SCHISSLER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHISSLER FOUNDATION (EIN 76-0056884)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-09-15
- IRS object ID
- 201432589349100308
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-15T10:43:53-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760056884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Schissler Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NANCY LYNN RED | InCareOfNm |
| Business Name Control | SCHI | BusinessNameControlTxt |
| Phone | 7136263890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 272805 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77277 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SCHISSLER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136263890 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134994600 | 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 | $227,111 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,045 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $201,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,045 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,632 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $577 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $206,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,072 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $213,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $213,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $194,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,839 | ExcessRevenueOverExpensesAmt |
| Subtotal | $194,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $194,214 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $234,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.778536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $232,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $202,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.145104 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,835 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $262,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.028915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $182,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.465212 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $283,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $213,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.327672 | DistributionYr5Rt |
| Total Distribution | 5.745439 | TotalDistributionRt |
| Average Distribution | 1.149088 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $203,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $234,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,675 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,484 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,484 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,484 | OverpaymentAmt |
| Applied To ES Tax | $3,484 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY LYNN RED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136263890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11232 | AddressLine1 |
| City | SPRING | City |
| State | TX | State |
| ZIP Code | 77391 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD P SCHISSLER | ||||||||
| PO Box 272805 | Houston | TX | 77277 | PRESIDENT/TRUSTEE | 1.0 | $0 | $0 | $0 |
| NANCY R SCHISSLER | ||||||||
| PO Box 272805 | Houston | TX | 77277 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RICHARD P SCHISSLER III | ||||||||
| PO Box 272805 | Houston | TX | 77277 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| NANCY LYNN RED | ||||||||
| PO Box 272805 | Houston | TX | 77277 | SECRETARY/TREASURER | 1.0 | $6,000 | $0 | $0 |
| LAURA LEE JENKINS | ||||||||
| PO Box 272805 | Houston | TX | 77277 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM-RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,055 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $207,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $10,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $211,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $211,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $272,892 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $258,178 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $171,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,181,201 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,478 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,382,679 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $272,892 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,109,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $258,178 | ExcessFromYear4Amt |
| Excess From Year3 | $256,722 | ExcessFromYear3Amt |
| Excess From Year2 | $222,302 | ExcessFromYear2Amt |
| Excess From Year1 | $171,107 | ExcessFromYear1Amt |
| Excess From Current Year | $201,478 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD AND NANCY SCHISSLER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RP SCHISSLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272805 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 772772805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136263890 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON | HOUSTON | TX | 77002 | NONE | PC | Charitable | $10,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PC | CHARITABLE | $1,000 |
| THE NATIONAL MUSEUM OF THE PACIFIC WAR | |||||||
| 328 E MAIN ST | FREDRICKSBURG | TX | 78624 | NONE | PC | CHARITABLE | $1,000 |
| YMCA | |||||||
| 4900 SIMSBROOK | HOUSTON | TX | 77045 | NONE | PC | CHARITABLE | $50,000 |
| HOUSTON BAPTIST UNIVERSITY-THE GUILD | |||||||
| 7502 FONDREN RD | HOUSTON | TX | 77074 | NONE | PC | CHARITABLE | $3,000 |
| Theta Charity Antiques Show | |||||||
| 4212 San Felipe Ste 345 | Houston | TX | 77027 | NONE | PC | CHARITABLE | $500 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE | |||||||
| 7000 FANNIN SUITE 1200 | HOUSTON | TX | 77030 | NONE | PC | CHARITABLE | $1,000 |
| EASTER SEALS OF GREATER HOUSTON INC | |||||||
| 4500 BISSONNET SUITE 340 | BELLAIRE | TX | 77401 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E ST | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $1,000 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA ST 102 | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE | $5,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN CIRCLE DRIVE | HOUSTON | TX | 77030 | NONE | PC | CHARITABLE | $500 |
| RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | CHARITABLE | $28,000 |
| THE MUSEUM OF FINE ARTS | |||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | NONE | PC | CHARITABLE | $5,000 |
| K9S4 COPS | |||||||
| 1210 WEST CLAY STREET UNIT 9 | HOUSTON | TX | 77019 | NONE | PC | CHARITABLE | $1,000 |
| UT-GSBS | |||||||
| PO BOX 20334 | HOUSTON | TX | 772250334 | NONE | PC | CHARITABLE | $100,000 |
| ERJCC HOUSTON | |||||||
| 5601 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | CHARITABLE | $1,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,045 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Clifton Ltd CO Mr Richard Schissl | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | 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 | $1,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,675 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 400 SHS EXXON MOBIL CORP | StockNm |
| EOY Book Value | $6,175 | EOYBookValueAmt |
| EOYFMV | $39,072 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $577 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,632 | Amt |
| Net Investment Income | $1,632 | NetInvestmentIncomeAmt |