PAULEA FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PAULEA FAMILY FOUNDATION (EIN 20-0947409)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-14
- IRS object ID
- 201502879349100200
- Schema version
- 2014v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T07:10:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 9700 RICHMOND AVENUE NO 255 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM PAULEA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7132787477 | PhoneNum |
| Signature | 2015-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE SEIDEL | PreparerPersonNm |
| PTIN | P00168181 | PTIN |
| Phone | 9798366131 | PhoneNum |
| Preparation | 2015-09-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $576,127 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,225 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,165 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,135 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,821 | CashBOYAmt |
| Cash EOY | $40,403 | CashEOYAmt |
| Cash EOYFMV | $40,403 | CashEOYFMVAmt |
| Acct Rcvbl | $864 | AcctRcvblAmt |
| Acct Rcvbl BOY | $655 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $864 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $864 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $448,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $534,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $534,860 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,903 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $456,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $576,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $576,127 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $456,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | $576,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $456,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $576,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $456,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $576,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $456,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $576,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $576,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTEL CORPORATION 17.021 SHARES | P | 2014-01-01 | 2014-07-16 | $562 | $463 | $99 | $99 |
| INTEL CORPORATION 47.797 SHARES | P | 2014-01-01 | 2014-11-21 | $1,701 | $1,268 | $433 | $433 |
| KRAFT FOODS GROUP INC 38.678 SHARES | P | 2014-01-01 | 2014-11-11 | $2,199 | $2,176 | $23 | $23 |
| SPDR S&P 500 ETF TRUST 2.370 SHARES | P | 2014-01-01 | 2014-11-11 | $476 | $470 | $6 | $6 |
| ENBRIDGE ENERGY PARTNERS LP 1,000 SHARES | P | 2013-01-24 | 2014-03-27 | $26,113 | $30,877 | -$4,764 | -$4,764 |
| THE GOLDMAN SACHS GROUP 2,000 SHARES | P | 2010-10-27 | 2014-01-07 | $48,627 | $50,000 | -$1,373 | -$1,373 |
| THE GOLDMAN SACHS GROUP 2,000 SHARES | P | 2010-10-27 | 2014-05-07 | $50,195 | $50,000 | $195 | $195 |
| HENDERSON GLOBAL TECHNOLOGY FUND CLASS C 100 SHARES | P | 2009-05-11 | 2014-08-25 | $2,551 | $1,095 | $1,456 | $1,456 |
| INTEL CORPORATION 482.979 SHARES | P | 2012-05-31 | 2014-07-16 | $15,958 | $12,784 | $3,174 | $3,174 |
| INTEL CORPORATION 1,537.203 SHARES | P | 2010-01-01 | 2014-11-21 | $54,717 | $35,993 | $18,724 | $18,724 |
| INTEL CORPORATION .217 SHARES | P | 2013-03-18 | 2014-11-24 | $8 | $5 | $3 | $3 |
| KRAFT FOODS GROUP INC 461.322 SHARES | P | 2010-01-01 | 2014-11-11 | $26,234 | $21,804 | $4,430 | $4,430 |
| SPDR S&P 500 ETF TRUST 97.630 SHARES | P | 2011-09-13 | 2014-11-11 | $19,620 | $11,527 | $8,093 | $8,093 |
| SAN JUAN BASIN RTY TR 700 SHARES | P | 2011-09-13 | 2014-11-11 | $12,851 | $16,538 | -$3,687 | -$3,687 |
| ENBRIDGE ENERGY PARTNERS LP PTP ADJUSTMENT | P | 2013-01-24 | 2014-03-27 | $10,589 | $5,182 | $5,407 | $5,407 |
| CAPITAL GAINS DIVIDENDS | P | $8,006 | $8,006 | $8,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,225 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $494,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $486,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075815 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $528,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057480 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $484,461 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $389,701 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049730 | DistributionYr5Rt |
| Total Distribution | 0.301248 | TotalDistributionRt |
| Average Distribution | 0.060250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $589,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $597 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | 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 | $597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $608 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A PAULEA II | ||||||||
| 5136 TANGLE LANE | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUZANNE S PAULEA | ||||||||
| 5136 TANGLE LANE | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LISA PAULEA BROUSSARD | ||||||||
| 1403 CABOT LANKES DRIVE | LEAGUE CITY | TX | 77573 | DIRECTOR | 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 | $581,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $598,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $598,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $589,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $597 | TotalTaxAmt |
| Distributable Before Adj | $28,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,902 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $597 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,361 | 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 | $135 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,410 | ExcessFromYear4Amt |
| Excess From Year3 | $4,165 | ExcessFromYear3Amt |
| Excess From Year2 | $12,847 | ExcessFromYear2Amt |
| Excess From Year1 | $6,706 | ExcessFromYear1Amt |
| Excess From Current Year | $16,098 | ExcessFromCurrentYearAmt |
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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAST CANCER CHARITIES OF AMERICA | |||||||
| PO BOX 132962 | THE WOODLANDS | TX | 77393 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $1,000 |
| CATHOLIC CHARITIES HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $1,500 |
| CHILD ADVOCATES | |||||||
| 2401 PORTSMOUTH SUITE 210 | HOUSTON | TX | 77098 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,500 |
| COVENANT HOUSE | |||||||
| FAIRVIEW STATION PO BOX 66330 | HOUSTON | TX | 77266 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,500 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,000 |
| LIFE HOUSE | |||||||
| PO BOX 1005 | GLENDORA | CA | 91741 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $3,500 |
| MEALS ON WHEELS FOR GREATER HOUSTON | |||||||
| 3217 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,000 |
| SEW MUCH COMFORT | |||||||
| 13805 FRONTIER LANE | BURNSVILLE | MN | 55337 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $1,000 |
| STAR OF HOPE | |||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,500 |
| TELLURIDE ADAPTIVE PROGRAM | |||||||
| 568 MOUNTAIN VILLAGE BLVD 101 | MOUNTAIN VILLAGE | CO | 81435 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $1,000 |
| TEXAS RIGHT TO LIFE | |||||||
| 6776 SOUTHWEST FREEWAY SUITE 430 | HOUSTON | TX | 77074 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $12,500 |
| THE CENTER FOR HEARING AND SPEECH | |||||||
| 3636 WEST DALLAS | HOUSTON | TX | 77019 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $2,500 |
| ST PATRICK'S GOOD SAMARITAN FUND | |||||||
| PO BOX 398 | TELLURIDE | CO | 81435 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | N/A | TO FUND GENERAL OPERATING ACTIVITIES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,577 | UnrelatedBusinessTaxblIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,893 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,577 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,818 | 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 |
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 | WILLIAM A PAULEA II | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEIDEL SCHROEDER & CO. | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENBRIDGE ENERGY PARTNERS | AT COST | $0 | $0 |
| MORGAN KEEGAN SECURITIES | AT COST | $476,833 | $476,833 |
| NATURAL RESOURCE PARTNERS | AT COST | $58,027 | $58,027 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $3,588 | $3,588 | $3,588 |
| $5,577 | $5,577 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $81 | $81 | $0 |
| FEDERAL INCOME TAX | $450 | $0 | $0 |
| SEVERANCE TAX | $496 | $496 | $0 |