J P & MARY JON BRYAN FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- J P & MARY JON BRYAN FOUNDATION (EIN 76-0406294)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-12
- IRS object ID
- 201130129349100553
- Schema version
- 2009v1.7
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-12T16:55:51-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LaPorte Sehrt Romig & Hand | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 St James Place Suite 250 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770563432 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760406294 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J P & MARY BRYAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JP&M | NameControl |
| Phone | 7137531300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J P BRYAN | Name |
| Title | MANAGER | Title |
| Phone | 7137531300 | Phone |
| Date Signed | 2010-11-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Naushad Kermali | Name |
| Phone | 7139638008 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2853968 | 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 |
| Dividends Rev And Expnss | 4800 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1871 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18592 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 142209 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18592 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 23392 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20463 | 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 | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5000 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 36 | InterestRevAndExpnss |
| Interest Net Invst Incm | 36 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 227 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 227 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1269 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1269 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6532 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1532 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 91973 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 91973 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 98505 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1532 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 96973 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -75113 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18931 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -23720 | CashBOY |
| Cash EOY | -20693 | CashEOY |
| Cash EOYFMV | -20693 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1469 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1853 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1853 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 228 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 100107 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 20424 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 43897 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 77811 | InvestmentsOtherBOY |
| Investments Other EOY | 79197 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 95785 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2733125 | OtherAssetsBOY |
| Other Assets EOY | 2733125 | OtherAssetsEOY |
| Other Assets EOYFMV | 2733125 | OtherAssetsEOYFMV |
| Total Assets BOY | 2889020 | TotalAssetsBOY |
| Total Assets EOY | 2813907 | TotalAssetsEOY |
| Total Assets EOYFMV | 2853968 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2889020 | RetainedEarningsBOY |
| Retained Earnings EOY | 2813907 | RetainedEarningsEOY |
| Total Net Assets BOY | 2889020 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2813907 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2889020 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2813907 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2889020 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -75113 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2813907 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2813907 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 133008 | 116010 | 16998 | 16998 | |||
| PUBLICLY TRADED SECURITIES | 9201 | 5969 | 3232 | 3232 | 2009-04-13 | 2010-05-12 | |
| STCG FROM GARRISON MUNICIPAL PARTNERS | 1316 | -1316 | -1316 | P | |||
| LTCG FROM GARRISON MUNICIPAL PARTNERS | 322 | -322 | -322 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18592 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 190688 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2988329 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063811 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 114247 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3797921 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030081 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 170470 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1500781 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.113588 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 54794 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1539630 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035589 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86225 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1502899 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057372 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.300441 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060088 | AverageDistributionRatio |
| Net Noncharitable Assets | 2855936 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 171607 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 189 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 171796 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 96973 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 379 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 379 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 379 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1 | TotalCreditsAndPayments |
| Tax Due | 378 | TaxDue |
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 |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J P BRYAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7137531300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR SUITE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| J P BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| M J BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOHN B BRYAN | ||||||||
