Rice University PO Box 1892 | Houston | TX | 77251 | N/A | PC | General support | $2,000 |
| St John's School | |||||||
| 2401 Claremont | Houston | TX | 77019 | N/A | PC | General support | $50,000 |
| The Children's Museum of Houston | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | General support | $10,000 |
| Asia Society Texas Center | |||||||
| 4605 Post Oak Place Ste 205 | Houston | TX | 77027 | N/A | PC | General support | $10,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | General support | $5,000 |
| Hou Council on Alcoholism and Drug | |||||||
| 303 Jackson Hill Street | Houston | TX | 77007 | N/A | PC | General support | $50,000 |
| Fort Worth Country Day School | |||||||
| 4200 Country Day Lane | Fort Worth | TX | 76109 | N/A | PC | Annual fund | $20,000 |
| Houston Tomorrow | |||||||
| 3015 Richmond Ave Ste 201 | Houston | TX | 77098 | N/A | PC | General support | $20,000 |
| Heritage Society | |||||||
| 1100 Bagby Street | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Colorado College | |||||||
| 14 East Cache La Poudre St | Colrado Springs | CO | 80903 | N/A | PC | General support | $33,000 |
| Houston Grand Opera | |||||||
| 510 Preston Street | Houston | TX | 77002 | N/A | PC | To support Die Fledermaus | $150,000 |
| Houston Arts Alliance | |||||||
| 3201 Allen Parkway Suite 250 | Houston | TX | 77019 | N/A | PC | General support | $25,000 |
| Houston Museum of African Amer Cult | |||||||
| PO Box 667129 | Houston | TX | 77266 | N/A | PC | General support | $10,000 |
| Houston Artists Fund | |||||||
| 2900 Weslayan Ste 200 | Houston | TX | 77027 | N/A | PC | General support | $30,000 |
| University of Missouri | |||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | N/A | PC | General support | $1,000 |
| Northwest Harris County Aggie Mom's | |||||||
| PO Box 11404 | Spring | TX | 77391 | N/A | PC | General support | $500 |
| President Fellows of Middlebury Col | |||||||
| 5 Court Street | Middlebury | VT | 05753 | N/A | PC | General support | $10,000 |
| I Am Waters Foundation Inc | |||||||
| 3262 Westheimer Rd Box 229 | Houston | TX | 77098 | N/A | PC | General support | $1,000 |
| Houston Audubon Society | |||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | PC | General support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,489 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Book royalties | $439 | |||
| K-1 income | 525990 | 14 | $39 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $439 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,114 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | The Foundation receives royalties from the sale of books it produces and distributes through an independent publisher. The books include essays and photo documentation on architecture and education. See Statement 8 for a listing of these publications. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Godfather Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1524 | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $471,179 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $9,505 | Amt |
| Net Investment Income | $4,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,752 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 84,607 shs Schlumberger | $5,068,268 | $5,901,338 |
| 5,209 shs Transocean | $147,633 | $2,478,326 |
| Corporate stock - list attached | $2,131,919 | $1,999,793 |
| Mutual funds - list attached | $451,401 | $418,308 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Abbey Capital Daily Futures Fd Ltd | AT COST | $102,858 | $101,957 |
| 300,000 shs Alkeon Growth Offshore Fund | AT COST | $300,000 | $300,000 |
| 155,998 shs Renaissance Access Class A | AT COST | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Dues and subscriptions | $993 | $993 | ||
| Graphic design | $1,214 | $775 | $439 | |
| Insurance | $870 | $870 | ||
| K-1 expenses | $1,132 | $1,132 | ||
| Office expense | $145 | $145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Book royalties | $439 | $439 | |
| K-1 income | $39 | $39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $50,404 | Amt |
| Net Investment Income | $50,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $3,655 | |
| Foreign tax | $881 | $881 |