DALKYS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DALKYS FOUNDATION (EIN 03-0373301)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349101256
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T08:22:16-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Cantrell PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Buffalo Speedway Ste 520 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770983709 | 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 | 030373301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dalkys Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALK | BusinessNameControlTxt |
| Phone | 7134682859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Smithdale Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa E Miller | PersonNm |
| Person Title | Vice Pres. | PersonTitleTxt |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol A Cantrell CPA JD | PreparerPersonNm |
| PTIN | P00047256 | PTIN |
| Phone | 7133330555 | PhoneNum |
| 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 | $946,312 | 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 | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,146 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,146 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,726 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $184 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $67,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,960 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,418 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,786 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,786 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $346 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,548 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,418 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,639 | CashBOYAmt |
| Cash EOY | $6,425 | CashEOYAmt |
| Cash EOYFMV | $6,425 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $602,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $555,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $912,358 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $635,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $588,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $946,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $635,365 | UnrestrictedBOYAmt |
| Unrestricted EOY | $588,966 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $635,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $588,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $635,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $588,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $635,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,158 | ExcessRevenueOverExpensesAmt |
| Subtotal | $589,207 | SubtotalAmt |
| Other Decreases | $241 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $588,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,726 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $184 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $114,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $893,814 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12824 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $748,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.14342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $761,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.14644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,453 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $653,938 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15973 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,032 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $669,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12560 | DistributionYr5Rt |
| Total Distribution | 0.70342 | TotalDistributionRt |
| Average Distribution | 0.14068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $951,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $573 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $134,405 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,061 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,146 | SubtotalAmt |
| Tax Based On Investment Income | $1,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $346 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Miller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138165886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Smithdale Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David R Miller | ||||||
| 1 Smithdale Court | Houston | TX | 77024 | President | 1.00 | $0 |
| Lisa E Miller | ||||||
| 1 Smithdale Court | Houston | TX | 77024 | Vice Pres. | 1.00 | $0 |
| George E Jochetz III | ||||||
| 12323 Rip Van Winkle | Houston | TX | 77024 | Vice Pres. | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $931,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $965,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $965,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $951,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,146 | TotalTaxAmt |
| Distributable Before Adj | $46,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,061 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $104,061 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $104,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,419 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $45,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,116 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $335,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,061 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,642 | RemainingDistriFromCorpusAmt |
| Total Corpus | $392,828 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $45,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $347,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,234 | ExcessFromYear4Amt |
| Excess From Year3 | $76,116 | ExcessFromYear3Amt |
| Excess From Year2 | $70,471 | ExcessFromYear2Amt |
| Excess From Year1 | $70,700 | ExcessFromYear1Amt |
| Excess From Current Year | $57,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David R Miller | ContributingManagerNm |
| Contributing Manager | Lisa E Miller | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amazing Place | |||||||
| 3735 Drexel Drive | Houston | TX | 77024 | None | 501(c)3 | charitable | $17,000 |
| American Civil Liberties Union | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | None | 501(c)3 | charitable | $500 |
| Chapelwood United Methodist Church | |||||||
| 11400 Greenbay Drive | Houston | TX | 77024 | None | 501(c)3 | religious | $50,950 |
| Houston Food Bank | |||||||
| 535 Partwell Street | Houston | TX | 77029 | None | 501(c)3 | charitable | $1,000 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | 501(c)3 | charitable | $200 |
| Planned Parenthood Federation | |||||||
| 434 West 33rd Street | New York | NY | 10001 | None | 501(c)3 | charitable | $50 |
| Spring Spirit Baseball | |||||||
| PO Box 550549 | Houston | TX | 77255 | None | 501(c)3 | charitable | $12,500 |
| St Jude Children's Research Hospita | |||||||
| PO Box 810 | Memphis | TN | 38101 | None | 501(c)3 | charitable | $100 |
| Star of Hope | |||||||
| 6897 Ardmore | Houston | TX | 77054 | None | 501(c)3 | charitable | $350 |
| Texas Bar Foundation | |||||||
| 1414 Colorado | Austin | TX | 78701 | None | 501(c)3 | educational | $200 |
| Texas Watch Foundation | |||||||
| 815 Brazos Street Suite 603 | Austin | TX | 78701 | None | 501(c)3 | charitable | $500 |
| The Rise School of Houston | |||||||
| 5618 H Mark Crosswell Jr Street | Houston | TX | 77021 | None | 501(c)3 | educational | $1,000 |
| Archway Academy | |||||||
| 6221 Main Street | Houston | TX | 77030 | None | 501(c)(3) | educational | $300 |
| Cibolo Conservancy | |||||||
| 25 Spring Creek Road | Boeme | TX | 78006 | None | 501(c)(3) | Charitable | $250 |
| Depression and Bipolar Support Alli | |||||||
| 3800 Buffalo Speedway Suite 350 | Houston | TX | 77098 | None | 501(c)(3) | Charitable | $150 |
| Goodfellows | |||||||
| PO Box 4260 | Houston | TX | 77210 | None | 501(c)(3) | Charitable | $500 |
| Greater Houston Community Foundatio | |||||||
| 5120 Woodway Dr Suite 6000 | Houston | TX | 77056 | None | 501(c)(3) | Charitable | $250 |
| HiS Print Ministry | |||||||
| 8523 Old Quarry Drive | Sugar Land | TX | 77479 | None | 501(c)(3) | Charitable | $1,500 |
| Memorial Assistance Ministries | |||||||
| 1625 Blalock Road | Houston | TX | 77080 | None | 501(c)(3) | Charitable | $2,500 |
| National Multiple Sclerosis Society | |||||||
| 8111 North Stadium Dr Suite 100 | Houston | TX | 77054 | None | 501(c)(3) | Charitable | $250 |
| The Childrens Fund | |||||||
| PO Box 56303 | Houston | TX | 77256 | None | 501(c)(3) | Charitable | $500 |
| Wesley Community Center | |||||||
| 1410 Lee Street | Houston | TX | 77009 | None | 501(c)(3) | Religious | $1,500 |
| Youth Development Center | |||||||
| 7725 Sandra Street | Houston | TX | 77016 | None | 501(c)(3) | Charitable | $250 |
| Andrew McDonough B Foundation | |||||||
| 101 Rockland Circle | Wilmington | DE | 19803 | None | 501(c)(3) | charitable | $500 |
| Austin Speech Labs | |||||||
| 7800 Shoal Creek Blvd Suite 136-S | Austin | TX | 78757 | None | 501(c)3 | charitable | $500 |
| Brookwood Community | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | 501(c)3 | charitable | $300 |
| Cancare of Houston | |||||||
| 9575 Katy Freeway Suite 428 | Houston | TX | 77024 | None | 501(c)3 | charitable | $2,500 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | None | 501(c)3 | charitable | $50 |
| Delta Gamma Foundation | |||||||
| 3520 Riverside Drive | Columbus | OH | 43221 | None | 501(c)3 | charitable | $75 |
| Dumb Friends League | |||||||
| 2080 S Quebec St | Denver | CO | 80231 | None | 501(c)3 | charitable | $1,500 |
| Houston Alumnae Panhellenic Foundat | |||||||
| 5868 A-1 Westheimer Rd 342 | Houston | TX | 77057 | None | 501(c)3 | charitable | $50 |
| Marine Corps Scholarship | |||||||
| 909 N Washington Street Suite 400 | Alexxandria | VA | 22314 | None | 501(c)3 | educational | $500 |
| Memorial High School Booster Club | |||||||
| 935 Echo Lane | Houston | TX | 77024 | None | 501(c)3 | educational | $2,500 |
| Mothers Against Drunk Driving | |||||||
| 511 E John Carpenter Frwy St 700 | Irving | TX | 75062 | None | 501(c)3 | charitable | $100 |
| St Luke's United Methodist Church | |||||||
| 2714 Joanel | Houston | TX | 77027 | None | 501(c)3 | religous | $400 |
| Pro Vision Academy | |||||||
| 4590 Wilmington Street | Houston | TX | 77051 | None | 501(c)3 | charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,275 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $46,726 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,960 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and Legal Fees | CategoryTxt |
| Amt | $1,786 | Amt |
| Net Investment Income | $1,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,786 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Differences | Desc |
| Amt | $241 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Service Charges | $35 | $35 |
| Investment Advisor Fee | $8,512 | $8,512 |
| Miscellaneous | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $1,163 | |
| Foreign Tax Paid | $346 | $346 |