JESSE T & JODIE E KING FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JESSE T & JODIE E KING FOUNDATION (EIN 76-0474227)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349102178
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T16:52:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741067601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760474227 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSE T & JODIE E KING FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | KATHRYN KING COLEMAN PRESIDENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JESS | NameControl |
| Phone | 7135224222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN KING COLEMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 7135224222 | Phone |
| Date Signed | 2013-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONNIE L ESTOPINAL | Name |
| PTIN | P00150005 | PTIN |
| Phone | 7136291381 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1456867 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 33569 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33569 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 489 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 489 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 435 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 34519 | TotalRevenueAndExpenses |
| Total Net Investment Income | 34084 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2662 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 888 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1253 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 358 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 358 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5161 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3020 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 888 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75383 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75383 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80544 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3020 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 76271 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -46025 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31064 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 56983 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24394 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24394 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1492257 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1492470 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1432473 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1549240 | TotalAssetsBOY |
| Total Assets EOY | 1516864 | TotalAssetsEOY |
| Total Assets EOYFMV | 1456867 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1549240 | UnrestrictedBOY |
| Unrestricted EOY | 1516864 | UnrestrictedEOY |
| Total Net Assets BOY | 1549240 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1516864 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1549240 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1516864 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1549240 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -46025 | ExcessOfRevenueOverExpenses |
| Other Increases | 13649 | OtherIncreases |
| Subtotal | 1516864 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1516864 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | POWERSHARES - PASSED TRHOUGH ON K1 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gain Or Loss | 489 | GainOrLoss |
| Gains Minus Excess Or Losses | 489 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 489 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 80895 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1385700 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058378 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 92669 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1320023 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070203 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95181 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1224383 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077738 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81531 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1465021 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055652 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 17509 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 307949 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056857 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.318828 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063766 | AverageDistributionRatio |
| Net Noncharitable Assets | 1431960 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 91310 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 311 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91621 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 76271 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 621 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 621 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 640 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 640 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Overpayment | 17 | Overpayment |
| Amount Credited To Next Year | 17 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KATHRYN KING COLEMAN PRESIDENT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7135224222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KATHRYN KING COLEMAN | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ADAM KING RICHARDS | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| HANK COLEMAN | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | SECRETARY | 0.50 | 0 | 0 | 0 |
| JASON E STALLER | ||||||||
| 1803 SOUTH BLVD | HOUSTON | TX | 77098 | ASST SECRETARY, ASST TREAS | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1390367 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 63400 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1453767 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1453767 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21807 | CashDeemedCharitable |
| Net Noncharitable Assets | 1431960 | NetNoncharitableAssets |
| Minimum Investment Return | 71598 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 71598 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Total Tax | 621 | TotalTax |
| Distributable Amount Before Adj | 70977 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 13649 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 84626 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 84626 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 76271 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 76271 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 76271 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 84626 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2263 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9338 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 34675 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 27347 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12249 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 85872 | TotalExcessDistriCarryover |
| Qualifying Distributions | 76271 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 76271 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 8355 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 8355 | ExcessDistriCyovAppliedCY |
| Total Corpus | 77517 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 77517 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3246 | ExcessFromYear4 |
| Excess From Year3 | 34675 | ExcessFromYear3 |
| Excess From Year2 | 27347 | ExcessFromYear2 |
| Excess From Year1 | 12249 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHRYN KING COLEMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1803 SOUTH BLVD | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7132531367 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESCRIBED FORM. APPLICANTS SHOULD DESCRIBE THE PURPOSE OF THE GRANT, THE ISSUE/NEED THAT WILL BE ADDRESSED, AND PROVIDE DOCUMENTATION OF THE ORGANIZATION'S 501(C)(3) STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | NONE. PREFERENCE GIVE TO EDUCATIONAL, RELIGIOUS, OR ORGANIZATIONS SERVING THE UNDERPRIVILEGED. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BERING OMEGA | |||||||
| PO BOX 540517 | HOUSTON | TX | 77254 | NONE | 509(A)(1) | HIV/AIDS FUNDRAISER | $10,000 |
| HUMAN RESOURCES DEVELOPMENT FOUNDATION | |||||||
| PO BOX 25213 | HOUSTON | TX | 77265 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 |
| FONDREN LIBRARY AT RICE UNIVERSITY | |||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | 509(A)(1) | LIBRARY FUNDRAISER | $7,500 |
| HOUSTON COMMUNITY COLLEGE FOUNDATION | |||||||
| 3100 MAIN STE 12B12 MC 1148 | HOUSTON | TX | 77002 | NONE | 509(A)(1) | EDUCATION SCHOLARSHIPS | $2,383 |
| CAN CARE | |||||||
| 9575 KATY FREEWAY STE 428 | HOUSTON | TX | 77024 | NONE | 509(A)(1) | SURVIVOR'S DAY | $500 |
| SANTA FE INTERNATIONAL FOLK ART MARKET | |||||||
| 401 KIVA COURT E | SANTA FE | NM | 87505 | NONE | 509(A)(2) | SUPPORT FOR ARTISTS IN UNDERDEVELOPED COUNTRIES | $26,000 |
| ST LUKE'S UNITED METHODIST CHRUCH | |||||||
| PO BOX 22013 | HOUSTON | TX | 772272013 | NONE | 509(A)(1) | SANCTUARY ORGAN | $8,000 |
| UT M D ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | 509(A)(1) | SPRINT FOR LIFE | $500 |
| METHODIST CHILDREN'S HOME | |||||||
| 1111 HERRING AVE | WACO | TX | 76708 | NONE | 509(A)(3) TIII FNCTL | SCHOLARSHIPS | $12,500 |
| HOUSTON PUBLIC LIBRARY FOUNDATION | |||||||
| 500 MCKINNEY | HOUSTON | TX | 77002 | NONE | 509(A)(1) | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75383 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,569 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $489 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $435 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $34,519 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 34519 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $3,550 | Amount |
| Net Investment Income | 2662 | NetInvestmentIncome |
| Disbursements Charitable Prps | 888 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 411 SHS ISHARES TR US TREAS INFLATION PROTECTED SECS FD | 44086 | 49900 |
| 1013 SHS ISHARES TR 1-3 YR TREAS INDEX FD | 84383 | 85517 |
| 1227 SHS ISHARES TR 20+ TREAS INDEX FD | 116739 | 148688 |
| 956 SHS ISHARES TR 7-10 YR TREAS INDEX FD | 84465 | 102760 |
| 414 SHS ISHARES TR COHEN & STEERS REALTY MAJORS INDEX FD | 34606 | 32516 |
| 778 SHS ISHARES TR IBOXX $ HIGH YIELD CORP BD FD | 80321 | 72626 |
| 3385 SHS ISHARES TR MSCI EAFE INDEX FD | 277917 | 192471 |
| 750 SHS ISHARES TR MSCI EMERGING MKTS INDEX FD | 38210 | 33263 |
| 648 SHS ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 30822 | 32556 |
| 544 SHS ISHARES TR RUSSELL MIDCAP GROWTH INDEX FD | 30782 | 34163 |
| 408 SHS ISHARES TR RUSSELL 2000 INDEX FD | 30977 | 34402 |
| 4099 SHS ISHARES TR S&P 500 / GROWTH INDEX FD ISHARES | 285418 | 310458 |
| 3678 SHS ISHARES TR S&P 500 / VALUE INDEX FD | 285319 | 244182 |
| 1255 SHS POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT | 33505 | 34864 |
| 583 SHS SPDR INDEX SHS FDS DJ WILSHIRE INTL REAL ESTATE ETF | 34920 | 24107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SERVICE CHARGES | 60 | 60 | 0 |
| OTHER PORTFOLIO DEDUCTIONS | 298 | 298 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Revenue And Expenses Per Books | 435 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 435 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED GRANT | Description |
| Amount | $13,649 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $1,253 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |