WALKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALKER FAMILY FOUNDATION (EIN 80-6133292)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-16
- IRS object ID
- 202510759349100101
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-16T07:08:43-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202216960 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURT & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CYPRESS RUN SUITE 210 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806133292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 7132131261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13224 BAY PLACE DRIVE | AddressLine1Txt |
| City | BEACH CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG WALKER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 7132131261 | PhoneNum |
| Signature | 2025-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL KURT CPA | PreparerPersonNm |
| PTIN | P00021147 | PTIN |
| Phone | 2814926545 | PhoneNum |
| Preparation | 2025-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $352,089 | 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 | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,978 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $5,308 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,286 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,795 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $153,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $150,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,294 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $156,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,089 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $156,509 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $153,511 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,437 | OtherIncreasesAmt |
| Subtotal | $153,652 | SubtotalAmt |
| Other Decreases | $141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 28.691 SHS ISHARES RUSSELL 1000 INDEX FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-02-28 | AcquiredDt |
| Sold | 2024-01-12 | SoldDt |
| Gross Sales Price | $7,500 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $2,192 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,308 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $5,308 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $184 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $184 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $184 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $184 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOUGLAS E WALKER | IndividualWithBooksNm |
| Phone | 2813834444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13224 BAY PLACE DRIVE | AddressLine1Txt |
| City | BEACH CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77523 | ZIPCd |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS E WALKER | ||||||||
| 13224 BAY PLACE DRIVE | BEACH CITY | TX | 77523 | CO-TRUSTEE | 3.00 | $0 | $0 | $0 |
| INTA I WALKER | ||||||||
| 13224 BAY PLACE DRIVE | BEACH CITY | TX | 77523 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HIGH SCHOOL, COLLEGE, AND UNIVERSITY SCHOLARSHIP GRANTS | Description1Txt |
| Expenses1 | $9,000 | Expenses1Amt |
| Description2 | GRANTS TO LOCAL FACILITIES PROVIDING ASSISTANCE TO MENTALLY, PHYSICALLY CHALLENGED ADULTS AND CHILDREN | Description2Txt |
| Expenses2 | $1,500 | Expenses2Amt |
| Description3 | GRANTS TO LOCAL ENVIRONMENTAL/NATURE ORGANIZATION | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | GRANTS OF FINANCIAL ASSISTANCE TO LOCAL CHAPTER OF NATIONAL/LOCAL ORGANIZATIONS, BEACH CITY VOLUNTEER FIRE DEPARTMENT | Description4Txt |
| Expenses4 | $500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $331,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $334,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $334,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $329,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $184 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $184 | TotalTaxAmt |
| Distributable Before Adj | $16,300 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,300 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,300 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,487 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,970 | ExcessFromYear4Amt |
| Excess From Year3 | $460 | ExcessFromYear3Amt |
| Excess From Year2 | $1,329 | ExcessFromYear2Amt |
| Excess From Year1 | $1,698 | ExcessFromYear1Amt |
| Excess From Current Year | $1,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THE TRUST'S CREATORS DOUGLAS E AND | ContributingManagerNm |
| Contributing Manager | MORE THAN 2 OF THE TOTAL CONTRIBUTI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | ||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | PC | COLLEGE SCHOLARSHIP GRANT | $7,500 |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA STREET | ITHACA | NY | 14850 | PC | COLLEGE SCHOLARSHIP GRANT | $1,500 |
| BAY AREA REHABILITATION CENTER | ||||||
| 5315 DECKER DRIVE | BAYTOWN | TX | 77520 | PC | REHABILITATION OF MENTALLY, PHYSICALLY CHALLENGED YOUTH & ADULTS | $1,500 |
| GALVESTON BAY FOUNDATION | ||||||
| 1725 HIGHWAY 146 | KEMAH | TX | 77565 | PC | EDUCATION, ENVIRONMENTAL CONSERVATION | $2,000 |
| BEACH CITY VOLUNTEER FIRE DEPARTMENT | ||||||
| 12717 FM 2354 | BEACH CITY | TX | 77523 | PC | COMMUNITY PROTECTION | $500 |
| TAMPA BAY WATCH INC | ||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | PC | EDUCATION, ENVIRONMENTAL CONSERVATION | $1,500 |
| SEA TURTLES INC | ||||||
| 6617 PADRE BLVD | SOUTH PADRE ISLAND | TX | 78597 | PC | EDUCATION, CONSERVATION, REHABILITATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,978 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,978 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,978 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,026.086 SHS. EXXONMOBIL CORPORATION (DONATED MARKET VALUE $74,052.63) | $74,053 | $110,376 |
| 560.309 SHS. ISHARES RUSSELL 1000 ETF (IWB) | $42,801 | $180,509 |
| 77.255 SHS. ISHARES RUSSELL 2000 ETF (IWM) | $6,400 | $17,070 |
| 572 SHS. VANGUARD FTSE DEVELOPED MARKET ETF (VEA) | $19,631 | $27,353 |
| 157 SHS. VANGUARD REAL ESTATE ETF (VNQ) | $7,831 | $13,986 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET NON-TAXABLE DISTRIBUTION ADJUSTMENT-VANGUARD R.E. ETF | $141 |
| TAX GAIN GREATER THAN BOOK GAIN ON SALE OF INVESTMENT | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL GAINS NET INCOME | $5,308 |
| NON-DIVIDEND DISTRIBUTION, FORM 1099 TAX STATEMENT | $129 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX HELD-DIVIDENDS | $78 | $78 |
| FEDERAL EXCISE TAX | $194 |