The Oriska Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Oriska Foundation (EIN 20-5963834)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349101121
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T12:59:48-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463753753 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claudia M Wanczyk CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14825 St Marys Lane Suite 121 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205963834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Oriska Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORIS | BusinessNameControlTxt |
| Phone | 7136691066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 672265 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77267 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allen Boutte | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7136738440 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Claudia Wanczyk | PreparerPersonNm |
| PTIN | P00299731 | PTIN |
| Phone | 8322304959 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,470,266 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$158,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$103,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,843 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $27,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,300 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $550 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $597 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,460 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $921 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $921 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,036 | CashBOYAmt |
| Cash EOY | $45,736 | CashEOYAmt |
| Cash EOYFMV | $45,736 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,277,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,105,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,249,311 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,130,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,130,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,130,000 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $404 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $404 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $404 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $44,815 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,815 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,815 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments BOY | $1,200,000 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $3,670,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,326,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,470,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,670,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,326,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,670,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,326,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,670,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,326,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,670,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,326,436 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,326,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Commercial Property, Washington DC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2013-03-04 | SoldDt |
| Gross Sales Price | $1,140,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,298,155 | CostOrOtherBasisAmt |
| Gain Or Loss | -$158,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$158,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$158,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $249,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $113,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.191753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $337,212 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $132,780 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.539629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,841 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $132,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.339366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $208,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $132,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.571509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,477,635 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066137 | DistributionYr5Rt |
| Total Distribution | 7.708394 | TotalDistributionRt |
| Average Distribution | 1.541679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $232,829 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $540 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,626 | 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 | $540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $540 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $549 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcia Johnson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136691066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7804 Scott Street | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77051 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Luckett Johnson | ||||||||
| 7804 Scott Street | Houston | TX | 77004 | President | 0.00 | $0 | $0 | $0 |
| James Douglas | ||||||||
| 5318 Clahoun Road | Houston | TX | 77021 | Director | 0.00 | $0 | $0 | $0 |
| Wanda Wilson | ||||||||
| 21615 Skyla Circle | Humble | TX | 77338 | 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 | $150,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $540 | TotalTaxAmt |
| Distributable Before Adj | $7,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,011 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $540 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $239,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,149 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $204,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $334,747 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $244,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,017,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $232,615 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,249,987 | 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 | $58,149 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,191,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $204,696 | ExcessFromYear4Amt |
| Excess From Year3 | $175,520 | ExcessFromYear3Amt |
| Excess From Year2 | $334,747 | ExcessFromYear2Amt |
| Excess From Year1 | $244,260 | ExcessFromYear1Amt |
| Excess From Current Year | $232,615 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Allen Boutte | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 301078 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136738440 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAF Red Tail Squadron | ||||||
| 225 Bravo Lane Fleming Field | South Saint Paul | MN | 55075 | N/A | Contribution to General Fund | $6,000 |
| CARE | ||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | N/A | Contribution to General Fund | $5,000 |
| Catholic Charities | ||||||
| 2900 Louisiana Street | Houston | TX | 77006 | N/A | Contribution to General Fund | $20,000 |
| Doctors Without Borders | ||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | N/A | Contribution to General Fund | $5,000 |
| Food for the Poor | ||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | N/A | Contribution to General Fund | $45,000 |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | N/A | Contribution to General Fund | $5,000 |
| Open Door Mission | ||||||
| 5803 Harrisburg Blvd | Houston | TX | 77011 | N/A | Contribution to General Fund | $10,000 |
| Star of Hope | ||||||
| 6897 Ardmore | Houston | TX | 77054 | N/A | Contribution to General Fund | $20,000 |
| The Salvation Army | ||||||
| 1500 Austin Street | Houston | TX | 77002 | N/A | Contribution to General Fund | $20,000 |
| The Sisters of the Blessed Sacrament | ||||||
| 1663 Bristol Pike | Bensalem | PA | 190205796 | N/A | Contribution to General Fund | $20,000 |
| Our Mother of Mercy Catholic Church | ||||||
| 3390 Sarah Street | Beaumont | TX | 77705 | N/A | Contribution to General Fund | $5,000 |
| C-STEM Teacher & Student Support Services | ||||||
| 3226 Alabama Street | Houston | TX | 77004 | N/A | Contribution to General Fund | $10,000 |
| Oxfam America | ||||||
| 226 Causeway Street 5th Floor | Boston | MA | 021142206 | N/A | Contribution to General Fund | $5,000 |
| ANNAM Community Development Corporation | ||||||
| 9530 Antoine Drive | Houston | TX | 77086 | N/A | Contribution to General Fund | $10,000 |
| CATCH Foundation | ||||||
| PO Box 301078 | Houston | TX | 772301078 | N/A | Contribution to General Fund | $20,000 |
| National SBS Alumni Office | ||||||
| 1663 Bristol Pike | Bensalem | PA | 19020 | N/A | Contribution to General Fund | $1,000 |
| Smithsonian NMAAHC | ||||||
| 1000 Jefferson Dr SW | Washington | DC | 20004 | N/A | Contribution to General Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,000 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,842 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$158,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$103,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$103,312 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5b | n/a |
| 4 | N/A |
| 8 | N/A |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank service fee | $267 | $250 | $0 | $17 |
| Payroll Processing Fees | $189 | $0 | $0 | $189 |
| Postage | $64 | $0 | $0 | $64 |
| Utilities | $125 | $0 | $0 | $125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Income Taxes | $412 | $412 | $0 | $0 |
| Payroll Taxes | $2,460 | $0 | $0 | $2,460 |
| Foreign Taxes | $185 | $185 | $0 | $0 |