PETRELLO FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PETRELLO FAMILY FOUNDATION (EIN 01-0559509)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-15
- IRS object ID
- 201402889349100520
- Schema version
- 2013v3.0
- 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 Stock Schedule
- Mortgages And Notes Payable Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T15:44:32-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202733640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTLEY BRATCHER & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WEST GREENS ROAD SUITE 710 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770674525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010559509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRELLO FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETR | BusinessNameControlTxt |
| Phone | 2817758035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WEST GREENS ROAD SUITE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77067 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY G PETRELLO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2817758035 | PhoneNum |
| Signature | 2014-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY O BRATCHER | PreparerPersonNm |
| PTIN | P01058294 | PTIN |
| Phone | 2818758181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,632,594 | 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 | $65,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $118,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,100 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $118,100 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,779 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,879 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $118,100 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,175 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $365 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,468 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,468 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $14,468 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,008 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $976,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $976,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $993,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,008 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $976,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$711,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101,092 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Corporate Stock BOY | $5,724,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,642,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,632,594 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,724,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,642,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,632,594 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,908,112 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,538,309 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,908,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,538,309 | 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 | $1,941,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,230,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,816,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,724,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,642,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,816,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$711,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,104,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CASH IN LIEU - .25 SHS NOW INC | P | 2000-01-03 | 2014-05-30 | $8 | $2 | $6 | $6 |
| DONATION OF INVESTMENT IN NATIONAL OILWELL VARCO INC | P | 2000-01-03 | 2013-08-09 | $250,453 | $151,680 | $98,773 | $98,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,779 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $641,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,642,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,588,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,479,964 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.354545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,468,862 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,077,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.360277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,323,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,083,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.429326 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,355,151 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,054,870 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.443603 | DistributionYr5Rt |
| Total Distribution | 1.684316 | TotalDistributionRt |
| Average Distribution | 0.336863 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,566,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,885,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,887,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $976,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $4,087 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ANTHONY G PETRELLO | IndividualWithBooksNm |
| Phone | 2817758035 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 W GREENS RD SUITE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770674531 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY G PETRELLO | ||||||||
| 515 WEST GREENS RD SUITE 1200 | HOUSTON | TX | 77067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA A PETRELLO | ||||||||
| 515 WEST GREENS RD SUITE 1200 | HOUSTON | TX | 77067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,697,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,697,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,697,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,566,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,997 | TotalTaxAmt |
| Distributable Before Adj | $424,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,340 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $976,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $976,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $976,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,202,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,169,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,265,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,364,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $318,394 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,320,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $976,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $552,290 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,872,722 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,202,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,670,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,169,767 | ExcessFromYear4Amt |
| Excess From Year3 | $1,265,010 | ExcessFromYear3Amt |
| Excess From Year2 | $1,364,854 | ExcessFromYear2Amt |
| Excess From Year1 | $318,394 | ExcessFromYear1Amt |
| Excess From Current Year | $552,290 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTHONY G PETRELLO | ContributingManagerNm |
| Contributing Manager | CYNTHIA A PETRELLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEY THEATRE | ||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | FOR SUPPORT OF ARTISTIC ENDEAVORS | $87,500 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | NONE | TO SUPPORT ANTI-DEFAMATION | $15,000 |
| ASIA SOCIETY | ||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77080 | NONE | TO PROMOTE ASIAN CULTURE | $7,000 |
| BAYLOR COLLEGE OF MEDICINE | ||||||
| 1 BAYLOR PLZ | HOUSTON | TX | 77030 | NONE | TO AID MEDICAL SCHOOL | $4,840 |
| BEST BUDDIES | ||||||
| 3550 WEST DALLAS STREET | HOUSTON | TX | 77019 | NONE | TO HELP ESTABLISH A GLOBAL VOLUNTEER MOVEMENT | $10,000 |
| CHILDREN'S MUSEUM OF HOUSTON | ||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | TO SUPPORT CHILDREN'S MUSEUM | $2,500 |
| CITY ARTWORKS | ||||||
| 1330 WIRT RD | HOUSTON | TX | 77055 | NONE | TO SUPPORT CITY ARTWORKS | $3,000 |
| COALITION TO SALUTE AMERICA'S HEROES | ||||||
| 552 FORT EVANS RD STE 300 | LEESBURG | VA | 20176 | NONE | TO SUPPORT AMERICA'S TROOPS WOUNDED IN AFGHANISTAN | $1,000 |
| CONTEMPORARY ARTS MUSEUM | ||||||
| 5216 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | TO SUPPORT THE CONTEMPORARY ARTS MUSEUM | $5,000 |
| CRISTO REY JESUIT | ||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | TO SUPPORT CRISTO REY JESUIT COLLEGE PROPARATORY EDUCATION | $1,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||
| 5120 WOODWAY DR | HOUSTON | TX | 77056 | NONE | TO SUPPORT FIGHTING INFLAMMATORY BOWEL DISEASE | $2,500 |
| EASTER SEALS DISABILITY SERVICES | ||||||
| 4500 BISSONNET STE 340 | BELLAIRE | TX | 77401 | NONE | FOR SUPPORT OF THOSE WITH DISABILITIES | $9,500 |
| FRANCISCA SISTERS OF THE EUCHARIST | ||||||
| 1210 COLQUITT | HOUSTON | TX | 77006 | NONE | FOR SUPPORT A COMMUNITY OF RELIGIOUS WOMEN | $10,000 |
| FRANCISCAN LIFE CENTER | ||||||
| 271 FINCH AVE | MERIDEN | CT | 064512715 | NONE | FOR SUPPORT OF CHILDREN, FAMILIES & INDIVIDUALS IN C | $9,440 |
| FRIENDS OF FLEMING PARK | ||||||
| 1901 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | TO SUPPORT FLEMING PARK | $250 |
| HARVARD LAW SCHOOL | ||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | FOR SUPPORT OF ANNUAL GIVING FUND | $5,000 |
| HERMAN PARK CONSERVANCY | ||||||
| 6201-A HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | FOR SUPPORT OF EDUCATION & CONSERVATION | $50,000 |
| HOBBY CENTER FOUNDATION | ||||||
| 800 BAGBY ST | HOUSTON | TX | 77002 | NONE | TO SUPPORT PERFORMING ARTS | $4,350 |
| HOLOCAUST MUSEUM HOUSTON | ||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | NONE | TO SUPPORT THE HOLOCAUST MUSEUM | $2,000 |
| HOUSTON ACHIEVEMENT PLACE | ||||||
| 245 W 17TH ST | HOUSTON | TX | 77008 | NONE | TO SUPPORT EDUCATION OF YOUNG CHILDREN TO BUILD SOCIAL SKILLS | $4,500 |
| HOUSTON CENTER FOR CONTEMPORARY CRAFT | ||||||
| 4848 MAIN ST | HOUSTON | TX | 77002 | NONE | TO ADVANCE EDUCATION OF CRAFT | $4,300 |
| HOUSTON CINEMA ARTS SOCIETY | ||||||
| 4409 MONTROSE BLVD STE 150 | HOUSTON | TX | 77006 | NONE | FOR SUPPORT OF ARTISTIC ENDEAVORS | $8,790 |
| HOUSTON GRAND OPERA | ||||||
| 510 PRESTON STREET | HOUSTON | TX | 770021594 | NONE | FOR SUPPORT OF ARTISTIC ENDEAVORS | $149,656 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | TO SUPPORT EDUCATION OF NATURAL SCIENCE | $1,575 |
| HOUSTON PUBLIC MEDIA | ||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | NONE | TO SUPPORT HOUSTON PUBLIC MEDIA | $12,905 |
| HOUSTON SYMPHONY | ||||||
| 615 LOUISIANA ST 102 | HOUSTON | TX | 77002 | NONE | TO SUPPORT PERFORMING ARTS | $10,000 |
| I AM WATERS FOUNDATION | ||||||
| 3262 WESTHEIMER RD BOX 229 | HOUSTON | TX | 77098 | NONE | TO PROVIDE FRESH, CLEAN WATER TO THE HOMELESS | $5,000 |
| INPRINT | ||||||
| 1520 WEST MAIN | HOUSTON | TX | 77006 | NONE | TO PROMOTE LITERARY ARTS | $6,000 |
| KOMEN HOUSTON RACE FOR THE CURE | ||||||
| 5433 WESTHEIMER RD STE 325 | HOUSTON | TX | 77056 | NONE | TO SUPPORT FIGHTING BREAST CANCER | $5,000 |
| LAZARUS HOUSE | ||||||
| 4106 AUSTIN | HOUSTON | TX | 77004 | NONE | TO HELP CHRONICALLY ILL POPULATION | $1,200 |
| LEGACY COMMUNITY HEALTH SERVICES | ||||||
| PO BOX 66308 | HOUSTON | TX | 77266 | NONE | FOR SUPPORT OF HEALTH SERVICES | $3,000 |
| LEMONADE DAY | ||||||
| 101 PARKLANE BLVD STE 202 | SUGAR LAND | TX | 77478 | NONE | TO SUPPORT EXPERIMENTAL LEARNING PROGRAM | $1,000 |
| MARCH OF DIMES | ||||||
| 3000 WESLAYAN SUITE 100 | HOUSTON | TX | 77027 | NONE | FOR SUPPORT OF HEALTH & RESEARCH | $22,500 |
| MEMORIAL PARK CONSERVANCY | ||||||
| 6501 MEMORIAL DR | HOUSTON | TX | 77007 | NONE | TO SUPPORT MEMORIAL PARK | $25,000 |
| MILLER THEATRE ADVISORY | ||||||
| PO BOX 66267 | HOUSTON | TX | 77266 | NONE | TO SUPPORT MILLER THEATRE | $5,000 |
| RECIPE FOR SUCCESS | ||||||
| PO BOX 56405 | HOUSTON | TX | 77256 | NONE | TO SUPPORT HEALTHIER DIETS FOR CHILDREN | $3,000 |
| RENE MOWAD FOUNDATION | ||||||
| 3231 P STREET NW 2ND FLOOR | WASHINGTON DC | MD | 20007 | NONE | TO SUPPORT VOCATIONAL SCHOOL FOR YOUNG LEBANESE | $25,000 |
| ROBERT GARNER FIRE FIGHTER FOUNDATION | ||||||
| PO BOX 1885 | HOUSTON | TX | 77251 | NONE | TO SUPPORT FIRE FIGHTERS | $5,000 |
| SACRED HEART HIGH SCHOOL | ||||||
| 10202 MEMORIAL DRIVE | HOUSTON | TX | 77024 | NONE | TO SUPPORT EDUCATION AT SACRED HEART | $18,000 |
| SEARCH | ||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | NONE | FOR SUPPORT OF HOMELESS SERVICES' HOUSE | $3,500 |
| SHANTA FOUNDATION | ||||||
| PO BOX 1603 | DURANGO | CO | 81302 | NONE | TO SUPPORT SHANTA FOUNDATION | $12,500 |
| SOCIETY FOR THE PERFORMING ARTS | ||||||
| 615 LOUISIANA ST STE 100 | HOUSTON | TX | 77002 | NONE | TO SUPPORT PERFORMING ARTS | $2,500 |
| SPECIAL CHEERS | ||||||
| 12570 CLAY ROAD | HOUSTON | TX | 77041 | NONE | TO SUPPORT OCCUPATIONAL THERAPY CENTER FOR CHILDREN | $10,000 |
| SPECIAL OLYMPICS | ||||||
| 7715 CHEVY CHASE DRIVE STE 120 | AUSTIN | TX | 78752 | NONE | FOR SUPPORT OF SPECIAL OLYMPICS | $1,500 |
| TEXAS CHILDREN'S HOSPITAL | ||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | TO SUPPORT RESEARCH ON CHILDREN"S DISEASE | $250,453 |
| THE ARBOR SCHOOL | ||||||
| 1635 BLALOCK | HOUSTON | TX | 77002 | NONE | TO AID SCHOOL | $10,000 |
| THE ART PROJECT | ||||||
| 1703 GRAY STREET | HOUSTON | TX | 77003 | NONE | FOR SUPPORT OF ARTISTIC ENDEAVORS | $2,500 |
| THE BROOKWOOD COMMUNITY | ||||||
| 1752 FM 1489 RD | BROOKSHIRE | TX | 77423 | NONE | TO SUPPORT THOSE WITH DISABILITIES | $5,000 |
| THE COUNCIL OF ALCOHOL | ||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | NONE | TO HELP FAMILIES RECOVER FROM THE IMPACT OF ADDICTION | $2,500 |
| THE EVERGREEN STATE COLLEGE | ||||||
| 2700 EVERGREEN PARKWAY NW LIBRARY | OLYMPIA | WA | 98505 | NONE | TO SUPPORT THE EVERGREEN STATE COLLEGE | $2,500 |
| THE HEALTH MUSEUM | ||||||
| 1515 HERMAN DR | HOUSTON | TX | 77004 | NONE | TO SUPPORT THE HEALTH MUSEUM | $2,500 |
| THE MUSEUM OF FINE ARTS HOUSTON | ||||||
| 1001 BISSONNET | HOUSTON | TX | 77005 | NONE | FOR SUPPORT OF ARTISTIC ENDEAVORS | $33,650 |
| THE PERIWINKLE FOUNDATION | ||||||
| 3400 BISSONNET STE 185 | HOUSTON | TX | 77005 | NONE | FOR SUPPORT OF CHILDREN & FAMILIES IN CRISIS | $26,650 |
| THE RISE SCHOOL OF HOUSTON | ||||||
| 5618 J MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | NONE | TO SUPPORT THE RISE SCHOOL | $2,400 |
| THE SALVATION ARMY | ||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | NONE | FOR SUPPORT OF CHILDREN & FAMILIES IN CRISIS | $3,000 |
| THEATRE UNDER THE STARS | ||||||
| 800 BAGBY ST | HOUSTON | TX | 77002 | NONE | TO AID THEATRE | $2,600 |
| UNIVERSITY OF HOUSTON LAW FOUNDATION | ||||||
| 100 LAW CENTER | HOUSTON | TX | 77204 | NONE | TO SUPPORT THE UNIVERSITY OF HOUSTON LAW CLINIC | $2,500 |
| UNIVERSITY OF HOUSTON MUSIC | ||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | TO SUPPORT THE UNIVERSITY OF HOUSTON | $5,000 |
| US FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | TO SAVE AND PROTECT THE WORLD'S MOST VULNERABLE CHILDREN | $2,500 |
| UT HEALTH-CHILDREN'S LEARNING INSTITUTE | ||||||
| 7000 FANNIN ST STE 1200 | HOUSTON | TX | 77030 | NONE | TO SUPPORT CHILDREN'S LEARNING INSTITUTION | $40,000 |
| VETERANS OF FOREIGN WARS | ||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | FOR SUPPORT OF VETERANS | $2,000 |
| VICTORY AMERICAN CANCER | ||||||
| 6301 RICHMOND AVE | HOUSTON | TX | 77057 | NONE | TO SUPPORT THE AMERICAN CANCER SOCIETY | $71 |
| WORKSHOP HOUSTON | ||||||
| 2215 CLEBURNE ST | HOUSTON | TX | 77004 | NONE | TO HELP CREATE A POSITIVE COMMUNITY FOR MIDDLE SCHOOL KIDS | $2,000 |
| YOUNG AUDIENCES OF HOUSTON INC | ||||||
| 4550 POST OAK PLACE STE 230 | HOUSTON | TX | 77027 | NONE | TO SUPPORT CHILDREN AND LOCAL ARTISTS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $976,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,779 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $98,779 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,879 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME CALCULATED ON LINE 8 PERTAINS TO THE APPRECIATED VALUE OF |
| 8 | INVESTMENT IN NATIONAL OIL WELL INC THAT WAS DONATED IN 2013 |
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 | ANTHONY G PETRELLO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 W GREENS RD SUITE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $65,025 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,175 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WEATHERFORD INTL LTD NEW | $311,445 | $444,974 |
| ENSCO INTERNATIONAL, INC | $565,704 | $500,130 |
| NATIONAL OILWELL VARCO, INC. | $623,828 | $2,418,208 |
| EXXON MOBILE CORP | $571,489 | $660,964 |
| NABORS INDUSTRIES LTD | $3,500,000 | $7,342,500 |
| NOW INC | $70,144 | $265,818 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Balance Due | $2,538,309 | BalanceDueAmt |
| Interest | 0.700000000000 | InterestRt |
| Security Provided Borrower | STOCKS | SecurityProvidedBorrowerTxt |
| Loan Purpose | MARGIN LOAN | LoanPurposeTxt |
| Lender Consideration | STOCKS & BONDS | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $365 | Amt |
| Net Investment Income | $365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $365 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY G CYNTHIA A PETRELLO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WEST GREENS RD SUITE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77067 | ZIPCode |