L E FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- L E FOUNDATION TR (EIN 68-0667809)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-29
- IRS object ID
- 201601819349100615
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-29T16:08:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760239059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL P MCGUIRE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10497 TOWN COUNTRY WAY STE 520 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 | 680667809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L E FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEFO | BusinessNameControlTxt |
| Phone | 7134656366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3119 NOBLE LAKES LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HB PAYNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7134656366 | PhoneNum |
| Signature | 2016-06-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P MCGUIRE | PreparerPersonNm |
| PTIN | P00064895 | PTIN |
| Phone | 7139320409 | PhoneNum |
| Preparation | 2016-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,166 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,307 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,305 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,307 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,381 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $18 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,676 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,117 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,307 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,004 | CashBOYAmt |
| Cash EOY | $88,120 | CashEOYAmt |
| Corporate Stock BOY | $92,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,679 | CorporateStockEOYAmt |
| Total Assets BOY | $179,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $179,369 | UnrestrictedBOYAmt |
| Unrestricted EOY | $178,799 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $178,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $179,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $178,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$570 | ExcessRevenueOverExpensesAmt |
| Subtotal | $178,799 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $178,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $333,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.539749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $348,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.327224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,785 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $187,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,262 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.275693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $131,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.270082 | DistributionYr5Rt |
| Total Distribution | 1.582477 | TotalDistributionRt |
| Average Distribution | 0.316495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,958 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,929 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,828 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HB PAYNE | IndividualWithBooksNm |
| Phone | 7134656366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1181 BRITTMOORE SUITE 300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HB PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CAROLE F PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,120 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $144,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,098 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $7,098 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,098 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,828 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,828 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $165,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,098 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,828 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $158,730 | RemainingDistriFromCorpusAmt |
| Total Corpus | $498,152 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $469,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,048 | ExcessFromYear4Amt |
| Excess From Year3 | $22,422 | ExcessFromYear3Amt |
| Excess From Year2 | $96,550 | ExcessFromYear2Amt |
| Excess From Year1 | $163,537 | ExcessFromYear1Amt |
| Excess From Current Year | $158,730 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 12TH MAN FOUNDATION | |||||||
| PO BOX 2800 | COLLEGE STATION | TX | 77841 | 501(C)(3) | OPERATING FUND | $35,250 | |
| AMERICAN HEART ASSOC | |||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | 501(C)(3) | OPERATING FUND | $5,000 | |
| MEMORIAL DRIVE UNITED METHODIST CHU | |||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $48,000 | |
| ALLEN ACADEMY | |||||||
| 3201 BOONVILLE RD | BRYAN | TX | 77802 | 501(C)(3) | OPERATING FUND | $7,500 | |
| FAMILY POINT RESOURCES | |||||||
| 14207 MEMORIAL DRIVE | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $6,000 | SUITE 183 |
| WILCHESTER PTA | |||||||
| 13618 ST MARYS LN | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $5,000 | |
| THE HOBBY CENTER | |||||||
| 800 BAGBY ST | HOUSTON | TX | 77002 | 501(C)(3) | OPERATING FUND | $5,500 | SUITE 300 |
| BAND AGAINST MS | |||||||
| 2408 21ST AVE SOUTH | NASHVILLE | TN | 37212 | 501(C)(3) | OPERATING FUND | $8,500 | SUITE205 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | 501(C)(3) | OPERATING FUND | $200 | |
| MEMORIAL MIDDLE SCHOOL PTA | |||||||
| 12550 VINDON | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $2,500 | |
| CLAREWOOD HOUSE | |||||||
| 7400 CLAREWOOD DR | HOUSTON | TX | 77036 | 501(C)(3) | OPERATING FUND | $200 | |
| TEXAS SPORTS TURF MANAGERS ASSOCIAT | |||||||
| PO BOX 411172 | KANSAS CITY | MO | 641411172 | 501(C)(3) | OPERATING FUND | $100 | |
| GO GOLD FUND | |||||||
| 14027 MEMORIAL DR | HOUSTON | TX | 770796826 | 501(C)(3) | OPERATING FUND | $200 | SUITE 142 |
| AGGIE LEGENDS GOLF CLASSIC | |||||||
| 14423 SPRING MOUNTAIN DR | TOMBALL | TX | 77377 | 501(C)(3) | OPERATING FUND | $1,200 | |
| FORE THE CURE | |||||||
| 180 ST JAMES PLACE | HOUSTON | TX | 77056 | 501(C)(3) | OPERATING FUND | $10,000 | SUITE 210 |
| GRACE BIBLE CHURCH | |||||||
| 6325 HURST ST | HOUSTON | TX | 77008 | 501(C)(3) | OPERATING FUND | $250 | |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSEN DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUND | $2,500 | |
| STONEY CREEK FOUNDATION | |||||||
| 510 BERING | HOUSTON | TX | 77057 | 501(C)(3) | OPERATING FUND | $5,000 | SUITE 100 |
| HOUSTON JOURNEY TO DEMARCUS | |||||||
| 4771 SWEETWATER BLVD | SUGAR LAND | TX | 77479 | 501(C)(3) | OPERATING FUND | $1,200 | SUITE 278 |
| BROADWAY ACROSS AMERICA | |||||||
| 4545 POST OAK PL DR | HOUSTON | TX | 77027 | 501(C)(3) | OPERATING FUND | $4,728 | SUITE 312 |
| CANDLELIGHTERS | |||||||
| 8323 SOUTHWEST FWY | HOUSTON | TX | 77074 | 501(C)(3) | OPERATING FUND | $10,000 | SUITE 435 |
| CHANCE FOR HOPE FOUNDATION | |||||||
| PO BOX 842044 | PEARLAND | TX | 77584 | 501(C)(3) | OPERATING FUND | $1,000 | |
| INTERFAITH CARE PARTNERS | |||||||
| 701 N POST OAK LN | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $2,500 | SUITE 330 |
| HOLY SPIRIT EPISCOPAL CHURCH | |||||||
| 12535 PERTHSHIRE | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $2,500 | |
| CHRIST EVANGELICAL PRESBYTERIAN CHU | |||||||
| 8300 KATY FREEWAY | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $500 | |
| CAMP BLESSING TEXAS | |||||||
| 9107 TEPEE TRAIL | HOUSTON | TX | 77064 | 501(C)(3) | OPERATING FUND | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,828 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,450 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| EP RESOURCES INC | |||||||
| 1 | 1181 BRITTMOORE ROAD SUITE 400 | SUITE 400 | HOUSTON | TX | 77043 | $25,000 | Yes (X) |
| HOUSTON CENTER VALVE & FITTING LP | |||||||
| 2 | 2301 PORTSMOUTH | HOUSTON | TX | 77098 | $100,000 | Yes (X) | |
| HB PAYNE JR | |||||||
| 3 | 1181 BRITTMOORE RD SUITE 400 | HOUSTON | TX | 77043 | $50,000 | Yes (X) | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED - MERRILL LYNCH 1099B | PURCHASE | $28,949 | $28,587 | $362 | ||
| SEE ATTACHED - MERRILL LYNCH 1099B | PURCHASE | $26,671 | $20,875 | $5,796 | 2015-05 | |
| SEE ATTACHED - MERRILL LYNCH 1099B | PURCHASE | $2,511 | $1,987 | $524 | 2015-05 | |
| SEE ATTACHED - N.F.S 1099B | PURCHASE | $75,404 | $82,666 | -$7,262 | ||
| SEE ATTACHED - N.F.S 1099B | PURCHASE | $8,492 | $7,836 | $656 | ||
| SEE ATTACHED - N.F.S 1099B | PURCHASE | $1,327 | $1,399 | -$72 | 2015-10 | 2011-03 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| EQUITIES | |
| MUTUAL FUNDS | |
| INVESTMENTS - WHITNEY INVESTMENT SER | $90,679 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $6,381 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $4,117 | $4,117 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN | CategoryTxt |
| Amt | $18 | Amt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |