JESSE T & JODIE E KING FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JESSE T & JODIE E KING FOUNDATION (EIN 76-0474227)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-29
- IRS object ID
- 201642429349100419
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-29T16:09:30-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 760474227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSE T & JODIE E KING FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | KATHRYN KING COLEMAN PRESIDENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 7135224222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN KING COLEMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7135224222 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE L ESTOPINAL | PreparerPersonNm |
| PTIN | P00150005 | PTIN |
| Phone | 7136291381 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,260,304 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$6,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,112 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,038 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $764 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,145,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,048,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,090,997 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,376 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,728 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,373 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,367,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,226,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,260,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,367,863 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,226,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,367,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,226,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,367,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,226,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,367,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,226,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,226,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| POWERSHARES PASS-THROUGH FROM K-1 | P | -$6,952 | -$6,952 | ||
| PUBLICLY TRADED SECURITIES MUTUAL FUNDS | P | -$1,154 | -$1,154 | ||
| PUBLICLY TRADED SECURITIES | P | -$28,205 | -$28,205 | $61,437 | $89,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,311 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,513,355 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,971 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,497,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,431,960 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,895 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,385,700 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,320,023 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070203 | DistributionYr5Rt |
| Total Distribution | 0.345940 | TotalDistributionRt |
| Average Distribution | 0.069188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,329,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,007 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $253 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,969 | 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 | $253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,567 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,567 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,314 | OverpaymentAmt |
| Applied To ES Tax | $1,314 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHRYN KING COLEMAN PRESIDENT | IndividualWithBooksNm |
| Phone | 7135224222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN KING COLEMAN | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ADAM KING RICHARDS | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HANK COLEMAN | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JASON E STALLER | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | ASST SECRETARY, ASST TREAS | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,299,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,350,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,350,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,329,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $253 | TotalTaxAmt |
| Distributable Before Adj | $66,238 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,238 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,238 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,969 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $253 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,347 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $109,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,238 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $212,981 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,347 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $185,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,249 | ExcessFromYear4Amt |
| Excess From Year1 | $109,654 | ExcessFromYear1Amt |
| Excess From Current Year | $63,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN KING COLEMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132531367 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM. APPLICANTS SHOULD DESCRIBE THE PURPOSE OF THE GRANT, THE ISSUE/NEED THAT WILL BE ADDRESSED, AND PROVIDE DOCUMENTATION OF THE ORGANIZATION'S 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. PREFERENCE GIVEN TO EDUCATIONAL, RELIGIOUS, OR ORGANIZATIONS SERVING THE UNDERPRIVILEGED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAN CARE | |||||||
| 9575 KATY FREEWAY STE 428 | HOUSTON | TX | 77024 | NONE | 509(A)(1) | SURVIVOR'S DAY | $500 |
| FONDREN LIBRARY AT RICE UNIVERSITY | |||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | 509(A)(1) | LIBRARY FUNDRAISER | $1,000 |
| HOUSTON REVISION | |||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | NONE | 501(C)(3) | INTERCITY YOUTH MENTORING | $25,000 |
| INTERNATIONAL FOLK ART ALLIANCE | |||||||
| 404 IVA COURT STE G | SANTA FE | NM | 87505 | NONE | 509(A)(1) | SUPPORT FOR ARTISTS IN UNDERDEVELOPED COUNTRIES | $41,667 |
| SHEPHERD SCHOOL OF MUSIC AT RICE UNIVERSITY | |||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | 509(A)(1) | ENDOWED SCHOLARSHIP | $10,000 |
| ST LUKE'S UNITED METHODIST CHRUCH | |||||||
| PO BOX 22013 | HOUSTON | TX | 772272013 | NONE | 509(A)(1) | SANCTUARY ORGAN | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,167 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,609 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,609 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $3,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,038 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 411 SHS ISHARES TR US TREAS INFLATION PROTECTED SECS FD | $43,851 | $45,078 |
| 180 SHS ISHARES TR 1-3 YR TREAS INDEX FD | $15,011 | $15,184 |
| 580 SHS ISHARES TR COHEN & STEERS REALTY MAJORS INDEX FD | $48,110 | $57,559 |
| 778 SHS ISHARES TR IBOXX $ HIGH YIELD CORP BD FD | $80,321 | $62,691 |
| 3965 SHS ISHARES TR MSCI EAFE INDEX FD | $273,587 | $216,970 |
| 2860 SHS ISHARES TR MSCI EMERGING MKTS INDEX FD | $121,959 | $92,063 |
| 220 SHS ISHARES TR RUSSELL MIDCAP GROWTH INDEX FD | $12,529 | $20,222 |
| 268 SHS ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | $12,802 | $18,401 |
| 408 SHS ISHARES TR RUSSELL 2000 INDEX FD | $30,977 | $45,949 |
| 2010 SHS ISHARES TR S&P 500 / GROWTH INDEX FD ISHARES | $140,472 | $232,758 |
| 2365 SHS ISHARES TR S&P 500 / VALUE INDEX FD | $184,402 | $209,373 |
| 3850 SHS POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT | $42,909 | $42,084 |
| 835 SHS SPDR INDEX SHS FDS DJ WILSHIRE INTL REAL ESTATE ETF | $41,309 | $32,665 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PIMCO SENIOR FLOATING RATE CL A | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $93,728 | BookValueAmt |
| EOYFMV | $84,373 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES & SERVICE CHARGES | $256 | $128 | $128 |
| OTHER PORTFOLIO DEDUCTIONS | $508 | $508 | $0 |
| DUES AND SUBSCRIPTIONS | $1,272 | $636 | $636 |