WAYNE DUDDLESTEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE DUDDLESTEN FOUNDATION (EIN 76-0003093)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349101139
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:02:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742181616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTEIN SPIRA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE GREENWAY PLAZA SUITE 1700 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | 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 | 760003093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE DUDDLESTEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7135327063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PADDOCK | PersonNm |
| Person Title | DIRECTOR/ TREASURER | PersonTitleTxt |
| Phone | 7135327063 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN MURRAY | PreparerPersonNm |
| PTIN | P01236468 | PTIN |
| Phone | 7136227000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,019,898 | 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 | $2,500,705 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $182,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $182,654 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $300,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $742,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,318,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $742,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,725,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,225,023 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $103,613 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $103,613 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,788 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,123 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,540 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $136,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,677 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $526,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,120,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $755,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,604,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,167,227 | CashBOYAmt |
| Cash EOY | $53,492 | CashEOYAmt |
| Cash EOYFMV | $53,492 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,465,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,465,335 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,809,971 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $938,220 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $938,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,271,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,045,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,045,732 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,369,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,355,119 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,355,119 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,160,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $5,175,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,160,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,160,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,792,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,019,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,019,898 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,674 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,674 | 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 | $29,792,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,018,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,792,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,018,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,792,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,019,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,792,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,604,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,965 | OtherIncreasesAmt |
| Subtotal | $32,429,834 | SubtotalAmt |
| Other Decreases | $411,610 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,018,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,303,626 | $13,560,014 | $743,612 | $743,612 | |||
| LAND | $15,000 | $16,539 | -$1,539 | -$1,539 | D | 2013-06-30 | 2014-06-26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $742,073 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,028,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,723,109 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000106 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $186,897 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005351 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.024199 | TotalDistributionRt |
| Average Distribution | 0.004840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,619,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,037 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $755,953 | 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 | $8,721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,721 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,156 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,156 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,565 | 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 | Yes (1) | 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 | CHARLENE SLACK | IndividualWithBooksNm |
| Phone | 7135327063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 S GESSNER ROAD STE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN A DUDDLESTEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| CHARLES E MCMAHEN | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | 1ST VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| JERRI D MOORE | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | 2ND VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| DAVID C KANTORCZYK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| KATHY L YOUNG | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | SECRETARY | 1.00 | $5,000 | $0 | $0 |
| ROBERT W PADDOCK | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | TREASURER | 1.00 | $0 | $0 | $0 |
| JIM MOORE | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM RANDALL | ||||||||
| 2600 SOUTH GESSNER ROAD SUITE 111 | HOUSTON | TX | 77063 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE SLACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $103,613 | CompensationAmt |
| Employee Benefits | $4,923 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH STREET NY8-144-07-07 | NEW YORK | NY | 10036 | INVESTMENT | $101,336 |
| UBS FINANCIAL SERVICES INC | |||||
| 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT | $94,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,635,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,302,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,162,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,100,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,100,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,619,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,580,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,580,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,721 | TotalTaxAmt |
| Distributable Before Adj | $1,572,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,572,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,572,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $755,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $755,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,721 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $747,232 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,572,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $668,886 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $755,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $668,886 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,485,174 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCHWAY ACADEMY | ||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | 501(C)(3) | GENERAL USE | $20,000 |
| ASSISTANCE LEAGUE OF HOUSTON | ||||||
| 1902 COMMONWEALTH ST | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $7,500 |
| BARBARA BUSH HOUSTON LITERACY FOUNDATION | ||||||
| 7887 SAN FELIPE STE 250 | HOUSTON | TX | 77063 | 501(C)(3) | GENERAL USE | $50,000 |
| CASA DE ESPERANZA DE LOS NINOS | ||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | 501(C)(3) | GENERAL USE | $34,000 |
| CENTER FOR HEARING AND SPEECH | ||||||
| 3636 W DALLAS | HOUSTON | TX | 77019 | 501(C)(3) | GENERAL USE | $25,000 |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | 501(C)(3) | GENERAL USE | $50,000 |
| COMMUNITIES IN SCHOOLS OF HOUSTON | ||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | 501(C)(3) | GENERAL USE | $30,000 |
| COUNCIL ON ALCOHOL & DRUGS HOUSTON | ||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | 501(C)(3) | GENERAL USE | $25,000 |
| DRESS FOR SUCCESS HOUSTON | ||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | 501(C)(3) | GENERAL USE | $25,000 |
| GYNESYS WORKS - HOUSTON | ||||||
| 601 JEFFERSON ST 3950 | HOUSTON | TX | 77002 | 501(C)(3) | GENERAL USE | $50,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | 501(C)(3) | GENERAL USE | $10,000 |
| HOUSTON EYE ASSOCIATES FOUNDATION | ||||||
| 7155 OLD KATY RD STE N100 | HOUSTON | TX | 77024 | 501(C)(3) | GENERAL USE | $25,000 |
| ITALIAN CULTURAL & COMMUNITY CENTER | ||||||
| 1101 MILFORD | HOUSTON | TX | 77006 | 501(C)(3) | GENERAL USE | $500 |
| MACK PERFORMING ARTS COLLECTIVE | ||||||
| PO BOX 88240 | HOUSTON | TX | 77288 | 501(C)(3) | GENERAL USE | $15,000 |
| MULTIPLE SCELEROSIS SOCIETY | ||||||
| 8111 N STADIUM DR SUITE 100 | HOUSTON | TX | 77054 | 501(C)(3) | GENERAL USE | $2,500 |
| PRO-VISION INC | ||||||
| 4590 WILMINGTON | HOUSTON | TX | 77051 | 501(C)(3) | GENERAL USE | $50,000 |
| REACH UNLIMITED | ||||||
| 12777 JONES RD STE 103 | HOUSTON | TX | 77070 | 501(C)(3) | GENERAL USE | $5,000 |
| REASONING MIND | ||||||
| 2000 BERING DRIVE SUITE 300 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $25,000 |
| THE STONEY CREEK FOUNDATION | ||||||
| 510 BERING DRIVE SUITE 100 | HOUSTON | TX | 77057 | 501(C)(3) | GENERAL USE | $25,000 |
| THE WOODS PROJECT INC | ||||||
| 2700 SOUTHWEST FREEWAY SUITE B | HOUSTON | TX | 77098 | 501(C)(3) | GENERAL USE | $10,000 |
| UNIVERSITY OF HOUSTON | ||||||
| 4800 CALHOUN ROAD | HOUSTON | TX | 77004 | 501(C)(3) | GENERAL USE | $100,000 |
| WORKSHOP HOUSTON | ||||||
| PO BOX 88365 | HOUSTON | TX | 77288 | 501(C)(3) | GENERAL USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,500 | 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 | $182,654 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $742,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,225,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,225,023 | 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 | WAYNE B DUDDLESTEN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH GESSNER ROAD SUITE 111 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770633214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,498,705 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,540 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,540 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,355,119 | EOYBookValueAmt |
| EOYFMV | $11,355,119 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $13,045,732 | EOYBookValueAmt |
| EOYFMV | $13,045,732 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $938,220 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $938,220 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANTIQUE FURNITURE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,788 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,123 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $411,610 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $28,143 | $10,466 | $17,677 |
| INVESTMENT MANAGEMENT FEES | $195,540 | $195,540 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX-EXEMPT INCOME | Desc |
| Amt | $31,965 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,674 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,259 | $0 | $0 |
| FOREIGN TAXES | $8,581 | $8,581 | $0 |
| PROPERTY TAXES | $125,800 | $125,800 | $0 |