J P & MARY JON BRYAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- J P & MARY JON BRYAN FOUNDATION (EIN 76-0406294)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-03-06
- IRS object ID
- 201400659349100600
- Schema version
- 2012v2.1
- 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 Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-06T09:39:03-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721088864 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563432 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760406294 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J P & MARY BRYAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JP&M | NameControl |
| Phone | 7137531300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J P BRYAN | Name |
| Title | MANAGER | Title |
| Phone | 7137531300 | Phone |
| Date Signed | 2014-02-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NAUSHAD KERMALI CPA | Name |
| PTIN | P00451394 | PTIN |
| Phone | 7139638008 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2841923 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19700 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2547 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1315 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7789 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7789 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7789 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30036 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9104 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 124 | InterestRevAndExpnss |
| Interest Net Invst Incm | 124 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 814 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 814 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4438 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 938 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15158 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15158 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19596 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 938 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18658 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10440 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8166 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 61 | CashBOY |
| Cash EOY | 1103 | CashEOY |
| Cash EOYFMV | 1103 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 214 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 182 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 182 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 55922 | InvestmentsOtherBOY |
| Investments Other EOY | 65352 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 81481 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2730625 | OtherAssetsBOY |
| Other Assets EOY | 2730625 | OtherAssetsEOY |
| Other Assets EOYFMV | 2759157 | OtherAssetsEOYFMV |
| Total Assets BOY | 2786822 | TotalAssetsBOY |
| Total Assets EOY | 2797262 | TotalAssetsEOY |
| Total Assets EOYFMV | 2841923 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2786822 | RetainedEarningsBOY |
| Retained Earnings EOY | 2797262 | RetainedEarningsEOY |
| Total Net Assets BOY | 2786822 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2797262 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2786822 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2797262 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2786822 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10440 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2797262 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2797262 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| STCG FROM GARRISON MUNICIPAL PARTNERS | P | 7239 | 7239 | 7239 |
| LTCG FROM GARRISON MUNICIPAL PARTNERS | P | 550 | 550 | 550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7789 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13992 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2769836 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.005052 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 106302 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2862991 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037130 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 96973 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2855936 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033955 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 190688 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2988329 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063811 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 114247 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3797921 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030081 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.170029 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034006 | AverageDistributionRatio |
| Net Noncharitable Assets | 81544 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2773 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 82 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2855 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18658 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 82 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 82 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 82 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J P BRYAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7137531300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| J P BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| M J BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOHN B BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DURING THE PERIOD THE FOUNDATION CONTRIBUTED TO VARIOUS CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS, AND GRANTED SEVERAL SCHOLARSHIPS FOR EDUCATION BEYOND SECONDARY SCHOOL. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | THE BALANCE OF ITEMS CLASSIFIED AS DISBURSEMENTS FOR CHARITABLE PURPOSES IN PART I COL (D) ARE EXPENSES FOR OPERATING THE FOUNDATION. | Description2 |
| Expenses2 | 0 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 81358 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1428 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 82786 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 82786 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1242 | CashDeemedCharitable |
| Net Noncharitable Assets | 81544 | NetNoncharitableAssets |
| Minimum Investment Return | 4077 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4077 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Total Tax | 82 | TotalTax |
| Distributable Amount Before Adj | 3995 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3995 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3995 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18658 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18658 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 82 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18576 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3995 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 4610 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4610 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18658 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3995 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14663 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19273 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19273 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 4610 | ExcessFromYear1 |
| Excess From Current Year | 14663 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J P BRYAN | ContributingManager |
| Contributing Manager | M J BRYAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | J P BRYAN DO NOT TELEPHONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR STE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9999999999 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION AVAILABLE UPON REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE STATED | SubmissionDeadlines |
| Restrictions On Awards | SCHOLARSHIPS ARE LIMITED TO APPLICANTS FROM THE MARATHON/ALPINE AREA OF WEST TEXAS, OR STUDENTS AT SUL ROSS STATE UNIVERSITY, ALPINE, TX. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALPINE CHRISTIAN SCHOOL | |||||||
| 808 N 5TH STREET | ALPINE | TX | 79830 | NONE | PUBLIC CHARITY | EDUCATIONAL; TUITION FOR TYLER ESTRADA | $4,947 |
| ALPINE CHRISTIAN SCHOOL | |||||||
| 808 N 5TH STREET | ALPINE | TX | 79830 | NONE | PUBLIC CHARITY | EDUCATIONAL; TUITION FOR ELISA ESTRADA | $2,486 |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVENUE | BRENHAM | TX | 77833 | NONE | PUBLIC CHARITY | EDUCATIONAL; TUITION FOR CHELSEA PETERSON; LIST TOTAL $2,157 | $2,157 |
| LONE STAR COLLEGE | |||||||
| 5000 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | PUBLIC CHARITY | EDUCATIONAL; TUITION FOR LINDSEY CHADWICK;LISTTOTAL 1,500 | $1,500 |
| SUL ROSS STATE UNIVERSITY | |||||||
| EAST HWY 90 BOX C-2 | ALPINE | TX | 79832 | NONE | PUBLIC CHARITY | EDUCATIONAL; SCHOLARSHIP FOR JESUS GRANO | $1,000 |
| SUL ROSS STATE UNIVERSITY | |||||||
| EAST HWY 90 BOX C-2 | ALPINE | TX | 79832 | NONE | PUBLIC CHARITY | EDUCATIONAL; SCHOLARSHIP FOR ZACHARIAH GONZALES; LIST TOTAL $2,000 | $2,000 |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVENUE | BRENHAM | TX | 77833 | NONE | PUBLIC CHARITY | EDUCATIONAL; TUITION FOR LUCAS PETERSON | $1,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15158 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,547 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,789 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,336 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10336 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JP MARY BRYAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 19700 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL FEES | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3500 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GARRISON MUNICIPAL PARTNERS LP | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 65352 | BookValue |
| EOYFMV | 81481 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ART | Description |
| BOY Book Value | 2730625 | BOYBookValue |
| EOY Book Value | 2730625 | EOYBookValue |
| EOYFMV | 2759157 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSES | 676 | 676 | 0 |
| INVESTMENT EXPENSES FROM GARRISON PARTNERS LP | 138 | 138 | 0 |