L E FOUNDATION TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- L E FOUNDATION TR (EIN 68-0667809)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-15
- IRS object ID
- 201512589349100316
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-15T11:01:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-08-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P MCGUIRE | PreparerPersonNm |
| PTIN | P00064895 | PTIN |
| Phone | 7139320409 | PhoneNum |
| Preparation | 2015-09-15 | PreparationDt |
| 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 | $184,064 | 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 |
| Dividends Rev And Expnss | $2,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,751 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,751 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $488 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,705 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $8,705 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $117,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,239 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,456 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,268 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,141 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,389 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,456 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $179,513 | CashBOYAmt |
| Cash EOY | $87,004 | CashEOYAmt |
| Cash EOYFMV | $87,004 | CashEOYFMVAmt |
| Corporate Stock BOY | $70,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,060 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $250,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $250,309 | UnrestrictedBOYAmt |
| Unrestricted EOY | $179,369 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $179,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $179,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $313 | OtherIncreasesAmt |
| Subtotal | $185,369 | SubtotalAmt |
| Other Decreases | $6,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $179,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $488 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,924 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $348,153 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.327224 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,785 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $187,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,262 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.275693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $131,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.270082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,977 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.269024 | DistributionYr5Rt |
| Total Distribution | 1.311752 | TotalDistributionRt |
| Average Distribution | 0.262350 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $333,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,604 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,225 | 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 | $7 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7 | SubtotalAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $7 | 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 |
| 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 | 1.00 | $0 | $0 | $0 |
| CAROLE F PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 1.00 | $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 | $143,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,973 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $338,977 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $338,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $333,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7 | TotalTaxAmt |
| Distributable Before Adj | $16,688 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,688 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $180,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,688 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,865 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,048 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $202,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,688 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,537 | RemainingDistriFromCorpusAmt |
| Total Corpus | $366,270 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,848 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $339,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,865 | ExcessFromYear4Amt |
| Excess From Year3 | $28,048 | ExcessFromYear3Amt |
| Excess From Year2 | $22,422 | ExcessFromYear2Amt |
| Excess From Year1 | $96,550 | ExcessFromYear1Amt |
| Excess From Current Year | $163,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 12TH MAN FOUNDATION | ||||||||
| PO BOX 2800 | COLLEGE STATION | TX | 77841 | CHARITY | 501 (C) (3) | OPERATING FUNDS | $36,741 | |
| AMERICAN HEART ASSOC | ||||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | 501 (C) (3) | OPERATING FUNDS | $5,000 | ||
| CAMP BLESSING TEXAS | ||||||||
| 18993 FERNE DRIVE | PORTER | TX | 77365 | 501 (C) (3) | OPERATING FUNDS | $5,000 | ||
| MEMORIAL DRIVE UNITED METHODIST CHU | ||||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $55,000 | ||
| ALLEN ACADEMY | ||||||||
| 3201 BOONVILLE RD | BRYAN | TX | 77802 | 501(C)(3) | OPERATING FUNDS | $10,000 | ||
| FAMILY POINT RESOURCES | ||||||||
| 14207 MEMORIAL DRIVE | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $5,000 | SUITE 183 | |
| WILCHESTER PTA | ||||||||
| 13618 ST MARYS LN | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $6,500 | ||
| RANCHER'S RIDE INC | ||||||||
| 14027 MEMORIAL DRIVE | HOUSTON | TX | 77056 | 501(C)(3) | OPERATING FUNDS | $5,000 | SUITE 213 | |
| THE HOBBY CENTER | ||||||||
| 800 BAGBY ST SUITE 300 | HOUSTON | TX | 77002 | 501(C)(3) | OPERATING FUNDS | $14,350 | ||
| GREATER HOUSTON COMMUNITY FOUNDATIO | ||||||||
| 5120 WOODWAY DR 6000 | HOUSTON | TX | 77056 | 501(C)(3) | SCHOLARSHIP FUND | $500 | ||
| CHRIST EVANGELICAL PRESBYTERIAN CHU | ||||||||
| 8300 KATY FREEWAY | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $250 | ||
| THE MONARCH SCHOOL | ||||||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | 501(C)(3) | OPERATING FUND | $2,000 | ||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 5433 WESTHEIMER RD 300 | HOUSTON | TX | 77056 | 501 (C)(3) | OPERATING FUND | $250 | ||
| BAND AGAINST MS | ||||||||
| 2408 21ST AVE SOUTH 205 | NASHVILLE | TN | 37212 | 501(C)(3) | OPERATING FUND | $28,334 | ||
| THE EDUCATIONAL CENTER FOR AUTISM | ||||||||
| 5720 BUNCOMBE RD | SHREVEPORT | LA | 71129 | 501(C)(3) | OPERATING FUND | $1,500 | ||
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | 501(C)(3) | OPERATING FUND | $100 | ||
| MEMORIAL MIDDLE SCHOOL PTA | ||||||||
| 12550 VINDON | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUND | $3,000 | ||
| TEXAS CHILDREN'S CANCER CENTER | ||||||||
| 6701 FANNIN ST 1400 | HOUSTON | TX | 77030 | 501(C)(3) | OPERATING FUND | $1,500 | ||
| CLAREWOOD HOUSE | ||||||||
| 7400 CLAREWOOD DR | HOUSTON | TX | 77036 | 501(C)(3) | OPERATING FUND | $100 | ||
| CHUCK OBREMSKI MINISTRIES | ||||||||
| 17853 SANTIAGO BLVD 107 | VILLA PARK | CA | 92861 | 501(C)(3) | OPERATING FUND | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,702 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,702 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,646 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON CENTER VALVE & FITTING LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 PORTSMOUTH | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL DIVIDEND PORTFOLIO | 2013-04 | PURCHASE | 2014-03 | $170 | $161 | $9 |
| BLACKROCK MULTI ASSET INCOME PORTFOL | 2013-03 | PURCHASE | 2014-03 | $1,758 | $1,735 | $23 |
| BLACKROCK EQTY DIVIDEND FUND INSTL | 2013-04 | PURCHASE | 2014-03 | $128 | $120 | $8 |
| ISHARES CORE HIGH DIVIDEND ETF | 2012-01 | PURCHASE | 2014-06 | $5,336 | $3,959 | $1,377 |
| BLACKROCK GLOBAL DIVIDEND PORTFOLIO | 2012-09 | PURCHASE | 2014-03 | $5,736 | $5,041 | $695 |
| BLACKROCK MULTI ASSET INCOME PORTFOL | 2012-06 | PURCHASE | 2014-03 | $33,598 | $30,940 | $2,658 |
| BLACKROCK EQTY DIVIDEND FUND INSTL | 2012-09 | PURCHASE | 2014-03 | $5,996 | $5,064 | $932 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $24,001 | $24,001 |
| MUTUAL FUNDS | $68,364 | $73,059 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $1,268 | LegalFeesAmt |
| Net Investment Income | $1,141 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE CONTRIBUTION | Desc |
| Amt | $6,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $1,389 | $1,389 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,705 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,705 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $313 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | ||
| TAXES - FEDERAL | $17 | $17 |