| 1331 LAMAR SUITE 1450 | HOUSTON | TX | 770103051 | DIRECTOR | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DURING THE PERIOD THE FOUNDATION CONTRIBUTED TO VARIOUS CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS, AND GRANTED SEVERAL SCHOLARSHIPS FOR EDUCATION BEYOND SECONDARY SCHOOL. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | THE BALANCE OF ITEMS CLASSIFIED AS DISBURSEMENTS FOR CHARITABLE PURPOSES IN PART I COL (D) ARE EXPENSES FOR OPERATING THE FOUNDATION. | Description2 |
| Expenses2 | 0 | Expenses2 |
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 | 164306 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2733125 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2899427 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2899427 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43491 | CashDeemedCharitable |
| Net Noncharitable Assets | 2855936 | NetNoncharitableAssets |
| Minimum Investment Return | 142797 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142797 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 379 | TaxBasedOnInvestmentIncome |
| Total Tax | 379 | TotalTax |
| Distributable Amount Before Adj | 142418 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 142418 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 142418 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 96973 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 96973 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 96973 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 142418 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 34739 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 41498 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 76237 | TotalExcessDistriCarryover |
| Qualifying Distributions | 96973 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 96973 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 45445 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 45445 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30792 | 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 | 30792 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 30792 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J P BRYAN | ContributingManager |
| Contributing Manager | M J BRYAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | J P BRYAN DO NOT TELEPHONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 LAMAR STE 1450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770103051 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9999999999 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION AVAILABLE UPON REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE STATED | SubmissionDeadlines |
| Restrictions On Awards | SCHOLARSHIPS ARE LIMITED TO APPLICANTS FROM THE MARATHON/ALPINE AREA OF WEST TEXAS, OR STUDENTS AT SUL ROSS STATE UNIVERSITY, ALPINE, TX. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALPINE CHRISTIAN SCHOOL | |||||||
| 808 N 5TH STREET | ALPINE | TX | 79830 | NONE | PUBLIC | EDUCATIONAL; SCHOOL, K - 8TH GRADE, BIBLICAL PRNCP | $7,560 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| RR 2 BOX 58 | CANAAN | NH | 03741 | NONE | PUBLIC | EDUCATIONAL; BOARDING & DAY SCHOOL FOR BOYS, 6TH - 9TH GRADE | $500 |
| EASTERN BRANCH BAPTIST | |||||||
| 3627 AUSTIN LANE | FREEPORT | TX | 77541 | NONE | PUBLIC | RELIGIOUS; BAPTIST CHURCH IN FREEPORT, TX | $3,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | NONE | PUBLIC | EDUCATIONAL; SCHOOL, AGE 2 - 8TH GRADE, RELIGIOUS PRIN | $5,000 |
| SHUMLA SCHOOL | |||||||
| P O BOX 627 | COMSTOCK | TX | 78837 | NONE | PUBLIC | EDUCATIONAL; DOCUMENTING OF PREHISTORIC ROCK ART AT PANTHER CAVE | $12,500 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 2900 BUNNY RUN | AUSTIN | TX | 78746 | NONE | PUBLIC | EDUCATIONAL; SCHOOL ASSOC WITH EPISCOPAL CHURCH | $25,000 |
| SUL ROSS STATE UNIVERSITY - SCHOLARSHIP FOR ESMERELDA LARA | |||||||
| EAST HWY 90 BOX C111 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIP | $2,000 |
| SUL ROSS STATE UNIVERSITY - SCHOLARSHIP FOR ESTELLA ESTRADA | |||||||
| EAST HWY 90 BOX C111 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIP | $1,181 |
| SUL ROSS UNIVERSITY - SCHOLARSHIP FOR MARISOL AGUILAR | |||||||
| EAST HWY 90 BOX C111 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIP | $1,000 |
| SUL ROSS STATE UNIVERSITY - SCHOLARSHIP FOR CELESTINE GARCIA | |||||||
| EAST HWY 90 BOX C111 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIP | $1,000 |
| SUL ROSS STATE UNIVERSITY - SCHOLARSHIP FOR ROSIE AGUILAR | |||||||
| EAST HWY 90 BOX C111 | ALPINE | TX | 79832 | NONE | INDIVIDUAL | EDUCATIONAL; SCHOLARSHIP | $732 |
| TEXAS STATE HISTORICAL ASSOCIATION | |||||||
| P O BOX 12276 | AUSTIN | TX | 781112276 | TRUSTEE | PUBLIC | EDUCATIONAL; TEXAS HISTORY PUBLISHING & EDUCATIONAL PROGRAMS | $5,000 |
| TOM LEA INSTITUTE | |||||||
| P O BOX 103 | EL PASO | TX | 79941 | NONE | PUBLIC | EDUCATIONAL; MUSEUM DEVOTED TO TOM LEA'S ART AND PUBLISHED BKS | $17,000 |
| TYLER MUSEUM OF ART | |||||||
| 1300 SOUTH MAHON DRIVE | TYLER | TX | 75701 | NONE | PUBLIC | EDUCATIONAL; ART MUSEUM SERVING THE EAST TEXAS AREA WITH EXHIBITIONS & EDUCA | $500 |
| NATL WESTERN ART FOUNDATION (BRISCOE WESTERN ART MUSEUM) | |||||||
| 315 E COMMERCE 205 | SAN ANTONIO | TX | 78205 | NONE | PUBLIC | EDUCATIONAL; MUSEUM DEVOTED TO WESTERN ART | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 91973 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,800 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,592 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,392 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23392 | 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 | ACCOUNTING & LEGAL FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5000 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | Chapter 552 of the Texas Government Code provides for the disclosure of public information by or for a governmental body, defined as an entity that spends or is supported in whole or in part by public funds. As the J. P. and Mary Jon Bryan Foundation is not supported in whole or in part by public funds, it is not a governmental body and its records are not public information. No disclosure is required. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | DEUTSCH BANK ACCOUNT 2343 | NameOfStock |
| EOY Book Value | 20424 | EOYBookValue |
| EOYFMV | 43897 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GARRISON MUNICIPAL PARTNERS LP | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 79197 | BookValue |
| EOYFMV | 95785 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ART | Description |
| BOY Book Value | 2733125 | BOYBookValue |
| EOY Book Value | 2733125 | EOYBookValue |
| EOYFMV | 2733125 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSES | 1233 | 1233 | 0 |
| INVESTMENT EXPENSES FROM GARRISON PARTNERS LP | 36 | 36 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $227 | Amount |
| Net Investment Income | 227 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |