PAULEA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAULEA FAMILY FOUNDATION (EIN 20-0947409)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349101361
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T09:18:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742052353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIDEL SCHROEDER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 SOUTH MARKET | AddressLine1Txt |
| City | BRENHAM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200947409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULEA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7132787477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3257 INWOOD DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770193227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA PAULEA WENDELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7132787477 | PhoneNum |
| Signature | 2025-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINGER BOSSE | PreparerPersonNm |
| PTIN | P00468157 | PTIN |
| Phone | 9798366131 | PhoneNum |
| Preparation | 2025-09-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,022,961 | 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 | $279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $603,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,414 | 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 | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $110 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $110 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,138 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,138 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,003 | CashBOYAmt |
| Cash EOY | $79,550 | CashEOYAmt |
| Cash EOYFMV | $79,550 | CashEOYFMVAmt |
| Acct Rcvbl | $136 | AcctRcvblAmt |
| Acct Rcvbl BOY | $139 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $136 | AcctRcvblEOYAmt |
| Other Investments BOY | $862,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $838,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $943,411 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,903 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $932,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $918,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,022,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $932,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | $918,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $932,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $918,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $932,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $918,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $932,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $918,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $918,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ECH | P | 2023-11-21 | 2024-01-17 | $12,525 | $13,284 | -$759 | -$759 |
| EIDO | P | 2023-11-21 | 2024-01-17 | $11,332 | $11,013 | $319 | $319 |
| EPOL | P | 2024-03-28 | 2024-10-25 | $18,001 | $18,832 | -$831 | -$831 |
| EWA | P | 2023-09-11 | 2024-01-17 | $6,353 | $6,152 | $201 | $201 |
| EWA | P | 2023-09-11 | 2024-03-28 | $37,282 | $33,359 | $3,923 | $3,923 |
| EWA | P | 2023-12-28 | 2024-01-17 | $683 | $736 | -$53 | -$53 |
| EWC | P | 2024-01-17 | 2024-03-28 | $9,292 | $8,614 | $678 | $678 |
| EWC | P | 2024-10-25 | 2024-12-20 | $2,082 | $2,153 | -$71 | -$71 |
| EWD | P | 2023-09-11 | 2024-01-17 | $9,213 | $8,452 | $761 | $761 |
| EWD | P | 2023-09-11 | 2024-03-28 | $5,527 | $4,574 | $953 | $953 |
| EWG | P | 2023-09-11 | 2024-01-17 | $4,636 | $4,474 | $162 | $162 |
| EWH | P | 2023-11-21 | 2024-01-17 | $24,303 | $27,787 | -$3,484 | -$3,484 |
| EWI | P | 2023-09-11 | 2024-10-25 | $10,120 | $8,315 | $1,805 | $1,805 |
| EWI | P | 2023-11-21 | 2024-12-20 | $1,534 | $1,397 | $137 | $137 |
| EWI | P | 2024-01-17 | 2024-03-28 | $29,938 | $26,239 | $3,699 | $3,699 |
| EWJ | P | 2023-09-11 | 2024-12-20 | $66 | $62 | $4 | $4 |
| EWJ | P | 2024-01-17 | 2024-10-25 | $37,867 | $36,454 | $1,413 | $1,413 |
| EWJ | P | 2024-01-17 | 2024-12-20 | $2,789 | $2,729 | $60 | $60 |
| EWJ | P | 2024-03-28 | 2024-10-25 | $6,210 | $6,564 | -$354 | -$354 |
| EWL | P | 2023-11-21 | 2024-01-17 | $5,928 | $5,686 | $242 | $242 |
| EWL | P | 2024-10-25 | 2024-12-20 | $2,577 | $2,842 | -$265 | -$265 |
| EWP | P | 2023-11-21 | 2024-01-17 | $25,679 | $26,170 | -$491 | -$491 |
| EWP | P | 2024-10-25 | 2024-12-20 | $1,359 | $1,502 | -$143 | -$143 |
| EWQ | P | 2024-01-17 | 2024-10-25 | $4,157 | $4,035 | $122 | $122 |
| EWQ | P | 2024-01-17 | 2024-12-20 | $1,786 | $1,868 | -$82 | -$82 |
| EWQ | P | 2024-03-28 | 2024-10-25 | $6,235 | $6,715 | -$480 | -$480 |
| EWS | P | 2023-11-21 | 2024-01-17 | $11,967 | $12,385 | -$418 | -$418 |
| EWS | P | 2023-11-21 | 2024-03-28 | $15,744 | $15,512 | $232 | $232 |
| EWT | P | 2023-11-21 | 2024-03-28 | $19,573 | $19,601 | -$28 | -$28 |
| EWT | P | 2024-10-25 | 2024-12-20 | $3,817 | $4,142 | -$325 | -$325 |
| EWU | P | 2023-09-11 | 2024-01-17 | $127 | $128 | -$1 | -$1 |
| EWU | P | 2023-09-11 | 2024-03-28 | $5,329 | $4,993 | $336 | $336 |
| EWW | P | 2023-09-11 | 2024-01-17 | $20,364 | $19,349 | $1,015 | $1,015 |
| EWW | P | 2023-11-21 | 2024-01-17 | $10,785 | $10,564 | $221 | $221 |
| EWZ | P | 2024-01-17 | 2024-10-25 | $14,274 | $16,834 | -$2,560 | -$2,560 |
| FEMB | P | 2024-06-27 | 2024-12-31 | $3,330 | $3,469 | -$139 | -$139 |
| FIIG | P | 2024-09-27 | 2024-12-31 | $5,517 | $5,749 | -$232 | -$232 |
| FLOT | P | 2023-09-11 | 2024-01-17 | $813 | $812 | $1 | $1 |
| FLOT | P | 2023-09-11 | 2024-03-28 | $664 | $660 | $4 | $4 |
| FLOT | P | 2023-09-11 | 2024-12-20 | $2,540 | $2,537 | $3 | $3 |
| FTLS | P | 2024-03-27 | 2024-09-27 | $6,889 | $6,924 | -$35 | -$35 |
| FTLS | P | 2023-09-11 | 2024-09-27 | $5,473 | $5,419 | $54 | $54 |
| HYLS | P | 2023-09-11 | 2024-12-31 | $2,524 | $2,424 | $100 | $100 |
| HYLS | P | 2024-09-27 | 2024-12-31 | $7,365 | $7,472 | -$107 | -$107 |
| IEF | P | 2023-09-11 | 2024-01-17 | $95 | $93 | $2 | $2 |
| IEF | P | 2023-09-11 | 2024-03-28 | $283 | $280 | $3 | $3 |
| IEF | P | 2023-09-11 | 2024-12-20 | $1,760 | $1,774 | -$14 | -$14 |
| IEI | P | 2023-09-11 | 2024-01-17 | $233 | $228 | $5 | $5 |
| IEI | P | 2023-09-11 | 2024-03-27 | $4,173 | $4,101 | $72 | $72 |
| IEI | P | 2023-09-11 | 2024-03-28 | $232 | $228 | $4 | $4 |
| IEI | P | 2023-09-11 | 2024-12-31 | $6,941 | $6,835 | $106 | $106 |
| INDA | P | 2023-09-11 | 2024-01-17 | $6,238 | $5,813 | $425 | $425 |
| INDA | P | 2024-03-28 | 2024-10-25 | $15,081 | $14,182 | $899 | $899 |
| LMBS | P | 2023-09-11 | 2024-06-27 | $5,827 | $5,757 | $70 | $70 |
| LMBS | P | 2024-06-03 | 2024-06-27 | $1,156 | $1,154 | $2 | $2 |
| LQD | P | 2023-09-11 | 2024-01-17 | $218 | $209 | $9 | $9 |
| LQD | P | 2023-09-11 | 2024-03-28 | $109 | $105 | $4 | $4 |
| LQD | P | 2023-09-11 | 2024-12-20 | $1,606 | $1,569 | $37 | $37 |
| MBB | P | 2023-09-11 | 2024-01-17 | $557 | $544 | $13 | $13 |
| MBB | P | 2023-09-11 | 2024-03-28 | $92 | $91 | $1 | $1 |
| MBB | P | 2023-12-28 | 2024-03-27 | $3,425 | $3,489 | -$64 | -$64 |
| MCHI | P | 2024-10-25 | 2024-12-20 | $1,745 | $1,853 | -$108 | -$108 |
| THD | P | 2023-11-21 | 2024-01-17 | $22,163 | $23,708 | -$1,545 | -$1,545 |
| TLT | P | 2023-09-11 | 2024-01-17 | $190 | $187 | $3 | $3 |
| TLT | P | 2023-09-11 | 2024-03-28 | $95 | $94 | $1 | $1 |
| XLB | P | 2023-09-11 | 2024-01-17 | $7,220 | $7,239 | -$19 | -$19 |
| XLC | P | 2023-09-11 | 2024-03-28 | $245 | $204 | $41 | $41 |
| XLC | P | 2023-09-11 | 2024-10-25 | $7,519 | $5,573 | $1,946 | $1,946 |
| XLC | P | 2023-09-11 | 2024-12-20 | $2,157 | $1,495 | $662 | $662 |
| XLC | P | 2023-11-21 | 2024-01-17 | $6,417 | $6,220 | $197 | $197 |
| XLC | P | 2023-11-21 | 2024-12-20 | $98 | $71 | $27 | $27 |
| XLC | P | 2024-01-03 | 2024-01-17 | $656 | $649 | $7 | $7 |
| XLF | P | 2023-09-11 | 2024-10-25 | $6,791 | $4,959 | $1,832 | $1,832 |
| XLF | P | 2023-09-11 | 2024-12-20 | $2,571 | $1,825 | $746 | $746 |
| XLF | P | 2024-03-28 | 2024-10-25 | $5,282 | $4,700 | $582 | $582 |
| XLI | P | 2023-11-21 | 2024-01-17 | $11,946 | $11,448 | $498 | $498 |
| XLI | P | 2024-10-25 | 2024-12-20 | $2,809 | $2,864 | -$55 | -$55 |
| XLK | P | 2024-03-28 | 2024-10-25 | $6,265 | $5,625 | $640 | $640 |
| XLK | P | 2024-03-28 | 2024-12-20 | $7,767 | $6,876 | $891 | $891 |
| XLP | P | 2023-09-11 | 2024-03-28 | $1,986 | $1,881 | $105 | $105 |
| XLP | P | 2024-01-17 | 2024-03-28 | $7,255 | $6,894 | $361 | $361 |
| XLY | P | 2024-10-25 | 2024-12-20 | $1,280 | $1,308 | -$28 | -$28 |
| XLU | P | 2023-09-11 | 2024-10-25 | $6,936 | $5,392 | $1,544 | $1,544 |
| XLU | P | 2024-03-28 | 2024-10-25 | $10,281 | $8,232 | $2,049 | $2,049 |
| XLV | P | 2024-03-28 | 2024-10-25 | $8,686 | $8,584 | $102 | $102 |
| XLV | P | 2024-03-28 | 2024-12-20 | $2,074 | $2,220 | -$146 | -$146 |
| XLY | P | 2023-09-11 | 2024-10-25 | $7,479 | $6,412 | $1,067 | $1,067 |
| XLY | P | 2023-09-11 | 2024-12-20 | $3,446 | $2,599 | $847 | $847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $533 | TaxDueAmt |
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 | WILLIAM A PAULEA II | IndividualWithBooksNm |
| Phone | 7132787477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE PAULEA | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | TREASURER | 0.00 | $0 | $0 | $0 |
| ALEXANDER JOSEPH PAULEA | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| LISA PAULEA WINDELL | ||||||||
| 3527 INWOOD DR | HOUSTON | TX | 77019 | CHAIRMAN/PRESIDENT | 0.00 | $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 | $988,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,026,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,026,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,011,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $504 | TotalTaxAmt |
| Distributable Before Adj | $50,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,942 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,882 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $75 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $75 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,981 | 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 | $24,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,942 | ExcessFromYear4Amt |
| Excess From Year3 | $12,381 | ExcessFromYear3Amt |
| Excess From Year2 | $1,882 | ExcessFromYear2Amt |
| Excess From Year1 | $3,193 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM A PAULEA II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5136 TANGLE LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132789477 | RecipientPhoneNum |
| Form And Info And Materials | FOR OTHER SECTION 501(C)(3) ORGANIZATIONS, NO SPECIFIC FORM. FOR INDIVIDUALS REQUESTING FINANCIAL ASSISTANCE OR A SCHOLARSHIP, THE FOUNDATION HAS A PREPRINTED FORM THAT THE APPLICANT MUST COMPLETE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAMP ARANZAZU | ||||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| COLE GORDON HELPING HANDS | ||||||||
| 2576 COUNTY RD 144 | ALVIN | TX | 77511 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| COVENANT HOUSE | ||||||||
| FAIRVIEW STATION PO BOX 66330 | HOUSTON | TX | 77266 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $8,000 | |
| LIFE HOUSE | ||||||||
| PO BOX 1005 | GLENDORA | CA | 91741 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| MEALS ON WHEELS | ||||||||
| C/O INTERFAITH MINISTRIES 3303 MAIN | HOUSTON | TX | 77002 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $7,000 | ST |
| STAR OF HOPE | ||||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| THE MONTROSE CENTER | ||||||||
| 401 BRANARD ST 2ND FLOOR | HOUSTON | TX | 77006 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 | $279 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,414 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $838,373 | BookValueAmt |
| EOYFMV | $943,411 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $87 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $13,778 | Amt |
| Net Investment Income | $13,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |