L E FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- L E FOUNDATION TR (EIN 68-0667809)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-09
- IRS object ID
- 201432829349100508
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-09T14:44:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760239059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL P MCGUIRE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10497 TOWN COUNTRY WAY STE 520 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | 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 | 680667809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L E FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEFO | BusinessNameControlTxt |
| Phone | 7134656366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3119 NOBLE LAKES LANE | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77082 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HB PAYNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7134656366 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P MCGUIRE | PreparerPersonNm |
| PTIN | P00064895 | PTIN |
| Phone | 7139320409 | PhoneNum |
| Preparation | 2014-10-09 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $179,513 | 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 | $156,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,195 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,195 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,212 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,195 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,941 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,941 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,195 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,044 | CashBOYAmt |
| Cash EOY | $179,513 | CashEOYAmt |
| Cash EOYFMV | $179,513 | CashEOYFMVAmt |
| Corporate Stock BOY | $72,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,796 | CorporateStockEOYAmt |
| Total Assets BOY | $205,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $179,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $205,769 | UnrestrictedBOYAmt |
| Unrestricted EOY | $250,309 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $205,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $250,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $205,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $250,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $205,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $378 | OtherIncreasesAmt |
| Subtotal | $250,310 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $250,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,785 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $187,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.275693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,384 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.270082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,977 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.269024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,952 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $216,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.267254 | DistributionYr5Rt |
| Total Distribution | 1.251782 | TotalDistributionRt |
| Average Distribution | 0.250356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $348,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,162 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,179 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $113,941 | 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 | $17 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17 | SubtotalAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $17 | TaxDueAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HB PAYNE | IndividualWithBooksNm |
| Phone | 7134656366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1181 BRITTMOORE SUITE 300 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HB PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CAROLE F PAYNE | ||||||||
| 1181 BRITTMOORE SUITE 300 | HOUSTON | TX | 77043 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,399 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $353,455 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $353,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $17,391 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,391 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,941 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $113,941 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,924 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,391 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $47,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,865 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,941 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,550 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,110 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $202,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,848 | ExcessFromYear4Amt |
| Excess From Year3 | $28,865 | ExcessFromYear3Amt |
| Excess From Year2 | $28,048 | ExcessFromYear2Amt |
| Excess From Year1 | $22,422 | ExcessFromYear1Amt |
| Excess From Current Year | $96,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| 12TH MAN FOUNDATION | |||||||
| PO BOX 2800 | COLLEGE STATION | TX | 77841 | 501 (C) (3) | OPERATING FUNDS | $29,091 | |
| TEXAS A&M LETTERMANS ASSN | |||||||
| PO BOX 5346 | COLLEGE STATION | TX | 77844 | 501 (C) (3) | OPERATING FUNDS | $500 | |
| AMERICAN HEART ASSOC | |||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | 501 (C) (3) | OPERATING FUNDS | $5,000 | |
| CAMP BLESSING TEXAS | |||||||
| 18993 FERNE DRIVE | PORTER | TX | 77365 | 501 (C) (3) | OPERATING FUNDS | $8,500 | |
| 12THMKOT FOUNDATION | |||||||
| PO BOX 12128 | COLLEGE STATION | TX | 77842 | 501 (C) (3) | OPERATING FUNDS | $800 | |
| STONEY CREEK | |||||||
| 1912 ZIMMERSCHEIDT | NEW ULM | TX | 78950 | 501(C)(3) | OPERATING FUNDS | $10,000 | |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | 501(C)(3) | OPERATING FUNDS | $3,750 | |
| ROYAL OAKS COUNTRY CLUB | |||||||
| 2910 ROYAL OAKS CLUB DR | HOUSTON | TX | 77082 | 501(C)(3) | OPERATING FUNDS | $500 | |
| MEMORIAL DRIVE UNITED | |||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $33,500 | |
| ALLEN ACADEMY | |||||||
| 3201 BOONVILLE RD | BRYAN | TX | 77802 | 501(C)(3) | OPERATING FUNDS | $10,000 | |
| FAMILY POINT RESOURCES | |||||||
| 14207 MEMORIAL DRIVE | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $1,000 | SUITE 183 |
| WILCHESTER PTA | |||||||
| 13618 ST MARYS LN | HOUSTON | TX | 77079 | 501(C)(3) | OPERATING FUNDS | $5,000 | |
| RANCHER'S RIDE INC | |||||||
| 14027 MEMORIAL DRIVE | HOUSTON | TX | 77056 | 501(C)(3) | OPERATING FUNDS | $5,000 | SUITE 213 |
| BENDWOOD SCHOOL | |||||||
| 12750 KIMBERLY LN | HOUSTON | TX | 77024 | 501(C)(3) | OPERATING FUNDS | $1,000 | |
| SISTERS OF ST MARY | |||||||
| 909 W SHAW ST | FORTH WORTH | TX | 76110 | 501(C)(3) | OPERATING FUNDS | $100 | |
| ST JOSEPH FOUNDATION | |||||||
| 11107 WURZBACH RD | SAN ANTONIO | TX | 78230 | 501(C)(3) | OPERATING FUNDS | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,941 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,212 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | Address Line2ContributorUSAddress/AddressLine2 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| EP RESOURCES INC | |||||||
| 1 | 1181 BRITTMOORE ROAD | SUITE 400 | HOUSTON | TX | 77043 | $56,000 | Yes (X) |
| HOUSTON CENTER | |||||||
| 2 | 2301 PORTSMOUTH ST | HOUSTON | TX | 77098 | $100,000 | Yes (X) | |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| HB PAYNE |
| CAROLE F PAYNE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| EQUITIES | $3,228 |
| MUTUAL FUNDS | $67,568 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $1,500 | $1,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DIVIDEND DISTRIBUTION | Description |
| Amount | $378 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |